Dustin Alexander is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at firms including LPL Financial, Voya Financial Advisors, and Stirling Capital, where he continues to be involved. Outside of his advisory work, he volunteers as a teacher with FMT Solutions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Kendal Norman is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated capabilities such as a state-chartered trust bank, in-house tax and business consulting, and mortgage origination services.

Spencer Stone Jr. is a financial advisor with Wells Fargo Advisors in Toledo, OH, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years. Stone serves as an active trustee for the Boys and Girls Club of Toledo and is one of 14 trustees at the Toledo Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. Advisors use firm research and tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Brandon Rodriguez is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Toledo, OH. He has been with Edward Jones since 2017 and previously worked four years in the hospitality industry at Regency Hotels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard, with a nationwide network of more than 23,000 financial advisors.

Stephen Sterling is a financial advisor at Edward Jones in Maumee, Ohio, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is the owner of a rental property business in Galveston, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of 23,701 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Gregory Row is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at LPL Financial, Global Retirement Partners LLC, and Comerica Securities Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors and 15,121 branch offices. The firm offers a range of managed investment strategies, affiliated mutual funds, and fiduciary advisory services with a focus on tax efficiency and comprehensive wealth management.

Nicholas Snyder is a financial advisor with LPL Financial in Bowling Green, OH, holding a Series 63 credential and 23 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with Northern Penguins, LLC, which holds a cabin in northern Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios, third-party subadvisors, and advanced technologies.

Crystal Tully Cahill is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2022 and previously spent seven years at Pension Innovations & Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Devin Zeisset is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has four years of industry experience and has previously worked with Concourse Financial Group Securities Inc and Huntington National Bank. Zeisset serves as treasurer for the Oregon Schools Foundation as a volunteer. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Jonathan Porter is a financial advisor at LPL Financial in Maumee, Ohio, holding Series 63 and Series 66 credentials with two years of industry experience. He has been with LPL Financial since 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research.

Connor Mccann is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023. Outside of his advisory role, he volunteers as a junior varsity golf coach at Sylvania Northview High School. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Toby Weinert is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and the Ohio State University Wexner Medical Center. His background also includes roles with the American Red Cross-Cincinnati Chapter and the Cincinnati Recreation Commission. Baird’s DDK Group, where he is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and separately managed account programs, utilizing internal research, manager selection, and both discretionary and non-discretionary strategies.

Benjamin Taylor is a CFP® with 10 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Wholehan & Associates and Sigma Financial Corporation. At Wholehan & Associates, he has held a financial planning assistant role involving technical software and administrative duties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs. The firm employs firm‑provided asset‑allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non‑discretionary bases.

Matthew Padgett II is a financial advisor with Edward Jones in Whitehouse, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Padgett serves as president of the Whitehouse Chamber of Commerce and is involved with Young Life Maumee, a local nonprofit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,700 advisors.

David Walker is a financial advisor with Equitable Advisors in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked with Axa Advisors. Outside of his advisory role, he serves as president of the Grace Community Center board of directors and holds leadership positions with several local organizations, including the Sylvania United Church of Christ and the Sister City Commission of Sylvania, Ohio. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Karen Owens is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, Owens is involved with Semper Fit LLC, doing business as Anytime Fitness, since 2006. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through employer-based Corporate Financial Planning agreements.

Philip Mendel is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing financial plans.

Daniel Finkel is a financial advisor at OSAIC Wealth, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including Royal Alliance and Excel/Colibri. Outside of advisory work, he instructs life insurance exam courses and serves on the board of the Fort Meigs Historic Site and the Old West End Festival Committee. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services and uses asset-allocation tools and risk assessments to construct diversified portfolios across multiple asset classes.

Adam Glaser is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance for 12 years before joining Cetera in 2025. Outside of his advisory role, he is involved in life insurance and operates several financial services businesses. Cetera is an SEC-registered adviser with a large nationwide network of independent advisors. It serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services.

Karen Krolak is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for six years and has been involved with Capital Management Strategies LLC since 2017. Outside of her advisory work, she has experience in homemaking spanning 15 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management, model portfolios, and research from multiple sources.