Richard Briner is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Osaic FA, Inc. from 2000 to 2006. Outside his advisory role, he is associated with Diamond Maumee, LLC, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by proprietary research and technology tools.

Stephen Roque is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory role, Roque is involved in tax preparation and accounting through Aspire Tax & Accounting, a DBA under Aspire Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options.

Michael Holly is a financial advisor at Charles Schwab with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2017. Prior to Schwab, he was with Wunderlich Securities, Inc. and has operated Holly Enterprises since 2004. Outside of his advisory role, he serves as an executive producer for OB Mustangs Docu, LLC, overseeing various production aspects. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management. Schwab combines integrated brokerage, custody, and advisory services with multi-asset strategic portfolios and a formal alternative investments program.

William Andam is a financial advisor with Fidelity Investments and holds Series 66 and Series 63 licenses. He has two years of industry experience and has previously worked at RemoteMode, Handy Technologies, Kukom Initiative, and Compass Group. Outside of his advisory role, he is an officer at Forge Point Capital LLC, a company that buys and renovates distressed assets, and he also works as an independent contractor for rideshare and food delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory solutions, including fund advisory and model portfolio delivery, with distinctive features such as its registration as a commodity pool operator and its use of AI in research processes.

Scott Toland is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has worked at OSAIC and Savage and Associates since 2020. Prior to these roles, he was employed at DelBall and Siena Heights University. Toland is also an insurance agent, providing life, disability, and health insurance. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex affiliate network.

Timothy Roth is a CFP® professional with 34 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at SPC, Sigma Financial Corporation, Osaic FA, Inc., and Thrivent Investment Management. Outside of his advisory work, he is active in his community as an organist and council president at Trinity Lutheran Church and as a member of the Waterville Chamber of Commerce. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach is model-based, utilizing asset allocation, portfolio optimization, and risk-tolerance analysis, supported by a complex affiliate network and private-equity ownership.

Ryan Sopko is a financial advisor with Primerica Advisors in Toledo, OH, holding a Series 63 designation and 16 years of industry experience. He has been with Primerica Advisors since 2009 and has been associated with Primerica Financial Services since 2008. Outside of advisory work, he is involved in selling loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management services focused on non-institutional clients.

Dawn Stebelton is a financial advisor with Edward Jones in Perrysburg, Ohio, holding Series 63 and 66 licenses and bringing 17 years of industry experience. She previously worked at UBS Financial Services and Morgan Stanley Smith Barney, where she spent 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Troy Greeley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over two decades of experience providing investment advice and financial guidance to families and business owners. Troy specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and retirement income. He holds a Bachelor's Degree from the University of Toledo and a Master of Business Administration (MBA) from the University of Nevada - Reno. His professional designations include Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Troy follows the Merrill tradition of community participation and volunteers with organizations in his community. Outside of work, he enjoys adventure sports, basketball, biking, boating, running, scuba diving, skiing, soccer, and spending time with his family.

Damian Ogrodowski is a financial advisor with OSAIC who holds a Series 66 designation and has 20 years of industry experience. He has worked at Royal Alliance since 2013 and has been employed by The Toledo Blade Company since 1999. Outside of his advisory role, he provides financial wellness presentations for employer groups and serves as an independent insurance agent offering a range of life and health insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services through multiple programs featuring model-based asset allocation, portfolio optimization, and access to third-party and proprietary investment strategies.

Jennifer Socie is a financial advisor at Edward Jones in Perrysburg, OH, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 1997, including her current role that began in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jacob Vanio is a financial advisor at Raymond James & Associates with Series 66 credentials and one year of industry experience. Prior to joining the firm, he held various roles including positions in the restaurant industry and as a student at Bowling Green State University. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Jason Harris is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Thomas Reuters and operating his own firm, J. Harris Capital, LLC. Outside of advising, Harris is involved in community and business organizations, serving on the finance committee of the Toledo Rotary and participating in chambers of commerce in Maumee and Findlay. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models and third-party asset managers, focusing on personalized client assessment without sponsoring its own wrap fee program.

George Calton Jr. is a financial advisor with LPL Financial based in Maumee, Ohio. He holds Series 65 and Series 63 licenses and has six years of industry experience, including prior roles at Transamerica Financial Advisors, World Financial Group, and WealthWave. Outside of advising, he has served as a volleyball referee for over 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with a range of investment strategies and research tools.

Lincoln Boyle is a financial advisor at Osaic Wealth with 19 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth since 2023, following a decade at Royal Alliance. Boyle also maintains a career agent role selling life insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Donna Bogan is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, with 28 years of industry experience. Her prior work includes roles at Sigma Planning Corporation, Sigma Financial Corporation, and Lincoln Financial Advisors Corporation. She is actively involved in the Toledo community, serving as Vice President of the Rotary Club of Toledo and President of Toledo GROWS, an organization supporting community-based gardens. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization strategies.

Andrew Paule is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has worked previously with Savage and Associates as well as the University of Toledo. Paule serves as a board member for Downtown Perrysburg Inc. and the Perrysburg Schools Foundation, where he is involved in community event planning and supporting local education initiatives. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a complex network of affiliated entities and private-equity ownership.

Anthony Desch is a financial advisor with Osaic Wealth who holds Series 63 and Series 66 designations and has 26 years of industry experience. He has worked at Osaic since 2013 and has been affiliated with Savage & Associates since 1998. Desch serves as a board member of the Cane Palm Beach Condo Association in Fort Myers Beach, FL. Osaic Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation and portfolio optimization.

Brian Boisselle is a CFP®-certified financial advisor with LPL Financial, based in Toledo, OH, and has 15 years of industry experience. He has been with LPL Financial since 2011 and also has a longstanding relationship with Citizens National Bank of Bluffton. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Lauren Hehl Myers is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. She has worked with Royal Alliance Associates since 2021 and has a background that includes roles at Napoleon Harley-Davidson, Victoria's Secret LBrands, and the Children's Discovery Center. Myers is involved in nonprofit activities, serving on the fundraising committee for the National Museum of the Great Lakes and co-chairing the United Way of Greater Toledo Women's Initiative Spring Event. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various investment programs through a large multi-advisor platform and maintains multiple custodial and legacy program arrangements.