Joseph Hunyor is a financial advisor with Cambridge Investment Research Advisors in Sylvania, OH. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he spent 16 years with the City of Maumee Fire Division and worked at &PARTNERS. He is also active as an insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies.

Peter Day is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he owns and operates Day Distributing LLC, a business involved in importing goods for resale. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Emily Eggly is a financial advisor with Ameriprise in Monroe, MI, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Joshua Seegert is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. In addition to his advisory role, he is the sole practitioner of his own CPA firm, providing tax return preparation and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Ross Terrasi is a financial advisor with Raymond James Financial in Dundee, MI, holding a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked at Commonwealth Financial Network, Next Door Lending, and Rocket Mortgage. He is the owner of RT Business Consulting LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized municipal and public finance services.

Andrew Smith is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Wonderland/Gold Rush and E11EVEN Miami. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Reese Boehme is a financial advisor at Wells Fargo Advisors in Toledo, OH, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Reese worked at MassMutual Life Insurance Co and MML Investors Services, LLC from 2024 to 2026 and has held various roles in education and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of financial planning and investment services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jacob Pirucki is a financial advisor with Edward Jones in Toledo, OH, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience running businesses related to epoxy flooring and garage floor coatings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Amira Pedro is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including its predecessor entities, and previously worked at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and structured processes.

Matthew Moyer is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise, he worked at The Huntington Investment Company and Northwestern Mutual. Outside of his advisory role, he is the owner of a rental property business he runs with his fiancée. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies.

Faith Kieninger is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her prior roles include tenures at Cardone Financial Group LLC and VOYA Financial Advisors. She maintains other business activities as a non-variable insurance professional and a notary in Toledo, OH. 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 through a large network of advisors and utilizes both proprietary research and third-party strategies.

Cristina Phillips is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Bacarella & Associates, PLLC prior to joining Baird. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, wrap programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools.

Drew Ditto is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Commonwealth Financial Network and various positions outside the financial sector, including teaching at The University of Toledo and Monroe County Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Isaac Demarest is a CFP®-designated financial advisor with Edward Jones in Maumee, OH, bringing 24 years of industry experience. He has been with Edward Jones since 2001. He serves as a board member for the Model School Board in Toledo, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm operates a large nationwide network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Evan Barr is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. His prior work includes roles at Matrix Technologies Inc and Rudolph Libbe Inc, as well as positions at the University of Toledo and Bedford High School. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Jeffrey Smith is a financial advisor with Ameriprise Financial Services LLC in Toledo, Ohio, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Jordan Seegert is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services INC and SII Investments, Inc. In addition to his advisory role, he is a licensed agent selling life insurance, including term life policies and fixed annuities. OSAIC 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 supported by various investment tools.

Alicia Monday is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Eagle Strategies, and New York Life Insurance. Outside of her advisory role, she serves on the finance council of Regina Coeli Church and is involved with the Advancement Committee at Notre Dame Academy, providing advisory support. Wells Fargo Advisors is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services supported by proprietary research and tools, with clients able to choose how to implement recommendations through various brokerage and advisory programs.

Suzanne Martin is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves high-net-worth individuals through a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Christine Bottles is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Champion Credit Union for ten years before joining Edward Jones. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.