Scott Walsh is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Osaic Wealth since 2023, following a decade at Royal Alliance and over three decades at Savage & Associates. Walsh is also a member at large on the Board of Directors for the House of the Sun Home Owners Association in Sarasota, Florida. Osaic Wealth, Inc. 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 various asset-allocation tools and supports managed-account solutions on multiple platforms.

Rob Friemoth Jr. is a financial advisor with LPL Financial in Waterville, Ohio, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Cetera Advisors LLC and New England Securities. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Samuel Warner is a financial advisor with LPL Enterprise, holding 18 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities LLC from 2008 to 2022 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment implementation is model-driven and includes access to third-party asset managers, financial planning, and participation in wrap programs.

Tyler Carmony is a CFP® with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at Shumaker Loop & Kendrick, LLP and the Zepf Center. Carmony serves on the board of the Maumee Valley Country Day School Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers various portfolio management options through a network of independent Financial Professionals and maintains both proprietary and third-party investment strategies.

Jared Kalb is a financial advisor with Edward Jones in Maumee, Ohio, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is part owner of a family farm and is involved in local community organizations including the Maumee Chamber of Commerce and The National Exchange Club, a volunteer group supporting local charities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an extensive network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Gum Jr. is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools without providing individual security recommendations as part of its standalone planning services.

Andrew Snell is a Series 66-licensed financial advisor at Morgan Stanley in Perrysburg, Ohio, with 16 years of industry experience. He has worked at Morgan Stanley and its private bank since 2017 and previously at Bank of America and Merrill. Outside of his advisory role, he serves as president of a local business networking organization. Morgan Stanley Wealth Management offers a wide range of financial advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools.

Milton McClain is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients and their families to navigate the complexities of financial planning and develop personalized plans tailored to their financial goals and family priorities. Prior to his current role, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2025 and worked as a Personal Banker at KeyBank between 2020 and 2021. Milton emphasizes building strong relationships with clients through trust, reliability, and competency. He encourages collaboration to co-create financial strategies that meet clients' unique needs. Outside of his professional work, Milton has interests in comedy, football, golf, music, and traveling.

Kelly Kelly is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 credentials. Kelly has been with Thrivent since 2024, previously working at Gallon Takacs & Boissoneault Co and several other firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across various areas such as retirement, tax, and estate planning. The firm combines planning with managed-account programs under its WealthPlan option but does not provide discretionary portfolio management for institutional clients.

Lindsay Buker is a CFP® professional with 14 years of experience in financial advising, currently with Raymond James Financial Services Advisors, Inc. in Perrysburg, OH. She has been with Raymond James since 2011 and is also associated with Skotynsky Financial Group, LLC in a non-investment support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory solutions that incorporate analytical tools and supports institutional consulting, portfolio management, and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory.

Brandon Perry is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 2000 and previously was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he has worked as a small sort package sorter for United Parcel Service (UPS). Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, while providing a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Megan Rightnowar is a financial advisor at OSAIC Wealth Inc with 10 years of industry experience and holds a Series 66 designation. She has worked with Royal Alliance and has independently operated Savage & Associates. Additionally, she serves as an instructor at The University of Toledo College of Pharmacy, teaching a personal finance course to students. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services and utilizes various tools and third-party platforms to create customized investment portfolios.

Matthew Garrow is a financial advisor with OSAIC, holding CFP® and ChFC® designations and possessing 40 years of industry experience. He previously worked at Spc and Sigma Financial Corporation for 16 years each. Outside of his advisory work, Garrow serves on the Morenci Downtown Development Authority Board, the Morenci Kiwanis Club Board, and the Finance Advisory Board at Bowling Green State University, and he is a member of an agricultural LLC managing farming operations. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing a range of asset allocation tools and investment platforms that include managed accounts and third-party solutions.

Christine Rutherford is a financial advisor with Raymond James & Associates in Perrysburg, Ohio, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Fifth Third Bank. 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, institutional clients, and municipal entities, offering financial planning and advisory services that are typically non-discretionary, supported by a range of portfolio management styles and affiliated research.

Jaimee Streacker is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and three years of industry experience. Her previous work includes roles at Citigroup, Dana & Pariser LPA Co, and Franklin University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Amanda Cutway is a Series 66-licensed advisor with Thrivent Investment Management in Maumee, OH. She has been with Thrivent and its affiliates since 2025. Prior to entering financial advising, Amanda worked in education and real estate for several years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various financial topics without providing portfolio management or institutional advisory services.

Braden Dauterman is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Kathrens Insurance Agency and R. L. Dauterman Wealth Management. Outside of his advisory role, he is involved in insurance sales and operates multiple related business entities in financial services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset-allocation tools and portfolio management strategies across diverse investment products.

Thomas Skees is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and spent 11 years at LPL Financial. Outside of advising, he is a partial owner of an office building in Perrysburg, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and related financial planning services.

Nathan Lieb is a financial advisor at Edward Jones with 16 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co Inc for eight years. Outside of his advisory role, Lieb coaches 7th grade basketball for Liberty Benton Schools in Findlay, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Courtney Hammer is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Hammer worked for Commodore Perry Federal Credit Union from 2013 to 2019. She has been with Edward Jones since 2019, with her current role beginning in 2024. 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 under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and a fiduciary standard of care.