Jackson Hollister is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and previously worked at Hollister Financial and Chic-Fil-A. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing a range of investment products and firm-provided portfolio construction tools.

Brent Shea is a financial advisor with Ameriprise in Toledo, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise since 2013 and operates a separate business under H&R Block. Outside of his advisory work, he co-owns several real estate investment LLCs with family members. Ameriprise provides retirement-income planning services focused on clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Julie Luther is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her career includes roles at Transamerica Financial Advisors, WealthWave, and World Financial Group. She is a co-owner of JP Luther Enterprises 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 other institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes financial planning, third-party asset management, and institutional programs.

Gary Kronfield is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with Primerica Financial Services since 1985 and Primerica Advisors since 1992, alongside roles at Kellermeyer Co. and Imperial Dade. In addition to his advisory work, he is involved in sales of non-investment home security and automation products through affiliated businesses. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports accounts with custodial and execution services from BNY Mellon Advisors and Pershing.

Paulette Henninger is a financial advisor with Robert Baird & Co. in Toledo, OH, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Merrill, and A. G. Edwards & Sons, Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a range of investment strategies.

James Monagan is a financial advisor with OSAIC in Maumee, Ohio, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with OSAIC since 2013 and has been associated with Savage & Associates since 2002, where he also sells insurance products. Additionally, Monagan is a founding partner of Adventus Climbing, an indoor climbing facility project in development. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across multiple asset classes, managing accounts on discretionary and non-discretionary bases.

Jennifer Fulop is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. She has previously worked at SES Financial for nine years and currently serves as a notary public for securities documents. Outside of her advisory role, she has been involved with the YMCA of Greater Toledo as a membership service employee for over ten years. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jack Potkanowicz is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Aarons Sales and Lease from 2011 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Thomas Bridges is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2010. Outside of his advisory role, Bridges is a partner at Clay Street Partners, where he assists in the purchase and management of rental properties. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator with formal advisory roles to multiple investment companies.

David Baum is a financial advisor with Cambridge Investment Research Advisors in Perrysburg, OH. He holds a Series 63 designation and has 34 years of industry experience. Baum has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He serves as a board member for the Area Office on Aging in Toledo, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and custody platforms.

Donald Roork is a CFP® professional affiliated with Osaic, bringing 53 years of industry experience. He has held roles at Asset Dynamics, Inc. for over four decades and FSC Securities Corporation for more than 40 years before joining Osaic in 2023. Outside of advising, he serves as Vice Chair of the Deacon Board and Finance Committee member at Calvary Assembly of God and is involved with several nonprofit organizations, including Still Waters Biblical Counseling Ministry. He is also the creator and writer of "Wisdom for the Wealthy," a blog focused on integrating Christian principles with financial life. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools, third-party money manager access, and various managed account solutions.

Amanda Wilkinson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked in the Controller's Office at The University of Toledo and managed a boutique and gallery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Dewese is a financial advisor with Edward Jones in Toledo, OH, holding Series 66 and Series 63 designations and eight years of industry experience. His prior roles include positions at Croghan Colonial Bank, Howard Bailey, ROYAL ALLIANCE/Hollister Financial, and Key Investment Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Brian Mccabe is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2020. Prior to his current role, he spent 21 years at Worthington Industries. Outside of his advisory work, he is co-owner of an outdoor power equipment business and serves as a pack auditor for Cub Scout Pack Number 325, reviewing their financial statements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a vast network of advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mitchel Skotynsky is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Raymond James Financial in Perrysburg, OH. His work history includes multiple roles within Raymond James Financial Services and his own firm, Skotynsky Financial Group, LLC, where he also serves as an associate employee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations in municipal and public finance.

Robert Zirker III is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance since 2001. Outside of his advisory role, he serves as secretary for a professional networking organization for chiropractors, managing communications and event logistics. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including money-manager solutions and educational seminars.

Jennifer Lindsay is a financial advisor with OSAIC, holding a Series 63 designation and 15 years of industry experience. She previously worked at Next Financial Group, Inc. for nine years and has operated her own financial services business since 2010. Lindsay is also a silent partner in a Pickleball facility investment through JBL Legacy Holdings LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs firm-provided tools to construct portfolios tailored to client risk tolerances and preferences.

Lily Phommalee is a financial advisor at Osaic with two years of industry experience. She holds the Series 66 designation and previously worked at Savage and Associates, where she also serves as an insurance agent. Phommalee is the vice president of BNI Northwest Ohio, overseeing the membership committee. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kathleen Pigott is a CFP® professional with 18 years of industry experience. She is currently with LPL Financial and has prior experience at Financial Design Group, Minnesota Life Insurance Company, Securian Financial Services, and Northwestern Mutual Investment Management. In addition to her advisory work, she is involved with Crump Life Insurance in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs and platforms, supported by a large network of advisors and advanced operational tools.

Richard Rudnicki is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having 29 years of industry experience. He has worked at MML Investors Services and Mass Mutual since 2013. Outside of his advisory role, he is an insurance agent specializing in life, health, group life, group health, disability income, and annuities, and is a partner in Rudy Development LLC, a real estate venture. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to develop written recommendations typically implemented through separate brokerage or insurance arrangements.