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 with Raymond James & Associates in Perrysburg, Ohio. He holds a Series 66 designation and has been with the firm since 2026. Prior to his advisory role, Vanio worked in the hospitality industry and held various other positions, including roles at Shawn's Irish Tavern and Applebee's Grill + Bar. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and government entities. The firm provides wealth advisory and investment consulting services through a range of programs and maintains active involvement in municipal and public finance markets.

Jason Harris is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Thomas Reuters and operating his own firm, J. Harris Capital, LLC. He is active in his community as a member of the Toledo Rotary Finance Committee and serves on membership and ambassador committees for local Chambers of Commerce. 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 employs a hybrid referral and implementation model, utilizing LPL and multiple third-party asset managers to deliver tailored advisory services.

George Calton Jr. is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 63 and Series 65 licenses and has five years of industry experience. His career includes roles at Transamerica Financial Advisors and World Financial Group, and he has served as a volleyball referee for over 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of advisors, offering a range of advisory programs, financial planning, and retirement plan consulting.

Lauren Bodziony is a financial advisor with Merrill in Toledo, OH, holding a Series 66 designation and eight years of industry experience. She has been with Merrill and its affiliated entities since 2016, including Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Zachary Wilburn is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018. Prior to his advisory role, he worked at Costco Wholesale for eleven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lincoln Boyle is a financial advisor with OSAIC, holding a Series 66 credential and 18 years of industry experience. He worked at Royal Alliance for 10 years before joining OSAIC Wealth in 2023. Boyle also operates an insurance agency selling life insurance products and manages client investments through Savage and Associates. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple third-party platforms and a complex corporate structure.

Donna Bogan is a financial advisor at OSAIC with 28 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Lincoln Financial Advisors Corporation. Outside of her advisory role, she serves as Vice President of the Rotary Club of Toledo and is the President of Toledo GROWS, a community gardening organization. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm provides a range of investment solutions through multiple platforms, utilizing asset-allocation tools, risk tolerance assessments, and third-party money managers.

Andrew Paule is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. He has worked with firms including Savage and Associates and engaged in diverse roles ranging from financial advising to insurance services. Paule serves as a board member for Downtown Perrysburg Inc. and the Perrysburg Schools Foundation, contributing to community event planning and educational funding efforts. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party portfolio management solutions.

Anthony Desch is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 2013. Prior to that, he has been associated with Savage & Associates since 1998. In addition to his advisory work, he serves as a board member of the Cane Palm Beach Condo Association. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm employs asset-allocation tools and risk-assessment methodologies to construct portfolios across various asset classes, and supports both discretionary and non-discretionary account management.

Brian Boisselle is a CFP® professional with 15 years of industry experience, currently associated with LPL Financial since 2011. He also has a longstanding role at Citizens National Bank of Bluffton beginning in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Lauren Hehl Myers is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, INC. and in various other roles including positions at Napoleon Harley-Davidson and Victoria's Secret LBrands. Outside of her advisory work, she 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 serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios that include a broad range of investment products.

John Engler is a financial advisor at OSAIC with 24 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining OSAIC in 2024, he worked for Spc and Sigma Financial Corporation for 16 years. Engler also serves in leadership roles with St. Paul Lutheran Church in Liberty Center, OH. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Marc Seymour is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Bank of America and Merrill and has experience with nonprofit organizations including Ronald McDonald House Charities and the Children's Cancer Research Fund. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools to analyze client goals and delivers written recommendations without discretionary authority.

Sarah Ashley is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 63 and Series 65 certifications and has worked at Thrivent and Citizens Bank. Outside of finance, she owns and operates a homemade cookie business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses across various topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Richard Tesznar is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked at multiple firms including Engler, Garrow & Roth, LTD and Sigma Planning Corporation. Outside of advising, he has worked as a delivery driver for DoorDash. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes various tools and third-party solutions to construct and manage portfolios for individual and institutional investors.

Michael Nusbaum is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding 37 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2012. Nusbaum is also involved in insurance sales through a related entity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing technology such as Monte Carlo simulations and automated asset-allocation tools in its planning process.

Robert Ruckman is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cetera Advisors LLC for seven years before joining LPL Financial in 2020. He is also involved with All About You Insurance Solutions LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

Maxwell Armstrong is a financial advisor with Osaic Wealth, Inc. in Maumee, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Osaic, he worked at Engler, Garrow and Roth, Ltd. and Northwestern Mutual. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Mark Hafner is a financial advisor with Primerica Advisors in Sylvania, OH, holding a Series 63 designation and 25 years of industry experience. He has worked at Primerica Advisors since 2000 and has prior experience with Practice Management Healthcare Consultants, Inc. Outside of advising, he has been involved in professional acting and consulting services since 2019. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.