Christopher Sweeney is a financial advisor with LPL Financial in Toledo, OH, holding a Series 63 designation and bringing 36 years of industry experience. His prior experience includes seven years at Ameriprise Financial Services. Outside of advisory work, he is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and various model portfolios supported by in-house and third-party research.

John Harris Jr. is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in retail and the United States Marine Corps. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions with a focus on tax-efficient withdrawal strategies and algorithmic support for retirement income planning.

Keith Mitchell is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2012. Outside of his advisory role, he is the owner of Premiere Financial Partners, a limited liability company that offers life insurance to clients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, offering access to third-party money managers, unified managed accounts, and automated portfolio construction tools.

Jared Rettig is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, he worked at Erie Technologies and held roles at Amazon, University of Toledo, Home Depot, and Owens Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Stacey Salwiesz is a Series 66 licensed financial advisor with five years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked since 2023. Her prior experience includes roles at Equitable Financial Life Insurance Co and Equitable Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Stephen Kennedy is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Cetera and Cetera Advisors LLC. Kennedy is involved with Momentum Wealth Partners and Beacon Financial, both DBAs for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various management approaches.

Julianne White is a Series 66-licensed financial advisor with Morgan Stanley in Toledo, Ohio, and has 19 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Mary Eurenius is a Series 66-licensed financial advisor with Edward Jones in Toledo, Ohio, with over 16 years of industry experience at the firm. She has served as a consultant for Norwex, a direct sales company, since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Laura Frye is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Mass Mutual Insurance Company and The Leaders Group. Frye is also involved with Wilcox Financial / Wilcox Sports Management, a support company based in Toledo, Ohio. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers customizable advisory services and maintains a notable focus on municipal and public finance clients.

Shane Ewbank is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a team member since 2010. He began his career as a Financial Advisor in 2005 and focuses on developing customized wealth management strategies tailored to his clients’ financial goals. Shane emphasizes building strong client-advisor relationships founded on trust and works closely with clients to implement, monitor, and adjust financial plans over time. He often collaborates with clients’ tax and legal professionals to create tax-efficient strategies that optimize overall financial outcomes. Shane’s areas of expertise include college education planning, corporate retirement plan services, family wealth management strategies, personal retirement planning, and retirement income solutions, among others. His professional designations include Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Certified Plan Fiduciary Advisor (CPFA), reflecting his commitment to ongoing education and industry standards. He holds a bachelor's degree from Bowling Green State University and an associate’s degree from The Ohio State University. Outside of his professional responsibilities, Shane is involved with organizations such as Business Networking International, the American Cancer Society, the Toledo Area Humane Society, and Read for Literacy. He resides in Maumee with his wife, Rachel, and their children, Morgan and Bennett. His personal interests include golfing, hiking, music, swimming, traveling, and spending time with his family.

Collin Brutlag is a financial advisor with Equitable Advisors in Toledo, OH, holding a Series 66 designation and one year of industry experience. His background includes roles at Hegde Walker Emans, State Farm, and GameStop, among others. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Matthew Williams is a financial advisor with LPL Financial in Sylvania, OH. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining LPL Financial in 2025, he worked for CUSO Financial Services and Directions Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alex Levy is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at multiple firms including Ameritas Investment Corp and Wilcox Financial, and currently serves on the board of the Jewish Federation of Greater Toledo. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering a range of portfolio management, financial planning, and retirement services.

Mark Johnson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL in 2025, he spent 12 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He is also a notary and operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to research, model portfolios, and various investment strategies.

Dale Seymour is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, having worked at Mass Mutual Investors Services since 1982 and holding leadership in Seagate Benefits Administrators, Inc. since 1981. Seymour serves on the boards of the Skylight Foundation and the Central Catholic High School Foundation, where he is involved in charitable discussions and oversight of scholarship awards. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars.

Mark Kerr Jr. is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for nine years. Outside of his advisory role, Kerr is the CEO of Village Wealth Management, a firm providing investment services and retirement planning, as well as CEO of VWM Aviation LLC, a holding company owning aircraft leased for business use. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and supports municipal clients through an affiliation with Raymond James’ Public Financing department.

Michael Sordyl is a financial advisor with Osaic Wealth, Inc. in Toledo, OH, holding the ChFC® designation and Series 63 and 66 licenses, with 20 years of industry experience. He previously worked at John Hancock/Signator Investors, Inc. for 12 years before joining Osaic in 2018. Outside of advisory work, he serves on the Toledo Opera Endowment Committee, where he reviews monthly investment statements for the endowment. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools and various investment strategies across multiple asset classes, supporting both discretionary and non-discretionary account management and providing access to third-party money managers and managed-account solutions.

Michael Buganski is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding 24 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, Buganski is involved in individual life and health sales. MassMutual Investors Services, LLC 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 structures planning engagements as annual collaborative relationships using firm-approved tools to analyze goals and deliver written recommendations.

Robert Meeker Jr. is a ChFC®-designated financial advisor with Edward Jones in Sylvania, OH, and has 50 years of industry experience. He has been with Edward Jones since 2012. Meeker serves on the Episcopal Diocese of Ohio in an auditing capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network as well as affiliated financial services.

Barbara Hafner is a financial advisor with Primerica Advisors in Sylvania, OH, holding a Series 63 designation and 23 years of industry experience. She has worked with Primerica Advisors since 2002 and previously spent 14 years at Practice Management Healthcare Consultants, Inc. Hafner is involved in sales of investment-related products and also receives compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers for portfolio management.