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 65 and Series 63 credentials. Kelly has been in the industry since 2023, with prior roles at Gallon Takacs & Boissoneault Co and Morgan & Morgan. Kelly is based in Maumee, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering one-time or ongoing planning engagements. The firm focuses on holistic, goal-based analyses across various financial topics while keeping planning and managed-account services separate.

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 professional at OSAIC Wealth Inc with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Royal Alliance and Savage & Associates. In addition to her advisory role, she is an instructor at The University of Toledo College of Pharmacy, where she teaches a personal finance course. She is also involved as a co-owner of an LLC and serves as a trustee and business advisor related to family trusts. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs and emphasizes model-based asset allocation and portfolio optimization within its multi-advisor platform.

Matthew Garrow is a CFP® and ChFC® with 40 years of experience in the financial industry. He is currently with Osaic and previously worked at SPC, Sigma Financial Corporation, and Thrivent Investment Management. Garrow serves on the board of the Morenci Downtown Development Authority and is involved with the Kiwanis Club, where he participates in scholarship selection and community activities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with a range of advisory and brokerage services delivered through a large multi-advisor platform.

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 with two years of industry experience. He holds the Series 66 designation and has worked at Osaic Wealth, Inc. and R. L. Dauterman Wealth Management since 2024. Prior to his advisory roles, he held positions in insurance and other fields. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary and advisor-managed strategies along with alternative investments.

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.

Sean Savage is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 28 years of experience in the financial services industry. He is currently with Osaic Wealth, Inc and has prior experience at Royal Alliance. Savage is involved in community activities, serving on the Board of Directors for St. Johns Jesuit High School & Academy and as a member of the athletic council for St. Joe’s Sylvania. He is also a co-author of the book titled *Inconceivable*. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Stephen Hoss serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has progressively advanced within Fidelity, holding roles such as Branch Leader, Team Leader for Workplace Planning & Advice, Onboarding Team Leader, Regional Center Learning Lead, High Net Worth advisor, and Customer Relationship Advocate since 2017. Throughout his tenure, Stephen has developed expertise in workplace planning and advice, team leadership, and customer relationship management. He emphasizes helping individuals grow both personally and professionally, aligning with Fidelity’s commitment to brand, ethics, and access. Outside of his professional responsibilities, Stephen has interests in fitness, food, and traveling.

David Newman is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of experience in the industry. He has worked at PFS Investments Inc. since 2000 and at Primerica Financial Services since 1993. Newman operates Newman Financial and is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed account options.

James Fuleky is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Savage and Associates and Lily Ann Cabinets. Outside of his advisory role, he operates a sole proprietorship as an influencer promoting gym clothing and brands. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services through a multi-advisor platform, using model-based asset allocation and portfolio optimization tools alongside discretionary and third-party management strategies.

Edward George Jr. is a financial advisor with Ameriprise in Bowling Green, OH, holding a Series 66 designation and 11 years of industry experience. He previously worked at First Financial Equity Corporation for eight years and has a background that includes 17 years with Fox Sports. Outside of advisory work, he serves as the head football coach at Bowling Green State University and is involved in public speaking through George Enterprises. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Todd Sattler is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1993. In addition to his advisory role, he owns Sattler Financial Group, which provides tax preparation and accounting services. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joseph Hoppenjans is a financial advisor at Osaic Wealth, Inc. in Maumee, Ohio, holding a Series 66 designation with one year of industry experience. He previously worked at Savage and Associates and Croak Wealth Management. Outside of advisory roles, he has experience selling and servicing insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, delivering a range of investment programs supported by multiple affiliated entities.

Wayne Milewski is a financial advisor with OSAIC in Maumee, Ohio, holding over 43 years of industry experience. He has worked at Royal Alliance since 2013 and has been associated with Savage & Associates and Savage & Assoc., Inc. since the early 1980s. Milewski serves on the Institutional Advancement sub-committee for St. John's Jesuit High School and is a board member of Savage-Mcvicker Insurance, Inc. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services across various programs. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, and it is notable for its scale, recent consolidation, and complex affiliate network.