Anthony Desch is a financial advisor with Osaic Wealth who holds Series 63 and Series 66 designations and has 26 years of industry experience. He has worked at Osaic since 2013 and has been affiliated with Savage & Associates since 1998. Desch serves as a board member of the Cane Palm Beach Condo Association in Fort Myers Beach, FL. Osaic Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation and portfolio optimization.

Brian Boisselle is a CFP®-certified financial advisor with LPL Financial, based in Toledo, OH, and has 15 years of industry experience. He has been with LPL Financial since 2011 and also has a longstanding relationship with Citizens National Bank of Bluffton. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Lauren Hehl Myers is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. She has worked with Royal Alliance Associates since 2021 and has a background that includes roles at Napoleon Harley-Davidson, Victoria's Secret LBrands, and the Children's Discovery Center. Myers 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 Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various investment programs through a large multi-advisor platform and maintains multiple custodial and legacy program arrangements.

John Engler is a financial advisor at OSAIC with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining OSAIC in 2024, Engler worked at SPC and Sigma Financial Corporation for 16 years, as well as Thrivent Investment Management and Osaic FA, Inc. He also serves in leadership roles at St. Paul Lutheran Church in Liberty Center, OH. 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 with an investment approach focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports discretionary and third-party management strategies.

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 at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Engler, Garrow & Roth, LTD, where he serves as a paraplanner assisting financial planners. Outside of his advisory role, he has worked as a delivery driver for DoorDash. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

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 in Sylvania, Ohio, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Cetera Advisors LLC and Edward Jones. He is involved with All About You Insurance Solutions LLC, an insurance agency. 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 financial planning, asset management, and institutional services, utilizing both proprietary and third-party investment strategies supported by advanced advisor tools.

Maxwell Armstrong is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. He previously worked at Engler, Garrow and Roth, Ltd. and Northwestern Mutual. Armstrong attended the University of Toledo from 2021 to 2025. Osaic Wealth serves a broad range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers comprehensive financial planning and investment management through a multi-advisor platform with model-based asset allocation and portfolio optimization tools.

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.

James Griffis is a financial advisor with LPL Financial based in Toledo, OH, holding a Series 63 designation and bringing 48 years of industry experience. His prior firms include Lincoln Financial Advisors, Ameriprise Financial Services, Inc., and Wells Fargo Clearing. 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.

Shawna Bumpus is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for the past 10 years. Outside of her advisory role, she owns and operates small real estate investment ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Russell Karban is a CFP® and ChFC® with 34 years of experience in the financial industry. He has worked at OSAIC since 2013 and has been with Savage & Associates, Inc. since 1990, where he serves as a shareholder and Vice President as well as Managing Executive. His roles include overseeing strategic direction and operations at Savage & Associates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services supported by a model-based investment process that emphasizes asset allocation, portfolio optimization, and multiple program options delivered through a complex network of affiliated entities.

Mitchell Borst is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors and ownership of Borst Financial LLC. Outside of advisory services, he has involvement with a business partnership through FIST Office Partners LLC. 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, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Bonnie Huff is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 18 years of industry experience. She has worked at Primerica since 2007 and has prior experience at The H.T. Hackney Co. and in local education with Perrysburg and Findlay City Schools. Outside of her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Taylor Skees is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With over 14 years of industry experience, Taylor has developed long-term relationships with clients and their families, focusing on financial planning aligned with their lifestyle and goals. Taylor's approach involves utilizing Fidelity's resources to build and monitor comprehensive financial plans. Taylor's professional background includes roles as Director, Retirement Planner at Fidelity Investments from 2016 to 2021, Retirement Solutions Representative at Fidelity from 2014 to 2016, Registered Representative at Allstate Financial from 2013 to 2014, and Registered Representative at Western & Southern Financial Group from 2011 to 2013. Outside of work, Taylor enjoys family activities and golf.

Shane Edwards is a financial advisor with MassMutual Investors Services in Toledo, Ohio, holding a Series 63 designation and 10 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2016 and has also been involved with Wittenberg University since 2013. Outside of his advisory role, he is an owner of a property listed on Airbnb and VRBO for rental purposes. MassMutual Investors Services, LLC 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 seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Troy Forgette is a CFP® professional with 12 years of experience, currently advising clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Temperance, Michigan. 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 range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Nelson Snellenberger is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services without providing individual security recommendations in standalone planning.