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.

James Griffis is a financial advisor at LPL Financial with 48 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors and Ameriprise Financial Services, Inc. since 2011. His outside activity includes operating Griffis and Associates Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and multiple investment strategies.

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.

Joseph Jesionowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 53 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Russell Karban is a financial advisor with Osaic and holds the CFP® and ChFC® designations, with 34 years of industry experience. He has served as a shareholder and Vice President overseeing strategic direction and operations at Savage & Associates, Inc. since 2007. Karban is also involved in managing business enterprises and providing client protection product recommendations through his related entities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive advisory services with a range of portfolio management tools and access to third-party managers, supported by a complex corporate structure and various integrated financial platforms.

Mitchell Borst is a financial advisor with LPL Financial in Maumee, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors and ownership of Borst Financial LLC. Outside of his advisory work, he is involved with a business partnership through FIST Office Partners LLC and holds employment with Tailgaters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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.

Charles Cory II is a financial advisor with Cetera holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously at VOYA Financial Advisors. Cory is also co-owner of Blissfield Financial Services, an insurance and investment business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a variety of program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

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.