Drew Ditto is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Commonwealth Financial Network and various positions outside the financial sector, including teaching at The University of Toledo and Monroe County Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Isaac Demarest is a CFP®-designated financial advisor with Edward Jones in Maumee, OH, bringing 24 years of industry experience. He has been with Edward Jones since 2001. He serves as a board member for the Model School Board in Toledo, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm operates a large nationwide network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Evan Barr is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. His prior work includes roles at Matrix Technologies Inc and Rudolph Libbe Inc, as well as positions at the University of Toledo and Bedford High School. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Jeffrey Smith is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team working alongside advisors.

Jordan Seegert is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. In addition to his advisory role, he is licensed to sell life insurance, including term life and fixed annuities. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, through a broad network of financial advisers. The firm provides integrated brokerage and advisory services, employing advanced asset-allocation tools and offering access to multiple investment platforms and third-party managers.

Alicia Monday is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Eagle Strategies, Ebf LLC, New York Life Insurance Company, NYLIFE Securities LLC, and Citizens Bank. Outside of her advisory role, she serves on the finance council at Regina Coeli Church, participates as Booster President supporting local sports activities, and advises the Advancement Committee at Notre Dame Academy. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, and integrates advisory services with other financial product offerings.

Suzanne Martin is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves high-net-worth individuals through a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Christine Bottles is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018, following a decade at Champion Credit Union. 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 and supports a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Gregory Kopan is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and previously worked at Cetera and Cetera Advisors LLC. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Gallagher is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding a Series 63 designation and 13 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Gallagher also works as an insurance agent, specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services 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 offers collaborative, ongoing financial planning engagements and various investment programs.

Robert Thompson is a financial advisor at RBC Capital Markets with 31 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He is involved in several community and nonprofit organizations, serving on finance committees and advisory boards, and teaches an introductory economics course as an adjunct instructor at Bowling Green State University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers to implement customized portfolio strategies.

Jennifer Erickson is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. Prior to joining Mass Mutual in 2018, she worked at ProMedica for ten years. Outside of her advisory role, she operates a legal contract review business under Jennifer Erickson JD LLC and serves as an insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services 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 emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of programs including educational seminars and event-driven planning services.

Vedo Candiello is a financial advisor with Ameriprise in Perrysburg, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Logan Danzeisen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2025, he held various roles at the University of Toledo, Purdue University, Great Lakes Seminars, and Sylvania Schools. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Randolph Roark is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked briefly at Equitable Advisors LLC and has experience in other fields including roles at Ephemeral Toast and Icon Collective College of Music. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Janice Von Der Embse is a financial advisor with LPL Financial in Sylvania, OH, holding a Series 66 designation and 20 years of industry experience. She has worked concurrently at Superior Federal Credit Union since 2007, where she serves as a Relationship Manager and Trust Officer, managing personal trust portfolios. Additionally, she is a notary public in the state of Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning services, and employs research-driven and technology-supported investment strategies.

John Mckenty is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He has previously worked at Capital Management Strategies LLC and Cadaret, Grant & Co., Inc. Outside his advisory role, he is involved in coaching sports and fitness activities in Toledo, Ohio. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting with discretionary and non-discretionary management supported by a range of research and technology resources.

David Abalos is a financial advisor with Edward Jones in Lambertville, MI, holding a Series 66 designation and 27 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Angela Barney is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. She has been with Mass Mutual Investors Services since 1999 and has been associated with Mass Mutual Life Insurance Company since 1993. Outside of her advisory role, she is involved in insurance brokerage and is a member of Mosquito Fighters LLC, where she oversees marketing and finances. Mass Mutual Investors Services 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, focusing on collaborative, annual planning relationships.

Irshad Bannister is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2020 and also manages his own business, J & Shad LLC. Bannister has served on the boards of Washington Local Schools and the Fellowship of Christian Athletes, both nonprofit organizations in Toledo, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.