Michael Short is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2021, and Wells Fargo Clearing from 2011 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide array of advisory and brokerage services. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Shawn Burke is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and A. G. Edwards & Sons. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

William Davis III is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016, and prior to that spent 20 years at Merrill. Davis serves as a board member and president of the Carranor Hunt and Polo Club, a private non-profit foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

David Sluss is a financial advisor with Ameriprise in Adrian, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and as an elder at Ogden Community Bible Church. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with personalized review to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Scott Dozier is a financial advisor with J.P. Morgan Securities in Sylvania, Ohio, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methodologies.

Daniel Mell is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and over 23 years of industry experience. His prior roles include positions at The Huntington Investment Company and PNC Wealth Management. He serves on the Board of Directors for Cardinal Stritch Catholic High School and Academy, a nonprofit focused on advancing educational and community engagement initiatives. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service designed for clients approaching or in retirement. The firm’s approach integrates proprietary research and third-party data to provide tailored retirement income planning and ongoing advice.

Joseph Clement is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Sterne Agee Investment Advisor Services, and Wrp Investments. Outside of his advisory role, he manages JC Financial Services, LLC, a financial consulting and advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, 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.

Carey Thistlethwaite is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 66 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at CT Financial Partners, LLC for two years and Morgan Stanley for seven years. LPL Financial provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools for research and operations.

Ian Malhoit is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004. Malhoit serves on the Board of Directors and Finance Committee of the Genacross Lutheran Services Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and recommendations through a centralized team working with advisors.

Melanie Connelly is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Edward Jones since 2013. 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 solutions through a large nationwide network of financial advisors and branch offices.

Keith Faggionato is a financial advisor with Ameriprise in Perrysburg, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He is also the owner of KF2022, LLC, a legal entity established to support his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Chandler Fitzgerald is a financial advisor at OSAIC Wealth Inc with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advisory and insurance roles at Savage and Associates. Outside of his advisory work, he serves as media chairman for the Dana nonprofit and chairs the African American Leadership Council, a 501(c)(3) organization, and participates in coaching basketball and church finance committees. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and offers a range of brokerage and advisory services delivered through affiliated entities.

Blake Dunbar is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stirlingshire Investments and Gluckle Insurance and Financial Services, as well as earlier positions spanning construction, services, and academia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Kathleen Tollison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Raymond James since 2009. Outside of her advisory role, she is an agent involved in fixed annuity business through a non-variable insurance activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Katie Hire is a financial advisor with Osaic Wealth, holding 19 years of industry experience. She has worked at Royal Alliance since 2013 and Savage & Associates since 2006. Outside of her advisory roles, she is a partner in Premier Specs LLC, a business involved in buying property and building speculative homes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through various programs and employs a model-based investment approach focusing on asset allocation and portfolio optimization.

Rebecca Taylor is a financial advisor at OSAIC with 18 years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth Inc since 2018. Prior to that, she was associated with Signator Investors Inc from 2008 to 2018 and continues to conduct investment and insurance business through Equity Planning Group. Taylor serves as Secretary and board member of the nonprofit Anne Grady Services. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with various advisory and brokerage programs, supported by a complex affiliate network and private-equity ownership.

Jack Sweeney is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Fifth Third Bank and has an academic background from The Ohio State University - Fisher College of Business. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Susan Brown is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. She has worked with Cetera and Cetera Wealth Services since 2021 and previously spent seven years at Voya Financial Advisors. In addition to her advisory role, she is an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and retirement services delivered through a large network of advisors and provides access to both affiliated and third-party managers across multiple program structures.

Matthew Darah is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role he has held since 2013 following his relocation back to the Toledo area. He specializes in assisting clients with college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income strategies. Before joining Merrill Lynch, Matthew worked as a consultant for FactSet Research Systems in Chicago, Illinois, where he provided solutions to financial professionals. He also gained experience in the Investment Management Department at Battelle Memorial Institute in Columbus, Ohio. He holds a Bachelor's degree from The Ohio State University, graduating Cum Laude with a specialization in Finance and a minor in Economics. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Matthew resides in Sylvania, Ohio with his wife Melanie and their two sons. He participates in community involvement through organizations such as TutorSmart. In his personal time, he enjoys football, hiking, music, reading, soccer, spending time with his family, and traveling.

Kevin Conant is a financial advisor at Primerica Advisors in Toledo, OH, with 14 years of industry experience. He holds a Series 63 designation and has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.