Jason Harris is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Thomas Reuters and operating his own firm, J. Harris Capital, LLC. Outside of advising, Harris is involved in community and business organizations, serving on the finance committee of the Toledo Rotary and participating in chambers of commerce in Maumee and Findlay. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models and third-party asset managers, focusing on personalized client assessment without sponsoring its own wrap fee program.

George Calton Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and five years of industry experience. Prior to joining LPL Financial, he was involved with several firms including Transamerica Financial Advisors and World Financial Group, and has served as a volleyball referee for over 15 years. Outside of finance, he has worked as a Notary Public in Ohio. 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 advanced operational and research tools.

Zachary Wilburn is a financial advisor with Wells Fargo Clearing in Toledo, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2018, he worked for eleven years at Costco Wholesale. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through a network of over 14,000 advisors.

Lincoln Boyle is a financial advisor with OSAIC Wealth, holding a Series 66 designation and 19 years of industry experience. He previously worked at Royal Alliance and Walnut Street Securities, Inc. Boyle is also involved in life insurance sales and operates a financial advisory firm, Savage and Associates, where he oversees client investments and insurance services. OSAIC Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing advanced asset-allocation tools and multiple third-party platforms to construct and manage portfolios.

Donna Bogan is a financial advisor at OSAIC with 28 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Lincoln Financial Advisors Corporation. Outside of her advisory role, she serves as Vice President of the Rotary Club of Toledo and is the President of Toledo GROWS, a community gardening organization. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm provides a range of investment solutions through multiple platforms, utilizing asset-allocation tools, risk tolerance assessments, and third-party money managers.

Andrew Paule is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. He has worked with firms including Savage and Associates and engaged in diverse roles ranging from financial advising to insurance services. Paule serves as a board member for Downtown Perrysburg Inc. and the Perrysburg Schools Foundation, contributing to community event planning and educational funding efforts. Osaic Wealth, Inc. 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 with a focus on asset allocation, risk management, and access to third-party portfolio management solutions.

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 affiliated with LPL Financial in Toledo, OH. He has worked at LPL Financial since 2011 and has also been associated with Citizens National Bank of Bluffton since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of financial planning and investment management solutions, utilizing both proprietary models and third-party strategies.

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 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 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 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.

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.