Robert Heisler is a financial advisor with Edward Jones in Toledo, OH, holding a Series 63 designation and 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1987. Outside of his advisory role, he serves as a board trustee for Toledo Children's Hospital (Promedica). Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm is known for its large network of advisors and branch offices, as well as for providing affiliated investment products and securities-based lending options.

Derek Cipiti is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning on topics such as retirement, income tax, estate, and special needs, without managing portfolios or providing institutional advisory services.

William Weikum is a financial advisor at J.P. Morgan Securities in Toledo, OH, holding a Series 66 designation. He began his career in the industry in 2025 with Northwestern Mutual before joining J.P. Morgan in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program is supported by centralized due diligence and incorporates both quantitative and qualitative research methodologies.

Joshua Zachman is a Series 66 licensed financial advisor with 10 years of industry experience, currently practicing at Edward Jones in Bowling Green, OH since 2016. He serves on the finance committee at Mainstreet Church in Walbridge, OH, providing financial guidance without decision-making authority. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Connor Judy is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. He has worked at OSAIC and Savage and Associates since 2023 and previously operated Lisa Judy LLC. Judy serves as the Life Insurance Chair for BNI Northwest Ohio, where he discusses life insurance products and case scenarios. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a model-based investment process that includes asset allocation, portfolio optimization, and access to third-party money managers and alternative investments.

Daniel Wott is a Series 66 licensed financial advisor with Edward Jones in Perrysburg, OH, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lori Cannon is a financial advisor at Edward Jones in Toledo, OH, with 23 years of industry experience. She holds the Series 63 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Spencer Georgetti is a financial advisor with LPL Financial in Toledo, Ohio, holding Series 63 and Series 65 licenses and three years of industry experience. His previous roles include positions at Wright Financial Group, Sound Income Strategies, and Royal Alliance, among others. He is also involved in fixed insurance sales and client service advisory roles through Wright Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolios, third-party asset management, and institutional platforms. The firm serves individuals, retirement plans, banks, and trust companies with a broad range of advisory and brokerage services.

Jason Harsh is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved with the Ohio Chamber of Commerce. 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 clients approaching or in retirement with customized advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Joseph is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers. He also conducts investment and insurance business through a partnership at Equity Planning Group. OSAIC Wealth serves a broad client base including retail investors, institutional clients, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

John Weinert is a financial advisor with Robert W. Baird & Co. in Toledo, Ohio, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, combining internal research and technology in its investment approach.

Carleton Hollister is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Osaic since 2023, previously spending ten years with Royal Alliance and over four decades with Century Marketing Group. Hollister is also the author of a book on goal setting and provides basic financial advice through his own firm, Hollister Financial. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple investment programs delivered through a complex network of affiliated broker-dealer and RIA entities.

Ruth Gahler is a financial advisor at Edward Jones in Perrysburg, Ohio, holding a Series 66 designation with 6 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Neil Terry is a financial advisor with Morgan Stanley in Toledo, Ohio, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Morgan Stanley since 2017. Outside of his advisory role, Neil is the proprietor of Black Swamp Magic, a woodcraft business creating handcrafted wands. Morgan Stanley Wealth Management offers comprehensive advisory programs to both individuals and institutional clients, with a financial planning process that includes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Jamie Tailford is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Prior to joining Fidelity, he worked for over two decades at J. Alexander's LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of model portfolios, commodity pool operator registration, and advisory roles with multiple registered investment companies.

David Barkholz is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 63 license and 14 years of industry experience. His prior work includes roles at WealthWave, FIST Office Partners LLC, and Transamerica Financial Advisors, Inc. Barkholz has also been involved in entrepreneurial ventures through Barkholz Enterprises and 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelly Savage is a financial advisor with Osaic Wealth Inc and has 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been involved with Savage & Associates since 1995. He serves on the boards of the Savage Foundation and Blue and Gold, a nonprofit supporting the University of Toledo's basketball programs. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and supports various managed account strategies and third-party managers.

Kaden Sanford is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth Inc, he was involved in the restaurant industry, including roles at Tougen Japanese Restaurant and K's Fine Food & Drink. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Ryan Savage is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Osaic since 2019. His prior roles include positions at Wurtec, Savage and Associates, and Genoa Banking Company. Outside of his advisory duties, he is a board member of the Toledo Police Foundation, a nonprofit organization supporting community and police initiatives. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Gregory Wagoner is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Wagoner serves on the Board of Directors for the Sylvania Athletic Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to develop non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.