James Kennedy Jr. is a financial advisor at LPL Financial with 49 years of industry experience. He holds a Series 63 designation and has worked at Cetera and Vestax Securities Corporation prior to joining LPL Financial. 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 large network of investment adviser representatives. The firm offers financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, providing a broad range of advisory and brokerage services.

Jeffrey Levesque is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2001 and brings a financial services career that began in 1990. Jeffrey focuses on providing clients with tailored financial and investment recommendations to support wealth accumulation, preservation, and transfer. His approach involves creating customized wealth management strategies that address retirement planning, trust and estate planning, business transition planning, and individual wealth preservation, often collaborating with family tax accountants and attorneys. Jeffrey’s expertise extends to family wealth management, defined benefit plans, legacy planning, philanthropic planning, ESG investing, and corporate investment strategies. He holds a Bachelor's degree from the University of New Brunswick and the Personal Investment Advisor (PIA) designation. Jeffrey participates in community activities such as the Toledo Rotary Club and dedicates time to volunteering. Outside of his professional responsibilities, he enjoys camping, gardening, golfing, ice hockey, and photography.

Douglas Rechtine is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following a two-year tenure at MetLife Securities Inc. He also operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning relationships to deliver written recommendations.

Lamont Stewart is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, Stewart serves as a director for a nonprofit focused on financial literacy education. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Zebradee Jackson is a financial advisor with Raymond James Financial in Perrysburg, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Osaic FA, Inc. and Citizens Securities, Inc. He is also involved as an associate with FM Investments, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional entities. The firm employs analytical tools for tailored non-discretionary planning and supports advisory programs with a focus on technology and municipal advisory services.

Liam Rabe is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2026, and as a Financial Associate at the same firm from 2020 to 2022. In his current position, Liam focuses on collaborating with individuals and families to develop financial plans aligned with their lifestyle values and goals. Liam's experience spans various facets of financial consulting within Fidelity Investments, where he has progressed through roles that emphasize workplace planning and financial association. His approach centers on understanding clients' unique situations to build confidence in their financial objectives. He encourages clients to engage in personalized planning to address their specific needs.

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.

Joel Spotts is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones, he worked in various roles including assistant funeral director at Urbanski's Bedford Funeral Chapel and held positions in companies such as Spotts Excavating & Paving and Fresh Products LLC. He also has experience working at The University of Toledo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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.

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.

Jacob Newlove is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Auto-Owners Insurance Company and several other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated offerings through a nationwide network of over 23,000 financial advisors.

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.

James Szykowny Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Cogent Wealth Solutions, VOYA Financial Advisors, Merck & Co., Inc., and Valic Financial Advisors. He is also an independent insurance agent, focusing on non-variable insurance products. 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 and access to model portfolios, with a focus on both discretionary and non-discretionary strategies supported by research and technology tools.

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.

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.