Beth Kerekes is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2017, with prior experience at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Kristopher Kronbach is a Series 63 licensed financial advisor with 29 years of experience. He has worked at Primerica Advisors and Primerica Financial Services since 1997 and is currently affiliated with Newman Financial. In addition to investment-related activities, he is involved in part-time referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies from unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Jeffrey Smith is a financial advisor with Ameriprise Financial Services LLC in Toledo, Ohio, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Christine Bottles is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Champion Credit Union for ten years before joining Edward Jones. 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 strategies, separately managed accounts, and affiliated mutual funds.

Dennis Rife is a Series 63-licensed financial advisor with over 32 years of industry experience. He is currently with Osaic Wealth and has held roles at Royal Alliance, Savage & Associates, and operates as Deacon Dennis T. Rife. Outside of his advisory work, he serves as an ordained deacon in the Catholic Church and is a member of the Area Office on Aging Advisory Board. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs focused on model-based asset allocation, portfolio optimization, and access to third-party managers within a large multi-advisor platform.

Dennis Kersten is a financial advisor with LPL Financial in Perrysburg, Ohio, holding a Series 63 designation and 49 years of industry experience. He has been with LPL Financial and its predecessor since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeremy Ashley is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. 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 covering various topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping planning and asset management services separate.

Michael Rosenberg is a financial professional with 43 years of industry experience, currently affiliated with OSAIC Wealth since 2013. He holds Series 63 and Series 65 licenses and has a long history at Savage and Associates dating back to 1964. His work includes portfolio management, client investment recommendations, and sales of life, health, and disability insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with multiple program options, supported by extensive custodial and third-party relationships.

Richard Shehorn II is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Huntington National Bank and Lutheran Homes Society/Genacross Lutheran Home Services. Outside of his financial advising role, he is the owner of Dynamite Designs LLC, a screen printing and graphic design business. 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 offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Eric Harwood is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Advisors since 2014 and has prior experience with Johns Manville and C. Nelson. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a percentage-based wrap fee structure, differentiating its service approach from typical fixed-fee models.

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.

Christie Boisselle is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing for eight years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

John Metzger is a Series 66-licensed financial advisor with nine years of industry experience, currently with Osaic Wealth since 2017. He serves as Director of Alumni Relations for the Phi Kappa Psi chapter at the University of Toledo, where he assists in event planning and communications. Metzger is also an independent insurance producer, brokering life, disability, and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Irshad Bannister is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with LPL Financial since 2020 and maintains involvement with J & Shad LLC. Bannister serves on the boards of Washington Local Schools and the Fellowship of Christian Athletes, reflecting his participation in local nonprofit organizations. 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 portfolios, third-party asset management, and institutional platforms, providing advisory services primarily through its network of investment adviser representatives.

Michael Snyder is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes a decade at Royal Alliance and long-term involvement with Savage & Associates, where he is also an owner and provides life and health insurance services. OSAIC Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by proprietary tools and third-party managers.

Michael Liebenthal is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. He has been with LPL Financial since 2006. 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.

Robert Anderson is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Lambert is a financial advisor with Ameriprise Financial Services in Perrysburg, Ohio, holding a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2016 and previously worked at H&R Block from 2014 to 2018. Outside of his advisory role, Lambert serves as a trustee on the Lucas County Mental Health and Recovery Services Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement-income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Andrew Hudak is a financial advisor with LPL Financial based in Maumee, Ohio. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Aflac, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, he has been involved with the Ballet Theatre of Toledo for a decade and is a co-owner of Hudak Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.