Linda Good is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds a Series 63 designation and has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to her advisory role, she is involved in part-time referrals of home security and automation products and participates as a partner in an investment-related LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Crystal Lagger is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. She previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of her advisory role, she owns an online Etsy shop. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products through a network of over 4,000 advisors.

Stephen Mckenney is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2023, he was self-employed and worked with firms including Securian Financial Services and Minnesota Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Jonathan Phytrion is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Palladion Services, UPS, Alnylam Pharmaceuticals, Synlogic Therapeutics, and Amazon, as well as several engagements with Skidmore College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Kyle Lynch is a financial advisor with Equitable Advisors in Sylvania, OH, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and at David Means since 2017. His other business activities include sales of life settlements through Equitable Network. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

Thomas Lestrange is a financial professional with 27 years of industry experience, currently affiliated with OSAIC. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance since 2013. Lestrange has longstanding experience in insurance sales and portfolio management through his involvement with Savage & Associates and Lestrange-N Son’s Insurance since 1983. He also serves as a trustee for a family trust. 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 and portfolio optimization, supported by various managed account strategies and third-party managers.

Brent Shimman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes prior roles at Cetera Advisors LLC and Mass Mutual Investors Services. Outside of advisory work, he serves as a minister for a religious organization. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a range of management platforms, proprietary model strategies, and access to unaffiliated third-party advisers.

Tyler Binkley is a financial advisor with Primerica Advisors in Maumee, Ohio, holding eight years of industry experience. He has worked with Newman Financial, PFS Investments Inc., and Primerica Financial Services. In addition to advisory activities, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,966 advisors, employing model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing.

Devin Durocher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His previous roles include positions at LPL Financial and Monroe Bank and Trust. He has been with Cetera since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Scott Brown is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Morgan Stanley in various capacities since 2008, including roles at Morgan Stanley & Co. Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Outside of advising, he co-owns SS Brown LLC, a LED lighting distribution business supporting independent sales representatives. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Cathy Snyder is a CFP®-credentialed financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and formerly with Ameriprise Financial Services, Inc. from 2005 to 2020. She operates out of Whitehouse, Ohio. In addition to her advisory work, she has business ownership related to real estate management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory support through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts within its planning approach.

Jennifer Jagodzinski is a financial advisor with Morgan Stanley in Toledo, Ohio, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Her prior roles include positions at Merrill, Cetera Investment Services, Monroe Bank & Trust, LPL Financial, and MBT Investments. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning directly to individuals as well as through corporate agreements.

Kenneth Close is a CFP® and ChFC® with 32 years of experience in the financial industry. He has worked at Ameriprise and its affiliated entities since 2005 and is currently based in Toledo, OH. Outside of his advisory work, he is the CEO and owner of K.C. Films, LLC, a movie production company. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Kunz is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Scottrade and TD Ameritrade prior to his current role. Kunz is based in Sylvania, Ohio. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Tyler Paxson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2020, progressing through several positions including Planning Consultant, Workplace Planning Consultant III, II, and I. His professional focus involves partnering with clients to understand their comprehensive financial objectives and developing tailored financial plans. Throughout his tenure at Fidelity, Tyler utilizes the company's resources to build and monitor financial plans aimed at helping clients achieve their family and lifestyle goals. His approach centers on aligning planning processes with clients' financial and lifestyle priorities. Outside of his professional work, Tyler has interests in baseball, football, golf, family activities, and social events with friends.

Jeffrey Marchal is a financial advisor with OSAIC based in Maumee, Ohio, holding a Series 66 designation and with 22 years of industry experience. He has worked with Royal Alliance since 2013 and previously with Walnut Street Securities, Inc. from 2006 to 2013. Outside of advising, he serves on finance and advisory committees for local schools and is involved as an employee benefit consultant. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a variety of managed account options and leveraging a complex affiliate network.

Kara Wietrzykowski is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following four years at Federated Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning, with approximately $2.74 trillion in client assets under management. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their financial plans.

Andrew Rogers is a financial advisor with LPL Financial in Toledo, Ohio, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include a decade at Royal Alliance and two years at Next Financial Group. Rogers also works as an adjunct professor at Lourdes University and is involved in tax preparation and accounting services. 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 portfolio programs, third-party asset management, and institutional platforms.

Brad Kersten is a financial advisor with LPL Financial, holding a Series 63 designation and having 30 years of industry experience. He has been with LPL Financial since 1996. Kersten also operates a business under the name Kersten Wealth Management Group. 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 participant-level retirement advice.

Arin Macqueen is a financial advisor at Cetera with 20 years of industry experience and holds the Series 63 designation. Prior to joining Cetera, Arin worked at VOYA Financial Advisors, New England Securities, and Mass Mutual Investors Services. In addition to advisory work, Arin is licensed as an insurance agent and sells life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.