Eliberto Guerrero III is a financial advisor at Edward Jones in Toledo, OH, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Tina Jordan is a financial advisor with Ameriprise in Wauseon, Ohio, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Ameriprise since 2018 and previously held roles at CUNA Brokerages Services, Inc. and Sun Federal Credit Union. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, using a centralized consulting team to provide non-discretionary, research-driven recommendations that integrate tax efficiency and asset management strategies.

Benjamin Boros is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Fidelity Investments and various positions outside the financial sector. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Rajesh Laungani is a CFP® with 19 years of experience in the financial services industry. He has worked at OSAIC since 2018 and previously spent 12 years at Signator Investors, Inc. He serves as president of Platinum Wealth Solutions of Ohio and is a board member of the Hindu Temple of Toledo. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Jennifer Kurth is a financial advisor at Merrill with a Series 66 designation and has been with the firm since 2014. She is based in Toledo, Ohio, and has 12 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Patrick Mollenkamp is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1991 and focuses on delivering a comprehensive approach to managing wealth. Patrick assists clients in building wealth management strategies tailored to their individual needs by listening carefully and helping them make informed decisions. His areas of expertise include college education planning, employee benefits planning, family wealth management strategies, legacy planning, and personal retirement planning. Patrick holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Whitmer High School. Outside of his professional role, Patrick enjoys football, golfing, spending time with his family, and traveling.

Heather Beier is a financial advisor at Edward Jones in Toledo, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Gray Television/WTVG 13abc for twelve years. 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 services including wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

David Himich is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with both Morgan Stanley Wealth Management and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Richard Wurst is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding a Series 63 designation and nine years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in life and health insurance sales and owns a financial advising LLC established for tax purposes. MassMutual Investors Services, LLC 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, structuring planning engagements as annual collaborative relationships with clients.

Richard Luedtke is a CFP® professional with 32 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1993 to 2020. Based in Sylvania, OH, he holds the Series 63 designation. Outside of his advisory role, he owns and manages a commercial office property through 6011 Renaissance LLC. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with substantial investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregory Fockler is a financial advisor with OSAIC and holds a Series 66 designation. He has 12 years of industry experience, including founding Fockler Financial LLC in 2021. He serves on the board of directors and as treasurer for Ohio Digital Learning School, a virtual charter school. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, affiliate network, and recent consolidation activity.

Regan Jahns is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018. Prior to her current role, she spent eight years with Catholic Charities. Outside of finance, Jahns is an artist who owns a custom painting and private paint party business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm-approved tools and modeling techniques.

Michael Mccullough is a financial advisor with Wells Fargo Advisors in Toledo, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at UBS Financial Services for eight years and Morgan Stanley Private Bank for three years. He serves on the board of the Ottawa Hills Foundation, a charitable organization focused on education. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Douglas Pyle is a CFP®-certified financial advisor with 32 years of industry experience, currently affiliated with Ameriprise in Toledo, OH. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

Ricke Cocke is a financial advisor with UBS Financial Services in Sylvania, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1983. Outside of his advisory role, he is involved in cattle raising and sales. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and capital markets services. The firm integrates institutional trading capabilities with wealth management through its broad platform and proprietary research.

Ryan Kelley is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He worked at Merrill from 1999 to 2009 before joining LPL Financial, where he has been since 2009. Outside of his advisory role, Kelley serves as a fitness instructor at the local YMCA and works as a property manager for his condominium association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives and supports them with various operational tools and platforms.

Michael King is a financial advisor with Mass Mutual Investors Services in Toledo, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2025, he worked at Glass City Federal Credit Union and Northwestern Mutual, and has spent several years in full-time education. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning and asset management services. The firm offers collaborative, annual planning engagements using firm-approved software and provides additional services including estate settlement and employer-sponsored planning programs.

Jason Strasser is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Financial Design Group, Minnesota Life Insurance Company, and Securian Financial Services. Outside of his advisory role, he is involved as a fitness and sports coach through Sylvania Recreation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Daniel Rudski is a financial advisor at LPL Financial in Toledo, Ohio, with 22 years of industry experience. He holds a Series 63 designation and previously worked at Cetera Advisors LLC, Mass Mutual Investors Services, and Walnut Street Securities. Outside of his advisory work, Rudski is a business owner of Junior Audio, a venture unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

James Bunke is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 38 years of industry experience and previously worked at Cetera Advisors LLC for eight years before joining Cambridge in 2021. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.