Christine Rutherford is a financial advisor with Raymond James & Associates in Perrysburg, Ohio, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Fifth Third Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and advisory services that are typically non-discretionary, supported by a range of portfolio management styles and affiliated research.

Jaimee Streacker is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and three years of industry experience. Her previous work includes roles at Citigroup, Dana & Pariser LPA Co, and Franklin University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Amanda Cutway is a Series 66-licensed advisor with Thrivent Investment Management in Maumee, OH. She has been with Thrivent and its affiliates since 2025. Prior to entering financial advising, Amanda worked in education and real estate for several years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various financial topics without providing portfolio management or institutional advisory services.

Braden Dauterman is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. His career includes roles at R. L. Dauterman Wealth Management and Kathrens Insurance Agency, as well as prior work outside the financial sector. He also serves as an insurance agent and operates under the sole proprietorship Braden Dauterman - Agent. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

Thomas Skees is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and spent 11 years at LPL Financial. Outside of advising, he is a partial owner of an office building in Perrysburg, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and related financial planning services.

Nathan Lieb is a financial advisor at Edward Jones with 16 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co Inc for eight years. Outside of his advisory role, Lieb coaches 7th grade basketball for Liberty Benton Schools in Findlay, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Sean Savage is a financial advisor with Osaic Wealth, Inc. He holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining Osaic in 2023, he worked at Royal Alliance for ten years and has been involved with Savage & Associates since 1994. Outside of his advisory work, he serves on the board of directors for St. Johns Jesuit High School & Academy and has co-authored a book titled *Inconceivable*. Osaic Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, and charitable organizations, through a large network of advisors. The firm offers comprehensive financial planning and investment services, utilizing asset-allocation tools and multiple advisory platforms to manage a broad mix of investment products.

Stephen Hoss serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has progressively advanced within Fidelity, holding roles such as Branch Leader, Team Leader for Workplace Planning & Advice, Onboarding Team Leader, Regional Center Learning Lead, High Net Worth advisor, and Customer Relationship Advocate since 2017. Throughout his tenure, Stephen has developed expertise in workplace planning and advice, team leadership, and customer relationship management. He emphasizes helping individuals grow both personally and professionally, aligning with Fidelity’s commitment to brand, ethics, and access. Outside of his professional responsibilities, Stephen has interests in fitness, food, and traveling.

David Newman is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of experience in the industry. He has worked at PFS Investments Inc. since 2000 and at Primerica Financial Services since 1993. Newman operates Newman Financial and is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed account options.

James Fuleky is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Savage and Associates and Lily Ann Cabinets. Outside of his advising role, he operates a personal business as an influencer promoting gym clothing and brands. Osaic Wealth, Inc. serves a diverse client base including individual investors, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and automated portfolio management across various investment products.

Edward George Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 credential and 10 years of industry experience. He previously worked at First Financial Equity Corporation for eight years and has a background with Fox Sports spanning 17 years. Outside of finance, he serves as the head football coach at Bowling Green State University and is involved in public speaking through George Enterprises. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, typically serving clients with at least $1 million in net investable assets. The firm provides tailored, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options, delivered through a centralized consulting team.

Todd Sattler is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1993. In addition to his advisory role, he owns Sattler Financial Group, which provides 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 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.

Joseph Hoppenjans is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Savage and Associates and Croak Wealth Management. Outside of his advising role, he has sold and serviced insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs various portfolio management tools across its large network of affiliated advisors.

Wayne Milewski is a financial advisor with OSAIC who holds over 43 years of industry experience. He has been affiliated with Savage & Associates since 1981 and Royal Alliance since 2013. Outside of his advisory work, Milewski serves on the Institutional Advancement sub-committee for the Board of Trustees at St. John’s Jesuit High School. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of financial advisors. The firm employs various tools and third-party solutions to manage portfolios that encompass stocks, bonds, mutual funds, ETFs, and alternative investments.