Ian Malhoit is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves on the Board of Directors and as Secretary of the Genacross Lutheran Services Foundation, where he also participates on the finance committee overseeing endowment allocations and scholarship fund activity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to generate and tailor retirement income recommendations.

Melanie Connelly is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Keith Faggionato is a financial advisor with Ameriprise in Perrysburg, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He is also the owner of KF2022, LLC, a legal entity established to support his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Chandler Fitzgerald is a financial advisor at OSAIC Wealth Inc. with four years of industry experience. He holds the Series 63 and Series 65 licenses and works in Maumee, Ohio. Outside of his advisory role, Fitzgerald is involved in nonprofit activities including serving as media chairman for a local LPGA organization, chairman of an African American leadership council, assistant varsity basketball coach at a Christian school, and a member of an advisory and finance committee for a church. OSAIC Wealth Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to multiple platforms and third-party managers, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Sarah Jobak is a Series 66-licensed financial advisor with Morgan Stanley in Toledo, OH, and has 13 years of industry experience. She previously worked at Wells Fargo Clearing and Ameriprise Financial Services, Inc. before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Blake Dunbar is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stirlingshire Investments and Gluckle Insurance and Financial Services, as well as earlier positions spanning construction, services, and academia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

James Fullerton is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 1999. His prior work includes roles at Flower Hospital, Panera Bread, Uber Eats, Pizza Hut, and Kroger. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Mayer is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Katie Hire is a financial advisor with Osaic Wealth, Inc. based in Maumee, Ohio, holding 19 years of industry experience. She has been with Royal Alliance since 2013 and has worked at Savage & Associates since 2006. Outside of her advisory role, she is a partner in Premier Specs LLC, a business involved in property acquisition and new home construction. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes a range of asset allocation tools and supports a variety of account management options, including discretionary and non-discretionary portfolios.

Aaron Biederstedt is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 19 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Lincoln Financial Group for 11 years and was involved with TCP Asset Management and United Planners Financial Services of America. He also operates an independent insurance business and has been associated with A2O Wealth Management LLC in a non-investment capacity. 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 portfolios, third-party management access, and institutional platforms.

David Bodner is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 1998. Outside of his advisory role, he serves as a board member of the Maumee Rotary Service Foundation, where he participates in approving grants for education and literacy programs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of investment and event-driven planning programs.

Jeffrey Ienna is a Series 66 licensed financial advisor with Edward Jones in Toledo, Ohio, where he has worked since 2026. Prior to joining Edward Jones, he spent 11 years at Bronco Wine Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

John King is a financial advisor at Edward Jones in Toledo, OH, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, King serves as a zoning board member for Sylvania Township and owns real estate development and land conservation businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Brittney Tebay is a Series 66-registered financial advisor with Fidelity in Perrysburg, Ohio, with two years of industry experience. Her work history includes roles at Fidelity Investments since 2023, TDC Investment Advisory from 2022 to 2023, and PNC Bank from 2015 to 2022. Outside of finance, she serves as a stand captain and sales representative for GreyKey Merchandising, a concert vending and merchandising business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Craig Calvin is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans aimed at fostering confidence and providing peace of mind in their financial lives. He has been serving in this role since 2023. Craig's career at Fidelity Investments spans over a decade, beginning in 2011 as an Investment Consultant. He progressed to the position of Planning Consultant in 2020 before assuming his current role. His experience encompasses various aspects of financial consulting and planning within the firm.

Michael Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 20 years of industry experience. He has been affiliated with Primerica since 1999 and has operated Newman Financial since 2020. In addition to his advisory role, he engages in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Robert Buschur is a financial advisor with Robert W. Baird & Co. in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Robert W. Baird & Co. since 2020. Robert W. Baird & Co.'s DDK Group operates within its Private Wealth Management practice, advising individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and offering both traditional and complex investment strategies.

Kevin Roessler is a financial advisor at Edward Jones in Maumee, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Roessler serves as president of the Wynnbrook Farms Homeowners Association, where he oversees subdivision functions and oversees bylaw enforcement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Weiner is a financial advisor with Morgan Stanley in Toledo, Ohio, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the boards of Maumee Valley Country Day School and Sunset Retirement Communities, including a term as chairman of the latter. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Steven Howard is a financial advisor with OSAIC who holds the Series 63 and Series 66 designations and has 25 years of industry experience. He has worked at Savage & Associates since 2000 and was with Royal Alliance from 2013 to 2023. Outside of his advisory roles, he is involved in offering life and health insurance products through a sole proprietorship. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset types, servicing accounts on both discretionary and non-discretionary bases.