Duane Ohly is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes 16 years at UBS Financial Services, Inc. prior to joining Sanctuary Advisors and Sanctuary Securities in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through more than 400 independent advisers, utilizing various portfolio management strategies and acting as a fiduciary under written advisory agreements.

Thomas Anderson Jr. is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at McAdam LLC, BKD, and Pier 53 Marine, as well as an academic affiliation with Indiana University. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to provide collaborative, goal-based recommendations.

Aaron Wilson is a Series 66 licensed financial advisor with Edward Jones in Clyde, Ohio, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Wilson serves as a board member for Bellevue Hospital in Bellevue, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kevin Young is a financial advisor with Ameriprise in Sandusky, Ohio, holding a Series 66 credential and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Young serves as a volunteer flag chief and official for professional racing events including IndyCar, NASCAR, and Formula 1 show runs. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver tailored, non-discretionary retirement income recommendations.

Mitchell Holland is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at UPS, Good's Landscaping, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as Deputy Grand Knight and Program Director for the Knights of Columbus Council 591 and as Treasurer for Brainard Lodge 336. He is also an author of religious and inspirational content and leads Birchard Financial LLC, which provides investment, planning, and insurance solutions. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach that emphasizes tailored recommendations and client engagement.

Randy Day is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 36 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. and Metropolitan Life Insurance Company since 1987. Outside of his advisory work, he owns a CPA and tax preparation firm as well as a cattle farming business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning and offers a range of investment and educational programs.

Jeffrey Thomas is a CFP®-certified financial advisor with Edward Jones in Bellevue, Ohio, where he has worked since 2016, accumulating six years of industry experience. His prior work includes roles at Lowe’s, Papa Johns, Liberty University, and Don Tester Ford. Early in his career, he held an internship at Monument Wealth Management assisting with client data preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and fiduciary advisory services. It supports a large network of advisors and branches nationwide and manages over $1 trillion in assets under management.

Paul Appel is a financial advisor with LPL Financial based in Sandusky, Ohio. He holds a Series 66 designation and has four years of industry experience, including prior roles at Lincoln Financial Advisors and Ernst & Young. Outside of his advisory work, Appel is involved as a coach with Avon Lake City Schools. 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 supported by model portfolios, third-party asset managers, and institutional platforms.

Keri May is a CFP®-credentialed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Tabula Rasa Holdings, LLC, a property management business in Sandusky, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of 23,701 financial advisors.

Steven Hohenstein is a financial advisor with Edward Jones in Fremont, Ohio, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Croghan Colonial Bank and Hantz Group, as well as experience in construction with Hohenstein Construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

Kenneth Kreilick is a CFP® and Series 66 licensed advisor with Edward Jones, based in Fremont, OH. He has nine years of industry experience, all of which have been with Edward Jones since 2017, following a one-year period of unemployment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers various advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Natasha Irons is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her current role, she worked for Buckeye Broadband for ten years. Outside of finance, she is also a minister and performs wedding ceremonies in Fremont, Ohio. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Joshua Mesenburg is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including positions at Voya Financial Advisors and UIS Insurance & Investments. Outside of financial services, he operates a small family grain farm in Sandusky, Ohio. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients through a multi-manager platform that offers a range of portfolio management and retirement services. The firm supports over 10,000 advisors and manages more than $256 billion in assets.

Matthew Caputo is a ChFC® credentialed financial advisor with over 42 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles at THE O.N. Equity Sales Company, Connecticut Mutual Life Insurance Co., and Sun Life Assurance Co. Caputo is also a board member of the Mosaic Family Zone, a civic organization in Toledo, Ohio. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals using various custody and platform arrangements.

Sarah Hunker is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2018. She has prior experience in education and agriculture-related roles and is involved in several agricultural activities, including serving as the board president of the Sandusky County Farm Bureau and participating in family-owned livestock auction and cattle operations. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm provides a range of investment strategies and affiliated services, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Michael Neill is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Outside of his advisory work, he manages and operates Neill Show Cattle LLC, a cattle and dog farm in Bellevue, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Serena Steyns is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has previously worked in educational roles at several local schools. Outside of her advisory role, she is employed as an associate at Waterstreet Financial, providing client and branch support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and modeling tools to support client goals.

David Long is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has a background in accounting and business valuation, having operated his own CPA firm, DF Long & Associates LLC, since 2021. Prior to his current role, he worked for over 26 years at Corrigan Krause Harrison Long Harsar CPA's LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling, and supports its clients through a broad network and specialized programs.

Michael Miller Jr. is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. He has worked previously at Avantax Investment Services and 1st Global Advisors and has been involved with his own firm, 4 Millers, LLC, since 2020. Miller also serves on the board of the Second Harvest Food Bank of North Central Ohio and is a member of the finance committees for Sandusky Central Catholic Schools and the food bank. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. It serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Zachary Priesman is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at Reynolds American for six years and Global Technical Recruiters for one year. He holds the Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.