Adam Wolf is an advisor at Sanctuary Advisors, LLC with a Series 66 credential and less than one year of industry experience. Prior to his current role, he played professional baseball for the Detroit Tigers and Los Bravos de Leon. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and nonprofit organizations. The firm supports a network of over 400 independent advisors who employ various investment approaches and deliver discretionary or non-discretionary portfolio management solutions.

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.

Erin Flower is a financial advisor with Eagle Strategies (NY Life) based in Oak Harbor, OH, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked at Eagle Strategies since 2008 and has been affiliated with St. Bonore Financial Services and New York Life since the early 2000s. In addition to her advisory role, she is involved in insurance brokering through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a diverse range of investors and Plan Sponsors.

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.

Grayson Clark is a financial advisor with Equitable Advisors holding a Series 66 credential and beginning his career in 2026. Prior to joining Equitable Advisors, he worked at Morgan Stanley Wealth Management and has been involved in several hospitality ventures including Coastal Swing Golf Bar and Jamestown Tavern. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives and third-party program sponsors.

Hayward Evans is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 credential and previously worked at The Huntington Investment Company and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and ongoing advice coordinated through a centralized team working with client advisors.

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.

Jerrad Shiets is a financial advisor with Edward Jones in Oak Harbor, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

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.

Matthew Wenzinger is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Wenzinger also operates Wenzinger Financial Services, offering financial and insurance services, and serves as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

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.

Paul Christman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at the Cleveland Federal Reserve, Magruder Hospital, and The City of Port Clinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large national network of advisors and branch offices.

Thomas Leone is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Willoughby Western Lake County Chamber of Commerce, All Saints Federal Credit Union, and CompSource Inc. 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 advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.