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Ryan M

Series 66

Napoleon, OH

&PARTNERS

Ryan Mc Cracken is a financial advisor at &Partners with one year of industry experience. He holds the Series 66 designation and has previously worked at One Resource Group and Lee Kinstle Sale & Service. Outside of his advisory role, he serves as a board member for the Van Wert YMCA, where he contributes to the oversight and promotion of community programs. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using both proprietary and third-party strategies, with a focus on a mix of fundamental, technical, and quantitative analysis.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Trent D

Series 63, Series 65

Defiance, OH

The huntington Investment company

Trent Diamond is a financial advisor with The Huntington Investment Company in Defiance, Ohio. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining The Huntington Investment Company in 2011, he has also been associated with Ameriprise since 2026. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that integrates third-party managers with proprietary private bank offerings, providing a range of wrap-fee programs on the Envestnet platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Gabriel P

Series 63, Series 65

Napoleon, OH

&PARTNERS

Gabriel Pollock is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones for 13 years and held roles at FSC and OSAIC before joining \u0026Partners. Outside of his advisory work, he serves on the parish council board of St. Augustine Catholic Church, is a board member of the Napoleon City Preservation Committee, and is the treasurer for the Liberty Center Education Foundation. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary portfolio management, utilizing both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Bill M

Series 63

Bryan, OH

SPC

Bill Mann is a financial advisor with SPC in Bryan, Ohio, holding a Series 63 designation and 29 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, Mann is the owner of Mann's Investment Group, LLC, which sells life, health, and disability insurance, and he serves as Chief Administrative Officer and Director of the American Legion Riders. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and manages approximately $5.66 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Gavin C

Series 66

Napoleon, OH

&PARTNERS

Gavin Cross is a financial advisor at &PARTNERS with one year of industry experience. He holds the Series 66 designation and previously worked at National Door & Trim and CaroTrans. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a range of analytical approaches and both proprietary and third-party strategies, managing accounts through discretionary and non-discretionary platforms.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Howard A

CFP®, ChFC®, Series 63, Series 66

Sherwood, OH

Private Advisor Group, LLC

Howard Arend is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously spent over two decades with Northwestern Mutual in various roles. Outside of his advisory work, he is involved with Inspired Ink, LLC, a non-investment-related business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both discretionary and non-discretionary approaches and offers a range of managed account solutions through proprietary and third-party platforms.

Annuities Founder/Business Owner
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Zachary M

Series 65, Series 63

Defiance, OH

FIFTH THIRD SECURITIES, Inc.

Zachary Miller is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2018 and previously spent nine years with The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he serves as a baseball coach at Elida High School. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services such as separately managed accounts, tax-overlay, and direct indexing.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Jordan B

Series 66

Napoleon, OH

Independent Advisor Alliance, LLC

Jordan Braun is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 credential. He has seven years of industry experience, including roles at LPL Financial, MassMutual Life Insurance, and Campbell Soup Supply Company. Outside of his advisory work, he is the owner of Ohana Photography, LLC. Independent Advisor Alliance serves a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a network model with discretionary and non-discretionary portfolio management supported by multiple analytical approaches and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Michael S

CFP®, Series 66

Napoleon, OH

Edward Jones

Michael Schumaker is a CFP®-certified financial advisor with Edward Jones, based in Napoleon, OH, and has 10 years of industry experience. He has previously worked at First Federal Bank of the Midwest and Money Concepts Capital Corp. 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 is known for its extensive network of financial advisors and branch offices, offering a range of advisory programs under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Michael J

Series 63, Series 65

Bryan, OH

OSAIC

Michael Johnson is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory work, he owns and operates Johnson Financial Group, an insurance agency focused on life and health insurance products, and he serves as a board member of the Bryan Rotary Club and is involved with the Bryan Area Foundation. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Blake S

CFP®, Series 66

Napoleon, OH

Edward Jones

Blake Sizemore is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009, totaling 16 years of industry experience. He holds the Series 66 license and operates out of Napoleon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Caden A

Series 66

Defiance, OH

Raymond James Financial

Caden Allman is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, he worked in education at Defiance High School, Defiance Middle School, and Ohio Northern University. He is also involved with Allman Enterprise. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support its recommendations and offers specialized programs such as wrap-fee advisory services and municipal advisory work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ryan B

CFP®, Series 66

Bryan, OH

Edward Jones

Ryan Bethel is a CFP® professional at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he spent six years at FALER CONSTRUCTION. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Matthew C

Series 63, Series 66

Napoleon, OH

Thrivent Investment Management

Matthew Crandall is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 registrations and bringing 17 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based, holistic planning across a wide range of topics, offering clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Business ownership considerations
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Marcia G

Series 66

Napoleon, OH

Thrivent Investment Management

Marcia Gobrogge is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2007. She has 18 years of industry experience. 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 written recommendations across various planning topics, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Jill P

CFP®, Series 63, Series 65

Bryan, OH

Cambridge Investment Research Advisors

Jill Powers is a CFP® professional with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. She is also a member of HPH Financial Corp, the holding company for Trilogy Wealth Advisors, where she serves as president. Outside of her advisory role, she works as a volleyball official on a contract basis. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary portfolio management through various platforms, with proprietary and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Christopher R

Series 66

Napoleon, OH

Thrivent Investment Management

Christopher Ridley is a Series 66 licensed advisor at Thrivent Investment Management with two years of industry experience. He previously operated The RIDGE Project for 16 years. Ridley is also the owner and operator of The Ridley Company, LLC, a real estate investment business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without managing client portfolios directly.

Business ownership considerations
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Stephen K

Series 63, Series 65

Defiance, OH

LPL Enterprise

Stephen Kryder is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1988 to 2024. Outside of his advisory career, he serves as chairman of the Henry County Board of Elections and owns Spring Hill Farms in McClure, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to asset managers, and a wrap program.

Tax-loss harvesting
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Matthew S

Series 63

Defiance, OH

Edward Jones

Matthew Schmenk is a financial advisor at Edward Jones in Defiance, OH, holding a Series 63 designation with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he owns commercial property businesses involved in building rental and development. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate investors. The firm manages approximately $1.01 trillion in assets with a broad network of advisors and offers a range of investment strategies as well as affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Maureen K

Series 66

Defiance, OH

Cetera

Maureen Killion is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and The State Bank and Trust Company. Outside of her advisory role, she serves on the marketing and retention committee of the Defiance Economic Development Chamber of Commerce, where she helps plan events and provides guidance to young workforce members. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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