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Matthew P

Series 66

Whitehouse, OH

Edward Jones

Matthew Padgett II is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory work, he serves as the President of the Whitehouse Chamber of Commerce and is involved as a committee member with Young Life Maumee, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Pettisville, OH

Raymond James Financial

Scott Rupp is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 29 years of industry experience. In addition to his advisory role, he is a partner at Kingdom Seasonings & Rubs, a business that creates and packages dry rubs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisory programs and institutional consulting services.

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

ChFC®, Series 63

Toledo, OH

OSAIC

Donna Bogan is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, with 28 years of industry experience. Her prior work includes roles at Sigma Planning Corporation, Sigma Financial Corporation, and Lincoln Financial Advisors Corporation. She is actively involved in the Toledo community, serving as Vice President of the Rotary Club of Toledo and President of Toledo GROWS, an organization supporting community-based gardens. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization strategies.

Annuities Private / alternative investments
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Kimberly B

CFP®, Series 66

Wauseon, OH

Edward Jones

Kimberly Baker is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked with Edward Jones since 2018 and was previously employed at Midwest Community Federal Credit Union from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Jack P

Series 66

Whitehouse, OH

Edward Jones

Jack Potkanowicz is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Aarons Sales and Lease from 2011 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Retired 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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Jacob N

Series 66

Wauseon, OH

Edward Jones

Jacob Newlove is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Auto-Owners Insurance Company and several other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated offerings through a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Janelle D

Series 63

Delta, OH

Cetera

Janelle Debacker is a financial advisor at Cetera with 28 years of industry experience. She holds a Series 63 designation and has worked with Avantax and Hawthorne Financial, where she also serves as owner and sole proprietor. Additionally, she is the fiscal officer for York Township and owns a boutique selling dog-related items. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

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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Owen N

Series 66

Wauseon, OH

Edward Jones

Owen Newlove is a financial advisor at Edward Jones in Wauseon, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Penrod & George and H&R Block, as well as several non-financial positions including employment at Biggby Coffee and The Ohio State University. 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 managed solutions supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Pettisville, OH

Raymond James Financial

David Rupp is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at Cellular Sales and Indiana Wesleyan University. Outside of finance, he is a partner in Kingdom Seasonings and Rubs LLC, where he manages inventory and product label design. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 65

Whitehouse, OH

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John K

Series 63, Series 65

Toledo, OH

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Religious/faith focused
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John H

Series 63, Series 65

Toledo, OH

Ameriprise

John Harris Jr. is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes service in the United States Marine Corps and work in retail and home improvement sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides tailored recommendation reports and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew M

CFP®, Series 66

Waterville, OH

Edward Jones

Matthew McCartney is a CFP® and Series 66 registered advisor with Edward Jones, where he has worked for 10 years. He is based in Waterville, OH and has accumulated a decade of industry experience. 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 programs and investment strategies under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement withdrawal strategies ESG / Sustainable investing Retired Founder/Business Owner Executive
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Michael S

ChFC®, Series 63, Series 66

Toledo, OH

OSAIC

Michael Sordyl is a financial advisor at OSAIC with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining OSAIC in 2018, he worked for John Hancock/Signator Investors, Inc. for 12 years. He serves on the Endowment Committee for the Toledo Opera Association, reviewing investment statements of the organization's endowment assets. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Annuities Private / alternative investments
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Richard S

CFP®, Series 66

Swanton, OH

Edward Jones

Richard Shehorn II is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Huntington National Bank and Lutheran Homes Society/Genacross Lutheran Home Services. Outside of his financial advising role, he is the owner of Dynamite Designs LLC, a screen printing and graphic design business. 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 and investment strategies through a nationwide network of more than 23,700 financial advisors.

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

CFP®, Series 63, Series 66

Lyons, OH

Ameriprise

Benjamin Taylor is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Huntington Investment Company, Axa Advisors, LLC, and Securian Financial Services, Inc. Outside of his advisory work, he is an assistant football coach at Pike Delta York High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and an investment approach that incorporates proprietary research and third-party data.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Logan D

Series 66

Toledo, OH

Edward Jones

Logan Danzeisen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2025, he held various roles at the University of Toledo, Purdue University, Great Lakes Seminars, and Sylvania Schools. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 63, Series 66

Toledo, OH

OSAIC

Rajesh Laungani is a CFP® with 19 years of experience in the financial services industry. He has worked at OSAIC since 2018 and previously spent 12 years at Signator Investors, Inc. He serves as president of Platinum Wealth Solutions of Ohio and is a board member of the Hindu Temple of Toledo. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Annuities Private / alternative investments
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Douglas P

CFP®, Series 63, Series 65

Toledo, OH

Ameriprise

Douglas Pyle is a CFP®-certified financial advisor with 32 years of industry experience, currently affiliated with Ameriprise in Toledo, OH. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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