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Joseph D

Series 63

Toledo, OH

Ameritas Advisory Services, LLC

Joseph Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates Decker Financial Group and Creative Financial Partners, both involved in fixed insurance and annuities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and uses a combination of model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Cassie S

Series 65, Series 63

Swanton, OH

FIFTH THIRD SECURITIES, Inc.

Cassie Siler is a financial advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and one year of industry experience. She has held roles at Fifth Third Bank, N.A. since 2019 and worked briefly at Planet Fitness, Penrod & George CPA, and Mike's Carwash prior to her current position. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, supported by Fidelity’s Managed Account Xchange, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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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 at OSAIC with 28 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Lincoln Financial Advisors Corporation. Outside of her advisory role, she serves as Vice President of the Rotary Club of Toledo and is the President of Toledo GROWS, a community gardening organization. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm provides a range of investment solutions through multiple platforms, utilizing asset-allocation tools, risk tolerance assessments, and third-party money managers.

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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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, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Lincoln Financial Group and TCP Asset Management, among others. Outside of traditional advisory roles, he is involved with A2O Wealth Management LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and technology solutions.

College savings (529s, UTMA, etc.)
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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 Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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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 Mc Cartney is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Waterville, OH. He has nine years of industry experience and has been with Edward Jones for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates 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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Michael S

ChFC®, Series 63, Series 66

Toledo, OH

OSAIC

Michael Sordyl is a financial advisor with Osaic Wealth, Inc. in Toledo, OH, holding the ChFC® designation and Series 63 and 66 licenses, with 20 years of industry experience. He previously worked at John Hancock/Signator Investors, Inc. for 12 years before joining Osaic in 2018. Outside of advisory work, he serves on the Toledo Opera Endowment Committee, where he reviews monthly investment statements for the endowment. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools and various investment strategies across multiple asset classes, supporting both discretionary and non-discretionary account management and providing access to third-party money managers and managed-account solutions.

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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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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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®-certified financial advisor with 19 years of industry experience, currently serving at OSAIC since 2018. Prior to joining OSAIC, he worked for Signator Investors, Inc. for 12 years. He is also president of Platinum Wealth Solutions of Ohio, an LLC offering financial services and insurance products. Additionally, Laungani serves as a board member of the Hindu Temple of Toledo. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, unified managed accounts, and access to third-party money managers through a variety of platforms and proprietary tools.

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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