Bradley Meister is a financial advisor with Kovack Advisors, Inc., holding CFP® and ChFC® designations and over 42 years of industry experience. He has been with Kovack Advisors since 2008, having previously worked at Cambridge Investment Research Advisors and Thrivent Investment Management. Outside of his advisory role, he serves on the Washington Township Zoning Board in Liberty Center, Ohio. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using a combination of internally created models and third-party managers to manage portfolios across multiple custodians.

Evan Allen is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with one year of industry experience. He previously worked at Senior Planning Estate Services, where he served as an insurance advisor. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations.

Jacob Spieth is a financial advisor at Kovack Advisors, Inc. with a Series 66 designation and one year of industry experience. His work history includes roles at Kovack Securities, Meister & Associates, Northwestern Mutual, and several other organizations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and access to sub-advisory programs using Envestnet-supported workflows and a combination of internal and third-party investment models.

Deborah Detray is a financial advisor at Trek Financial with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Trek Financial since 2019. Outside of advising, she manages accounting duties at DeTray Chiropractic Center and serves as treasurer for First Church of God. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio approaches with advanced models and AI tools, providing a broad range of systematic strategies, alternative investments, and customized hedging solutions.

Brian Tussing is a financial advisor at WesBanco Securities, Inc. with 14 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Premier Bank, and Money Concepts Capital Corp. Outside of his advisory role, he is involved in real estate rental activities. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, using a mix of analytical methods and strategies, including tax-aware and ESG model choices.

Lawrence Vocke is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He has been with Kovack Securities, Inc. since 2012. Outside of his advisory role, he serves on the Board of Trustees for the Napoleon Public Library and is a member of the City of Napoleon Planning Commission. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers through an Envestnet-supported workflow.

Steven Small is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with LPL Financial for over two decades and has been with Independent Advisor Alliance since 2018. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm utilizes a network model with independent advisory representatives and combines discretionary and non-discretionary portfolio management through various analytical techniques and technology platforms.

Ryan Mc Cracken is a financial advisor at &Partners with two years of industry experience. He holds the Series 66 designation and previously worked at One Resource Group and Lee Kinstle Sale & Service. He serves as a board member for the Van Wert YMCA, where he is involved in supporting youth programs and overseeing the organization's financial standing. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, employing a range of analytical strategies and a combination of proprietary and third-party portfolio management.

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.

James Reeves is a financial advisor with Eagle Strategies (NY Life) in Wauseon, Ohio, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Eagle Strategies since 2017 and maintains associations with related entities including Mahoney Financial Organization, LLC and Agua Fria Financial Group. Outside of his advisory role, Reeves volunteers on the Wauseon School District Finance Committee and participates in fundraising activities with West Valley Mavericks, a charitable organization. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types and operates within the integrated New York Life affiliate structure.

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.

Zachary Miller is a financial advisor with Fifth Third Securities, Inc. in Defiance, Ohio, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he coaches baseball at Elida High School. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a variety of portfolio management programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer functions.

Shari Wyse is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2007. She previously worked at First Federal Bank of Defiance for 14 years. Wyse is also the owner of Wyse Financial Group LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates with a dual adviser and broker-dealer structure that includes specialized services such as variable annuity management.

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.

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.

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.

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.

Douglas Bernath is a financial advisor with LPL Financial, holding a Series 63 license and 37 years of industry experience. He has worked at LPL Financial since 2008 and previously at Raymond James Financial Services from 2005 to 2008. Outside of his advisory role, Bernath is involved in an insurance agency focused on life, long-term care, disability, and fixed annuities. 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 financial planning and investment management services through a large network of advisors and combines advisory platforms with various non-advisory financial activities.

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.

Andrew Bentley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked at MWA Financial Services Inc., Modern Woodmen of America, and NYLIFE Securities LLC. Outside of financial advising, he is an independent sales representative for Three Cord, LLC, a local screen print and embroidery company serving teams and groups. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through various advisory programs.