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. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Kovack Advisors, he held roles at Northwestern Mutual, Meister & Associates, and other companies across various industries. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through a model-based and advisor-managed approach.

Timothy Waller is a financial advisor at MDRN Capital with six years of industry experience. He previously worked at PNC Wealth Management, Kovack Advisors, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he operated personal training and gardening businesses. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model, focusing on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs.

Deborah Detray is a financial advisor with Trek Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has served as president of DeTray Investment Group since 2000 and has experience at Horter Investment Management. Outside of financial advising, she works as an accountant for DeTray Chiropractic Center and serves as treasurer for First Church of God in Defiance, Ohio. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical investment approaches, utilizing a range of systematic and fundamental models, AI tools, and alternative-investment platforms.

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 at Kovack Advisors, Inc. with 14 years of industry experience. He holds a Series 66 designation and 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 a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal clients, utilizing a combination of internally developed models and third-party managers to construct and monitor client portfolios.

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 with \u0026Partners, holding a Series 66 credential and bringing one year of industry experience. His previous roles include positions at One Resource Group and Lee Kinstle Sale & Service. He serves as a board member for the Van Wert YMCA, where he contributes to the organization’s youth programs and financial oversight. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis in its portfolio management approach.

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.

Gabriel Pollock is a financial advisor with &Partners, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior work includes 13 years at Edward Jones and roles at Fsc and OSAIC. Outside of his advisory role, he serves on the parish council board at St. Augustine Catholic Church, is a board member of the Napoleon City Preservation Committee, and acts as treasurer for the Liberty Center Education Foundation. &Partners serves a broad mix of individual and institutional clients, providing investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking services. The firm offers discretionary and non-discretionary portfolio management using a combination of proprietary and third-party strategies across fundamental, technical, and quantitative analysis.

James Reeves is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 16 years of industry experience and has been associated with Eagle Strategies since 2017. Besides his advisory work, he volunteers with the Wauseon School District Finance Committee and participates in local fundraising efforts through West Valley Mavericks. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Gavin Cross is a financial advisor at &PARTNERS with one year of industry experience. He holds a Series 66 designation and previously worked at National Door & Trim and CaroTrans. &PARTNERS serves a diverse range of individual and institutional clients, offering investment advisory and brokerage services along with financial planning, ERISA consulting, retirement plan management, and investment banking. The firm employs a variety of investment strategies using the Envestnet platform and blends proprietary and third-party manager solutions.

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.

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 in Pettisville, Ohio, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He is a partner and business owner at Kingdom Seasonings & Rubs, where he is involved in creating and packaging dry rubs. He also has a role with Roth, Britsch, Dickman. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored advisory services with a focus on risk-based reviews and institutional consulting solutions.

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 designation and bringing 37 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in an insurance agency focused on life, long-term care, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and advanced technologies such as machine learning.

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.