Kenzi Thomas is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Fifth Third Bank, Nickel Steel Federal Credit Union, Huntington National Bank, Tom Ahl, and Alfred Nickels Baker. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

Evan Sutton is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and nine years of industry experience. He has been with Ameriprise since 2016, previously working within the firm’s various entities. Outside of his advisory role, Sutton serves as an assistant coach for a high school varsity baseball team. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing annual updates, utilizing proprietary research and third-party data to address income strategies and tax-aware withdrawals.

Clara Hanf is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and Raymond James Financial since 2009. In addition to her advisory role, she works as an independent contractor preparing tax returns for Hellman Nomina CPA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients, using analytical tools and tailored strategies to support client goals. The firm also offers specialized advisory programs and maintains unique affiliations, including municipal advisory services and a SIMPLE IRA Employer Advisory program.

David Compton is a financial advisor at Edward Jones in Lima, Ohio, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in the sales of vintage sports jerseys and other clothing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Sandra Boesche is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2007, accumulating 19 years of industry experience. She also assists with tax-related administrative tasks at a CPA firm during tax season. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services, supported by a large network of advisors and branch offices across the United States.

Adam Meyer is a financial advisor with LPL Enterprise, holding 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC from 2012 to 2024. Outside of his advisory role, he is the owner of Forever Fit 24/7 LLC, a gym business where he manages memberships and upkeep. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Travis Elsass is a financial advisor with Edward Jones in St. Marys, Ohio. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. Outside of his advisory role, he is involved with Table Investments LLC, a rental property 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 under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Lindsey Wilson is a financial advisor at Raymond James Financial with seven years of industry experience and holds the Series 66 designation. Prior to joining Raymond James Financial, Lindsey worked at Sagespring Wealth Partners and Hart Wealth Team. Lindsey is also the owner and president of Ivy Stone Wealth Management, a support company. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized municipal and public finance work.

Justin Eigenbrod is a financial advisor with LPL Enterprise in Saint Marys, Ohio, holding six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, Eigenbrod is involved with Platinum Auto Group, an automotive business where he has worked since 2017. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Jacob Miller is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has eight years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company. Miller is also the owner of Auglaize Munition Supply, LLC, a dormant entity. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering advisory services alongside brokerage and investment management capabilities.

Richard Hover Jr. is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 22 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. He is also involved in entrepreneurial activities through ownership of HOVER ENTERPRISES, LLC and EXCELSIOR WEALTH MANAGEMENT LLC. Wells Fargo Advisors Financial Network is a large brokerage and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services with tailored recommendations supported by proprietary research and tools.

Ross Thompson is a financial advisor with Edward Jones in Delphos, Ohio. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones, he worked at Syngenta and Enterprise, and also spent time at Ohio Dominican University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a large network of financial advisors and branch offices.

Lindsey Chapman is a financial advisor with Ameriprise in Lima, Ohio, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is co-owner of Aspire Nomad LLC, a business involved in RV and land rentals. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Andrew Lotz is a CFP® professional with six years of industry experience currently affiliated with Edward Jones since 2019. His prior work history includes roles at Bob Evans and Libbey Inc. Outside of his advisory role, he has worked as a server at Bob Evans in Bowling Green, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Lori Shafer is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 12 years of industry experience. She has worked with Wells Fargo Advisors and related entities since 1993. Outside of her advisory role, she is a commissioned notary public in Ohio. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, supported by Wells Fargo’s research and planning tools.

Katie Elson is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at the Columbus Zoo and Aquarium for six years and was involved with the St Marys Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Poling is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 63 and Series 65 licenses and is based in Lima, Ohio. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, which provides model allocations and planning analyses to support client decision-making.

Jacob Elrod is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 63 designation and has worked at Prudential Insurance Company of America since 2007. Outside of his advisory work, he is involved with Ultimate Racing Promotions LLC. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Timothy Niebel is a financial advisor with LPL Financial in Lima, Ohio, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He previously worked at Fifth Third Securities, Inc. for nine years before joining LPL Financial in 2014, where he has worked for 12 years. Niebel is also involved with Superior Federal Credit Union and engages in mortgage and real estate services through Superior Plus Realtors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across diverse account types and platforms.

Aubree Schaefer is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. She has previously worked at JPMorgan Chase Bank, N.A. and held various positions in retail and coaching. Outside of her advisory role, she serves as a JV volleyball coach at Shawnee High School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.