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.

Brian Inkrott is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Sagepoint Financial, Inc. for 14 years. Inkrott has been actively involved in his community as an elected village councilman since 2012, handling local government matters such as street upkeep and budget appropriations. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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.

Joyce Placie is a financial advisor with Raymond James Financial in Ottawa, Ohio, holding 39 years of industry experience. She has been with Raymond James Financial since 2005 and serves as a partner in several business ventures including a tax preparation service and a health and wellness network marketing company. Placie has also authored a book currently in the process of publication. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs tailored, non-discretionary planning and risk profiling supported by analytical modeling, and offers specialized advisory programs and institutional consulting through a large advisor network.

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.

Suzanne Walker Hanf is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at LPL Financial since 2011 and was affiliated with Stratos Wealth Partners, Ltd during the same period. Outside of her advisory role, she is involved in a seasonal home-based activity as Santa & Mrs. Claus. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various management approaches.

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.

Cory King is a CFP® professional affiliated with OSAIC, bringing 29 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has held a long-term role at AIG American General Life Insurance Company since 2002. King also served in education with Columbus Grove Local Schools for 18 years and owns a financial planning business, Strategic Financial Resources. Additionally, he serves on the board of directors for The Corn City State Bank. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of integrated brokerage and advisory services. The firm employs asset-allocation tools, efficient-frontier analysis, and managed-account solutions across various investment products.

Michael Allen is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. In addition to his advisory role, he owns Strategic Financial Resources, LLC, an insurance business focusing on life insurance and variable annuities for existing clients. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes multiple advisory platforms and tools such as asset-allocation models and automated rebalancing to manage portfolios that may include a wide variety of investment vehicles.

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.

Grant Hershberger is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at EY for five years and at the Schottenstein Center for two years. He has also had prior experience with Edward Jones from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Thomas Wagner is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 35 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1990. Outside of his advisory work, he is involved in insurance brokerage and is an owner of TJW Ventures LLC and M3S LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved analytical tools and offering various planning programs.

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 previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with Ultimate Racing Promotions LLC in Bluffton, OH. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to a range of brokerage and insurance products via an integrated platform.

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.