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 Series 66-credentialed financial advisor with 22 years of industry experience, currently with Wells Fargo Advisors. He has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in two investment-related business entities, Hover Enterprises, LLC and Excelsior Wealth Management LLC, which are structured to cover taxes and expenses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that include a broad planning menu and integrated advisory offerings supported by Wells Fargo 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 in Bluffton, Ohio, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior roles include positions at RBC Capital Markets, Ferris, Baker Watts, Citigroup Global Markets, and A. G. Edwards & Sons. Outside of her advisory work, she is involved in a community activity titled Santa & Mrs. Claus. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm provides a range of financial planning and investment management services through a broad network of advisers, utilizing both proprietary and third-party portfolio strategies.

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 financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with AIG American General Life Insurance Company since 2002. King also serves on the board of directors of The Corn City State Bank and owns a financial planning sole proprietorship under Strategic Financial Resources. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios that may include a variety of investment vehicles managed on discretionary or non-discretionary basis.

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 Series 66 licensed financial advisor with 12 years of industry experience. She has been with Wells Fargo Advisors since 2025, following a nine-year tenure at Wells Fargo Clearing. In addition to her advisory role, she is a notary public in the state of Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

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 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.

Aubree Schaefer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. She also 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Casey Sanders is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Sanders worked at Superior Credit Union and has held various roles since 2015, including positions at The Ohio State University and in retail. 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 supported by tools such as machine learning and manages over $819 billion in discretionary assets through a large network of advisors.

Linda Owens is a Series 63 licensed financial advisor at LPL Financial with 24 years of industry experience. She has been with LPL Financial and its predecessor firms since 2005. Owens also operates Citizens Wealth Management Group as a separate business activity. 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 advisory and brokerage services, including financial planning and access to third-party asset management programs.