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.

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.

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.

Cherie Turnwald is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 29 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ann Meiring is a financial advisor with LPL Financial based in Lima, Ohio, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Raymond James Financial, Edward Jones, and Rockhold Wentling Financial Advisors. Outside of her advisory duties, she is involved with Citizens National Bank and engages in life insurance sales on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Joshua Buckland is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Fortman Insurance Services and UIS Insurance & Investments. Outside of advising, he is involved in managing rental property businesses in Ottawa, Ohio. 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, and manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Kelsie Salisbury is a financial advisor at Edward Jones in Ottawa, OH, holding a Series 66 designation with one year of industry experience. She has been associated with Edward Jones since 2011. Outside of her advisory role, she is involved in managing an LLC created to transfer ownership of her parents' house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm is notable for its large national network of financial advisors and branch offices, as well as its affiliated trust company, mutual funds, and securities-based lending options.

Erin Schroeder is a financial advisor at Edward Jones with 20 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she serves as treasurer for the Trinity United Methodist Women in Ottawa, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Lynn Metzger is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. She has worked with Cetera since 2021, following seven years at VOYA Financial Advisors. Metzger also operates Metzger Financial Services, a registered representative and independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Corey Norton is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2008, accumulating 18 years of industry experience. He is based in Delphos, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Adam Hershberger is a CFP® and holds a Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at PricewaterhouseCoopers from 2015 to 2018. He is based in Ottawa, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and 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.

Gabrielle Schmiedebusch is a financial advisor with Cetera, holding Series 63 and Series 65 designations and three years of industry experience. She has worked at multiple Cetera entities since 2021 and has prior experience at UIS Insurance & Investments and First Federal Bank of the Midwest. Outside of her advisory role, Gabrielle is also an account manager in financial services at UIS Insurance & Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary account structures.

Matthew Metzger is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 27 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Outside of financial advising, he is a sports talk radio host and serves as president of a high school basketball club focused on fundraising. Cetera Investment Advisers LLC operates as an SEC-registered adviser with a nationwide network of over 10,000 independent advisors. The firm serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program structures.

Miranda Rose King is a financial advisor with Edward Jones, holding a Series 66 designation and over seven years of industry experience. Her prior roles include positions at Whirlpool Corporation and Aztec Research and Marketing. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Alex Odenweller is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise in various capacities since 2017. Outside of his advisory role, he serves on the boards of the Delphos Area Chamber of Commerce and the Delphos Economic Sustainability Coalition. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing tax-aware retirement planning advice, utilizing proprietary research and third-party data within a defined investment framework.

Stephanie Patton is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. She has previously worked at U.S. Bancorp Investments, Inc. and is currently associated with Rahrig Financial Group. Outside of her financial career, she is a partner and co-founder of The Haunted Enthusiasts, a business focused on touring and consulting with haunted attractions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.