Michael Moessner is a financial advisor at The Huntington Investment Company with 29 years of industry experience. He holds a Series 66 credential and has worked with Huntington Investment Company in various capacities since 2002, including a recent affiliation with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

Luke Bertke is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management and Eikenberry Retirement Planning since 2017. Prior to that, he was with Leagers Insurance for two years. His other business activities include insurance sales. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee programs.

Nicholas Boeckman is a CFP® professional with 14 years of industry experience, currently serving at Brookstone Capital Management LLC since 2012. He also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm provides investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with back-office and turnkey asset management platform services.

Ross Brown is a financial advisor at Edward Jones in New Bremen, OH, holding a Series 63 designation and with 21 years of industry experience, all spent at Edward Jones since 2005. He has no reported notable outside business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amy Huber is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Reynolds and Reynolds and previously spent seven years at Premier Salon Concepts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

John Schmitmeyer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2024 and previously spent eight years at SS&C Technologies and has been involved with ADS Financial LLC since 2021. Schmitmeyer also serves as a notary in connection with investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and technologies including machine learning.

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 in Saint Marys, Ohio, holding 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. Outside of his advisory role, he owns and operates Forever Fit 24/7 LLC, a gym business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active sales of other financial products.

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, holding six years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has been involved with Platinum Auto Group since 2017. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

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.

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.

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.

Stephanie Horner is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation for 13 years, as well as LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 financial advisors and 15,100 branch offices.

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.

Timothy Niebel is a financial advisor with LPL Financial in Lima, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2014 and concurrently works with Superior Federal Credit Union. Additionally, he is involved with Superior Plus Realtors, offering mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, supported by model portfolios and research from LPL Research and third-party subadvisors.

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.

Casey Sanders is a financial advisor with LPL Financial in Lima, Ohio, holding a Series 66 designation. He has been with LPL Financial since 2025 and also has experience working with Superior Credit Union. Sanders previously attended The Ohio State University and has held various roles in retail and community settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through its national network of investment adviser representatives.