Athol Bias Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with B. Riley Wealth Management since 2007 and joined B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves as an elected official on the Margaretta Township board, overseeing local township operations and finances. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, offering a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm utilizes multiple program structures and both proprietary and third-party asset allocation models to deliver customized investment management.

Tessa Steinemann is a CFP® professional with 10 years of experience in the financial services industry. She is currently with Kestra Private Wealth Services, LLC and has previously worked at LPL Financial LLC, JPMorgan Asset and Wealth Management, and Beachbody LLC. Steinemann serves on several local boards, including as President of The Assembly of Erie County and Treasurer of the Sandusky Education Foundation, where she is involved in financial oversight and fundraising activities. Kestra Private Wealth Services, LLC provides a range of advisory services to individual clients, retirement plans, and institutional entities, employing both discretionary and non-discretionary investment approaches across multiple platforms and product types. The firm offers portfolio management, financial planning, and specialized solutions including private fund placement and trustee services.

Adam Bibler is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2017 and previously at UBS Financial Services Inc. from 2009 to 2017, and Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and business entities. The firm uses an open-architecture investment model combining third-party and proprietary strategies, offering various wrap-fee programs on the Envestnet MAS platform.

August Allendorf is a financial advisor at PNC Wealth Management with 17 years of industry experience. He has been with PNC Investments since 2015 and holds Series 63 and Series 65 registrations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Thomas Anderson Jr. is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at McAdam LLC, BKD, and MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-assisted planning tools and offers various event-driven planning programs.

Melissa Danicki is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and tax-efficient investment services, supported by a large network of advisors and branch offices.

Kevin Young is a financial advisor with Ameriprise in Sandusky, Ohio, holding a Series 66 credential and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Young serves as a volunteer flag chief and official for professional racing events including IndyCar, NASCAR, and Formula 1 show runs. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver tailored, non-discretionary retirement income recommendations.

Gregory Patrick is a financial advisor with Primerica Advisors in Milan, Ohio, holding 14 years of industry experience. He has worked with PFS Investments, Inc. since 2012 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in selling loan products and home-related services referrals through affiliates of PFS Investments, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.

Randy Day is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 36 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. and Metropolitan Life Insurance Company since 1987. Outside of his advisory work, he owns a CPA and tax preparation firm as well as a cattle farming business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning and offers a range of investment and educational programs.

Terence Hunady is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years at Metlife Securities. Hunady also holds a role as an insurance agent, specializing in individual life insurance. 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 focuses on ongoing financial planning and offers various programs including asset management, wrap accounts, and educational seminars.

Jeffrey Colvin is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has a background in accounting and tax services, operating his own CPA tax preparation business since 1984. Outside of his advisory work, he is involved in various community and nonprofit activities, including serving as a county commissioner, holding leadership roles in local committees, and participating on a healthcare advisory council. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Jeffrey Thomas is a CFP®-certified financial advisor with Edward Jones in Bellevue, Ohio, where he has worked since 2016, accumulating six years of industry experience. His prior work includes roles at Lowe’s, Papa Johns, Liberty University, and Don Tester Ford. Early in his career, he held an internship at Monument Wealth Management assisting with client data preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and fiduciary advisory services. It supports a large network of advisors and branches nationwide and manages over $1 trillion in assets under management.

Eric Brown is a financial advisor with Cambridge Investment Research Advisors in Norwalk, OH, holding Series 63, 65, and 66 credentials and having 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent 14 years at Nationwide Securities, Inc. Outside of his advisory work, he is involved in multiple family-owned businesses including Boulder Ridge Farms, Inc. and Brown Enterprises, Ltd. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and advisory services through a network of independent Financial Professionals. The firm provides various investment implementation options and proprietary model strategies, with institutional features that support a broad range of client needs and advisory practices.

Rachael Maschari is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Advisory Services and PN Financial. Outside of her advisory role, she is involved with PN Financial, providing accounting and wealth management services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various model portfolios and third-party managers.

Matthew Caputo is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds the ChFC® designation and has worked previously at THE O.N. Equity Sales Company and Connecticut Mutual Life Insurance Company. Caputo serves as a board member for the Mosaic Family Zone, a civic organization in Toledo, Ohio. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management and model-based strategies tailored to client objectives.

Jeffery Walker is a financial advisor with Thrivent Investment Management in Vermillion, OH, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on a range of topics without managing client portfolios directly, focusing instead on planning and managed-account services delivered separately.

Danielle Schaffer is a financial advisor with Cambridge Investment Research Advisors, holding five years of industry experience. She has worked at Cambridge Investment Research, Inc. since 2020 and previously at Eric Brown Inc. and Civista Bank. She is also an independent insurance agent with Legacy Capital Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of platform arrangements and both proprietary and third-party investment strategies.

Vicki Missler is a financial advisor with Cambridge Investment Research Advisors, holding 23 years of industry experience. She previously worked with Nationwide Insurance and Nationwide Securities and has been affiliated with Cambridge since 2018. Missler is also an independent insurance agent and serves on several nonprofit boards, including the Huron County Endowment Committee and LifeWise Academy. Cambridge Investment Research Advisors serves a diverse client base through financial planning, investment management, and retirement advisory services delivered by independent Financial Professionals. The firm offers multiple investment platforms and proprietary as well as third-party strategies, with a range of discretionary and non-discretionary approaches tailored to client objectives.

Tracy Troxel is a Chartered Financial Consultant (ChFC®) and holds a Series 66 license with 15 years of experience in the financial services industry. She has worked at LPL Financial since 2020 and previously held positions at Western Southern Life, W&S Brokerage Services, and Croghan Colonial Bank. 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 range of financial planning and advisory programs, utilizing model portfolios, research, and various investment strategies.

Jeffrey Mariea is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Cetera and has been involved with affiliated entities since 1998, including ownership of Planvest Inc., a financial services firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors using a multi-manager platform with various program structures and investment options.