Tessa Steinemann is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Her prior experience includes roles at LPL Financial, JPMorgan Asset and Wealth Management, and Beachbody LLC. She holds several board positions in nonprofit organizations, including Treasurer of the Sandusky Education Foundation and President of The Assembly of Erie County, where she is involved in financial oversight and community event coordination. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm offers access to a diverse range of investment products and platforms while overseeing advisor recommendations within its approved menu.

Melanie Woods is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. She holds a Series 66 credential and has previously worked at UBS Financial and Florida SouthWestern State College. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a network of independent advisers and utilizes both discretionary and non-discretionary management, employing various analytical methods and third-party platforms.

Charles Todd is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes significant tenures at UBS Financial Services Inc. and Morgan Stanley DW Inc. before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment strategies through over 400 independent advisors and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Ross Snyder is an advisor with Brookstone Capital Management LLC holding a Series 65 designation. He has one year of experience in the financial industry, having joined Brookstone Capital Management in 2025. Prior to his current role, he held positions at Chipotle and various educational institutions. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Bruce Joseph is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Impact Credit Union, CUSO Financial, Edward Jones, and Raymond James Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

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.

Rebecca Pyburn is a financial advisor with Sanctuary Advisors, LLC who holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at UBS Financial Services, Raymond James & Associates, and Wells Fargo. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers diverse portfolio management solutions through a network of over 400 independent advisers, utilizing various analytical approaches and accessible onshore and offshore managed account platforms.

Nancy Powell is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She previously worked at UBS Financial Services Inc. for 16 years before joining Sanctuary Advisors and Sanctuary Securities in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent investment adviser representatives, employing various analytical approaches and fiduciary practices.

John Petracco is a financial advisor at Sanctuary Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services for 18 years and Mcdonald Investments Inc. for over two decades. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives who deliver advice through a range of portfolio management and consulting services, employing multiple analytical approaches and fiduciary practices.

Thomas Anderson Jr. is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at McAdam LLC, BKD, and Pier 53 Marine, as well as an academic affiliation with Indiana University. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to provide collaborative, goal-based recommendations.

Grayson Clark is a financial advisor with Equitable Advisors holding a Series 66 credential and beginning his career in 2026. Prior to joining Equitable Advisors, he worked at Morgan Stanley Wealth Management and has been involved in several hospitality ventures including Coastal Swing Golf Bar and Jamestown Tavern. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives and third-party program sponsors.

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.

Aaron Wilson is a Series 66 licensed financial advisor with Edward Jones in Clyde, Ohio, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Wilson serves as a board member for Bellevue Hospital in Bellevue, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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.

Mitchell Holland is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at UPS, Good's Landscaping, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as Deputy Grand Knight and Program Director for the Knights of Columbus Council 591 and as Treasurer for Brainard Lodge 336. He is also an author of religious and inspirational content and leads Birchard Financial LLC, which provides investment, planning, and insurance solutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach that emphasizes tailored recommendations and client engagement.

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.

Chevalier Homan is a financial advisor at Edward Jones in Sandusky, OH, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Edward Jones in 2025, he held roles at Cetera, Homan Wealth Management, and THRIVENT Financial. 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 nationwide network of more than 23,700 advisors.

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.

Steven Hohenstein is a financial advisor with Edward Jones in Fremont, Ohio, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Croghan Colonial Bank and Hantz Group, as well as experience in construction with Hohenstein Construction. Edward Jones is a full-service wealth management firm serving more than four million 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 manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.