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.

Paul Appel is a financial advisor with LPL Financial based in Sandusky, Ohio. He holds a Series 66 designation and has four years of industry experience, including prior roles at Lincoln Financial Advisors and Ernst & Young. Outside of his advisory work, Appel is involved as a coach with Avon Lake City Schools. 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 supported by model portfolios, third-party asset managers, and institutional platforms.

Keri May is a CFP®-credentialed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Tabula Rasa Holdings, LLC, a property management business in Sandusky, Ohio. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of 23,701 financial advisors.

David Karikas is a financial advisor with Cambridge Investment Research Advisors in Sandusky, Ohio, holding 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has also been associated with Preferred Planning Associates and Cambridge Investment Research, Inc. since 2003. Karikas serves as Financial Secretary at St. Paul's Episcopal Church in Oregon, Ohio. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing tailored strategies across multiple custody and platform arrangements.

Matthew Wenzinger is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Wenzinger also operates Wenzinger Financial Services, offering financial and insurance services, and serves as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Joshua Mesenburg is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including positions at Voya Financial Advisors and UIS Insurance & Investments. Outside of financial services, he operates a small family grain farm in Sandusky, Ohio. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients through a multi-manager platform that offers a range of portfolio management and retirement services. The firm supports over 10,000 advisors and manages more than $256 billion in assets.

Paul Christman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at the Cleveland Federal Reserve, Magruder Hospital, and The City of Port Clinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large national network of advisors and branch offices.

Thomas Leone is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Willoughby Western Lake County Chamber of Commerce, All Saints Federal Credit Union, and CompSource Inc. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Serena Steyns is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has previously worked in educational roles at several local schools. Outside of her advisory role, she is employed as an associate at Waterstreet Financial, providing client and branch support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and modeling tools to support client goals.

David Long is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has a background in accounting and business valuation, having operated his own CPA firm, DF Long & Associates LLC, since 2021. Prior to his current role, he worked for over 26 years at Corrigan Krause Harrison Long Harsar CPA's LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling, and supports its clients through a broad network and specialized programs.

Michael Miller Jr. is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. He has worked previously at Avantax Investment Services and 1st Global Advisors and has been involved with his own firm, 4 Millers, LLC, since 2020. Miller also serves on the board of the Second Harvest Food Bank of North Central Ohio and is a member of the finance committees for Sandusky Central Catholic Schools and the food bank. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. It serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Amy Daley is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Raymond James since 2019 and previously spent nine years at Merrill Lynch. Outside of her advisory role, she is an associate and client services manager at Waterstreet Financial in Sandusky, OH. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains unique municipal advisory capabilities and specialized retirement plan consulting programs.

Dustin Ness is a CFP® professional with 21 years of industry experience, currently affiliated with Raymond James Financial in Sandusky, Ohio. He previously worked at Merrill Lynch for nine years before joining Raymond James in 2019. He is also a part owner of WATERSTREET Financial, a support company related to his primary business activities. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and investment consulting and supports institutional consulting and portfolio management across a large advisor network.

Keith Sweigert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2019, he spent 10 years at Merrill Lynch. He is also involved as part owner and officer in support companies related to his primary business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA consulting programs.

Martin Hippler is a financial advisor with LPL Financial in Sandusky, Ohio, holding a Series 63 designation and 28 years of industry experience. His career includes previous tenure at H. Beck, Inc. and multiple periods with LPL Financial dating back to 1999. 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 model portfolio programs, supported by a large network of investment adviser representatives and technology tools.

Robert Candage is a financial advisor at Edward Jones with 21 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2012. Candage serves as a finance committee board member for Port Clinton City Schools, assisting with decision-making for the annual budget. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Brian Bollenbacher is a CFP® professional with nine years of experience in the financial services industry. He is currently with Raymond James Financial Services, where he has worked since 2020. Prior to that, he held positions at WaterStreet Financial and Longbow Securities. Bollenbacher serves as an advisory board finance chair for CareerStream, LLC, providing consultative services to a startup company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Benjamin Haraway Jr. is a financial advisor at Edward Jones in Sandusky, Ohio, holding a Series 66 designation with one year of industry experience. He previously worked at KPMG LLP for five years and was a student at Malone and Ashland University for five years. Outside of advising, he is involved in owning rental real estate and a holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as its affiliated offerings including a trust company and proprietary mutual funds.

Jason Kuhnle is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His career includes roles at CIVISTA Bank, PNC Wealth Management, and Natcity Investments. He also serves as Director of Wealth Management at Civista Wealth Management. 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, model portfolio programs, third-party asset management, and institutional platforms.

Brian Allen is a financial advisor with Raymond James Financial in Sandusky, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Raymond James in 2021, he spent 12 years with UBS Financial Services. He serves as a member of the City of Sandusky's Finance/Investment Advisory Committee. 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, pension plans, corporations, and nonprofits. The firm offers non-discretionary, tailored planning and consulting using analytical tools and supports institutional consulting and portfolio management across a broad advisor network.