Donald Roork is a CFP® professional affiliated with Osaic, bringing 53 years of industry experience. He has held roles at Asset Dynamics, Inc. for over four decades and FSC Securities Corporation for more than 40 years before joining Osaic in 2023. Outside of advising, he serves as Vice Chair of the Deacon Board and Finance Committee member at Calvary Assembly of God and is involved with several nonprofit organizations, including Still Waters Biblical Counseling Ministry. He is also the creator and writer of "Wisdom for the Wealthy," a blog focused on integrating Christian principles with financial life. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools, third-party money manager access, and various managed account solutions.

Amanda Wilkinson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked in the Controller's Office at The University of Toledo and managed a boutique and gallery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Dewese is a financial advisor with Edward Jones in Toledo, OH, holding Series 66 and Series 63 designations and eight years of industry experience. His prior roles include positions at Croghan Colonial Bank, Howard Bailey, ROYAL ALLIANCE/Hollister Financial, and Key Investment Services, LLC. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Brian Mccabe is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2020. Prior to his current role, he spent 21 years at Worthington Industries. Outside of his advisory work, he is co-owner of an outdoor power equipment business and serves as a pack auditor for Cub Scout Pack Number 325, reviewing their financial statements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a vast network of advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mitchel Skotynsky is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Raymond James Financial in Perrysburg, OH. His work history includes multiple roles within Raymond James Financial Services and his own firm, Skotynsky Financial Group, LLC, where he also serves as an associate employee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations in municipal and public finance.

Robert Zirker III is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance since 2001. Outside of his advisory role, he serves as secretary for a professional networking organization for chiropractors, managing communications and event logistics. Mass Mutual Investors Services 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 offers a range of programs including money-manager solutions and educational seminars.

Jennifer Lindsay is a financial advisor with OSAIC, holding a Series 63 designation and 15 years of industry experience. She previously worked at Next Financial Group, Inc. for nine years and has operated her own financial services business since 2010. Lindsay is also a silent partner in a Pickleball facility investment through JBL Legacy Holdings LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs firm-provided tools to construct portfolios tailored to client risk tolerances and preferences.

Lily Phommalee is a financial advisor with Osaic, holding a Series 66 designation and one year of industry experience. She has previously worked at Savage and Associates and has held roles at Bowling Green State University and Dayspring Church. Outside of her advisory work, she serves as Vice President of BNI Northwest Ohio, overseeing the membership committee. Osaic Wealth, Inc. serves a diverse client base including individuals, institutional investors, and charitable organizations through a wide network of affiliated advisers. The firm employs a range of asset-allocation tools and advisory platforms to manage portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kathleen Pigott is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. She has 18 years of industry experience, including roles at Financial Design Group and Minnesota Life Insurance Co. In addition to her advisory work, she is involved as an agent for Crump Life Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Joel Roth is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2019. Outside of his advisory role, Roth has been involved with Hope Baptist Church since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Richard Rudnicki is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having 29 years of industry experience. He has worked at MML Investors Services and Mass Mutual since 2013. Outside of his advisory role, he is an insurance agent specializing in life, health, group life, group health, disability income, and annuities, and is a partner in Rudy Development LLC, a real estate venture. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to develop written recommendations typically implemented through separate brokerage or insurance arrangements.

Michael Donahue is a financial advisor with RBC Capital Markets in Toledo, OH, holding Series 63 and Series 65 credentials and with 33 years of industry experience. His prior work includes positions at Merrill, Bank of America, and City National Bank. Outside of his advisory role, he is a limited partner investor in two LLCs focused on real estate investments in Ohio. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management and financial planning, using a combination of in-house and third-party investment managers tailored to client risk profiles.

Maher Majdalani is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kelly Arman is a financial advisor at OSAIC with 9 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance and James Monagan/Jeffrey Turner. Outside of his advisory role, he serves as Vice President of the World Affairs Council of Northwest Ohio, a nonprofit organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

Sammy Adkins is a financial advisor with Primerica Advisors in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and with Primerica Financial Services since 1983. Outside of advisory services, he also receives compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Shelly Grycza is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Monica Malhoit is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, following an 11-year tenure at UBS Financial Services. Outside of her advisory role, she is a co-owner of a residential rental property in Perrysburg, Ohio. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, serving clients through a range of retail and institutional offerings.

Carlos Ruiz is a Series 66-licensed financial advisor with Edward Jones, based in Lambertville, MI. He has two years of industry experience and previously worked for six years at the Zepf Center and seven years at the Lucas County Auditor's Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Theresa Dutridge is a financial advisor with LPL Financial, holding a Series 66 license and seven years of industry experience. She has previously worked at OSAIC Wealth, Royal Alliance Associates, Fifth Third Securities, Fifth Third Bank, and Edward Jones. Outside of her advisory role, she serves as a State of Ohio Notary Public and provides supervision and compliance support for Savage and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary research, third-party subadvisors, and advanced portfolio management technologies.

Brenda Kennedy is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. She has worked at FSC Securities Corporation and Asset Dynamics, in addition to her current role at OSAIC. Outside of her advisory work, she serves as an office assistant performing bookkeeping, payroll, and accounts payable/receivable functions for an industrial repair and manufacturing business. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment products and platforms.