Nathaniel Francis is a financial advisor with Thrivent Investment Management in Waterville, OH. He holds the Series 66 designation and began his advisory career with Thrivent in 2026. Prior to joining Thrivent, he worked at Bowling Green State University and Central Catholic High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides goal-based, holistic planning across topics such as retirement, tax, and estate planning, separate from portfolio management.

James Maxwell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 32 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously spent 13 years with Royal Alliance Associates, Inc. Maxwell is also president of Maxwell Financial, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Susan Minch is a financial advisor with Thrivent Investment Management in Perrysburg, Ohio. She holds a Series 66 designation and has 21 years of industry experience, including 22 years with Thrivent Financial for Lutherans and Thrivent Investment Management. 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 planning that covers a wide range of financial topics, with an option to combine planning and managed accounts under a consolidated billing arrangement called “WealthPlan.”

Richard Newman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with Primerica since 1983 and operates Newman Financial since 2020. In addition to advisory services, he is involved in sales of loan and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Walker is a financial advisor with Ameriprise in Perrysburg, OH, holding Series 63 and Series 65 licenses and having 3 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he performs clerical duties for COW 2021, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and annual advice that addresses income sources, asset allocation, and withdrawal strategies.

Reed Geiger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Before joining Thrivent, he worked in various roles across multiple sectors, including positions at Libbey and P.F. Chang's. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system while maintaining the services as distinct offerings.

Brian Stickley is a financial advisor with Edward Jones in Rossford, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Norplas Industries Inc. for over two decades. He serves as a Deacon at Flanders Road Church of Christ in Toledo, Ohio, where he participates in organizing activities and special projects. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Adam Falardeau is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company for eight years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jeremy Ayers is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at Merrill from 2000 to 2008. He is based in Perrysburg, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Karla Stanton is a CFP® and ChFC® with 20 years of experience in financial services. She has worked at OSAIC since 2024 and previously spent 16 years at Sigma Financial Corporation and one year at Thrivent Investment Management. Stanton serves as the Secretary on the board of the Fulton County Pork Producers, a nonprofit supporting fair activities and the Junior Livestock Auction. OSAIC is a large multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, offering both proprietary and third-party investment strategies across diverse account types.

Cole Roth is a financial advisor at OSAIC in Maumee, OH, holding a Series 66 designation. He has approximately one year of industry experience, with prior roles at Compass Group and Kroger. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and recent consolidation activity.

Chase Monaghan is a financial advisor with Fidelity in Perrysburg, OH, holding a Series 66 designation and beginning his career in 2026. Prior to joining Fidelity, he participated in the Handshake AI Fellowship and held various roles at firms including Savage and Associates and FedEx Corporation. He also has experience related to educational institutions and entrepreneurial activities such as Flyer Enterprises. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail, institutional investors, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and holds distinctive roles such as commodity pool operator registration and formal advisory responsibilities for multiple registered funds.

Deana Furfaro is a Series 66 licensed financial advisor with Ameriprise in Perrysburg, OH, and has three years of industry experience. Her prior work includes a four-year role with the Sylvania Historical Village and two years at CISP. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Mark Smigelski is a financial advisor with OSAIC Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has held senior roles at Savage and Associates since 1981 and has managed his own real estate ventures since 2009. In addition to his advisory work, he serves as Senior Vice President and shareholder at Savage and Associates, where he is involved in managing the organization and developing the life insurance business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with a model-based investment process that includes portfolio optimization, third-party money manager programs, and multiple custodial arrangements.

Mary Davenport Yant is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has been with Ameriprise since 1998 and is currently based in Ottawa, OH. Outside of her advisory role, she is a co-owner of a real estate business in Lakeside Marblehead, OH. Ameriprise serves clients primarily through a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized consulting team that uses research, modeling, and tax-efficiency analysis to provide tailored retirement income recommendations.

Christopher Proctor is a financial advisor with Edward Jones in Maumee, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Huntington National Bank, Fifth Third Bank, and iHeartMedia. He also has experience with the Toledo Northwestern Ohio Food Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Monica Wisser is a financial advisor with LPL Financial based in Maumee, Ohio, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she worked at Transamerica Financial Advisors and World Financial Group and has operated Monica Wisser Insurance Agency, LLC since 2016. She serves as a board member for the Rotary Club of Upper Sandusky. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Steven Edwards is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for The Huntington Investment Company, Natcity Investments, and Morgan Stanley DW Inc. Outside of his advisory work, Edwards serves on the Investment Committee of the National Exchange Club, which focuses on child abuse prevention. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research and third-party data to provide tailored, tax-aware strategies for clients approaching or in retirement.

James Jackson is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1986. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Seth Miller is a financial advisor with Edward Jones in Perrysburg, Ohio. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked for The Andersons for 11 years. Outside of his advisory role, Miller owns and operates a livestock business focused on buying, selling, and raising show cattle and swine. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.