Connor Judy is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. He has worked at OSAIC and Savage and Associates since 2023 and previously operated Lisa Judy LLC. Judy serves as the Life Insurance Chair for BNI Northwest Ohio, where he discusses life insurance products and case scenarios. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a model-based investment process that includes asset allocation, portfolio optimization, and access to third-party money managers and alternative investments.

Daniel Wott is a Series 66 licensed financial advisor with Edward Jones in Perrysburg, OH, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than 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.

Lori Cannon is a financial advisor at Edward Jones in Toledo, OH, with 23 years of industry experience. She holds the Series 63 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Spencer Georgetti is a financial advisor with LPL Financial in Toledo, Ohio, holding Series 63 and Series 65 licenses and three years of industry experience. His previous roles include positions at Wright Financial Group, Sound Income Strategies, and Royal Alliance, among others. He is also involved in fixed insurance sales and client service advisory roles through Wright Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolios, third-party asset management, and institutional platforms. The firm serves individuals, retirement plans, banks, and trust companies with a broad range of advisory and brokerage services.

Jason Harsh is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved with the Ohio Chamber of Commerce. 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 clients approaching or in retirement with customized advice focused on dependable income sources and tax-aware withdrawal strategies.

James Szykowny Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Cogent Wealth Solutions, VOYA Financial Advisors, Merck & Co., Inc., and Valic Financial Advisors. He is also an independent insurance agent, focusing on non-variable insurance products. 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 access to model portfolios, with a focus on both discretionary and non-discretionary strategies supported by research and technology tools.

Paul Joseph is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers. He also conducts investment and insurance business through a partnership at Equity Planning Group. OSAIC Wealth serves a broad client base including retail investors, institutional clients, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

John Weinert is a financial advisor with Robert W. Baird & Co. in Toledo, Ohio, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, combining internal research and technology in its investment approach.

Ruth Gahler is a financial advisor at Edward Jones in Perrysburg, Ohio, holding a Series 66 designation with 6 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Neil Terry is a financial advisor with Morgan Stanley in Toledo, Ohio, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Morgan Stanley since 2017. Outside of his advisory role, Neil is the proprietor of Black Swamp Magic, a woodcraft business creating handcrafted wands. Morgan Stanley Wealth Management offers comprehensive advisory programs to both individuals and institutional clients, with a financial planning process that includes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Jamie Tailford is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Prior to joining Fidelity, he worked for over two decades at J. Alexander's LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of model portfolios, commodity pool operator registration, and advisory roles with multiple registered investment companies.

David Barkholz is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 63 license and 14 years of industry experience. His prior work includes roles at WealthWave, FIST Office Partners LLC, and Transamerica Financial Advisors, Inc. Barkholz has also been involved in entrepreneurial ventures through Barkholz Enterprises and FIST Office Partners LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelly Savage is a financial advisor with Osaic Wealth Inc and has 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been involved with Savage & Associates since 1995. He serves on the boards of the Savage Foundation and Blue and Gold, a nonprofit supporting the University of Toledo's basketball programs. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and supports various managed account strategies and third-party managers.

Kaden Sanford is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth Inc, he was involved in the restaurant industry, including roles at Tougen Japanese Restaurant and K's Fine Food & Drink. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

James Rybarczyk is a financial advisor at Primerica Advisors with 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. In addition to his advisory role, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented by BNY Mellon Advisors.

Ryan Savage is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Osaic since 2019. His prior roles include positions at Wurtec, Savage and Associates, and Genoa Banking Company. Outside of his advisory duties, he is a board member of the Toledo Police Foundation, a nonprofit organization supporting community and police initiatives. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Gregory Wagoner is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Wagoner serves on the Board of Directors for the Sylvania Athletic Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to develop non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Sassaman is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 66 licenses and over 35 years of industry experience. His prior firms include Capital Management Strategies LLC, Cadaret, Grant & Co., Inc., PNC Wealth Management, and Natcity Investments, Inc. Outside of his advisory work, he is involved in coaching and fitness activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers diverse advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by operational and research tools but not algorithmic investment decision-making.

Adel Youssef is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years at Voya Financial Advisors. Youssef also owns EY Enterprise, LLC, a business coordinating buyers and sellers for laboratory and medical products. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and operates as a multi-manager platform with access to various investment management options.

Pawon Kummar is a CFP® and Series 66 credential holder currently with Osaic Wealth, Inc., where he has worked since 2026. He has prior experience with AJUS Consultants, LLC, and was a student until 2026. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account strategies and third-party manager programs.