Melanie Connelly is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Edward Jones since 2013. 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 through a large nationwide network of financial advisors and branch offices.

Chandler Fitzgerald is a financial advisor at OSAIC Wealth Inc with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advisory and insurance roles at Savage and Associates. Outside of his advisory work, he serves as media chairman for the Dana nonprofit and chairs the African American Leadership Council, a 501(c)(3) organization, and participates in coaching basketball and church finance committees. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and offers a range of brokerage and advisory services delivered through affiliated entities.

Sarah Jobak is a Series 66-licensed financial advisor with Morgan Stanley in Toledo, OH, and has 13 years of industry experience. She previously worked at Wells Fargo Clearing and Ameriprise Financial Services, Inc. before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Kathleen Tollison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Raymond James since 2009. Outside of her advisory role, she is an agent involved in fixed annuity business through a non-variable insurance activity. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

James Fullerton is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 1999. His prior work includes roles at Flower Hospital, Panera Bread, Uber Eats, Pizza Hut, and Kroger. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Mayer is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Katie Hire is a financial advisor with Osaic Wealth, holding 19 years of industry experience. She has worked at Royal Alliance since 2013 and Savage & Associates since 2006. Outside of her advisory roles, she is a partner in Premier Specs LLC, a business involved in buying property and building speculative homes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through various programs and employs a model-based investment approach focusing on asset allocation and portfolio optimization.

Rebecca Taylor is a financial advisor at OSAIC with 18 years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth Inc since 2018. Prior to that, she was associated with Signator Investors Inc from 2008 to 2018 and continues to conduct investment and insurance business through Equity Planning Group. Taylor serves as Secretary and board member of the nonprofit Anne Grady Services. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with various advisory and brokerage programs, supported by a complex affiliate network and private-equity ownership.

Jack Sweeney is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Fifth Third Bank and has an academic background from The Ohio State University - Fisher College of Business. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Susan Brown is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. She has worked with Cetera and Cetera Wealth Services since 2021 and previously spent seven years at Voya Financial Advisors. In addition to her advisory role, she is an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and retirement services delivered through a large network of advisors and provides access to both affiliated and third-party managers across multiple program structures.

David Bodner is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 1998. Outside of his advisory role, he serves as a board member of the Maumee Rotary Service Foundation, where he participates in approving grants for education and literacy programs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of investment and event-driven planning programs.

Matthew Darah is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role he has held since 2013 following his relocation back to the Toledo area. He specializes in assisting clients with college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income strategies. Before joining Merrill Lynch, Matthew worked as a consultant for FactSet Research Systems in Chicago, Illinois, where he provided solutions to financial professionals. He also gained experience in the Investment Management Department at Battelle Memorial Institute in Columbus, Ohio. He holds a Bachelor's degree from The Ohio State University, graduating Cum Laude with a specialization in Finance and a minor in Economics. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Matthew resides in Sylvania, Ohio with his wife Melanie and their two sons. He participates in community involvement through organizations such as TutorSmart. In his personal time, he enjoys football, hiking, music, reading, soccer, spending time with his family, and traveling.

Jeffrey Ienna is a Series 66 licensed financial advisor with Edward Jones in Toledo, Ohio, where he has worked since 2026. Prior to joining Edward Jones, he spent 11 years at Bronco Wine Company. 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 strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

John King is a financial advisor at Edward Jones in Toledo, OH, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, King serves as a zoning board member for Sylvania Township and owns real estate development and land conservation businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Kent Wyse is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 43 years of industry experience. He has been with MML Investors Services, Inc. since 1996. Outside of his advisory role, Wyse is also involved as a sales agent in life and health insurance through Shaw-Wyse, and he owns a business that rents unused office space. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools and offering event-driven planning services such as divorce and estate settlement planning.

Kevin Conant is a financial advisor at Primerica Advisors in Toledo, OH, with 14 years of industry experience. He holds a Series 63 designation and has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Gregory Shemas is a financial advisor with Raymond James Financial in Toledo, OH, holding a Series 63 designation and 37 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009. He serves as a board member of the St Elias Church Endowment Committee, advising on investments for their fund. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal and public finance.

Michael Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 20 years of industry experience. He has been affiliated with Primerica since 1999 and has operated Newman Financial since 2020. In addition to his advisory role, he engages in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Robert Buschur is a financial advisor with Robert W. Baird & Co. in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He has been with Robert W. Baird & Co. since 2020. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services utilizing various separately managed account programs and emphasizes ongoing manager selection supported by internal research and technology.

Andrew Weiner is a financial advisor with Morgan Stanley in Toledo, Ohio, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the boards of Maumee Valley Country Day School and Sunset Retirement Communities, including a term as chairman of the latter. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.