Tamara Pfaff is a financial advisor at OSAIC with 25 years of industry experience. She holds a Series 63 designation and has been with OSAIC Wealth since 2013, also working with Savage & Associates since 2000. Outside of her advisory roles, she manages a rental property as an owner. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering comprehensive financial planning and a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Donald Meeker is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and 20 years of industry experience. He previously worked with The Mutual Fund Store for 10 years before joining Financial Engines Advisors entities, where he has been since 2016. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner support and online tools, providing both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

David Patton is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James in 2018, he worked at Merrill Lynch for 11 years. Patton is also the owner of Patton Wealth Management LLC, a support company he operates alongside his advisory role. 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 utilizes tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Andrew Smith is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Wonderland/Gold Rush and E11EVEN Miami. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Abigail Wade is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, Inc. and Vineyard Vines. Wade is also involved with R. M. Wade & Company, Ltd., an investment-related business. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jacob Pirucki is a financial advisor with Edward Jones in Toledo, OH, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience running businesses related to epoxy flooring and garage floor coatings. 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 wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michelle Pommeranz is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes roles at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., BFC Planning, Inc., and The Huntington Investment Company. She is also president of St John Lutheran Church in Toledo, OH, where she oversees council meetings and community food pantry activities. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and third-party manager access.

Kenneth Meinecke is a financial advisor with Thrivent Investment Management in Maumee, OH. He holds the Series 66 designation and has 11 years of industry experience, including over a decade with Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he is a member of the church council at Zoar Lutheran Church and a part-owner involved in the maintenance of a family-owned log cabin property in Hocking Hills, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic analyses across a range of financial planning topics. The firm offers these planning services separately from portfolio management and does not manage institutional portfolios.

David Boyk is a financial advisor at Edward Jones in Bowling Green, OH, with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Outside of his advisory role, Boyk serves as a board member of Behavioral Connections of Wood County and is a member of the endowment fund committee at Bethlehem Lutheran Church, where he reviews investments and makes recommendations. 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.

Aaron Rathbun is a financial advisor with Charles Schwab in Perrysburg, Ohio. He holds the Series 66 designation and has six years of industry experience, all with Charles Schwab since 2018. Prior to his advisory career, he was a student for nine years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a distinctive operational structure that includes integrated custody, brokerage, and advisory services.

Matthew Moyer is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise, he worked at The Huntington Investment Company and Northwestern Mutual. Outside of his advisory role, he is the owner of a rental property business he runs with his fiancée. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies.

Chase Canning is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. 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 analyses across a broad range of planning topics, with clients able to combine planning with managed-account services under a consolidated billing arrangement.

Jeffrey Turner is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities, Inc. for 11 years before joining OSAIC in 2015. In addition to his advisory role, he is involved in marketing life, health, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm's investment approach focuses on model-based asset allocation and portfolio optimization using various tools and strategies, supported by a complex affiliate network and recent consolidation efforts.

Edward Sommers is a financial advisor at Raymond James & Associates with 33 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining Raymond James. Outside of his advisory role, he is a partner in several business ventures that own farming-related real estate and other real estate holdings. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Isaac Demarest is a CFP®-designated financial advisor with Edward Jones in Maumee, OH, bringing 24 years of industry experience. He has been with Edward Jones since 2001. He serves as a board member for the Model School Board in Toledo, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm operates a large nationwide network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Beth Kerekes is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2017, with prior experience at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Jeffrey Smith is a financial advisor with Ameriprise Financial Services LLC in Toledo, Ohio, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Suzanne Martin is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves high-net-worth individuals through a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Christine Bottles is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Champion Credit Union for ten years before joining Edward Jones. 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 strategies, separately managed accounts, and affiliated mutual funds.

Dennis Rife is a Series 63-licensed financial advisor with over 32 years of industry experience. He is currently with Osaic Wealth and has held roles at Royal Alliance, Savage & Associates, and operates as Deacon Dennis T. Rife. Outside of his advisory work, he serves as an ordained deacon in the Catholic Church and is a member of the Area Office on Aging Advisory Board. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs focused on model-based asset allocation, portfolio optimization, and access to third-party managers within a large multi-advisor platform.