William Davis III is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves as board president of the Carranor Hunt and Polo Club, a private nonprofit foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

David Sluss is a financial advisor with Ameriprise in Adrian, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and as an elder at Ogden Community Bible Church. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with personalized review to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Scott Dozier is a financial advisor with J.P. Morgan Securities in Sylvania, OH, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ryan Smith is a financial advisor with Wells Fargo Clearing in Toledo, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes nine years at Bank of America, N.A. before joining Wells Fargo Clearing Services, LLC in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Owen Newlove is a financial advisor at Edward Jones in Wauseon, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Penrod & George and H&R Block, as well as several non-financial positions including employment at Biggby Coffee and The Ohio State University. 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 and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Michelle Graham is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. Her prior roles include positions at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She is based in Toledo, Ohio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Carey Thistlethwaite is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Morgan Stanley for seven years and operated CT Financial Partners, LLC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Keith Faggionato is a financial advisor with Ameriprise in Perrysburg, Ohio, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates KF2022, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, offering tailored recommendation reports that incorporate detailed income, Social Security, and tax strategies. As a large institutional firm, Ameriprise delivers a broad array of advisory, brokerage, and insurance solutions through its affiliated companies.

Chandler Fitzgerald is a financial advisor with OSAIC Wealth Inc. based in Maumee, Ohio, holding Series 65 and Series 63 credentials with four years of industry experience. His background includes roles at Savage and Associates and earlier work outside finance, including flooring installation. Outside of his advisory duties, he serves as Media Chair for a local nonprofit organization and chairs the African American Leadership Council. OSAIC Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms and third-party managers. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios and supports both discretionary and non-discretionary account management.

Sarah Jobak is a financial advisor at Morgan Stanley in Toledo, OH, holding a Series 66 credential with 12 years of industry experience. She previously worked at Wells Fargo Clearing and Ameriprise Financial Services, Inc. before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning delivered through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside Global Investment Committee estimates and Monte Carlo simulations to model financial outcomes.

Blake Dunbar is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stirlingshire Investments and Gluckle Insurance and Financial Services, as well as earlier positions spanning construction, services, and academia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

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, Inc. based in Maumee, Ohio, holding 19 years of industry experience. She has been with Royal Alliance since 2013 and has worked at Savage & Associates since 2006. Outside of her advisory role, she is a partner in Premier Specs LLC, a business involved in property acquisition and new home construction. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes a range of asset allocation tools and supports a variety of account management options, including discretionary and non-discretionary portfolios.

Aaron Biederstedt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Lincoln Financial Group and TCP Asset Management, among others. Outside of traditional advisory roles, he is involved with A2O Wealth Management LLC, a business entity used for tax and investment purposes. 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 technology solutions.

Rebecca Taylor is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 designation and has worked with Osaic Wealth Inc. since 2018, following ten years at Signator Investors Inc. Outside of her advisory work, Taylor serves as Secretary and board member for Anne Grady Services, a nonprofit organization in Toledo, OH. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to managed account solutions. The firm's investment approach incorporates asset-allocation tools, risk-tolerance assessments, and portfolio construction using a range of asset classes managed on discretionary or non-discretionary bases.

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 at The Ohio State University - Fisher College of Business. Outside of his advisory role, Sweeney is involved with Sweeney Wealth Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory and brokerage services, featuring both discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Susan Brown is a financial advisor at Cetera with 24 years of industry experience. She holds a Series 63 designation and has worked at Cetera and Cetera Wealth Services since 2021, following seven years at Voya Financial Advisors. Outside of her advisory role, she is involved as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, covering various program structures and custodial relationships.