Ronald Ashley is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he co-owns an office building in Perrysburg, OH, which he partially occupies for his business and leases to other tenants. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a wide range of financial planning topics. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option while maintaining planning and portfolio management as separate services.

Thomas Mc Ardle is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Verizon for six years and Owens Corning for two years. He also attended Ohio Northern University for four years. 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 programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

David Eisenstein is a financial advisor with Ameriprise in Holland, Ohio, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a structured oversight process, offering a broad range of advisory, brokerage, and insurance solutions.

Chad Plontz is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked in the automotive industry at Steve Rogers Ford and Dave White Acura. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and emphasizes fiduciary advisory services.

John Shaw Jr. is a financial advisor with LPL Financial in Toledo, OH, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services and Merrill before joining LPL Financial in 2009. 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, using a combination of model portfolios, third-party subadvisors, and customized strategies.

Kyle Schimming is a financial advisor at OSAIC with 10 years of industry experience and holds a Series 66 designation. He has worked with Savage and Associates and Osaic Wealth since 2016 and has been employed at UniFirst Corp. since 2014. His background includes roles as a financial professional overseeing client investments and insurance sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a variety of client needs including high-net-worth individuals, retirement plans, and corporate accounts.

Philip Johnson is a financial advisor with Osaic Wealth, holding a Series 63 designation and over 33 years of industry experience. He previously worked at Royall Alliance for 10 years and has been associated with Savage and Associates for over three decades. Outside of advisory work, he owns and manages a real estate investment LLC and is involved in insurance sales and business management through his own entities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across multiple investment programs and platforms.

Robert Brunner is a financial advisor with Thrivent Investment Management in Perrysburg, Ohio. He holds a Series 66 designation and has 14 years of industry experience. Brunner has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers holistic, goal-based planning focused on a wide range of financial topics, with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Brandt Landin is a Series 65-licensed financial advisor with LPL Financial, bringing seven years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, and Crown Equipment Corporation. In addition to his advisory work, Brandt is employed at Mazda North American Operations. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Jay Snell is a Series 66-licensed financial advisor with Morgan Stanley in Perrysburg, Ohio, and has five years of industry experience. Prior to joining Morgan Stanley, he worked at Wedbush Securities Inc. and Molson Coors Beverage Company. Outside of his advisory role, he serves on the Investment Committee for the St. Francis de Sales High School Foundation, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in assets and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Nicholas Rightnowar is a financial professional with 11 years of experience, currently affiliated with OSAIC and Savage & Associates. He holds the Series 66 designation and has worked at Savage & Associates since 2014. In addition to his financial advising role, he co-produces a podcast focused on general financial education. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment approach emphasizing asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

John Paskowski is a financial advisor with Primerica Advisors in Maumee, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. His work history includes roles at Wood County Educational Services, Renhill Group, and Maumee Bay State Park, alongside ongoing associations with PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he serves as a Department of Natural Resources Specialist for the State of Ohio on a seasonal basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which uses model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Parker Wall is a financial advisor at Ameriprise with 11 years of industry experience and holds the Series 63 and Series 65 credentials. He has worked at Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for Sylvania Area Family Services. 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 through written recommendation reports and ongoing annual advice.

Matthew Pindoley is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Securities America Advisors and Securities America, Inc., and also holds a financial advisory role at Glass City Federal Credit Union. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk tolerance questionnaires and rebalancing strategies.

Justin Lucik is a Financial Consultant at Fidelity Investments, where he partners with clients to develop customized financial plans aimed at addressing their specific needs. He encourages clients to initiate appointments to begin building these tailored strategies and supports them in achieving their financial goals. Justin's experience in the financial services industry includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, an Associate Financial Advisor at Ameriprise Financial from 2020 to 2022, and a Client Service Representative at Rose Street Advisors from 2019 to 2020. Outside of his professional work, Justin enjoys outdoor activities such as camping, canoeing, football, hiking, and spending time at the lake.

James Morris is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and bringing 15 years of industry experience. He has worked with Primerica Financial Services since 1998 and has held positions at ProMedica Healthcare System and Greater Toledo Urgent. In addition to his advisory role, Morris is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies and discretionary separately managed accounts. The firm manages approximately $15.5 billion in assets through a large network of advisors and delivers advisory services supported by third-party managers and custodians.

Emily Davis is a Series 66-credentialed financial advisor at Edward Jones with 19 years of industry experience. She previously worked at Danberry Realtors for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.

Eric Baker is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including The Huntington Investment Company, PNC Investments, and Fifth Third Securities. Baker is based in Maumee, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Smith is a financial advisor with LPL Financial in Holland, OH, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior experience includes roles at Cetera, Avantax, and Midland National Life General Agency. Outside of financial advising, he serves on the board of Bowling Green Curling, Inc., overseeing the club’s treasury, and holds a board position with the Robert S. Rogers High School Athletic Hall of Fame. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party managers, and technology tools, while combining these with extensive non-advisory financial services and oversight of substantial discretionary assets.

Anthony Krncevic is a financial advisor with Cetera based in Toledo, OH. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Avantax Advisory Services and Savage & Associates. Outside of his advisory work, he organizes monthly car shows for automobile enthusiasts through Toledo Cars & Coffee and serves as a volunteer member of the finance council at St. Jerome Parish in Cleveland. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform incorporating affiliated and third-party managers across various program structures.