Sathika Peters is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. Before joining Morgan Stanley in 2025, she worked at Wilcox Financial and held roles at the Toledo Country Club and The University of Toledo. She also co-owned Tropical Grills and Juices for six years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Joseph Johnson is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with Mass Mutual Investors Services since 2008 and also holds a position with Massachusetts Mutual Life Insurance Company. In addition to his advisory role, Johnson is involved in life and health insurance sales. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and educational seminars, with a focus on recommending investment categories and strategies rather than specific products.

Gregory Willibey is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Securities, Citi Group, and CUSO Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by tools such as Secular Return Estimates and Monte Carlo simulations.

Ronald Evans is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at Raymond James Financial Services since 1999. He is also an associate at Walker Financial Services, where he serves as Vice President and Financial Advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a tailored, non-discretionary planning approach with analytical tools to support client goals and maintains specialized programs in municipal advisory services and SIMPLE IRA consulting.

Diane St. John is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She has worked at Robert W. Baird & Co. since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional equity and fixed-income allocations to more complex approaches.

Erin Jones Briney is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Capital Management Strategies LLC and Cadaret, Grant & Co., Inc. Her other business activities include work related to non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Nicholas Abalos is a financial advisor at Edward Jones in Temperance, MI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 supported by a large network of financial advisors and branch offices across the United States.

Gary Wise is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding a Series 63 designation and over 35 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 1990. Outside of his advisory role, he is involved in health insurance sales and owns farm ground rented from the State of Ohio for wildlife conservation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers planning through collaborative, annual engagements and a variety of specialized programs, including recent additions like standalone Divorce Planning.

Tyler Mallett is a financial advisor at Edward Jones in Toledo, Ohio, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in the automotive and banking sectors, including positions at Jim White Honda and Fifth Third Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Stephanie Stahl is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 63 credential. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools that incorporate advanced modeling techniques.

Brittany Oldham is a Series 66-licensed financial advisor with Morgan Stanley in Toledo, Ohio, bringing 14 years of industry experience. She has worked at Morgan Stanley since 2015 and is currently with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management provides a broad range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on modeling potential outcomes rather than recommending individual securities.

Lenell Horton is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including independent contractor positions with Pensa Systems and as a caddie for over a decade. Horton also serves as a paraplanner for A2 Business LLC, managing advisory business operations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized retirement income planning service focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Seals is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he is involved in Medicare insurance education and training through principal agent positions in multiple health and wellness organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative planning relationships using firm-approved analytical tools.

Deborah Boisselle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with LPL Financial since 1995. She also operates a dba, Citizens Wealth Management Group, based in Bowling Green, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services supported by model portfolios and research from internal and third-party sources.

Wendy Lamberg Greeley is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning her career at Merrill in 1992, she has provided financial advice and guidance to individuals, families, and business owners. Wendy holds a Bachelor's Degree from the Honors College at Ball State University, where she studied Finance. She has earned the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations, and holds professional licenses in life and long-term care insurance and annuities. She has also passed the FINRA Series 7, 63, and 65 financial certification exams. Wendy focuses on developing personalized financial strategies tailored to the unique needs and goals of her clients. Her areas of expertise include education planning, retirement income, tax minimization, legacy planning, family wealth management strategies, and planning for women and wealth, among others. She is committed to maintaining the confidentiality and trust of her clients, offering personal and timely service. Wendy resides in Ottawa Hills, Ohio, where she serves on the Ottawa Hills Village Council and participates in the Ottawa Hills Green Bear Ball Steering Committee. She enjoys boating, spending time with her family, and traveling.

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.

Janice Bertz is a financial advisor with Edward Jones in Toledo, Ohio. She holds a Series 66 designation and has 13 years of industry experience. Bertz has been with Edward Jones since 2004. 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 under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Ruff is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding a Series 63 designation and with 37 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Company since 1988. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing analytical tools like Monte Carlo simulations and automated asset allocation to deliver written recommendations.

Benjamin Wilcox is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 63 designation and has worked at Ameritas Advisory Services, LLC and other Ameritas affiliates over the past 15 years. Wilcox is also involved with Wilcox Financial and Wilcox Sports Management, which provides financial planning services tailored for sports professionals. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides non-discretionary planning and consulting customized to client goals, utilizing analytical tools such as risk profiling and modeling.

James Prisby is a CFP® with 34 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2019. Prior to that, he held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Prisby serves as a compensated trustee for the Bedacht Foundation in Toledo, OH. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.