Nathan Lieb is a financial advisor at Edward Jones with 16 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co Inc for eight years. Outside of his advisory role, Lieb coaches 7th grade basketball for Liberty Benton Schools in Findlay, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Sean Savage is a financial advisor with Osaic Wealth, Inc. He holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining Osaic in 2023, he worked at Royal Alliance for ten years and has been involved with Savage & Associates since 1994. Outside of his advisory work, he serves on the board of directors for St. Johns Jesuit High School & Academy and has co-authored a book titled *Inconceivable*. Osaic Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, and charitable organizations, through a large network of advisors. The firm offers comprehensive financial planning and investment services, utilizing asset-allocation tools and multiple advisory platforms to manage a broad mix of investment products.

Hallah Fonseca is a financial advisor with Osaic Wealth, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Osaic, she worked at Hantz Financial Services and Tanlines. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Stephen Hoss serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has progressively advanced within Fidelity, holding roles such as Branch Leader, Team Leader for Workplace Planning & Advice, Onboarding Team Leader, Regional Center Learning Lead, High Net Worth advisor, and Customer Relationship Advocate since 2017. Throughout his tenure, Stephen has developed expertise in workplace planning and advice, team leadership, and customer relationship management. He emphasizes helping individuals grow both personally and professionally, aligning with Fidelity’s commitment to brand, ethics, and access. Outside of his professional responsibilities, Stephen has interests in fitness, food, and traveling.

David Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and over 25 years of industry experience. He has been with Primerica Advisors since 2000 and also operates Newman Financial. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model based on tiered wrap fees rather than fixed fees.

James Fuleky is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Savage and Associates and Lily Ann Cabinets. Outside of his advising role, he operates a personal business as an influencer promoting gym clothing and brands. Osaic Wealth, Inc. serves a diverse client base including individual investors, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and automated portfolio management across various investment products.

Edward George Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 credential and 10 years of industry experience. He previously worked at First Financial Equity Corporation for eight years and has a background with Fox Sports spanning 17 years. Outside of finance, he serves as the head football coach at Bowling Green State University and is involved in public speaking through George Enterprises. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, typically serving clients with at least $1 million in net investable assets. The firm provides tailored, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options, delivered through a centralized consulting team.

Todd Sattler is a financial advisor with LPL Financial in Perrysburg, Ohio, holding a Series 63 designation and over 33 years of industry experience. He has worked at LPL Financial since 1993 and has operated Sattler & Associates since 1985. Outside of his advisory role, he is involved in tax preparation and accounting through Sattler Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various management strategies.

Joseph Hoppenjans is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has worked previously at Savage and Associates, Croak Wealth Management, and served in other roles including work at The Ohio State University. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

Wayne Milewski is a financial advisor with OSAIC who holds over 43 years of industry experience. He has been affiliated with Savage & Associates since 1981 and Royal Alliance since 2013. Outside of his advisory work, Milewski serves on the Institutional Advancement sub-committee for the Board of Trustees at St. John’s Jesuit High School. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of financial advisors. The firm employs various tools and third-party solutions to manage portfolios that encompass stocks, bonds, mutual funds, ETFs, and alternative investments.

Abdul Basit is a financial advisor at Tayyib Investments LLC in Toledo, OH, holding a Series 65 designation and entering the industry with no prior financial advisory experience. His work history includes roles at American Higher Education & Development Corporation and Amazon Warehouse Services, among others. Tayyib Investments LLC is an independent, advice-only firm serving individual clients and small businesses with financial planning and portfolio optimization. The firm emphasizes long-term, non-speculative strategies using fundamental, quantitative, and macroeconomic analysis, offering customizable values-aligned screening and a fee structure that includes hourly and fixed flat fees without asset custody or discretionary trading.