Loren Odegaard is a financial advisor with Edward Jones in Perrysburg, OH, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he is associated with the Ohio Air National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Gary Kauffman is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including six years at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he owns a consulting firm that reviews contracts for physicians and coaches advisors on building practices in the medical market. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual planning engagements using firm-approved analytical tools, with implementation options available through brokerage or insurance arrangements.

Kevin Carmony is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at Cetera Advisors LLC and Vestax Securities Corporation before joining Cambridge in 2009. Outside of his advisory role, he serves as a swimming and diving official and is a board member of a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, supporting both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Lisa Vajen is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 63 designations. She has 24 years of industry experience and has been associated with Cambridge Investment Research Advisors since 2014. In addition to her advisory role, she is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Richard Desautels is a financial advisor with Ameriprise in Toledo, OH, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its predecessor firms since 1985. Outside of advising, he is involved in business ownership related to office maintenance. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Shackelford is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with LPL Enterprise and has prior experience at Pruco Securities LLC and Cellular Sales. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes a model-driven investment approach with access to third-party managers and offers a range of financial planning, consulting, and insurance product services through its affiliated entities.

Michael Short is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2021, and Wells Fargo Clearing from 2011 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide array of advisory and brokerage services. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Michael Kuebler is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 14 years of industry experience. He previously worked at MetLife and has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, he serves as an assistant varsity baseball coach at Central Catholic High School and is a high school basketball official. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and also conducts educational seminars.

Lawrence Nold Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He has been with MML Investor Services, Inc. and Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he serves as treasurer on the board of the St. Michael the Archangel Parish Foundation & St. Michael School Foundation, overseeing and reviewing investment returns. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools to deliver written investment recommendations as part of ongoing planning relationships.

Shawn Burke is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and A. G. Edwards & Sons. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Kenneth Noaker is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and 38 years of industry experience. He has worked with Primerica Financial Services since 1987 and has been with Primerica Advisors since 1998. Outside of advisory services, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients using a tiered wrap-fee structure.

William Davis III is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016, and prior to that spent 20 years at Merrill. Davis serves as a board member and president of the Carranor Hunt and Polo Club, a private non-profit foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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, Ohio, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methodologies.

Daniel Mell is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and over 23 years of industry experience. His prior roles include positions at The Huntington Investment Company and PNC Wealth Management. He serves on the Board of Directors for Cardinal Stritch Catholic High School and Academy, a nonprofit focused on advancing educational and community engagement initiatives. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service designed for clients approaching or in retirement. The firm’s approach integrates proprietary research and third-party data to provide tailored retirement income planning and ongoing advice.

Joseph Clement is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Sterne Agee Investment Advisor Services, and Wrp Investments. Outside of his advisory role, he manages JC Financial Services, LLC, a financial consulting and advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Carey Thistlethwaite is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 66 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at CT Financial Partners, LLC for two years and Morgan Stanley for seven years. LPL Financial provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools for research and operations.

Ian Malhoit is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004. Malhoit serves on the Board of Directors and Finance Committee of the Genacross Lutheran Services Foundation. 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 tailored retirement income planning and recommendations through a centralized team working with advisors.

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, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He is also the owner of KF2022, LLC, a legal entity established to support his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.