Scot Brzozka is a financial advisor with Primerica Advisors in Maumee, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Newman Financial, Block Advisors, PFS Investments, and Primerica Financial Services. Outside of advising, he works as a self-employed bookkeeper and auditor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kevin O'Connor is a financial advisor with Cambridge Investment Research Advisors in Perrysburg, OH, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Independence Capital Co Inc before joining Cambridge Investment Research Inc. and its affiliated advisory firm. Outside of advising, he has worked as an independent insurance agent and as a driver for a rideshare company. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple platform arrangements.

John Harris Jr. is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in retail and the United States Marine Corps. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions with a focus on tax-efficient withdrawal strategies and algorithmic support for retirement income planning.

Marcus Jones is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2024. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning from 2009 to 2024. Outside of his advisory work, he is a representative for Arbonne, a nutritional products company. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs, and it maintains capabilities in public finance and municipal services alongside its retail advisory offerings.

Keith Mitchell is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2012. Outside of his advisory role, he is the owner of Premiere Financial Partners, a limited liability company that offers life insurance to clients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, offering access to third-party money managers, unified managed accounts, and automated portfolio construction tools.

Jared Rettig is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, he worked at Erie Technologies and held roles at Amazon, University of Toledo, Home Depot, and Owens Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Judy Ashley is a financial advisor at Thrivent Investment Management with 21 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of her advisory work, she is a co-owner of RJAJ Properties, LLC, where she manages an owner-occupied office building in Perrysburg, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning on a broad range of topics, while keeping planning and managed-account services separate.

Stephen Milewski is a financial advisor with OSAIC in Maumee, OH, holding Series 63 and Series 66 licenses and offering 28 years of industry experience. He has been with OSAIC since 2013 and also operates Savage & Associates, a sole proprietorship specializing in insurance sales and investment services. Milewski serves as a board member for Savage McVicker Insurance, providing input on business operations. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Stacey Salwiesz is a Series 66 licensed financial advisor with five years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked since 2023. Her prior experience includes roles at Equitable Financial Life Insurance Co and Equitable Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Kevin Kersten is a financial advisor with LPL Financial in Perrysburg, Ohio, holding a Series 63 designation and 25 years of industry experience. He has worked at Linsco/Private Ledger since 2000 and operates a separate business, Kersten Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research.

Stephen Kennedy is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Cetera and Cetera Advisors LLC. Kennedy is involved with Momentum Wealth Partners and Beacon Financial, both DBAs for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 approaches.

Julianne White is a Series 66-licensed financial advisor with Morgan Stanley in Toledo, Ohio, and has 19 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Gary Lesage is a CFP® professional affiliated with OSAIC, based in Maumee, Ohio, with 26 years of industry experience. He has been with OSAIC since 2013 and has worked at Savage & Associates since 1998. Lesage serves as a board member and shareholder of Savage McVicker Insurance and is involved in life and health insurance sales. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a wide network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mary Eurenius is a Series 66-licensed financial advisor with Edward Jones in Toledo, Ohio, with over 16 years of industry experience at the firm. She has served as a consultant for Norwex, a direct sales company, since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Laura Frye is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Mass Mutual Insurance Company and The Leaders Group. Frye is also involved with Wilcox Financial / Wilcox Sports Management, a support company based in Toledo, Ohio. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers customizable advisory services and maintains a notable focus on municipal and public finance clients.

Daniel Kunos is a financial advisor with Ameriprise in Perrysburg, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Financial Design Group, Minnesota Life, and Securian Financial Services. He is also the owner of DEK2022, LLC, a legal entity established to support his practice. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Shane Ewbank is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a team member since 2010. He began his career as a Financial Advisor in 2005 and focuses on developing customized wealth management strategies tailored to his clients’ financial goals. Shane emphasizes building strong client-advisor relationships founded on trust and works closely with clients to implement, monitor, and adjust financial plans over time. He often collaborates with clients’ tax and legal professionals to create tax-efficient strategies that optimize overall financial outcomes. Shane’s areas of expertise include college education planning, corporate retirement plan services, family wealth management strategies, personal retirement planning, and retirement income solutions, among others. His professional designations include Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Certified Plan Fiduciary Advisor (CPFA), reflecting his commitment to ongoing education and industry standards. He holds a bachelor's degree from Bowling Green State University and an associate’s degree from The Ohio State University. Outside of his professional responsibilities, Shane is involved with organizations such as Business Networking International, the American Cancer Society, the Toledo Area Humane Society, and Read for Literacy. He resides in Maumee with his wife, Rachel, and their children, Morgan and Bennett. His personal interests include golfing, hiking, music, swimming, traveling, and spending time with his family.

Ralph Toland III is a financial advisor with Osaic Wealth, Inc. in Maumee, Ohio, holding Series 63 and 66 licenses and with 33 years of industry experience. He has worked at Osaic Wealth since 2023, following a decade at Royal Alliance and over four decades with Savage & Associates. Outside of his advisory role, Toland serves as chairman of the board for the YMCA and is a board member of the National Museum of the Great Lakes. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory, financial planning, and retirement consulting services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of asset types and supports both discretionary and non-discretionary management.

Collin Brutlag is a financial advisor with Equitable Advisors in Toledo, OH, holding a Series 66 designation and one year of industry experience. His background includes roles at Hegde Walker Emans, State Farm, and GameStop, among others. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Cheryl Norman is a financial advisor with Cambridge Investment Research Advisors in Maumee, Ohio. She holds the ChFC® designation and Series 63 license and has 30 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. In addition to her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing tailored strategies across multiple platform arrangements and both proprietary and third-party model solutions.