Craig Calvin is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans aimed at fostering confidence and providing peace of mind in their financial lives. He has been serving in this role since 2023. Craig's career at Fidelity Investments spans over a decade, beginning in 2011 as an Investment Consultant. He progressed to the position of Planning Consultant in 2020 before assuming his current role. His experience encompasses various aspects of financial consulting and planning within the firm.

Michael Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 20 years of industry experience. He has been affiliated with Primerica since 1999 and has operated Newman Financial since 2020. In addition to his advisory role, he engages in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Robert Buschur is a financial advisor with Robert W. Baird & Co. in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Robert W. Baird & Co. since 2020. Robert W. Baird & Co.'s DDK Group operates within its Private Wealth Management practice, advising individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and offering both traditional and complex investment strategies.

Kevin Roessler is a financial advisor at Edward Jones in Maumee, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Roessler serves as president of the Wynnbrook Farms Homeowners Association, where he oversees subdivision functions and oversees bylaw enforcement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Weiner is a financial advisor with Morgan Stanley in Toledo, Ohio, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the boards of Maumee Valley Country Day School and Sunset Retirement Communities, including a term as chairman of the latter. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Steven Howard is a financial advisor with OSAIC who holds the Series 63 and Series 66 designations and has 25 years of industry experience. He has worked at Savage & Associates since 2000 and was with Royal Alliance from 2013 to 2023. Outside of his advisory roles, he is involved in offering life and health insurance products through a sole proprietorship. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset types, servicing accounts on both discretionary and non-discretionary bases.

Christopher Walker is a financial advisor with Ameriprise in Perrysburg, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he co-owns Quinn's Tax Service, LLC, a tax preparation business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a research-driven, model-supported approach to retirement income planning.

Edward Nolette is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Michael Wholehan is a CFP® and ChFC® with 41 years of industry experience. He is currently with OSAIC and previously spent 15 years at Sigma Planning Corporation and Sigma Financial Corporation. He is also majority owner and CFO of EZ Shade LLC, a lighting fixture company based in Toledo, OH. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers across multiple platforms.

Anthony Adamshick is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates closely with clients to review their financial goals and objectives, develop tailored strategies, implement investment plans, and provide ongoing reviews and updates. His approach emphasizes flexibility in response to changing market conditions while leveraging insights from Merrill and solutions from Bank of America. Anthony has been with Merrill since 1989, beginning his career in Toledo, Ohio, after earning a Master of Business Administration in finance from the University of Toledo. He also holds a Bachelor's degree from The Defiance College and maintains the Personal Investment Advisor (PIA) professional designation. His expertise includes managing new wealth, portfolio management services, and retirement income. Prior to his current role, he served as a producing manager with Merrill. Outside of his professional life, Anthony participates in community volunteering aligned with Merrill’s tradition of community involvement. He enjoys an active lifestyle that includes biking, football, golf, hiking, reading, running, skiing, swimming, traveling, and spending time with his family. Married for over 35 years, he has four children.

Christopher Sweeney is a financial advisor with LPL Financial in Toledo, OH, holding a Series 63 designation and bringing 36 years of industry experience. His prior experience includes seven years at Ameriprise Financial Services. Outside of advisory work, he is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and various model portfolios supported by in-house and third-party research.

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.

Kristina Newman is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

John Harris Jr. is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes service in the United States Marine Corps and work in retail and home improvement sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides tailored recommendation reports and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Marcus Jones is a CFP® certificant with 32 years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of financial advising, he is involved as a representative of Arbonne, a nutritional products company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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.

Gerald Beale Jr. is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 65 licenses and offering 35 years of industry experience. He worked at Merrill from 1992 to 2017 before joining Morgan Stanley and its affiliated private bank in 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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.