Dale Seymour is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, having worked at Mass Mutual Investors Services since 1982 and holding leadership in Seagate Benefits Administrators, Inc. since 1981. Seymour serves on the boards of the Skylight Foundation and the Central Catholic High School Foundation, where he is involved in charitable discussions and oversight of scholarship awards. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars.

Michael Sordyl is a financial advisor at OSAIC with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining OSAIC in 2018, he worked for John Hancock/Signator Investors, Inc. for 12 years. He serves on the Endowment Committee for the Toledo Opera Association, reviewing investment statements of the organization's endowment assets. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Michael Buganski is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding 24 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, Buganski is involved in individual life and health sales. MassMutual 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, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships using firm-approved tools to analyze goals and deliver written recommendations.

Barbara Hafner is a financial advisor with Primerica Advisors in Sylvania, OH, holding a Series 63 designation and 23 years of industry experience. She has worked with Primerica Advisors since 2002 and previously spent 14 years at Practice Management Healthcare Consultants, Inc. Hafner is involved in sales of investment-related products and also receives compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers for portfolio management.

Lea Skotynsky is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and possessing 20 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2006. Outside of her advisory role, she is the owner of two LLCs involved in rental real estate operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal advisory work and specialized retirement plan consulting.

Andrew Smigelski is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and six years of industry experience. Before joining OSAIC in 2020, he worked at Skylight Financial Group and Kuhlman Corporation. Outside of his advisory role, he coaches a high school baseball team and serves as Board Chair Elect for Epic Toledo, a nonprofit focused on networking and career development for young professionals. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and diverse investment programs.

Joseph Hunyor is a financial advisor with Cambridge Investment Research Advisors in Sylvania, OH. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he spent 16 years with the City of Maumee Fire Division and worked at &PARTNERS. He is also active as an insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies.

Peter Day is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he owns and operates Day Distributing LLC, a business involved in importing goods for resale. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Jennifer Todd is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Avantax Advisory Services and Avantax Investment Services Inc. before joining Cetera in 2025. In addition to her advisory role, she serves as a senior tax preparer and office manager at Hawthorne Financial LLC, where she provides tax preparation, planning, bookkeeping, and payroll services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform. The firm manages over $256 billion in assets and operates with a large network of independent advisors nationwide.

Tamara Pfaff is a financial advisor at OSAIC with 25 years of industry experience. She holds a Series 63 designation and has been with OSAIC Wealth since 2013, also working with Savage & Associates since 2000. Outside of her advisory roles, she manages a rental property as an owner. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering comprehensive financial planning and a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Donald Meeker is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and 20 years of industry experience. He previously worked with The Mutual Fund Store for 10 years before joining Financial Engines Advisors entities, where he has been since 2016. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner support and online tools, providing both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

David Patton is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James in 2018, he worked at Merrill Lynch for 11 years. Patton is also the owner of Patton Wealth Management LLC, a support company he operates alongside his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Andrew Smith is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Wonderland/Gold Rush and E11EVEN Miami. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Abigail Wade is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, Inc. and Vineyard Vines. Wade is also involved with R. M. Wade & Company, Ltd., an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Reese Boehme is a financial advisor at Wells Fargo Advisors in Toledo, OH, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Reese worked at MassMutual Life Insurance Co and MML Investors Services, LLC from 2024 to 2026 and has held various roles in education and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of financial planning and investment services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jacob Pirucki is a financial advisor with Edward Jones in Toledo, OH, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience running businesses related to epoxy flooring and garage floor coatings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michelle Pommeranz is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes roles at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., BFC Planning, Inc., and The Huntington Investment Company. She is also president of St John Lutheran Church in Toledo, OH, where she oversees council meetings and community food pantry activities. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and third-party manager access.

Amira Pedro is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including its predecessor entities, and previously worked at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and structured processes.

Kenneth Meinecke is a financial advisor with Thrivent Investment Management in Maumee, OH. He holds the Series 66 designation and has 11 years of industry experience, including over a decade with Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he is a member of the church council at Zoar Lutheran Church and a part-owner involved in the maintenance of a family-owned log cabin property in Hocking Hills, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic analyses across a range of financial planning topics. The firm offers these planning services separately from portfolio management and does not manage institutional portfolios.

Matthew Moyer is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise, he worked at The Huntington Investment Company and Northwestern Mutual. Outside of his advisory role, he is the owner of a rental property business he runs with his fiancée. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies.