Clay Symington is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Ameritas Advisory Services and Wilcox Sports Management. He serves as treasurer and board member for Emmanuel Christian School, a nonprofit organization in Toledo, Ohio. 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 advice using analytical tools and supports clients through various advisory programs and specialized services such as municipal finance and SIMPLE IRA employer consulting.

Todd Bodine is a Series 66-credentialed financial advisor with LPL Financial in Temperance, MI. He began his advisory career in 2026 following a 30-year tenure at General Motors Toledo Transmission Operations. Todd was also briefly retired before joining Aspire Wealth Advisors and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Jason Tyo is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He previously worked for UBS Financial Services for 10 years before joining Wells Fargo Advisors in 2026. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

James Jackson is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1986. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

John Farr is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Eisenstein is a financial advisor with Ameriprise in Holland, Ohio, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a structured oversight process, offering a broad range of advisory, brokerage, and insurance solutions.

John Shaw Jr. is a financial advisor with LPL Financial in Toledo, OH, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services and Merrill before joining LPL Financial in 2009. 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, using a combination of model portfolios, third-party subadvisors, and customized strategies.

Barbara Wagoner is a financial advisor with Ameriprise in Sylvania, Ohio, holding a Series 63 designation and 45 years of industry experience. She has been with Ameriprise and its predecessor firms since 1980. Outside of her advisory role, she owns Wilson Rae Properties, an LLC that manages commercial suites in Toledo, Ohio. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kyle Schimming is a financial professional with OSAIC, holding a Series 66 designation and 10 years of industry experience. He has been associated with Savage and Associates and Osaic Wealth since 2016 and also maintains a role with UniFirst Corp. Outside of his advisory work, he is involved in insurance sales through a sole proprietorship and corporate entities connected to Savage and Associates. OSAIC serves a diverse client base including retail, high-net-worth, institutional investors, and charitable organizations, offering integrated brokerage, investment advisory services, financial planning, and access to third-party managers. The firm employs a variety of asset-allocation tools and investment platforms to manage portfolios across multiple asset classes on discretionary and non-discretionary bases.

Bradley Roberts is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work history includes roles at Royal Alliance, Next Financial Group, Inc., and Mutual Service Corporation. He is also involved in non-variable insurance sales, offering term life, universal life, and fixed annuities in Toledo, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Philip Johnson is a financial advisor with Osaic Wealth, Inc. based in Maumee, Ohio. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Royall Alliance and Savage and Associates. Outside of his advisory work, he has ownership interests in real estate investment entities and serves as an insurance agent. Osaic Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, leveraging a variety of tools to build diversified portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jeffrey Johnson is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been with Ameriprise since 2005, including his current role at Ameriprise since 2020. Outside of financial services, he has longstanding involvement with Kosler Lawn & Landscape and the University of Toledo. 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 recommendations and ongoing retirement-income planning advice, focusing on dependable income and tax-aware withdrawal strategies.

Kathleen Kawczynski is a financial advisor with MassMutual Investors Services in Toledo, OH, holding a Series 63 designation and 37 years of industry experience. She has been with MassMutual Investors Services and MassMutual Life Insurance Company since 1992. In addition to her advisory role, she is involved in health and life insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, structured financial planning engagements using firm-approved tools and offers various specialized planning programs.

Justin Henck is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor investment plans.

Pamela Miller is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, she owns and designs jewelry through her sole proprietorship. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Andrew Melick is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2018. Prior to his advisory role, he was a full-time student from 2016 to 2021. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research, manager selection, and the use of artificial intelligence in client advice.

Earl Emery is a financial advisor with LPL Financial in Toledo, OH, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. His prior roles include positions at Cetera and Mass Mutual Investors Services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Alexandra Jahns is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Wilcox Financial and Wilcox Sports Management from 2021 to 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs including financial and estate planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm‑approved tools and analytics, offering advisory services without individual security recommendations as part of its standalone planning programs.

Harrison Schoettley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes service in the United States Marine Corps from 2008 to 2018 and roles in real estate, including ownership of Scotts Real Estate Group. He also owns a recreational vehicle rental business that manages bookings through a third-party platform. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and serves a diverse client base including high-net-worth individuals.

Scott Brown is a CFP®-credentialed financial advisor with Edward Jones in Toledo, OH, and has 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a councilman and committee chair for the Village of Holland, OH, and is co-owner of a retail home decor business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed and advisory strategies, operates under a fiduciary standard, and is notable for its large retail advisor network and affiliated financial services beyond advisory offerings.