Scott Walsh is a financial advisor with OSAIC in Maumee, Ohio, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has worked at OSAIC Wealth, Inc. since 2023 and previously spent ten years at Royal Alliance. Outside of his advisory role, he serves on the board of directors for the House of the Sun Homeowners Association. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process incorporating asset allocation, portfolio optimization, and multiple program options delivered through affiliated broker-dealer and RIA relationships.

Samuel Warner is a financial advisor with LPL Enterprise, holding 18 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities LLC from 2008 to 2022 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment implementation is model-driven and includes access to third-party asset managers, financial planning, and participation in wrap programs.

Austin Stoll is a financial advisor with UBS Financial Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fifth Third Bank and various positions outside finance, including at Miami University and Donley Concrete Cutting Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tyler Carmony is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Shumaker Loop & Kendrick, LLP and the Zepf Center. He serves as a board member for the Maumee Valley Country Day School Foundation in Toledo, OH. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

Jared Kalb is a financial advisor with Edward Jones in Maumee, Ohio, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is part owner of a family farm and is involved in local community organizations including the Maumee Chamber of Commerce and The National Exchange Club, a volunteer group supporting local charities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an extensive network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Gum Jr. is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools without providing individual security recommendations as part of its standalone planning services.

Andrew Snell is a Series 66-licensed financial advisor at Morgan Stanley in Perrysburg, Ohio, with 16 years of industry experience. He has worked at Morgan Stanley and its private bank since 2017 and previously at Bank of America and Merrill. Outside of his advisory role, he serves as president of a local business networking organization. Morgan Stanley Wealth Management offers a wide range of financial advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools.

Donald Hess is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities for 22 years. Outside of his advisory role, he has served as a high school soccer and track coach for Oregon City Schools since 1998 and has been a member of the Oregon Board of Education since 1988. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

John Lung is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Ameriprise Financial Services since 2009, as well as at Merrill and Wells Fargo Clearing earlier in his career. 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.

Vivian Adkins is a financial advisor with Primerica Advisors in Sylvania, Ohio, holding 12 years of industry experience. She has been with Primerica Advisors since 2014 and has been affiliated with Primerica Financial Services since 2001. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable accounts. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers and supported by third-party custodians.

Milton McClain is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients and their families to navigate the complexities of financial planning and develop personalized plans tailored to their financial goals and family priorities. Prior to his current role, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2025 and worked as a Personal Banker at KeyBank between 2020 and 2021. Milton emphasizes building strong relationships with clients through trust, reliability, and competency. He encourages collaboration to co-create financial strategies that meet clients' unique needs. Outside of his professional work, Milton has interests in comedy, football, golf, music, and traveling.

David Wright is a ChFC®-credentialed financial advisor with 40 years of industry experience. He is currently with LPL Financial and has previously worked at Wright Financial Group, Sound Income Strategies, and Cetera Advisors. He owns Wright Financial Group, LLC, which conducts sales and service of fixed and index annuities as well as life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Kelly Kelly is a financial advisor at Thrivent Investment Management with Series 65 and Series 63 credentials. Kelly has been in the industry since 2023, with prior roles at Gallon Takacs & Boissoneault Co and Morgan & Morgan. Kelly is based in Maumee, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering one-time or ongoing planning engagements. The firm focuses on holistic, goal-based analyses across various financial topics while keeping planning and managed-account services separate.

Lindsay Buker is a CFP® professional with 14 years of experience in financial advising, currently with Raymond James Financial Services Advisors, Inc. in Perrysburg, OH. She has been with Raymond James since 2011 and is also associated with Skotynsky Financial Group, LLC in a non-investment support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory solutions that incorporate analytical tools and supports institutional consulting, portfolio management, and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory.

Timothy Perry is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2005. Outside of his advisory role, Perry serves at Wyldewood Baptist Church and has held a vice chairman position on a local election campaign finance committee. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Richard Bohn is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been associated with Raymond James Financial as well as Lexington Capital Partners, LLC and NWQ Wealth Partners, LLC since 2009. Outside of his advisory role, he is owner of two support companies and works as a non-variable insurance agent on a referral basis. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains unique affiliations and programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandon Perry is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 2000 and previously was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he has worked as a small sort package sorter for United Parcel Service (UPS). Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, while providing a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Megan Rightnowar is a financial professional at OSAIC Wealth Inc with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Royal Alliance and Savage & Associates. In addition to her advisory role, she is an instructor at The University of Toledo College of Pharmacy, where she teaches a personal finance course. She is also involved as a co-owner of an LLC and serves as a trustee and business advisor related to family trusts. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs and emphasizes model-based asset allocation and portfolio optimization within its multi-advisor platform.

Zachery Briggs is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2020. He has four years of industry experience and prior work history includes roles at Basil Pizza & Wine Bar and Miami University. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Marci Bennitt is a financial advisor at Edward Jones in Toledo, OH, holding the Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. 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 options supported by a large nationwide network of advisors and branch offices.