Jeremy Ashley is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping planning and asset management services separate.

Gregory Kopan is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and previously worked at Cetera and Cetera Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Gallagher is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding a Series 63 designation and 13 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Gallagher also works as an insurance agent, specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services 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 offers collaborative, ongoing financial planning engagements and various investment programs.

Robert Thompson is a financial advisor at RBC Capital Markets with 31 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He is involved in several community and nonprofit organizations, serving on finance committees and advisory boards, and teaches an introductory economics course as an adjunct instructor at Bowling Green State University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers to implement customized portfolio strategies.

Michael Rosenberg is a financial professional with 43 years of experience, currently affiliated with OSAIC Wealth since 2013. He holds Series 63 and Series 65 designations and has a long tenure with Savage and Associates dating back to 1983, with additional experience in insurance sales since 1964. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs various asset-allocation tools and supports a wide range of investment options and third-party managed solutions.

Richard Shehorn II is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Huntington National Bank and Lutheran Homes Society/Genacross Lutheran Home Services. Outside of his financial advising role, he is the owner of Dynamite Designs LLC, a screen printing and graphic design business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Eric Harwood is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Advisors since 2014 and has prior experience with Johns Manville and C. Nelson. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a percentage-based wrap fee structure, differentiating its service approach from typical fixed-fee models.

Jennifer Erickson is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. Prior to joining Mass Mutual in 2018, she worked at ProMedica for ten years. Outside of her advisory role, she operates a legal contract review business under Jennifer Erickson JD LLC and serves as an insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services 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 emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of programs including educational seminars and event-driven planning services.

Vedo Candiello is a financial advisor with Ameriprise in Perrysburg, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Logan Danzeisen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2025, he held various roles at the University of Toledo, Purdue University, Great Lakes Seminars, and Sylvania Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christie Watson is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 15 years before joining Raymond James in 2024. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Randolph Roark is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked briefly at Equitable Advisors LLC and has experience in other fields including roles at Ephemeral Toast and Icon Collective College of Music. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Janice Von Der Embse is a financial advisor with LPL Financial in Sylvania, OH, holding a Series 66 designation and 20 years of industry experience. She has worked concurrently at Superior Federal Credit Union since 2007, where she serves as a Relationship Manager and Trust Officer, managing personal trust portfolios. Additionally, she is a notary public in the state of Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning services, and employs research-driven and technology-supported investment strategies.

John Mckenty is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He has previously worked at Capital Management Strategies LLC and Cadaret, Grant & Co., Inc. Outside his advisory role, he is involved in coaching sports and fitness activities in Toledo, Ohio. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting with discretionary and non-discretionary management supported by a range of research and technology resources.

John Metzger is a financial advisor with OSAIC in Maumee, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at OSAIC since 2017. Metzger serves as Director of Alumni Relations for the Phi Kappa Psi fraternity chapter at the University of Toledo, assisting with event planning and communications. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable investors, providing integrated brokerage and investment advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

David Abalos is a financial advisor with Edward Jones in Lambertville, MI, holding a Series 66 designation and 27 years of industry experience. He has been with Edward Jones since 2004. 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 strategies supported by a large nationwide network of advisors and branch offices.

Angela Barney is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. She has been with Mass Mutual Investors Services since 1999 and has been associated with Mass Mutual Life Insurance Company since 1993. Outside of her advisory role, she is involved in insurance brokerage and is a member of Mosquito Fighters LLC, where she oversees marketing and finances. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships.

Irshad Bannister is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2020 and also manages his own business, J & Shad LLC. Bannister has served on the boards of Washington Local Schools and the Fellowship of Christian Athletes, both nonprofit organizations in Toledo, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Snyder is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2023, he worked at Royal Alliance for 10 years and has been involved with Savage & Associates since 1994, where he also owns a sole proprietorship selling life and health insurance and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to various investment products and third-party managers.

Thomas Briggs is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services since 2009. Outside of his advisory role, Briggs is an insurance agent specializing in non-variable insurance products and a partner in a business related to future office building real estate. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans through detailed client risk profiling and multiple implementation options, often operating in an advisory role rather than as a discretionary manager.