Aaron Rathbun is a financial advisor with Charles Schwab in Perrysburg, Ohio. He holds the Series 66 designation and has six years of industry experience, all with Charles Schwab since 2018. Prior to his advisory career, he was a student for nine years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a distinctive operational structure that includes integrated custody, brokerage, and advisory services.

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.

Chase Canning is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. 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 analyses across a broad range of planning topics, with clients able to combine planning with managed-account services under a consolidated billing arrangement.

Jeffrey Turner is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities, Inc. for 11 years before joining OSAIC in 2015. In addition to his advisory role, he is involved in marketing life, health, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm's investment approach focuses on model-based asset allocation and portfolio optimization using various tools and strategies, supported by a complex affiliate network and recent consolidation efforts.

Edward Sommers is a financial advisor at Raymond James & Associates with 33 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining Raymond James. Outside of his advisory role, he is a partner in several business ventures that own farming-related real estate and other real estate holdings. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Faith Kieninger is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her prior roles include tenures at Cardone Financial Group LLC and VOYA Financial Advisors. She maintains other business activities as a non-variable insurance professional and a notary in Toledo, OH. 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 through a large network of advisors and utilizes both proprietary research and third-party strategies.

Cristina Phillips is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Bacarella & Associates, PLLC prior to joining Baird. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, wrap programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools.

Isaac Demarest is a CFP®-designated financial advisor with Edward Jones in Maumee, OH, bringing 24 years of industry experience. He has been with Edward Jones since 2001. He serves as a board member for the Model School Board in Toledo, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm operates a large nationwide network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Beth Kerekes is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2017, with prior experience at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Kristopher Kronbach is a Series 63 licensed financial advisor with 29 years of experience. He has worked at Primerica Advisors and Primerica Financial Services since 1997 and is currently affiliated with Newman Financial. In addition to investment-related activities, he is involved in part-time referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies from unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Evan Barr is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. His prior work includes roles at Matrix Technologies Inc and Rudolph Libbe Inc, as well as positions at the University of Toledo and Bedford High School. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Jeffrey Smith is a financial advisor with Ameriprise Financial Services LLC in Toledo, Ohio, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Alicia Monday is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Eagle Strategies, and New York Life Insurance. Outside of her advisory role, she serves on the finance council of Regina Coeli Church and is involved with the Advancement Committee at Notre Dame Academy, providing advisory support. Wells Fargo Advisors is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services supported by proprietary research and tools, with clients able to choose how to implement recommendations through various brokerage and advisory programs.

Suzanne Martin is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves high-net-worth individuals through a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Christine Bottles is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Champion Credit Union for ten years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dennis Rife is a Series 63-licensed financial advisor with over 32 years of industry experience. He is currently with Osaic Wealth and has held roles at Royal Alliance, Savage & Associates, and operates as Deacon Dennis T. Rife. Outside of his advisory work, he serves as an ordained deacon in the Catholic Church and is a member of the Area Office on Aging Advisory Board. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs focused on model-based asset allocation, portfolio optimization, and access to third-party managers within a large multi-advisor platform.

Dennis Kersten is a financial advisor with LPL Financial in Perrysburg, Ohio, holding a Series 63 designation and 49 years of industry experience. He has been with LPL Financial and its predecessor since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with LPL Financial in Toledo, OH, holding a Series 63 designation and 41 years of industry experience. His prior firms include Cetera and Vestax Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using various portfolio strategies and operational tools.

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.