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.

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 industry experience, currently affiliated with OSAIC Wealth since 2013. He holds Series 63 and Series 65 licenses and has a long history at Savage and Associates dating back to 1964. His work includes portfolio management, client investment recommendations, and sales of life, health, and disability insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with multiple program options, supported by extensive custodial and third-party relationships.

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 Boisselle is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing for eight years. Raymond James & Associates, Inc. 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 based in Sylvania, Ohio, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Superior Federal Credit Union and LPL Financial since 2007, with earlier experience at The Huntington Investment Company and National Planning Corporation. She also serves as a notary public in Ohio. 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, utilizing model portfolios, third-party subadvisors, and customized strategies alongside various technology tools for operational support.

John Mckenty is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at Capital Management Strategies LLC and Cadaret, Grant & Co., Inc., among others. Outside of finance, he is involved in coaching and fitness activities in Toledo, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Metzger is a Series 66-licensed financial advisor with nine years of industry experience, currently with Osaic Wealth since 2017. He serves as Director of Alumni Relations for the Phi Kappa Psi chapter at the University of Toledo, where he assists in event planning and communications. Metzger is also an independent insurance producer, brokering life, disability, and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of managed account programs.

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 in Toledo, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with LPL Financial since 2020 and maintains involvement with J & Shad LLC. Bannister serves on the boards of Washington Local Schools and the Fellowship of Christian Athletes, reflecting his participation in local nonprofit organizations. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, providing advisory services primarily through its network of investment adviser representatives.

Michael Snyder is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes a decade at Royal Alliance and long-term involvement with Savage & Associates, where he is also an owner and provides life and health insurance services. OSAIC Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by proprietary tools and third-party managers.

Thomas Briggs is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2009. Outside of advising, he is involved as an insurance agent and a partner in a business related to his office building. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to guide clients and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA consulting.