David Vaughan is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors since 2007 and serves on the Lucas County Board of Developmental Disabilities since 2016. Vaughan is also involved in sales of investment-related products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail rather than institutional clients.

Hilary Orians is a financial advisor with Edward Jones in Carey, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Orians worked for nine years at City Apparel, Inc. as part of the apparel and promotional sales sector. Outside of financial advising, Orians maintains a contract role with City Apparel on a limited, weekend basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and provides a range of investment advisory solutions, operating under a fiduciary standard.

Eric Morman is a Series 66-licensed financial advisor with Edward Jones in Findlay, Ohio, where he has worked since 2014 and has 11 years of industry experience. He serves as a board member for West Central Partnership in Lima, Ohio, where he participates in approving SBA loan requests. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

David Dittman is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004 and owns Dittman Consulting, a software training consulting business, which he has operated since 1998. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading functions to BNY Mellon Advisors, focusing on percentage-based fees rather than fixed fees.

Robert Gephart is a financial advisor with Primerica Advisors in Findlay, Ohio, holding 42 years of industry experience. He has been associated with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and implements portfolios via BNY Mellon Advisors, operating under a tiered wrap fee structure.

David Eby is a financial advisor at Primerica Advisors in Findlay, Ohio, with 25 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2007 and Primerica Financial Services since 1999. Prior to that, he was employed at Masterleo, Inc. from 2012 to 2018. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation and trading delegated to BNY Mellon Advisors.

Kennedi Amor is a financial advisor at Edward Jones in Tiffin, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Amor worked at Banner Desert and held positions in healthcare and fitness sectors. 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, operating under a fiduciary standard.

Sharon Zimmerly is a financial advisor with LPL Financial based in Findlay, Ohio, holding a Series 66 credential and bringing 15 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank, with ten and twelve years respectively, and was involved with Common Grounds Coffeehouse & Cafe for eight years. Sharon is also 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 nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

James Powell is a financial advisor with Edward Jones in Findlay, Ohio, holding a ChFC® designation along with Series 66 and Series 63 licenses. He has 11 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets across a nationwide network of advisors and branch offices.

Adam Walls is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, Walls is involved in entertainment and media as the owner and performer with Blood-Covered Productions and hosts the podcast Home Grown Heroes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and an operational model centered on tiered wrap fees rather than fixed fees.

Victoria Carroll is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and seven years of industry experience. Her background includes roles at PFS Investment Inc. and Brian Stark, as well as prior experience in municipal and private sector positions. Outside of advisory work, she also receives compensation for referrals related to home security and automation products through affiliates of her firm. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through model-delivery strategies managed by third-party asset managers. The firm supports its advisors with custodial services from Pershing and emphasizes a model-based investment approach with options including strategic, tactical, and tax-managed portfolios.

Terry Littrell is a financial advisor with Primerica Advisors in Findlay, OH, holding a Series 63 designation and 17 years of industry experience. He has worked with Primerica Financial Services since 2008 and PFS Investments Inc since 2009. Outside of his advisory role, he is involved in sales of loan products and home security and automation services 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 uses third-party asset managers vetted through independent due diligence and emphasizes a tiered wrap fee structure.

Jeffrey Stratton is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. Prior to joining Edward Jones, he worked at Nickolas Asset Management, LLC for five years and at First Federal Bank of the Midwest / Commercial Savings Bank for three years. Outside of his advisory role, he has a consulting engagement related to his former employer. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of investment advisory programs with fiduciary standards.

Brian Beaston is a financial advisor with Primerica Advisors in Findlay, Ohio, holding 18 years of industry experience. His prior work includes roles at Premier Bank and Aramark Facility Services, alongside long-term involvement with PFS Investments, Inc. and Primerica Financial Services. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Brian Stark is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, distinguishing its approach from many peers.

Benjamin Wagner is a financial advisor with MassMutual Investors Services in Findlay, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to his current role beginning in 2022, he worked at Northstar Bluescope Steel and Toledo Refining Company. Wagner is also an insurance agent involved in life, disability, long-term care, fixed annuities, and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning relationships.

Marlene Hoorman is a financial advisor at Edward Jones with 17 years at the firm and three years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she is a part owner of an agriculture consulting business operated by her husband in Jenera, Ohio, though she is not involved in its day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Curtis Frisch is a financial advisor at OSAIC with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior experience includes positions at Royal Alliance and J.P. Morgan Securities. Beyond his advisory role, he is involved in insurance sales and financial planning through his work with Savage & Associates and maintains a sole proprietorship focused on insurance products. OSAIC serves a diverse client base including retail and institutional investors with a range of brokerage and advisory services. The firm utilizes various portfolio construction tools and third-party platforms to offer integrated investment solutions across multiple asset classes.

Daniel Beach is a CFP® professional with 17 years of industry experience. He has been with Edward Jones since 2008. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jaime Ellerbrock is a financial advisor with Robert W. Baird & Co. in Findlay, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Baird in 2018, Jaime worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jaime is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.