Michelle Russell is a CFP®-designated financial advisor with Edward Jones in Fremont, Ohio, bringing 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.

Dustin Ness is a CFP® professional with 21 years of industry experience, currently affiliated with Raymond James Financial in Sandusky, Ohio. He previously worked at Merrill Lynch for nine years before joining Raymond James in 2019. He is also a part owner of WATERSTREET Financial, a support company related to his primary business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and investment consulting and supports institutional consulting and portfolio management across a large advisor network.

Keith Sweigert is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Raymond James, he worked at Merrill Lynch for 10 years. He is part owner of Waterstreet Financial, LLC, a support company related to his primary business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Martin Hippler is a financial advisor with LPL Financial in Sandusky, Ohio, holding a Series 63 designation and 28 years of industry experience. He worked at H. Beck, Inc. for eight years before joining LPL Financial in 2018. Hippler also has a background in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

Jeffrey Mariea is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Cetera and has been involved with affiliated entities since 1998, including ownership of Planvest Inc., a financial services firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors using a multi-manager platform with various program structures and investment options.

Brian Bollenbacher is a CFP® professional with nine years of experience in the financial services industry. He is currently with Raymond James Financial Services, where he has worked since 2020. Prior to that, he held positions at WaterStreet Financial and Longbow Securities. Bollenbacher serves as an advisory board finance chair for CareerStream, LLC, providing consultative services to a startup company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Benjamin Haraway Jr. is a financial advisor at Edward Jones in Sandusky, Ohio, holding a Series 66 designation with one year of industry experience. He previously worked at KPMG LLP for five years and was a student at Malone and Ashland University for five years. Outside of advising, he is involved in owning rental real estate and a holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as its affiliated offerings including a trust company and proprietary mutual funds.

Jason Kuhnle is a financial advisor with LPL Financial based in Sandusky, Ohio. He holds a Series 66 designation and has 26 years of industry experience. Since 2015, he has worked at both LPL Financial and Civista Bank, where he serves as Director of Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 retirement plan consulting and brokerage services, featuring both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Brian Allen is a financial advisor with Raymond James Financial in Sandusky, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Raymond James in 2021, he spent 12 years with UBS Financial Services. He serves as a member of the City of Sandusky's Finance/Investment Advisory Committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and nonprofits. The firm offers non-discretionary, tailored planning and consulting using analytical tools and supports institutional consulting and portfolio management across a broad advisor network.

Eric Kochendoerfer is a financial advisor at Edward Jones in Sandusky, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a member of Third Coast Real Estate Holdings, LLC, a real estate business based in Sandusky. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Gray is a financial advisor with Edward Jones in Clyde, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in public service roles with the cities of Fremont and Clyde, and has experience in real estate and education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Craig Soule is a CFP®-certified financial advisor with 40 years of industry experience. He has worked at LPL Financial since 2020 and previously spent eight years at H. Beck, Inc. Soule operates a non-variable insurance business in Sandusky, Ohio. LPL Financial is an SEC-registered adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research support.

John Schaefer is a financial advisor with Cetera who holds the ChFC® designation and Series 63 license, bringing 50 years of industry experience. He has been with Cetera Advisors LLC since 2013 and operates Schaefer Printy Associates, a financial and insurance services business he has managed since 1981. Cetera Investment Advisers LLC provides advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to both affiliated and third-party money managers.

Kimberly Weithman is a financial advisor with LPL Financial in Sandusky, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at PNC Investments and CUSO Financial Services. She is also involved with Civista Bank and Civista Wealth Management in capacities outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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, supported by research, model portfolios, and various technology solutions.

James Friery is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2024. His prior experience includes 15 years with Securities America Advisors and SECURITIES AMERICA, inc., as well as running James M. Friery & Associates since 1987. Outside of his advisory role, he serves on homeowners association boards in Ohio and Florida and works as a licensed insurance agent providing long-term care options. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Timothy Weyer is a CFP® professional affiliated with LPL Financial, with 27 years of industry experience. He has been with LPL Financial since 2020 and previously worked at H. Beck, Inc. and McCormick Jr. High. His other business activities include work related to non-variable insurance. 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 advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

James Davis IV is a financial advisor with Ameriprise in Bellevue, Ohio, holding a Series 66 designation and 19 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Ameriprise Financial Services Inc. and then Ameriprise. Outside of his advisory role, he serves on several local boards including the Bellevue Academic Boosters Association and the Rotary Club of Bellevue, Ohio. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Katie Clark is a financial advisor at Thrivent Investment Management with one year of experience at the firm and twelve years previously at Edward Jones. She holds Series 63 and Series 65 designations. 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 financial planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Mackenzie Ferber is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at CHI Living and National Church Residences. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Parkison is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent eight years at Sandusky Newspapers Inc. He serves on the board of directors for the Sandusky State Theatre in Ohio. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies from its Investment Strategy Group.