Michael Miller Jr. is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. He has worked previously at Avantax Investment Services and 1st Global Advisors and has been involved with his own firm, 4 Millers, LLC, since 2020. Miller also serves on the board of the Second Harvest Food Bank of North Central Ohio and is a member of the finance committees for Sandusky Central Catholic Schools and the food bank. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. It serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Zachary Priesman is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at Reynolds American for six years and Global Technical Recruiters for one year. He holds the Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Daley is a financial advisor with Raymond James Financial in Sandusky, Ohio, holding Series 63 and Series 65 licenses and 21 years of industry experience. She previously worked at Merrill Lynch for nine years before joining Raymond James Financial Services Advisors, Inc. in 2019. Outside of her advisory role, she is employed as a Client Services Manager and Senior Operations Manager at Waterstreet Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to deliver tailored financial plans and investment recommendations.

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 with Raymond James Financial in Sandusky, Ohio. Prior to joining Raymond James in 2019, he worked at Merrill Lynch for nine years. He is a part owner of WATERSTREET Financial, a support company related to his primary business activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations, with a significant portion of its advisory business conducted on a non-discretionary basis.

Keith Sweigert is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2019, he spent 10 years at Merrill Lynch. He is a part owner of Waterstreet Financial, LLC, a support company for his primary business activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and firm research.

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.

Robert Candage is a financial advisor at Edward Jones with 20 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the Finance Committee Board for Port Clinton City Schools, assisting with budget decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Brian Bollenbacher is a CFP® with nine years of experience in financial advising, currently with Raymond James Financial. His prior experience includes roles at WaterStreet Financial and Longbow Securities. He serves on the advisory board of CareerStream, LLC, providing consultative support on finance and capital allocation for startup procedures. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory services and manages specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Daniel Turnwald is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience and has previously worked at Royal Alliance Associates and Savage & Associates. Outside of advisory work, he owns Journey Financial, an independent insurance agency serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

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 over 31 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2021 before joining Raymond James in 2021. Outside of his advisory role, Allen serves on the City of Sandusky’s Finance/Investment Committee as an advisory board member. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, often operating in an advisory and implementation-support capacity rather than as a delegated manager.

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.

Brittany Griffin is a financial advisor with LPL Financial based in Port Clinton, Ohio. She holds the Series 65 and Series 63 licenses and has two years of industry experience. Her career includes roles at The Genoa Bank Company and First Federal Savings of Lorain. 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, and brokerage services with discretionary and non-discretionary management options.

Karen Hoy is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been a financial advisor for 34 years and is a lifelong resident of Hudson, Ohio. Karen began her career at Dean Witter in Hudson in 1989 before moving to Merrill in 1993. Karen holds a Bachelor's Degree from Ashland University and the Personal Investment Advisor (PIA) professional designation. Her expertise focuses on retirement planning, estate planning strategies, wealth management, and the transfer of wealth to the next generation. She works primarily with families and has a special interest in advising and educating women who have experienced divorce or widowhood. Karen has played a role in establishing the Hudson Community Foundation and remains active in philanthropic activities, including involvement with the Kellys Island You Got Talent, Make a Wish Foundation, and Veteran Canine Connection. Outside of work, she enjoys boating, painting, hiking, tennis, and spending time with her family and dogs on Kelleys Island.

Michelle Dubena is a financial advisor with Edward Jones in Port Clinton, OH, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked with several firms, including Citizens Bank, The Prudential Insurance Company of America, and PNC Bank. Outside of her advisory role, she is a board member of Leadership Ottawa County. 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 programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Steven Hahn is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 44 years of industry experience. He has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC, spanning nearly five decades. Currently based in Port Clinton, OH, he joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

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.