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, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Raymond James since 2019 and previously spent nine years at Merrill Lynch. Outside of her advisory role, she is an associate and client services manager at Waterstreet Financial in Sandusky, OH. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains unique municipal advisory capabilities and specialized retirement plan consulting programs.

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 Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2019, he spent 10 years at Merrill Lynch. He is also involved as part owner and officer in support companies related to his primary business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA consulting programs.

Martin Hippler is a financial advisor with LPL Financial in Sandusky, Ohio, holding a Series 63 designation and 28 years of industry experience. His career includes previous tenure at H. Beck, Inc. and multiple periods with LPL Financial dating back to 1999. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and technology tools.

Robert Candage is a financial advisor at Edward Jones with 21 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2012. Candage serves as a finance committee board member for Port Clinton City Schools, assisting with decision-making for the annual budget. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

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.

Eli Schmenk is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Envisage Wealth and has a background that includes roles outside finance, such as teaching at St. Peter and St. Paul Catholic School. 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 solutions supported by a nationwide network of financial advisors and branch offices.

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, holding a Series 66 designation and 26 years of industry experience. His career includes roles at CIVISTA Bank, PNC Wealth Management, and Natcity Investments. He also serves as Director of Wealth Management at Civista Wealth Management. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Brittany Griffin is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Genoa Banking Company, The Genoa Bank Company, and First Federal Savings of Lorain. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 at Edward Jones in Port Clinton, OH, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citizens Securities, Citizens Bank, Prudential Insurance Company of America, and PNC Investments. Outside of her advisory role, she provides customer service for the Home Shopping Network and serves as a board member for Leadership Ottawa County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Steven Hahn is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has previously worked with Prudential Insurance Company of America since 1977 and Pruco Securities, LLC. since 1977 until 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Craig Soule is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial. He previously worked at H. Beck, Inc. and has had multiple tenures with LPL Financial since 1999. His other business activities include maintaining a non-variable insurance practice. 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 advisory services including financial planning, model portfolios, and institutional platforms, utilizing a combination of internal research and third-party subadvisors.