Benjamin Taylor is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Huntington Investment Company, Axa Advisors, LLC, and Securian Financial Services, Inc. Outside of his advisory work, he is an assistant football coach at Pike Delta York High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and an investment approach that incorporates proprietary research and third-party data.

David Crandall is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he manages DCCRAN, LLC, which maintains office property used for Thrivent-related business and supports community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning covering topics such as retirement, income tax, and estate planning, without providing portfolio management or discretionary trading authority.

Stephen Hess is a CFP® with 28 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He has held various roles including independent insurance agent and shareholder in a financial services corporation. Hess serves as Chairman of the Bryan Area Foundation board and contributes as a committee member at Trinity Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and advisory services delivered by a network of independent professionals. The firm offers a range of portfolio management solutions across multiple platforms, combining proprietary model strategies with access to third-party managers.

Jeffrey Roth is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Raymond James Financial since 2009 and owns Roth, Britsch, Dickman, Inc., a support company. Outside of advisory work, he has also worked as an individual auctioneer. 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 and supports municipal and public finance work through its affiliation with a municipal advisor.

Wanda Newlove is a Series 66-credentialed financial advisor with Edward Jones in Wauseon, OH, and has four years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory practice, she manages rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Thomas Hofbauer is a financial advisor with Cambridge Investment Research Advisors in Bryan, Ohio, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, he is a shareholder at HPH Financial Corp, involved in financial planning and advisory services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals who utilize a variety of portfolio management approaches tailored to client needs.

Wendy Eitniear is a financial advisor with Edward Jones, holding a Series 66 designation and bringing six years of experience in the industry. She previously worked at Midwest Community Federal Credit Union for 13 years before joining Edward Jones. 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.

Terry Herman is a CFP® and holds a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in managing rental properties in Napoleon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Gregory Gendron is a financial advisor with OSAIC based in Bryan, Ohio, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with Pacific Financial Partners and Royal Alliance Associates since 2019 and served at Signator Investors from 2016 to 2017. Outside of his advisory role, he is involved in community leadership as the president of the Knights of Columbus Chapter 1915. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through a broad network of advisers and platforms. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios with various securities on both discretionary and non-discretionary bases.

Anthony Jackson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work history includes roles at Defiance College and local school districts in Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Amanda Wheeler is a financial advisor at Cetera with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Summit Financial Group and Baumgartner Financial Services, where she is also president and owner. Wheeler operates her own investment and retirement planning business alongside her role at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party managers.

Craig Bavin is a financial advisor with Cambridge Investment Research Advisors who holds 30 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and has been associated with Trilogy Wealth Advisors since 2007. Outside of his advisory role, Bavin serves as co-coordinator of concession stands for Hilltop High School Athletic Boosters and is a commissioned notary in Ohio. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Jason Maassel is a financial advisor at Raymond James Financial with 22 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2016 and previously spent nine years at LPL Financial. Outside of his advisory role, he is a partner in a family farm business and serves as a board member for the Napoleon Area City Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored non-discretionary planning and uses advanced analytical tools to support client goals, with specialized offerings in municipal advising and SIMPLE IRA employer consulting.

Bradley Musshel is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial since 2018. Musshel served in the Ohio Air National Guard for 24 years. Outside of his advisory role, he is president of Henry County Pheasants Forever, a local conservation foundation focused on habitat preservation and youth education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority. The firm integrates comprehensive planning with managed-account programs through its WealthPlan option.

April Witte is a financial advisor at Edward Jones in Bryan, Ohio, holding a Series 66 designation with one year of industry experience. Her prior work includes a long tenure at The Farmers & Merchants State Bank from 2005 to 2023, as well as positions at Lewis James Professional and a brief period of unemployment before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Emily Altaffer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and 16 years of industry experience. She previously worked at Briskey Financial Services LLC for 10 years before joining Cambridge in 2018. Outside of her advisory role, she is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients with financial planning, investment management, and retirement advisory services. The firm offers tailored investment strategies through a network of independent financial professionals, employing a range of portfolio management approaches including proprietary models and third-party managers.

Avery Casillas is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Casillas held positions at Morgan Stanley and has also worked in various roles including at The FEED and the University of Toledo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices.

Melissa Stockman is a ChFC® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is listed as the owner of an LLC established for personal financial planning purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.