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.

Nicholas Buckland is a financial advisor with Edward Jones in Defiance, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at the University of Toledo and was involved briefly with Concrete Couple. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branches.

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.

Philip Recker is a financial advisor with Edward Jones in Paulding, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in operating a family farm that cultivates corn, beans, and wheat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Jeremy Otte is a financial advisor at Edward Jones in Defiance, OH, holding a Series 66 credential with nine years of industry experience. He previously worked at The RIDGE Project from 2014 to 2017 before joining Edward Jones in 2017. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Christopher Johnson is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corporation for 19 years before joining Osaic in 2023. Johnson serves on the board of directors of the Kiwanis Club of Paulding. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and supports a variety of portfolio management options, including discretionary and non-discretionary accounts with access to third-party money managers.

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.

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.

Kenneth Boroff is a CFP® professional with 25 years of experience, currently serving at Cetera since 2001. He is also a partner at Steyer & Co., a CPA firm where he has worked since 1991. Boroff is a trustee for ProMedica Defiance Regional Hospital and manages an online retail and vacation property rental business through 2KB LLC. Cetera Investment Advisers LLC operates as a multi-manager platform providing services to individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with over 10,000 advisors and $256 billion in assets under management.

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.

David Kryder is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His career includes roles at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory work, Kryder serves on nonprofit boards such as the Napoleon Public Library Foundation and the Northwest State Community College Foundation and volunteers with the Napoleon Rotary Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, and offers access to financial planning, asset managers, wrap programs, and affiliated insurance and trust services.

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 with Thrivent Investment Management, holding Series 66 and Series 63 credentials and eight years of industry experience. He has worked with Thrivent since 2018 and served in the Ohio Air National Guard for 24 years. Outside of his advisory role, Musshel is president of Henry County Pheasants Forever, a conservation organization focused on habitat preservation and youth education in gun safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning across various topics without including implementation or discretionary trading authority.

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 and holds Series 63, Series 65, and Series 66 licenses. She has 16 years of industry experience, including ten years at Briskey Financial Services LLC prior to joining Cambridge Investment Research in 2018. Outside of her advisory work, she is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third‑party strategies across multiple platform arrangements.

Logan Wolfrum is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at The State Bank and Trust Company for six years. Outside of his advisory role, he serves as a high school basketball coach for Ayersville Local Schools and is a finance committee member for the United Way of Defiance 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 strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Kara Price is a financial advisor with Edward Jones in Defiance, Ohio, holding a Series 66 license and 15 years of industry experience. She previously worked at Edward Jones from 2009 to 2024 before resuming her role there in 2024. Outside of her advisory work, she owns Price's Farm Stand, where she raises chickens for eggs and sells maple syrup from her family's production, and occasionally assists with catering at Northwest State Community College. 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 wrap fee programs and separately managed accounts, and is notable for its large network of advisors and branches as well as affiliated financial services beyond traditional advisory offerings.