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.

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.

David Eisenstein is a financial advisor with Ameriprise in Holland, Ohio, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a structured oversight process, offering a broad range of advisory, brokerage, and insurance solutions.

Parker Wall is a financial advisor at Ameriprise with 11 years of industry experience and holds the Series 63 and Series 65 credentials. He has worked at Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for Sylvania Area Family Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing annual advice.

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.

Timothy Ayer is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds the Series 65 designation and has previously worked at Spc and Kaminsky & Associates. In addition to his advisory role, he is an agent with Sunrize Retirement & Financial Services, focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Aaron Stark is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Toledo, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Colgan Karcher is a financial advisor with OSAIC based in Toledo, OH. He holds a Series 66 designation and has worked at Osaic Wealth Inc and Platinum Wealth Solutions of Ohio since 2025. Prior to his advisory roles, he held positions in logistics and hospitality. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing a model-based investment process and a range of portfolio management options.

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.

Michael Mahnke is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise in various capacities since 2009. Outside of his advisory role, he serves as a high school football, softball, and baseball official. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.