Jack Shultz is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 license and two years of industry experience. His prior roles include positions at LPL Financial LLC and Financial Design Agency of Ohio. Shultz has also worked in educational institutions and briefly in the home-building industry. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services from financial planning to outsourced CIO solutions. Its model emphasizes independent advisor responsibility with open-architecture portfolio management integrating multiple third-party platforms and managers.

Travis Tiell is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 credentials. He has 14 years of industry experience, having worked previously at firms including LPL Financial, Woodbury Financial Services, and SII Investments. Tiell also owned and operated Tiell Tax Service, a tax preparation and accounting business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Bradley Zoeller is a CFP® professional with seven years of industry experience and is currently with Edward Jones in Fostoria, OH. He has worked with several firms, including Concordance Healthcare Solutions, Burns Financial Solutions, and Charles Schwab. Outside of his advisory role, he manages a farming operation and works as a travel agent planning and booking travel for family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Allison Kelly is a financial advisor at Osaic with a Series 66 designation. She has experience working at Tiell Financial Group and has held multiple roles at the University of Findlay. Kelly began her advisory career in 2023. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various asset-allocation and portfolio management tools.

Scott Conrad is a financial advisor with Primerica Advisors in Perrysburg, Ohio, holding 23 years of industry experience. He has been with Primerica since 2002 and has worked concurrently with organizations such as Unison Health and Perrysburg Schools. Outside of investment advisory, he is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

David Vaughan is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors since 2007 and serves on the Lucas County Board of Developmental Disabilities since 2016. Vaughan is also involved in sales of investment-related products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail rather than institutional clients.

Eric Morman is a Series 66-licensed financial advisor with Edward Jones in Findlay, Ohio, where he has worked since 2014 and has 11 years of industry experience. He serves as a board member for West Central Partnership in Lima, Ohio, where he participates in approving SBA loan requests. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

David Dittman is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004 and owns Dittman Consulting, a software training consulting business, which he has operated since 1998. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading functions to BNY Mellon Advisors, focusing on percentage-based fees rather than fixed fees.

Robert Gephart is a financial advisor with Primerica Advisors in Findlay, Ohio, holding 42 years of industry experience. He has been associated with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and implements portfolios via BNY Mellon Advisors, operating under a tiered wrap fee structure.

David Eby is a financial advisor at Primerica Advisors in Findlay, Ohio, with 25 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2007 and Primerica Financial Services since 1999. Prior to that, he was employed at Masterleo, Inc. from 2012 to 2018. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation and trading delegated to BNY Mellon Advisors.

Kennedi Amor is a financial advisor at Edward Jones in Tiffin, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Amor worked at Banner Desert and held positions in healthcare and fitness sectors. 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 under management 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.

Sharon Zimmerly is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She worked at The Huntington Investment Company and Huntington National Bank for a combined 12 years before joining LPL Financial in 2021. Zimmerly is also a Notary Public in the State of Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

James Powell is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation as well as Series 66 and Series 63 licenses. Powell's prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Adam Walls is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, Walls is involved in entertainment and media as the owner and performer with Blood-Covered Productions and hosts the podcast Home Grown Heroes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and an operational model centered on tiered wrap fees rather than fixed fees.

Victoria Carroll is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and seven years of industry experience. Her background includes roles at PFS Investment Inc. and Brian Stark, as well as prior experience in municipal and private sector positions. Outside of advisory work, she also receives compensation for referrals related to home security and automation products through affiliates of her firm. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through model-delivery strategies managed by third-party asset managers. The firm supports its advisors with custodial services from Pershing and emphasizes a model-based investment approach with options including strategic, tactical, and tax-managed portfolios.

Terry Littrell is a financial advisor with Primerica Advisors in Findlay, OH, holding a Series 63 designation and 17 years of industry experience. He has worked with Primerica Financial Services since 2008 and PFS Investments Inc since 2009. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses third-party asset managers vetted through independent due diligence and emphasizes a tiered wrap fee structure.

Jeffrey Stratton is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. Prior to joining Edward Jones, he worked at Nickolas Asset Management, LLC for five years and at First Federal Bank of the Midwest / Commercial Savings Bank for three years. Outside of his advisory role, he has a consulting engagement related to his former employer. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of investment advisory programs with fiduciary standards.

Brian Beaston is a financial advisor with Primerica Advisors in Findlay, Ohio, holding 19 years of industry experience. His work history includes roles at Premier Bank and Aramark Facility Services alongside his ongoing tenure at PFS Investments, Inc. and Primerica Financial Services since 2007. He also engages in sales of investment-related products and receives compensation for referrals involving home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports account custody and trade execution through established custodians.

Brian Stark is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, distinguishing its approach from many peers.

Benjamin Wagner is a financial advisor with MassMutual Investors Services in Findlay, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to his current role beginning in 2022, he worked at Northstar Bluescope Steel and Toledo Refining Company. Wagner is also an insurance agent involved in life, disability, long-term care, fixed annuities, and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning relationships.