Rylee Ritzhaupt is a financial advisor at Edward Jones in Bucyrus, OH, holding a Series 66 designation. They have been with Edward Jones since 2025 and have no prior industry experience. Outside of finance, Rylee has worked in the hospitality sector and been involved with the Golf Club of Bucyrus. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jammi Mc Clead is a Senior Financial Advisor with the Eichinger-Brafford-McClead Group at Merrill Lynch Wealth Management. She joined Merrill in 2018 and focuses on client relations and thematic investing. Jammi provides access to the investment insights of Merrill and the banking services of Bank of America to develop financial strategies aimed at helping clients achieve their wealth management goals. She works closely with clients' other advisors using a consultative approach to tailor recommendations based on each client's financial situation, preferences, and objectives. Jammi holds the Series 7 and Series 66 FINRA registrations and has earned a Bachelor of Science from Lincoln Memorial University and a Master of Science from Utah State University. She also holds the Personal Investment Advisor (PIA) designation. Her client focus areas include college education planning, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, personal retirement planning, philanthropic planning, socially responsible investing, special needs planning, and women and wealth. Outside of her professional work, Jammi is involved in coaching soccer as a volunteer assistant coach at the College of Wooster, a state team coach for the Ohio Soccer Association Olympic Development Program, and a coach educator for US Soccer. She is an active member of the Rotary Club of Mansfield and serves on the Walk to End Alzheimer's Planning Committee in Mansfield and North Central Ohio. Jammi resides in Mansfield, Ohio with her husband, son, and family pets. Her personal interests include gardening, golfing, soccer, and spending time with family.

Sean Ritzhaupt is a financial advisor at Edward Jones in Bucyrus, Ohio, with 29 years of industry experience and Series 63 and Series 65 credentials. He has been with Edward Jones since 2000. Outside of his advisory work, he is a partner in the Golf Club of Bucyrus. 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions.

Shannon Bauer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019 and previously at Fifth Third Securities and Fifth Third Bank from 2016 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to support client decision-making.

John Stewart is a financial advisor with LPL Financial in Mansfield, OH, holding the CFP® and Series 66 designations and possessing 24 years of industry experience. He has been with LPL Financial since 2009 and also operates his own legal and tax preparation practice, Jack P. Stewart, Inc. In addition, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Cara Howard is a financial advisor with Edward Jones in Shelby, OH, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Thirty-One Gifts, selling products through home and book parties. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Chad Wilford is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Buckeye Educational Systems and APT. Outside of advising, he has been a partner in an excavation business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Jeffrey Morris is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2019. Prior to this, he spent over three decades at Merrill and has experience at Bank of America. Outside of his advisory role, Morris is the owner of Morris Land and Cattle LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across diverse platforms.

Andrew Hackney is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at CUSO Financial Services, LP and Directions Credit Union. Outside of advisory activities, he manages Directions Financial Solutions, a business related to his LPL responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools for operational and research purposes.

Keith Cawrse is a Series 63-registered advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2014, and previously at Lincoln Investment. Outside of his advisory role, Cawrse serves as a board member of Catalyst Life Services, a trustee of The University Club in Mansfield, Ohio, and treasurer for the Mansfield City Schools Levy Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services, with investment strategies that include proprietary models under the Founders Gate Capital brand and access to unaffiliated strategists.

Debbie Rowlands is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Edward Jones, she worked for Key Investment Services LLC for 15 years. 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 options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Preston Boyd is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Invicta Capital, Trustmont Financial Group, and ESB Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions across multiple custody platforms.

Lauren Warren is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services under a fiduciary standard.

Lisa Tittle is a financial advisor at LPL Enterprise with 10 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Haylee Baker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in the hospitality sector and completed her education at Baldwin Wallace University. 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 nationwide.

Hunter Mariotti is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Chipotle Mexican Grill for several years. He maintains dual employment with Sutton Investment Services as part of an affiliated setup. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to support its retirement income recommendations.

Brooke Roth is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 registrations. Outside of her advisory role, she owns and operates an e-commerce business specializing in the sale of used women's clothing and accessories. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering asset-allocation advice, manager searches, and customized reporting through a non-discretionary approach that combines quantitative modeling with centralized due diligence.

Chad Miller is a Series 66-licensed advisor at J.P. Morgan Securities with one year of experience in his current role and over 19 years at JPMorgan Chase Bank, N.A. He serves as a board member, secretary, and fiscal officer for the Galion Port Authority in Ohio. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Troy Baker is a financial advisor with Edward Jones in Shelby, Ohio, holding a Series 66 credential and 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in property management through several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and supports its advisory services with affiliated mutual funds, a proprietary money market fund, and additional capabilities such as a trust company and securities-based lending.

Kevin Depue is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 17 years of industry experience. He has been with J.P. Morgan Securities since 2015 and previously worked with the Lucas Schools Sustaining Fund from 2009 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.