Nancy Powell is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She previously worked at UBS Financial Services Inc. for 16 years before joining Sanctuary Advisors and Sanctuary Securities in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent investment adviser representatives, employing various analytical approaches and fiduciary practices.

John Petracco is a financial advisor at Sanctuary Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services for 18 years and Mcdonald Investments Inc. for over two decades. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives who deliver advice through a range of portfolio management and consulting services, employing multiple analytical approaches and fiduciary practices.

Thomas Anderson Jr. is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at McAdam LLC, BKD, and MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-assisted planning tools and offers various event-driven planning programs.

Melissa Danicki is a financial advisor at Edward Jones with 10 years of industry experience. She holds the 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 both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and tax-efficient investment services, supported by a large network of advisors and branch offices.

Aaron Wilson is a Series 66 licensed financial advisor with Edward Jones in Clyde, Ohio, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Wilson serves as a board member for Bellevue Hospital in Bellevue, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kevin Young is a financial advisor with Ameriprise in Sandusky, Ohio, holding a Series 66 credential and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Young serves as a volunteer flag chief and official for professional racing events including IndyCar, NASCAR, and Formula 1 show runs. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver tailored, non-discretionary retirement income recommendations.

Gregory Patrick is a financial advisor with Primerica Advisors in Milan, Ohio, holding 14 years of industry experience. He has worked with PFS Investments, Inc. since 2012 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in selling loan products and home-related services referrals through affiliates of PFS Investments, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.

Randy Day is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 36 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. and Metropolitan Life Insurance Company since 1987. Outside of his advisory work, he owns a CPA and tax preparation firm as well as a cattle farming business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning and offers a range of investment and educational programs.

Chevalier Homan is a financial advisor at Edward Jones in Sandusky, OH, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Edward Jones in 2025, he held roles at Cetera, Homan Wealth Management, and THRIVENT Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Terence Hunady is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years at Metlife Securities. Hunady also holds a role as an insurance agent, specializing in individual life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on ongoing financial planning and offers various programs including asset management, wrap accounts, and educational seminars.

Jeffrey Thomas is a CFP®-certified financial advisor with Edward Jones in Bellevue, Ohio, where he has worked since 2016, accumulating six years of industry experience. His prior work includes roles at Lowe’s, Papa Johns, Liberty University, and Don Tester Ford. Early in his career, he held an internship at Monument Wealth Management assisting with client data preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and fiduciary advisory services. It supports a large network of advisors and branches nationwide and manages over $1 trillion in assets under management.

Paul Appel is a financial advisor with LPL Financial in Sandusky, OH. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Ernst & Young. Outside of his advisory work, he serves as a coach in sports and fitness for Avon Lake City Schools. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research and third-party subadvisors.

Keri May is a CFP®-credentialed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Tabula Rasa Holdings, LLC, a property management business in Sandusky, 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 programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of 23,701 financial advisors.

David Karikas is a financial advisor with Cambridge Investment Research Advisors in Sandusky, Ohio, holding 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has also been associated with Preferred Planning Associates and Cambridge Investment Research, Inc. since 2003. Karikas serves as Financial Secretary at St. Paul's Episcopal Church in Oregon, Ohio. 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, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing tailored strategies across multiple custody and platform arrangements.

Matthew Wenzinger is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Wenzinger also operates Wenzinger Financial Services, offering financial and insurance services, and serves as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Joshua Mesenburg is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including positions at Voya Financial Advisors and UIS Insurance & Investments. Outside of financial services, he operates a small family grain farm in Sandusky, Ohio. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients through a multi-manager platform that offers a range of portfolio management and retirement services. The firm supports over 10,000 advisors and manages more than $256 billion in assets.

Matthew Caputo is a ChFC® credentialed financial advisor with over 42 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles at THE O.N. Equity Sales Company, Connecticut Mutual Life Insurance Co., and Sun Life Assurance Co. Caputo is also a board member of the Mosaic Family Zone, a civic organization in Toledo, Ohio. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals using various custody and platform arrangements.

Sarah Hunker is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2018. She has prior experience in education and agriculture-related roles and is involved in several agricultural activities, including serving as the board president of the Sandusky County Farm Bureau and participating in family-owned livestock auction and cattle operations. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm provides a range of investment strategies and affiliated services, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Michael Neill is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Outside of his advisory work, he manages and operates Neill Show Cattle LLC, a cattle and dog farm in Bellevue, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Paul Christman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at the Cleveland Federal Reserve, Magruder Hospital, and The City of Port Clinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large national network of advisors and branch offices.