R Hardy is a financial advisor with SPC in Lima, Ohio, holding the ChFC® designation and Series 63 license, with 44 years of industry experience. He previously worked at Mass Mutual and MML Investors Services, Inc. for 26 years and has been with Sigma Financial Corporation since 2022. Outside of his advisory work, Hardy serves in several community leadership roles, including President of the Woodlawn Cemetery Association for over 50 years and President of the Lima Growth Association for 22 years, as well as Secretary/Fiscal Officer for the Port Authority of Allen County. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Jane Radabaugh is a financial advisor with Eagle Strategies (NY Life) in Findlay, Ohio, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Eagle Strategies since 2016 and also works with Baker Financial Services, LLC d.b.a. Baker Moyer Financial Group. Outside of her advisory role, Radabaugh serves as an NRA Certified Instructor and is the secretary of the Hancock County Conservation League, a shooting club affiliated with the National Rifle Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and provides multiple program types, with the majority of assets managed on a non-discretionary basis.

Luong Horn is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. He has been with FIFTH THIRD SECURITIES since 2022 and has worked at Fifth Third Bank since 2015. FIFTH THIRD SECURITIES serves a diverse range of clients including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and a variety of strategies including SMA models and tax-overlay services.

Angela Schumaker is a Series 66-credentialed financial advisor with 13 years of industry experience. She has worked at Fifth Third Securities, Inc. since 2012. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Christopher Eaton is a CFP® with 14 years of industry experience, currently serving at Fifth Third Securities, Inc. and Fifth Third Bank since 2018. Prior to this, he worked at LPL Financial, LLC for four years and has maintained a role at First National Bank of Pandora since 2012. His outside activities include managing a rental property in Findlay, Ohio. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank, providing solutions ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

Daniel Romick is a financial advisor at Money Concepts Capital Corp with 17 years of industry experience. He holds a Series 63 designation and has been with Money Concepts since 2012. Outside of his advisory role, Romick serves on the financial advisory team for Cedar Creek Church and is a board member of Hope House for the Homeless, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Rhen Biggs is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and beginning his advisory career in 2025. Prior to this role, he has worked at Fifth Third Bank, Sleep Number, Comcast, Lowe's, and Best Buy. He is also involved with Cridersville Church of the Nazarene. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various program types on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a corporate structure as a wholly owned subsidiary of Fifth Third Bank.

Kenzi Thomas is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Fifth Third Bank, Nickel Steel Federal Credit Union, Huntington National Bank, Tom Ahl, and Alfred Nickels Baker. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

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.

David Compton is a financial advisor at Edward Jones in Lima, Ohio, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in the sales of vintage sports jerseys and other clothing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

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.

Brian Inkrott is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Sagepoint Financial, Inc. for 14 years. Inkrott has been actively involved in his community as an elected village councilman since 2012, handling local government matters such as street upkeep and budget appropriations. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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 along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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.

Lindsey Wilson is a financial advisor at Raymond James Financial with seven years of industry experience and holds the Series 66 designation. Prior to joining Raymond James Financial, Lindsey worked at Sagespring Wealth Partners and Hart Wealth Team. Lindsey is also the owner and president of Ivy Stone Wealth Management, a support company. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized municipal and public finance work.

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.