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Seth K

Series 66

Minster, OH

Cetera

Seth Kelch is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has held positions at Cetera Investment Services, Cambridge Investment Research, and Minster Bank. Kelch serves as the president of a local property owners association, where he manages community services such as landscaping and snow removal. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and consulting services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph S

Series 66

Saint Marys, OH

LPL Enterprise

Joseph Speck is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and as a power tool repair technician at Lefeld Industrial & Welding Supply. Outside of finance, he has acted as a Herbalife distributor and has experience in day trading stocks. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach, offering financial planning, access to third-party asset managers, and a range of insurance and trust services.

Tax-loss harvesting
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Randall K

Series 66

Coldwater, OH

Cetera

Randall Kaup is a financial advisor with Cetera, holding a Series 66 license and over 20 years of industry experience. He has worked at firms including Avantax Advisory Services and 1st Global Advisors, and he also serves as a CPA at Moorman, Harting & Company. Kaup is a board member of the Coldwater Park Board, participating in municipal park oversight. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Andrew S

Series 66

Minster, OH

LPL Financial

Andrew Schmitmeyer is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Cetera, Morgan Stanley, Citigroup Global Markets, and Minster Bank. He operates ADS Financial, LLC, which serves as a DBA for his LPL business. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across diverse asset allocation approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jenson M

Series 66

St. Marys, OH

Edward Jones

Jenson Merricle is a financial advisor at Edward Jones in St. Marys, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Lower.com/Homeside Financial for five years and Engage Business Health Services for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy Wealth management Retired Founder/Business Owner Executive
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Molly S

Series 66

Celina, OH

Edward Jones

Molly Shreffler is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of her advisory role, she is involved in the cheerleading industry as a co-owner of US Spirit Alliance and a silent partner in Ultimate Cheer Experience, LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of financial advisors across the United States.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Women Professionals
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Jonathan Y

Series 63

Coldwater, OH

Edward Jones

Jonathan Yoder is a financial advisor with Edward Jones in Coldwater, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Board President of the Coldwater Hospital Medical Foundation and has held leadership positions with the Coldwater Community Picnic and Coldwater Depot boards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Clay H

Series 66

New Bremen, OH

Edward Jones

Clay Heitkamp is a financial advisor with Edward Jones in New Bremen, OH. He holds a Series 66 designation and has over 12 years of industry experience, including a prior role at Celina Insurance Group. He joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amanda H

Series 66

Celina, OH

Cetera

Amanda Homan is a Series 66-credentialed financial advisor with 10 years of industry experience. She is currently with Cetera and has prior experience at Avantax Investment Services, 1st Global Advisors, and Moorman, Harting & Co., where she also provides tax preparation services. Amanda operates out of Celina, Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Trisha B

Series 66

St Marys, OH

Edward Jones

Trisha Barnes is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she organizes activities and fundraisers as a class advisor for the Waynesfield Goshen Schools’ high school class of 2028. 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 supported by a network of approximately 23,701 financial advisors nationwide. The firm provides advisory services under a fiduciary standard and maintains additional capabilities including affiliated mutual funds and a trust company.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Tanya T

Series 66

Minster, OH

Edward Jones

Tanya Temple is a financial advisor with Edward Jones in Minster, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she spent 14 years at 3 Rivers Federal Credit Union. Outside of her advisory role, she is an unpaid agent for a locksmith business operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of investment programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Richard H

Series 63, Series 65

St Marys, OH

LPL Financial

Richard Huckeriede is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Linsco/Private Ledger since 2005 and was previously with Morgan Stanley DW Inc. from 1999 to 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Renee K

Series 66

Coldwater, OH

Cetera

Renee Knoth is a financial advisor at Cetera with eight years of industry experience. She has worked at several firms, including Avantax and 1st Global, and has served as a financial services assistant and tax preparer at Moorman, Harting & Company since 2016. Outside of her advisory work, Knoth is involved in local trucking businesses where she manages invoicing and operational support. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Justin W

Series 66

Saint Marys, OH

LPL Enterprise

Justin Wissman is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has recently begun his career in the financial industry and has diverse work experience including roles at Clopay Corporation and various educational institutions. Outside of his advisory role, he maintains employment with Clopay Corporation. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Robert K

Series 63, Series 65

Coldwater, OH

LPL Financial

Robert Knapke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at FSC Securities Corp., Independent Capital Management LLC, and OSAIC. Outside of his advisory work, he manages a cattle farming business in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacob B

Series 66

Minster, OH

Edward Jones

Jacob Bruns is a financial advisor at Edward Jones in Minster, Ohio, holding a Series 66 designation with eight years of industry experience. Before joining Edward Jones in 2018, he worked at Sherwin-Williams Company for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supporting a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey D

Series 63

Saint Marys, OH

LPL Financial

Jeffrey Dieringer is a financial advisor with LPL Financial in Saint Marys, Ohio, holding a Series 63 designation and 26 years of industry experience. He worked at Edward Jones for three years before joining LPL Financial in 2010. Outside his advisory role, he acts as a general agent for several life, long-term care, and fixed annuity insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan L

Series 66

St Henry, OH

Edward Jones

Ryan Lange is a financial advisor with Edward Jones in St Henry, Ohio, holding a Series 66 designation and with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for The St. Henry Bank from 2015 to 2018. He plans to begin raising steers as a farming activity, pending contract approvals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Matt M

Series 66

Ft Recovery, OH

Cetera

Matt Muhlenkamp is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His work history includes positions at Avantax Investment Services and 1st Global Advisors, alongside managing his own firm, Muhlenkamp & Associates LLC, since 1995. Outside of advising, he is involved in agricultural activities as a self-employed farmer overseeing crop production and hog raising. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and assets exceeding $256 billion under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Janell K

Series 66

Maria Stein, OH

Cetera

Janell Kuck is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2025, she worked at Maloney + Novotny LLC for ten years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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