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Rebecca B

Series 66

Lima, OH

J.P. Morgan Securities

Rebecca Baugh is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. She holds a Series 66 designation. J.P. Morgan Securities 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.

Wealth management Executive Founder/Business Owner
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Ann M

Series 66

Lima, OH

LPL Financial

Ann Meiring is a financial advisor with LPL Financial based in Lima, Ohio, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Raymond James Financial, Edward Jones, and Rockhold Wentling Financial Advisors. Outside of her advisory duties, she is involved with Citizens National Bank and engages in life insurance sales on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

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

Series 66

Lima, OH

Edward Jones

Cameron Lauck is a financial advisor with Edward Jones in Lima, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles at Tiffin University and Indiana Wesleyan University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.

Wealth management ESG / Sustainable investing Founder/Business Owner Financial Professional Values-based investing Religious/faith focused
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Tracy S

Series 63

Lakeview, OH

LPL Financial

Tracy Strous is a Series 63 registered advisor with LPL Financial, where she has worked since 2003, bringing 35 years of industry experience. She also engages in selling fixed annuities, life, disability income, and health insurance products, and is affiliated with Superior Federal Credit Union in Lima, 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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

Series 66

Lima, OH

Edward Jones

Stephanie Moos is a Series 66 licensed financial advisor with Edward Jones, based in Lima, Ohio. She has 11 years of industry experience, including 12 years with Edward Jones. 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 nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Zachary L

CFP®, Series 66

Lima, OH

Edward Jones

Zachary Lauck is a CFP®-certified financial advisor with Edward Jones in Lima, Ohio, where he has worked since 2012. He holds a Series 66 license and has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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

Series 63, Series 66

Wapakoneta, OH

Edward Jones

Tony Stinebaugh is a financial advisor at Edward Jones in Wapakoneta, Ohio, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2015. Prior to that, he worked at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he has experience in football officiating. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Miranda R

Series 66

Lima, OH

Edward Jones

Miranda Rose King is a financial advisor with Edward Jones, holding a Series 66 designation and over seven years of industry experience. Her prior roles include positions at Whirlpool Corporation and Aztec Research and Marketing. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

General retirement planning Inheritance planning Founder/Business Owner Doctor or Medical Professional
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Courtney N

Series 66

Lima, OH

Edward Jones

Courtney Neumeier is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her advisory role, she served as a bulletin editor for St Charles Borromeo Catholic Church in Lima, 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 solutions supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

Wapakoneta, OH

LPL Financial

Andrew Strasburg is a financial advisor at LPL Financial with 13 years of industry experience and a Series 66 designation. He has worked with Lincoln Financial Securities Corp and operates Strasburg Financial Group and Strasburg Insurance Group, LLC, where he is involved in insurance sales including life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

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

Series 66

Lima, OH

Edward Jones

Michael Fisher is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 24 years at Buckeye Hardware Inc. He holds the Series 66 designation. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

ChFC®, Series 63

Saint Mary's, OH

Cetera

Bruce Jones is a financial advisor at Cetera with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Concourse Financial Group Securities Inc, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. He is also the owner of Grandlake Insurance Consultants LLC, where he sells and services fixed life and annuity products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

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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Aaron R

Series 63, Series 65

New Bremen, OH

LPL Financial

Aaron Rohrbaugh is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2012. 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 variety of financial planning and investment management services, including access to third-party asset managers, model portfolios, 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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Keith F

CFP®, Series 63

St Marys, OH

Ameriprise

Keith Fledderjohann is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the St Marys Rotary Club, volunteers at Zion Lutheran Church, and leads the monthly meetings of the Tri County Coin Club. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lucas S

Series 66

Wapakoneta, OH

Edward Jones

Lucas Severt is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in various roles including lawn care and corporate positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Series 63, Series 65

Wapakoneta, OH

Edward Jones

Jeffrey Overberg is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a rental property in Inlet Beach, Florida, managed by a third-party company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm 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.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive Women Professionals
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Landon N

Series 65, Series 63

Lima, OH

LPL Financial

Landon Neuman is a financial advisor with LPL Financial in Lima, Ohio, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Wfgia, alongside managing Midwest Metal Fabricators LLC. In addition to his advisory work, he serves as assistant manager at Midwest Metal Fabricators LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, with advisors implementing strategies that include model portfolios, third-party subadvisors, and customized allocations.

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

Lima, OH

Ameriprise

Douglas Bell is a financial advisor with Ameriprise in Lima, Ohio, holding 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, using algorithmic tools overseen by a dedicated retirement income team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian W

Series 63

Lima, OH

Raymond James Financial

Brian Wentling is a financial advisor with Raymond James Financial Services, Inc., holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he is a licensed fixed annuity agent. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kevin G

Series 66

Saint Marys, OH

LPL Financial

Kevin Glass is a financial advisor with LPL Financial in Saint Marys, Ohio, holding a Series 66 designation and 29 years of industry experience. His prior experience includes ten years at Raymond James Financial Services and one year at Raymond James Financial. Outside of his advisory role, Glass is involved in tax preparation and bookkeeping through McBride's Tax Services and sells fixed insurance products related to life, health, and fixed annuities. 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 portfolio management options, including model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

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