James Harting is a financial advisor with Cetera who holds a Series 66 credential and has 27 years of industry experience. His career includes roles at Avantax Advisory Services and 1st Global Advisors, as well as ongoing work as a CPA at Moorman Harting & Co since 1980. He also manages financial responsibilities for a family member through a durable power of attorney. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.

Joseph Green is a financial advisor at OSAIC with 27 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining OSAIC in 2023, he worked at SagePoint Financial, Inc. and has been associated with JM Green & Associates, CPAs since 1995. Outside of his advisory role, he serves as CFO and manager for WAJ Management Co., Inc., an income tax preparation and accounting firm. Osaic Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services with portfolios constructed using asset-allocation tools, risk-tolerance analysis, and automated rebalancing, offering access to various investment vehicles and third-party managed-account solutions.

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.

Alec Robertson is a financial advisor with LPL Financial in Celina, OH, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior roles include positions at Fidelity Investments and Fidant Wealth Partners of Ameriprise Financial Services. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with various investment strategies and operational tools.

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.

Amy Wicker is a financial advisor at Edward Jones in Celina, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Eric Mohler is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked in various roles since 2016, including positions at Bath High School and Celina High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Douglas Bertke is a financial advisor with Cetera, holding a Series 66 designation and bringing 17 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Capital Corp., and Moorman, Harting & Company, where he has also served as an accountant since 2007. Outside of his advisory work, he serves as treasurer for the Celina-Mercer County Chamber of Commerce and as a board member on the Mercer County Revolving Loan Review Board. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with substantial assets under management and a wide network of advisors.

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.

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.

Jacob Schmidt is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services, Avantax Investment Services Inc., and Moorman, Harting & Company. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

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.

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.

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.

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.

Lori Homan is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she spent 16 years with National Mutual Insurance Company. She 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Daniel Koesters is a Series 66-registered financial advisor with nine years of industry experience. He is currently affiliated with Cetera and has held various roles at Moorman, Harting & Co., where he oversees the tax department as a tax partner. Koesters is also involved as an owner in Moorman, Harting Partnership and provides financial services through Moorman Harting Financial Services, LTD. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Hiles is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Hiles serves as a financial board member for Celina First Church of God, where he helps oversee the church's finances without direct money handling or investment decision responsibilities. 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, manages approximately $1.01 trillion in assets, and operates a large network of financial advisors and branch offices nationwide.

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.