Cherie Turnwald is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 29 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Lee is a financial advisor at Edward Jones in Lima, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked for ten years at Howard Johnson Hotel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Ann Meiring is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 credential and has worked with firms including Edward Jones, Raymond James Financial, and The Citizens National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

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.

Tracy Strous is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. She has been with LPL Financial since 2003. Outside of her advisory role, she is involved in fixed annuities and various insurance product sales and maintains an association with Superior Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, multiple advisory programs, and retirement plan consulting, supported by research and model portfolios from both LPL and third-party subadvisors.

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.

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.

Tony Stinebaugh is a financial advisor with Edward Jones in Wapakoneta, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2015 and has also been involved in football officiating since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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.

Courtney Neumeier is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked in various roles including at Koontz Wagner Services and Hilti. Neumeier has also served as a bulletin editor for St. Charles Catholic Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Strasburg is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2022 and previously at Lincoln Financial Securities Corp for 12 years. Strasburg is also involved in insurance sales through Strasburg Insurance Group, LLC, where he sells life and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

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 with LPL Financial in New Bremen, Ohio, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non‑discretionary management with access to model portfolios and research from multiple sources.

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.

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.

Landon Neuman is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Transamerica Financial Advisors and Wfgia. Outside of advisory work, he is an assistant manager at Midwest Metal Fabricators LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.