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Timothy N
Series 63, Series 65
Lima, OH
LPL Financial
Timothy Niebel is a financial advisor with LPL Financial in Lima, Ohio, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He previously worked at Fifth Third Securities, Inc. for nine years before joining LPL Financial in 2014, where he has worked for 12 years. Niebel is also involved with Superior Federal Credit Union and engages in mortgage and real estate services through Superior Plus Realtors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across diverse account types and platforms.
Aubree S
Series 63, Series 65
Lima, OH
J.P. Morgan Securities
Aubree Schaefer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. She also serves as a JV volleyball coach at Shawnee High School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Casey S
Series 66
Lima, OH
LPL Financial
Casey Sanders is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Sanders worked at Superior Credit Union and has held various roles since 2015, including positions at The Ohio State University and in retail. 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 financial planning and investment management services supported by tools such as machine learning and manages over $819 billion in discretionary assets through a large network of advisors.
Veronica C
Series 66
Van Wert, OH
Edward Jones
Veronica Cuevas is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked with Van Wert City Schools, the City of Van Wert, and Bee Gee Realty & Auction Co Ltd. Outside of her advisory role, she was involved with LifeHouse Church for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.
Cherie T
Series 66
Lima, OH
J.P. Morgan Securities
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 L
Series 66
Lima, OH
Edward Jones
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.
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.
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.
Sara M
Series 63, Series 65
Van Wert, OH
Thrivent Investment Management
Sara Mesing is a financial advisor with Thrivent Investment Management in Van Wert, Ohio, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Thrivent, she worked in the hospitality sector and with Beachbody. She serves on the Endowment Committee of Saint Paul Lutheran Church, reviewing funding requests for the congregation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed-account services through a consolidated billing program called WealthPlan.
Joshua B
Series 66
Glandorf, OH
Edward Jones
Joshua Buckland is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Fortman Insurance Services and UIS Insurance & Investments. Outside of advising, he is involved in managing rental property businesses in Ottawa, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.
Lynn M
Series 66
Lima, OH
Cetera
Lynn Metzger is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. She has worked with Cetera since 2021, following seven years at VOYA Financial Advisors. Metzger also operates Metzger Financial Services, a registered representative and independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.
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.
Corey N
Series 66
Delphos, OH
Edward Jones
Corey Norton is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2008, accumulating 18 years of industry experience. He is based in Delphos, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Matthew M
Series 65, Series 66
Lima, OH
Cetera
Matthew Metzger is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 27 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Outside of financial advising, he is a sports talk radio host and serves as president of a high school basketball club focused on fundraising. Cetera Investment Advisers LLC operates as an SEC-registered adviser with a nationwide network of over 10,000 independent advisors. The firm serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program structures.
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.
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.
Phillip S
Series 63, Series 65
Van Wert, OH
Thrivent Investment Management
Phillip Summersett is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Prior to his financial advisory role, he was involved with Victory Worship Center and Pima County, AZ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services through a consolidated billing option known as WealthPlan.
Alex O
Series 66
Elida, OH
Ameriprise
Alex Odenweller is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2017 in various capacities and previously worked at the University of Toledo. Outside of his advisory work, Odenweller serves on the boards of the Delphos Area Chamber of Commerce and the Delphos Economic Sustainability Coalition. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income service involves a centralized team that produces written Recommendation Reports and ongoing advice, utilizing internal investment research and third-party data.
Heather P
Series 66
Lima, OH
Edward Jones
Heather Palmer is a financial advisor with Edward Jones in Lima, Ohio. She holds a Series 66 designation and has been with Edward Jones since 2023. In addition to her advisory role, she has worked at Trilogy Healthcare Systems since 2003. 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 advisors and branch offices nationwide.
Stephanie P
Series 66
Delphos, OH
Cetera
Stephanie Patton is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. She has previously worked at U.S. Bancorp Investments, Inc. and is currently associated with Rahrig Financial Group. Outside of her financial career, she is a partner and co-founder of The Haunted Enthusiasts, a business focused on touring and consulting with haunted attractions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.
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