Milton McClain is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients and their families to navigate the complexities of financial planning and develop personalized plans tailored to their financial goals and family priorities. Prior to his current role, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2025 and worked as a Personal Banker at KeyBank between 2020 and 2021. Milton emphasizes building strong relationships with clients through trust, reliability, and competency. He encourages collaboration to co-create financial strategies that meet clients' unique needs. Outside of his professional work, Milton has interests in comedy, football, golf, music, and traveling.

Kelly Kelly is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses. Kelly has been with Thrivent since 2024, with prior experience at several firms including Gallon Takacs & Boissoneault Co and Morgan & Morgan. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without including implementation. The firm combines holistic, goal-based analyses with managed-account options and focuses on delivering ongoing planning relationships through its network of financial advisors.

Lindsay Buker is a CFP® professional with 14 years of experience in financial advising, currently with Raymond James Financial Services Advisors, Inc. in Perrysburg, OH. She has been with Raymond James since 2011 and is also associated with Skotynsky Financial Group, LLC in a non-investment support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory solutions that incorporate analytical tools and supports institutional consulting, portfolio management, and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory.

Barbara Malhoit is a CFP® and ChFC® with 47 years of industry experience. She has been with Ameriprise since 2005, currently serving clients from Holland, OH. Outside of her advisory work, she owns an office suite in Toledo, OH, which is unrelated to investment activities. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawal planning.

Brandon Perry is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 2000 and previously was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he has worked as a small sort package sorter for United Parcel Service (UPS). Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, while providing a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Matthew Langham is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Baird in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Outside of his advisory role, Langham serves as a trustee for the Williamsburg on the River HOA in Bowling Green, OH, where he assists with community maintenance and event planning. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of traditional and non-traditional investment strategies.

Megan Rightnowar is a financial advisor at OSAIC Wealth Inc with 10 years of industry experience and holds a Series 66 designation. She has worked with Royal Alliance and has independently operated Savage & Associates. Additionally, she serves as an instructor at The University of Toledo College of Pharmacy, teaching a personal finance course to students. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services and utilizes various tools and third-party platforms to create customized investment portfolios.

Mark Cole is a Series 66 licensed financial advisor with Robert W. Baird & Co. in Toledo, Ohio. He has 10 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Cole has been with Robert W. Baird since 2020. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by ongoing research and monitoring.

Gregory Mikesell is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. He has worked at Financial Design Group since 2000 and was affiliated with Securian Financial Services, Inc. and Minnesota Life for 22 years. His other business activities include managing a non-variable insurance business under FDG Fixed Insurance in Toledo, Ohio. 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 access to multiple investment management strategies, supported by extensive operational tools and a broad network of over 22,800 advisors.

Zachery Briggs is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and four years of industry experience. His prior work includes positions at Basil Pizza & Wine Bar and Miami University. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment solutions across multiple custody platforms, combining proprietary models and access to third-party strategists.

Kristie Howe is a CFP®-certified financial advisor with 27 years of industry experience. She has worked at Wells Fargo Advisors since 2026 and previously spent 15 years with UBS Financial Services INC. Outside of her advisory role, she occasionally assists with bill payments for a family-owned home renovation business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services that include specialized areas such as business-owner transition and special-needs analysis.

Ryan O Loughlin is a financial advisor at Edward Jones based in Toledo, OH. He holds a Series 66 designation and has been with Edward Jones since 2023. His prior work experience includes positions at various companies across different industries. 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 advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Matthew Garrow is a financial advisor with OSAIC, holding CFP® and ChFC® designations and possessing 40 years of industry experience. He previously worked at Spc and Sigma Financial Corporation for 16 years each. Outside of his advisory work, Garrow serves on the Morenci Downtown Development Authority Board, the Morenci Kiwanis Club Board, and the Finance Advisory Board at Bowling Green State University, and he is a member of an agricultural LLC managing farming operations. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing a range of asset allocation tools and investment platforms that include managed accounts and third-party solutions.

Christine Rutherford is a financial advisor with Raymond James & Associates in Perrysburg, Ohio, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Fifth Third Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and advisory services that are typically non-discretionary, supported by a range of portfolio management styles and affiliated research.

Jaimee Streacker is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and three years of industry experience. Her previous work includes roles at Citigroup, Dana & Pariser LPA Co, and Franklin University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Amanda Cutway is a Series 66-licensed advisor with Thrivent Investment Management in Maumee, OH. She has been with Thrivent and its affiliates since 2025. Prior to entering financial advising, Amanda worked in education and real estate for several years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various financial topics without providing portfolio management or institutional advisory services.

David Walkup is a financial advisor with LPL Financial in Toledo, Ohio, holding a Series 66 designation and six years of industry experience. He has worked previously at Minnesota Life Insurance Co, Securian Financial Services Inc, Edward Jones, and Healthy Interactions. Outside of his advisory role, he is involved with Financial Design Group and FDG Fixed Insurance, offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, and access to third-party asset management, with advisory solutions that include both discretionary and non-discretionary strategies supported by research and technology tools.

Michael Mahnke is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise in various capacities since 2009. Outside of his advisory role, he serves as a high school football, softball, and baseball official. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Braden Dauterman is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Kathrens Insurance Agency and R. L. Dauterman Wealth Management. Outside of his advisory role, he is involved in insurance sales and operates multiple related business entities in financial services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset-allocation tools and portfolio management strategies across diverse investment products.

Thomas Skees is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and spent 11 years at LPL Financial. Outside of advising, he is a partial owner of an office building in Perrysburg, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and related financial planning services.