Evan Barr is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. His prior work includes roles at Matrix Technologies Inc and Rudolph Libbe Inc, as well as positions at the University of Toledo and Bedford High School. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Jeffrey Smith is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team working alongside advisors.

Alicia Monday is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Eagle Strategies, Ebf LLC, New York Life Insurance Company, NYLIFE Securities LLC, and Citizens Bank. Outside of her advisory role, she serves on the finance council at Regina Coeli Church, participates as Booster President supporting local sports activities, and advises the Advancement Committee at Notre Dame Academy. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, and integrates advisory services with other financial product offerings.

Suzanne Martin is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves high-net-worth individuals through a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Christine Bottles is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018, following a decade at Champion Credit Union. 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 supports a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Dennis Rife is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 32 years of industry experience. He has worked with Osaic Wealth since 2023 and has prior experience at Royal Alliance and Savage & Associates. Outside of his advisory work, he serves as a deacon in the Catholic Church, performing religious services including weddings and funerals, and participates on the Area Office on Aging Advisory Board. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage, advisory services, financial planning, and access to various investment platforms and third-party managers. The firm utilizes a range of asset-allocation tools and supports both discretionary and non-discretionary account management.

Dennis Kersten is a financial advisor with LPL Financial in Perrysburg, Ohio, holding a Series 63 designation and over 49 years of industry experience. He has been with LPL Financial and its predecessor entities since 1993. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management approaches and research from multiple sources.

Jeremy Ashley is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping planning and asset management services separate.

Gregory Kopan is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and previously worked at Cetera and Cetera Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Gallagher is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding a Series 63 designation and 13 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Gallagher also works as an insurance agent, specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, ongoing financial planning engagements and various investment programs.

Robert Thompson is a financial advisor at RBC Capital Markets with 31 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He is involved in several community and nonprofit organizations, serving on finance committees and advisory boards, and teaches an introductory economics course as an adjunct instructor at Bowling Green State University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers to implement customized portfolio strategies.

Michael Rosenberg is a financial professional with 43 years of experience, currently affiliated with OSAIC Wealth since 2013. He holds Series 63 and Series 65 designations and has a long tenure with Savage and Associates dating back to 1983, with additional experience in insurance sales since 1964. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs various asset-allocation tools and supports a wide range of investment options and third-party managed solutions.

Richard Shehorn II is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Huntington National Bank and Lutheran Homes Society/Genacross Lutheran Home Services. Outside of his financial advising role, he is the owner of Dynamite Designs LLC, a screen printing and graphic design business. 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 and investment strategies through a nationwide network of more than 23,700 financial advisors.

Eric Harwood is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Advisors since 2014 and has prior experience with Johns Manville and C. Nelson. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a percentage-based wrap fee structure, differentiating its service approach from typical fixed-fee models.

Jennifer Erickson is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. Prior to joining Mass Mutual in 2018, she worked at ProMedica for ten years. Outside of her advisory role, she operates a legal contract review business under Jennifer Erickson JD LLC and serves as an insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of programs including educational seminars and event-driven planning services.

Vedo Candiello is a financial advisor with Ameriprise in Perrysburg, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Logan Danzeisen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2025, he held various roles at the University of Toledo, Purdue University, Great Lakes Seminars, and Sylvania Schools. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christie Watson is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 15 years before joining Raymond James in 2024. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Randolph Roark is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked briefly at Equitable Advisors LLC and has experience in other fields including roles at Ephemeral Toast and Icon Collective College of Music. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Janice Von Der Embse is a financial advisor with LPL Financial in Sylvania, OH, holding a Series 66 designation and 20 years of industry experience. She has worked concurrently at Superior Federal Credit Union since 2007, where she serves as a Relationship Manager and Trust Officer, managing personal trust portfolios. Additionally, she is a notary public in the state of Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning services, and employs research-driven and technology-supported investment strategies.