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 Boisselle is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing for eight years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 based in Sylvania, Ohio, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Superior Federal Credit Union and LPL Financial since 2007, with earlier experience at The Huntington Investment Company and National Planning Corporation. She also serves as a notary public in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies alongside various technology tools for operational support.

John Mckenty is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at Capital Management Strategies LLC and Cadaret, Grant & Co., Inc., among others. Outside of finance, he is involved in coaching and fitness activities in Toledo, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Metzger is a Series 66-licensed financial advisor with nine years of industry experience, currently with Osaic Wealth since 2017. He serves as Director of Alumni Relations for the Phi Kappa Psi chapter at the University of Toledo, where he assists in event planning and communications. Metzger is also an independent insurance producer, brokering life, disability, and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of managed account programs.

David Abalos is a financial advisor with Edward Jones in Lambertville, MI, holding a Series 66 designation and 27 years of industry experience. He has been with Edward Jones since 2004. 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 strategies supported by a large nationwide network of advisors and branch offices.

Angela Barney is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. She has been with Mass Mutual Investors Services since 1999 and has been associated with Mass Mutual Life Insurance Company since 1993. Outside of her advisory role, she is involved in insurance brokerage and is a member of Mosquito Fighters LLC, where she oversees marketing and finances. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships.

Irshad Bannister is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with LPL Financial since 2020 and maintains involvement with J & Shad LLC. Bannister serves on the boards of Washington Local Schools and the Fellowship of Christian Athletes, reflecting his participation in local nonprofit organizations. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, providing advisory services primarily through its network of investment adviser representatives.

Michael Snyder is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes a decade at Royal Alliance and long-term involvement with Savage & Associates, where he is also an owner and provides life and health insurance services. OSAIC Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by proprietary tools and third-party managers.

Thomas Briggs is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2009. Outside of advising, he is involved as an insurance agent and a partner in a business related to his office building. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to guide clients and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA consulting.

Michael Liebenthal is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. He has been with LPL Financial since 2006. 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, model portfolio programs, third-party asset management, and institutional platforms.

Robert Anderson is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Karen Simpson is a Series 66-licensed financial advisor with Morgan Stanley in Toledo, OH, and has 27 years of industry experience. She previously worked at Ameritas Investment Corp and Wilcox Financial, each for seven years, before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Jarrod Hirschfeld is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Ameritas Advisory Services and Wilcox Financial. Hirschfeld also serves as president of Wilcox Sports Management, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a broad client base including individuals, corporations, and institutional clients. The firm provides tailored non-discretionary planning and supports advisory programs with tools such as risk profiling and probability modeling.

Daniel Lambert is a financial advisor with Ameriprise Financial Services in Perrysburg, Ohio, holding a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2016 and previously worked at H&R Block from 2014 to 2018. Outside of his advisory role, Lambert serves as a trustee on the Lucas County Mental Health and Recovery Services Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement-income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Andrew Hudak is a financial advisor with LPL Financial based in Maumee, Ohio. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Aflac, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, he has been involved with the Ballet Theatre of Toledo for a decade and is a co-owner of Hudak Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.

Tristen Stevens is a Financial Advisor at Merrill Lynch Wealth Management who joined the firm in 2024. He focuses on helping clients build personalized wealth management strategies that align with their individual goals and life priorities. His areas of expertise include college education planning, equity compensation services, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Prior to becoming a financial advisor, Tristen worked at Microsoft in Redmond, WA, where he supported small-to-medium sized businesses in purchasing and deploying technological solutions with artificial intelligence capabilities. He holds a Bachelor's Degree in Marketing and Professional Sales from the University of Toledo and carries the Personal Investment Advisor (PIA) designation. Tristen lives in Temperance, MI with his wife, Alexis, whom he married in July 2024. Together, they enjoy traveling, camping, and spending time with friends and family. He participates in local hockey adult leagues and is involved with several organizations in Northwest Ohio and Southeast Michigan.

James Rutledge is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 65 and Series 63 licenses. His career includes roles at Merrill, Huntington Investment Company, and multiple divisions within Charles Schwab since 2019. Charles Schwab serves a large client base, 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 mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Lionel Brock is a financial advisor with LPL Financial, holding 14 years of industry experience. His career includes roles at WealthWave, Netlaw, United Healthcare, First Solar Inc, DebtMerica, Transamerica Financial Advisors, and World Financial Group. He has served on the Make a Wish Regional Advisory Board since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions. The firm offers a wide range of advisory services and investment strategies, supported by extensive resources and a large network of advisors.