David Sattler is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been associated with Raymond James Financial since 2009 and previously worked at Briggs Wealth Planning. Outside of his advisory role, he serves as an agent for non-fixed direct insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its clients with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Peffley is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding a Series 63 designation and with 23 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2002. Outside of advising, he works as a college instructor and serves on a finance department board that collaborates with local businesses and the university to prepare students for the workforce. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm provides customized planning using advanced software tools and maintains collaborative, ongoing client relationships.

David Clarke is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 1993. In addition to his advisory role, he is involved in life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved tools to analyze client goals and provide written recommendations.

Edward George Jr. is a financial advisor with Ameriprise in Bowling Green, OH, holding a Series 66 designation and 11 years of industry experience. He previously worked at First Financial Equity Corporation for eight years and has a background that includes 17 years with Fox Sports. Outside of advisory work, he serves as the head football coach at Bowling Green State University and is involved in public speaking through George Enterprises. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Richard Youssef is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked with firms including VOYA Financial Advisors and Northwestern National Life Insurance Company, and he owns Youssef Financial Services, which provides insurance and investment products. He also operates as an independent insurance agent specializing in fixed life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with access to both affiliated and third-party managers.

Todd Sattler is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1993. In addition to his advisory role, he owns Sattler Financial Group, which provides tax preparation and accounting services. 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.

Joseph Hoppenjans is a financial advisor at Osaic Wealth, Inc. in Maumee, Ohio, holding a Series 66 designation with one year of industry experience. He previously worked at Savage and Associates and Croak Wealth Management. Outside of advisory roles, he has experience selling and servicing insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, delivering a range of investment programs supported by multiple affiliated entities.

Wayne Milewski is a financial advisor with OSAIC in Maumee, Ohio, holding over 43 years of industry experience. He has worked at Royal Alliance since 2013 and has been associated with Savage & Associates and Savage & Assoc., Inc. since the early 1980s. Milewski serves on the Institutional Advancement sub-committee for St. John's Jesuit High School and is a board member of Savage-Mcvicker Insurance, Inc. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services across various programs. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, and it is notable for its scale, recent consolidation, and complex affiliate network.