Nathan Lieb is a financial advisor at Edward Jones with 16 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co Inc for eight years. Outside of his advisory role, Lieb coaches 7th grade basketball for Liberty Benton Schools in Findlay, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Roberto Deleon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Sean Savage is a financial advisor with Osaic Wealth, Inc. He holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining Osaic in 2023, he worked at Royal Alliance for ten years and has been involved with Savage & Associates since 1994. Outside of his advisory work, he serves on the board of directors for St. Johns Jesuit High School & Academy and has co-authored a book titled *Inconceivable*. Osaic Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, and charitable organizations, through a large network of advisors. The firm offers comprehensive financial planning and investment services, utilizing asset-allocation tools and multiple advisory platforms to manage a broad mix of investment products.

Hallah Fonseca is a financial advisor with Osaic Wealth, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Osaic, she worked at Hantz Financial Services and Tanlines. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Aaron Webb is a financial advisor at Morgan Stanley in Toledo, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Legacy Financial Inc., and Fusion Financial Group. Outside of finance, he has worked in landscaping and campus dining services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.

Jason Repp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Cambridge Investment Research since 2015 and previously worked at Creative Financial Partners and Humana. Outside of his advisory role, he is involved in accounting and bookkeeping services through a business called VolleyJackets. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through multiple platforms and proprietary models, with services tailored by independent Financial Professionals.

Thomas Giovanoli Jr. is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Croak Asset Management, Fidelity Brokerage Services, and MassMutual Life Insurance Company. He also works as an insurance agent, focusing on life, disability, fixed life, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized programs including divorce planning and employer-sponsored planning.

Stephen Hoss serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has progressively advanced within Fidelity, holding roles such as Branch Leader, Team Leader for Workplace Planning & Advice, Onboarding Team Leader, Regional Center Learning Lead, High Net Worth advisor, and Customer Relationship Advocate since 2017. Throughout his tenure, Stephen has developed expertise in workplace planning and advice, team leadership, and customer relationship management. He emphasizes helping individuals grow both personally and professionally, aligning with Fidelity’s commitment to brand, ethics, and access. Outside of his professional responsibilities, Stephen has interests in fitness, food, and traveling.

David Newman is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of experience in the industry. He has worked at PFS Investments Inc. since 2000 and at Primerica Financial Services since 1993. Newman operates Newman Financial and is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed account options.

James Fuleky is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Savage and Associates and Lily Ann Cabinets. Outside of his advising role, he operates a personal business as an influencer promoting gym clothing and brands. Osaic Wealth, Inc. serves a diverse client base including individual investors, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and automated portfolio management across various investment products.

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 Brentwood, TN, holding a Series 66 credential and 10 years of industry experience. He previously worked at First Financial Equity Corporation for eight years and has a background with Fox Sports spanning 17 years. Outside of finance, he serves as the head football coach at Bowling Green State University and is involved in public speaking through George Enterprises. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, typically serving clients with at least $1 million in net investable assets. The firm provides tailored, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options, delivered through a centralized consulting team.

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. with one year of industry experience. He holds a Series 66 designation and has previously worked at Savage and Associates and Croak Wealth Management. Outside of his advising role, he has sold and serviced insurance products. 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 advisory services and employs various portfolio management tools across its large network of affiliated advisors.

Wayne Milewski is a financial advisor with OSAIC who holds over 43 years of industry experience. He has been affiliated with Savage & Associates since 1981 and Royal Alliance since 2013. Outside of his advisory work, Milewski serves on the Institutional Advancement sub-committee for the Board of Trustees at St. John’s Jesuit High School. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of financial advisors. The firm employs various tools and third-party solutions to manage portfolios that encompass stocks, bonds, mutual funds, ETFs, and alternative investments.

Abdul Basit is a financial advisor at Tayyib Investments LLC in Toledo, OH, holding a Series 65 designation and entering the industry with no prior financial advisory experience. His work history includes roles at American Higher Education & Development Corporation and Amazon Warehouse Services, among others. Tayyib Investments LLC is an independent, advice-only firm serving individual clients and small businesses with financial planning and portfolio optimization. The firm emphasizes long-term, non-speculative strategies using fundamental, quantitative, and macroeconomic analysis, offering customizable values-aligned screening and a fee structure that includes hourly and fixed flat fees without asset custody or discretionary trading.