Michael Mccullough is a financial advisor with Wells Fargo Advisors in Toledo, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at UBS Financial Services for eight years and Morgan Stanley Private Bank for three years. He serves on the board of the Ottawa Hills Foundation, a charitable organization focused on education. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Douglas Pyle is a CFP®-certified financial advisor with 32 years of industry experience, currently affiliated with Ameriprise in Toledo, OH. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

Ricke Cocke is a financial advisor with UBS Financial Services in Sylvania, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1983. Outside of his advisory role, he is involved in cattle raising and sales. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and capital markets services. The firm integrates institutional trading capabilities with wealth management through its broad platform and proprietary research.

Christopher Kec is a financial advisor with Ameriprise in Maumee, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 1999. Outside of his advisory role, he is co-owner of Quinn's Tax Service, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dylan Barr is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 license and has worked previously at Dana Inc., Core Network Fund, and Bedford Public Schools. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary advisory options.

Justin Knierim is a financial advisor with Edward Jones in Rossford, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a managing member of a real estate holding company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Kelley is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He worked at Merrill from 1999 to 2009 before joining LPL Financial, where he has been since 2009. Outside of his advisory role, Kelley serves as a fitness instructor at the local YMCA and works as a property manager for his condominium association. 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 institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives and supports them with various operational tools and platforms.

Michael King is a financial advisor with Mass Mutual Investors Services in Toledo, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2025, he worked at Glass City Federal Credit Union and Northwestern Mutual, and has spent several years in full-time education. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning and asset management services. The firm offers collaborative, annual planning engagements using firm-approved software and provides additional services including estate settlement and employer-sponsored planning programs.

Jason Strasser is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Financial Design Group, Minnesota Life Insurance Company, and Securian Financial Services. Outside of his advisory role, he is involved as a fitness and sports coach through Sylvania Recreation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Daniel Rudski is a financial advisor at LPL Financial in Toledo, Ohio, with 22 years of industry experience. He holds a Series 63 designation and previously worked at Cetera Advisors LLC, Mass Mutual Investors Services, and Walnut Street Securities. Outside of his advisory work, Rudski is a business owner of Junior Audio, a venture unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Larry Dean is a financial advisor with Edward Jones in Genoa, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. 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 and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Jones is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 39 years of industry experience. He has been affiliated with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he has a long-standing involvement with Christian Temple Baptist Church since 1972. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure as part of its investment approach.

Timothy Majewski is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade before joining LPL Financial. 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 a broad range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational technologies.

Nathaniel Francis is a financial advisor with Thrivent Investment Management in Waterville, OH. He holds the Series 66 designation and began his advisory career with Thrivent in 2026. Prior to joining Thrivent, he worked at Bowling Green State University and Central Catholic High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides goal-based, holistic planning across topics such as retirement, tax, and estate planning, separate from portfolio management.

James Bunke is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 38 years of industry experience and previously worked at Cetera Advisors LLC for eight years before joining Cambridge in 2021. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

James Maxwell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 32 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously spent 13 years with Royal Alliance Associates, Inc. Maxwell is also president of Maxwell Financial, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Christopher Heerdegen is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 33 years of industry experience. He has been with Mass Mutual Investors Services since 1993 and Massachusetts Mutual Life Insurance Company since 1992. Outside of his advisory role, he serves as chairman of Rowing to Remember, a nonprofit organization supporting the Alzheimer's Association’s fundraising efforts, and is president and first responder for the Ottawa Lake Volunteer Fire Department. MassMutual Investors Services, LLC 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’s approach includes collaborative annual planning relationships using firm-approved software tools and offers specialized programs such as divorce planning and estate-settlement services.

Susan Minch is a financial advisor with Thrivent Investment Management in Perrysburg, Ohio. She holds a Series 66 designation and has 21 years of industry experience, including 22 years with Thrivent Financial for Lutherans and Thrivent Investment Management. 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 that covers a wide range of financial topics, with an option to combine planning and managed accounts under a consolidated billing arrangement called “WealthPlan.”

Richard Newman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with Primerica since 1983 and operates Newman Financial since 2020. In addition to advisory services, he is involved in sales of loan and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Walker is a financial advisor with Ameriprise in Perrysburg, OH, holding Series 63 and Series 65 licenses and having 3 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he performs clerical duties for COW 2021, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and annual advice that addresses income sources, asset allocation, and withdrawal strategies.