Regan Jahns is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley in 2018, Regan worked at Catholic Charities for eight years. Outside of finance, Regan is an artist who operates a business offering custom paintings and private paint parties. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs with an emphasis on tailored financial planning supported by firm-approved tools and methodologies.

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 five years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2020. Prior to that, he held roles at Dana Inc., Core Network Fund, Bedford Public Schools, Chick-Fil-A, and the University of Toledo. 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, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

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, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he works as a fitness instructor at the YMCA and serves as a property manager for his condominium association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

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 license and 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management options.

Daniel Rudski is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 63 designation and previously worked at Cetera Advisors LLC for 11 years before joining LPL Financial. Outside of advisory work, he owns Junior Audio, a non-investment-related business based in Maumee, 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 offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and third-party research.

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.

James Bunke is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Cetera Advisors LLC. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

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 Toledo, OH, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he performs clerical duties for a separate business entity, COW 2021, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Christopher Pharis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He worked at Bank of America, N.A. for 13 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Devantier is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Commonwealth Financial Network and Village Wealth Management. Outside of advising, he is an insurance agent selling annuities and serves as CEO of an investment-related commercial real estate entity. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and supports a wide network of advisors with tools that incorporate risk profiling and modeling to assist client decision-making.

Tyler Wyse is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 18 years of industry experience. He has worked with MML Investor Services Inc. since 2007 and with MassMutual Financial Group since 2005. Outside of his advisory role, Wyse owns LLCs involved in financial services and family employment for ancillary office jobs. Mass Mutual Investors Services 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 seminars, employing firm-approved software to analyze client goals and deliver written recommendations.