Austin Stoll is a financial advisor with UBS Financial Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fifth Third Bank and various positions outside finance, including at Miami University and Donley Concrete Cutting Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Aaron Stark is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Toledo, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Colgan Karcher is a financial advisor with OSAIC based in Toledo, OH. He holds a Series 66 designation and has worked at Osaic Wealth Inc and Platinum Wealth Solutions of Ohio since 2025. Prior to his advisory roles, he held positions in logistics and hospitality. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing a model-based investment process and a range of portfolio management options.

Joel Salazar is a financial advisor at LPL Financial in Toledo, OH, holding the Series 66 designation with 26 years of industry experience. His prior experience includes roles at OSAIC, Ameriprise Financial Services, Allstate Financial Advisors, and Thrivent Investment Management. In addition to his advisory work, he owns Salazar Wealth Management, LLC and is involved in offering life insurance, long-term care, disability coverage, and fixed annuities through related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports a broad range of investment solutions, including model portfolios, third-party asset management, and customized strategies, while leveraging advanced operational and research tools.

Jared Kalb is a financial advisor with Edward Jones in Maumee, Ohio, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is part owner of a family farm and is involved in local community organizations including the Maumee Chamber of Commerce and The National Exchange Club, a volunteer group supporting local charities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an extensive network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Fraley II is a financial advisor with Morgan Stanley in Toledo, Ohio, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools to support its services.

Natalie Fox is a Series 66-credentialed financial advisor with Thrivent Investment Management. She has one year of industry experience, including prior roles at PNC Bank and Western Governor's University. 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 analyses and planning on a wide range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Donald Hess is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities for 22 years. Outside of his advisory role, he has served as a high school soccer and track coach for Oregon City Schools since 1998 and has been a member of the Oregon Board of Education since 1988. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

John Lung is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Ameriprise Financial Services since 2009, as well as at Merrill and Wells Fargo Clearing earlier in his career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vivian Adkins is a financial advisor with Primerica Advisors in Sylvania, Ohio, holding 12 years of industry experience. She has been with Primerica Advisors since 2014 and has been affiliated with Primerica Financial Services since 2001. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable accounts. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers and supported by third-party custodians.

Michael Clements is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Financial Design Group, Minnesota Life, and Securian Financial Services, with ongoing involvement in non-variable insurance sales. 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 diverse advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform that integrates third-party asset management and institutional solutions.

David Wright is a ChFC®-credentialed financial advisor with 40 years of industry experience. He is currently with LPL Financial and has previously worked at Wright Financial Group, Sound Income Strategies, and Cetera Advisors. He owns Wright Financial Group, LLC, which conducts sales and service of fixed and index annuities as well as life and long-term care insurance. 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 through a large network of investment adviser representatives.

Kelly Kelly is a financial advisor at Thrivent Investment Management with Series 65 and Series 63 credentials. Kelly has been in the industry since 2023, with prior roles at Gallon Takacs & Boissoneault Co and Morgan & Morgan. Kelly is based in Maumee, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering one-time or ongoing planning engagements. The firm focuses on holistic, goal-based analyses across various financial topics while keeping planning and managed-account services separate.

Barbara Malhoit is a CFP® and ChFC® with 47 years of industry experience. She has been with Ameriprise since 2005, currently serving clients from Holland, OH. Outside of her advisory work, she owns an office suite in Toledo, OH, which is unrelated to investment activities. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawal planning.

Timothy Perry is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2005. Outside of his advisory role, Perry serves at Wyldewood Baptist Church and has held a vice chairman position on a local election campaign finance committee. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Richard Bohn is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been associated with Raymond James Financial as well as Lexington Capital Partners, LLC and NWQ Wealth Partners, LLC since 2009. Outside of his advisory role, he is owner of two support companies and works as a non-variable insurance agent on a referral basis. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains unique affiliations and programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Langham is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing from 2016 to 2024. Outside of his advisory work, Langham serves as a trustee for the Williamsburg on the River HOA in Bowling Green, Ohio. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes both manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

Megan Rightnowar is a financial professional at OSAIC Wealth Inc with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Royal Alliance and Savage & Associates. In addition to her advisory role, she is an instructor at The University of Toledo College of Pharmacy, where she teaches a personal finance course. She is also involved as a co-owner of an LLC and serves as a trustee and business advisor related to family trusts. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs and emphasizes model-based asset allocation and portfolio optimization within its multi-advisor platform.

Mark Cole is a financial advisor with Robert W. Baird & Co. in Toledo, OH, holding a Series 66 designation and ten years of industry experience. He has been with Robert W. Baird since 2020, following four years at Wells Fargo Clearing. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection, internal research, and a mix of advisory strategies.

Gregory Mikesell is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. He has worked at Financial Design Group since 2000 and was affiliated with Securian Financial Services, Inc. and Minnesota Life for 22 years. His other business activities include managing a non-variable insurance business under FDG Fixed Insurance in Toledo, Ohio. 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 and access to multiple investment management strategies, supported by extensive operational tools and a broad network of over 22,800 advisors.