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.

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.

Jaiden Karrick is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles at Cambridge Investment Research, Inc. and employment at the University of Toledo. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides account implementation across multiple platforms and custodians.

Reed Geiger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Before joining Thrivent, he worked in various roles across multiple sectors, including positions at Libbey and P.F. Chang's. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system while maintaining the services as distinct offerings.

Brian Stickley is a financial advisor with Edward Jones in Rossford, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Norplas Industries Inc. for over two decades. He serves as a Deacon at Flanders Road Church of Christ in Toledo, Ohio, where he participates in organizing activities and special projects. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Adam Falardeau is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company for eight years. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Mark Kruse is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he owns a retail business in Toledo. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Nicholas Puhl Jr. is a financial advisor with Edward Jones in Toledo, OH, holding the ChFC® designation and a Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. Outside of his advisory role, he manages a residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Jeremy Ayers is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at Merrill from 2000 to 2008. He is based in Perrysburg, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Angela Wingerd is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. She holds the CFP® and ChFC® designations and has been with Mass Mutual Investors Services since 1994. Outside of her advisory role, she is involved with a life and health insurance sales business. 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, wrap and money-manager programs, and educational seminars.

Heather Stansfield is a financial advisor with LPL Financial in Genoa, Ohio, holding Series 66 and Series 63 credentials and 13 years of industry experience. Her prior roles include positions at Vault Investment Partners, LLC and Fifth Third Securities. She is also commissioned as a notary in Ohio. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Connor Brown is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His background includes multiple roles within Morgan Stanley since 2019 and prior experience with the Cincinnati Reds and Impact Products. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through direct client engagements and corporate financial planning arrangements.