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.

Karla Stanton is a CFP® and ChFC® with 20 years of experience in financial services. She has worked at OSAIC since 2024 and previously spent 16 years at Sigma Financial Corporation and one year at Thrivent Investment Management. Stanton serves as the Secretary on the board of the Fulton County Pork Producers, a nonprofit supporting fair activities and the Junior Livestock Auction. OSAIC is a large multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, offering both proprietary and third-party investment strategies across diverse account types.

Ryan Salazar is a financial advisor with LPL Financial in Toledo, Ohio, holding Series 65 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial, he worked with OsaiC / Royal Alliance Associates, Inc. and Savage and Associates. He also has experience outside finance, having worked at Skyzone Trampoline Park for two years. 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.

Sandra Adam is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where she works with individuals, families, and business owners to simplify complex financial lives and assist with confident decision-making. She is a senior partner on the Happ Adam Darah Group, which oversees approximately $2.0 billion in client assets as of August 2026 and has been recognized on the Forbes "Best-in-State Wealth Management Teams" list from 2023 to 2026. With a background beginning her career in philanthropy at the American Red Cross and Toledo Museum of Art, Sandra incorporates a holistic approach to wealth management, addressing transitions such as business sales, retirement preparation, family support, and legacy planning. Her expertise includes family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and retirement income. She emphasizes listening, proactive planning, and collaboration with CPAs and attorneys to deliver personalized guidance. Sandra holds a high school diploma from Notre Dame Academy, a bachelor's degree from the University of Toledo, and a master's degree from Heidelberg College. Her professional credentials include CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She serves as Chair of the Ohio Living Corporate Board and is actively involved in the Ohio Living community. Outside of work, Sandra enjoys boating, chess, dancing, golfing, music, reading, running, and spending time with her family.

Cole Roth is a financial advisor at OSAIC in Maumee, OH, holding a Series 66 designation. He has approximately one year of industry experience, with prior roles at Compass Group and Kroger. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and recent consolidation activity.

Chase Monaghan is a financial advisor with Fidelity in Perrysburg, OH, holding a Series 66 designation and beginning his career in 2026. Prior to joining Fidelity, he participated in the Handshake AI Fellowship and held various roles at firms including Savage and Associates and FedEx Corporation. He also has experience related to educational institutions and entrepreneurial activities such as Flyer Enterprises. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail, institutional investors, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and holds distinctive roles such as commodity pool operator registration and formal advisory responsibilities for multiple registered funds.

Deana Furfaro is a Series 66 licensed financial advisor with Ameriprise in Perrysburg, OH, and has three years of industry experience. Her prior work includes a four-year role with the Sylvania Historical Village and two years at CISP. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Mark Smigelski is a financial advisor with OSAIC Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has held senior roles at Savage and Associates since 1981 and has managed his own real estate ventures since 2009. In addition to his advisory work, he serves as Senior Vice President and shareholder at Savage and Associates, where he is involved in managing the organization and developing the life insurance business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with a model-based investment process that includes portfolio optimization, third-party money manager programs, and multiple custodial arrangements.

Jennifer Panczyszyn is a financial advisor with Edward Jones in Toledo, Ohio, holding a Series 63 designation and 20 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Christopher Proctor is a financial advisor with Edward Jones in Maumee, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Huntington National Bank, Fifth Third Bank, and iHeartMedia. He also has experience with the Toledo Northwestern Ohio Food Bank. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.