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.

John Ruppel Jr. is a financial advisor with Ameriprise in Toledo, Ohio, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Whispering Pines North Sub-Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement income planning advice through a centralized team working with advisors.

Richard Balhoff is a financial advisor with Osaic Wealth who holds the ChFC® and Series 63 designations and has 40 years of industry experience. His prior career includes roles at Vision Capital Partners, Triad Advisors, Cetera Advisors, and Eagle Strategies. He serves as Vice President of the Crosscreek Woods Homeowners Association in Monclova, Ohio. Osaic Wealth provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, offering various managed account programs and third-party manager options across a large multi-advisor platform.

Monica Wisser is a financial advisor with LPL Financial based in Maumee, Ohio, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she worked at Transamerica Financial Advisors and World Financial Group and has operated Monica Wisser Insurance Agency, LLC since 2016. She serves as a board member for the Rotary Club of Upper Sandusky. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Kelley Gibbons is a financial advisor with MassMutual Investors Services in Toledo, OH, holding a Series 63 designation and 26 years of industry experience. She has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2011. Gibbons also works as an insurance broker focusing on life, disability, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that include the use of firm-approved analytical software and event-driven planning services.

Clay Symington is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Ameritas Advisory Services and several other financial firms. Symington serves as treasurer and board member for Emmanuel Christian School, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance activities through a unique affiliation with a municipal advisor.

Todd Bodine is a Series 66-credentialed financial advisor with LPL Financial in Temperance, MI. He began his advisory career in 2026 following a 30-year tenure at General Motors Toledo Transmission Operations. Todd was also briefly retired before joining Aspire Wealth Advisors and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 participant-level retirement advice, supported by a large network of investment adviser representatives.

Jason Tyo is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He previously worked for UBS Financial Services for 10 years before joining Wells Fargo Advisors in 2026. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Steven Edwards is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for The Huntington Investment Company, Natcity Investments, and Morgan Stanley DW Inc. Outside of his advisory work, Edwards serves on the Investment Committee of the National Exchange Club, which focuses on child abuse prevention. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research and third-party data to provide tailored, tax-aware strategies for clients approaching or in retirement.

James Jackson is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1986. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

John Farr is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Seth Miller is a financial advisor with Edward Jones in Perrysburg, Ohio. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked for The Andersons for 11 years. Outside of his advisory role, Miller owns and operates a livestock business focused on buying, selling, and raising show cattle and swine. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Ronald Ashley is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he co-owns an office building in Perrysburg, OH, which he partially occupies for his business and leases to other tenants. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a wide range of financial planning topics. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option while maintaining planning and portfolio management as separate services.

David Eisenstein is a financial advisor with Ameriprise in Holland, Ohio, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a structured oversight process, offering a broad range of advisory, brokerage, and insurance solutions.

Evan Allion is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and Huntington Bank from 2012 to 2026. Ameriprise Financial Services is a large advisory firm serving both 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 tax-aware withdrawal strategies and dependable income sources.

John Shaw Jr. is a financial advisor with LPL Financial in Toledo, OH, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services and Merrill before joining LPL Financial in 2009. 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 financial planning and investment management services, using a combination of model portfolios, third-party subadvisors, and customized strategies.

Barbara Wagoner is a financial advisor with Ameriprise in Sylvania, Ohio, holding a Series 63 designation and 45 years of industry experience. She has been with Ameriprise and its predecessor firms since 1980. Outside of her advisory role, she owns Wilson Rae Properties, an LLC that manages commercial suites in Toledo, Ohio. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kyle Schimming is a financial advisor at OSAIC with 10 years of industry experience and holds a Series 66 designation. He has worked with Savage and Associates and Osaic Wealth since 2016 and has been employed at UniFirst Corp. since 2014. His background includes roles as a financial professional overseeing client investments and insurance sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a variety of client needs including high-net-worth individuals, retirement plans, and corporate accounts.

Bradley Roberts is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work history includes roles at Royal Alliance, Next Financial Group, Inc., and Mutual Service Corporation. He is also involved in non-variable insurance sales, offering term life, universal life, and fixed annuities in Toledo, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.