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.

Philip Johnson is a financial advisor with Osaic Wealth, holding a Series 63 designation and over 33 years of industry experience. He previously worked at Royall Alliance for 10 years and has been associated with Savage and Associates for over three decades. Outside of advisory work, he owns and manages a real estate investment LLC and is involved in insurance sales and business management through his own entities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across multiple investment programs and platforms.

Jeffrey Johnson is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been with Ameriprise since 2005, including his current role at Ameriprise since 2020. Outside of financial services, he has longstanding involvement with Kosler Lawn & Landscape and the University of Toledo. 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 recommendations and ongoing retirement-income planning advice, focusing on dependable income and tax-aware withdrawal strategies.

Kathleen Kawczynski is a financial advisor with MassMutual Investors Services in Toledo, OH, holding a Series 63 designation and 37 years of industry experience. She has been with MassMutual Investors Services and MassMutual Life Insurance Company since 1992. In addition to her advisory role, she is involved in health and life insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, structured financial planning engagements using firm-approved tools and offers various specialized planning programs.

Robert Brunner is a financial advisor with Thrivent Investment Management in Perrysburg, Ohio. He holds a Series 66 designation and has 14 years of industry experience. Brunner has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers holistic, goal-based planning focused on a wide range of financial topics, with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Brandt Landin is a Series 65-licensed financial advisor with LPL Financial, bringing seven years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, and Crown Equipment Corporation. In addition to his advisory work, Brandt is employed at Mazda North American Operations. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Justin Henck is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor investment plans.

Pamela Miller is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, she owns and designs jewelry through her sole proprietorship. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Andrew Melick is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2018. Prior to his advisory role, he was a full-time student from 2016 to 2021. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research, manager selection, and the use of artificial intelligence in client advice.

Jay Snell is a Series 66-licensed financial advisor with Morgan Stanley in Perrysburg, Ohio, and has five years of industry experience. Prior to joining Morgan Stanley, he worked at Wedbush Securities Inc. and Molson Coors Beverage Company. Outside of his advisory role, he serves on the Investment Committee for the St. Francis de Sales High School Foundation, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in assets and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Earl Emery is a financial advisor with LPL Financial in Toledo, OH, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. His prior roles include positions at Cetera and Mass Mutual Investors Services. 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 portfolios, third-party asset management access, and institutional platforms.

Alexandra Jahns is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Wilcox Financial and Wilcox Sports Management from 2021 to 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs including financial and estate planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm‑approved tools and analytics, offering advisory services without individual security recommendations as part of its standalone planning programs.

Harrison Schoettley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes service in the United States Marine Corps from 2008 to 2018 and roles in real estate, including ownership of Scotts Real Estate Group. He also owns a recreational vehicle rental business that manages bookings through a third-party platform. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and serves a diverse client base including high-net-worth individuals.

Scott Brown is a CFP®-credentialed financial advisor with Edward Jones in Toledo, OH, and has 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a councilman and committee chair for the Village of Holland, OH, and is co-owner of a retail home decor business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed and advisory strategies, operates under a fiduciary standard, and is notable for its large retail advisor network and affiliated financial services beyond advisory offerings.

Nicholas Rightnowar is a financial professional with 11 years of experience, currently affiliated with OSAIC and Savage & Associates. He holds the Series 66 designation and has worked at Savage & Associates since 2014. In addition to his financial advising role, he co-produces a podcast focused on general financial education. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment approach emphasizing asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Michael Wilcox is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds the Series 66 designation and has previously worked at Ameritas Advisory Services and various Ameritas Life Insurance entities. Wilcox is also the CEO of Wilcox Financial and serves as a director on the board of Roppe Holding Company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary investment consulting supported by analytical tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Tammy Wright Sherman is a financial advisor with Morgan Stanley, holding a Series 66 designation and 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and various investment modeling techniques.