Christine Rutherford is a financial advisor with Raymond James & Associates in Perrysburg, Ohio, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Fifth Third Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and advisory services that are typically non-discretionary, supported by a range of portfolio management styles and affiliated research.

Jaimee Streacker is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and three years of industry experience. Her previous work includes roles at Citigroup, Dana & Pariser LPA Co, and Franklin University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Amanda Cutway is a Series 66-licensed advisor with Thrivent Investment Management in Maumee, OH. She has been with Thrivent and its affiliates since 2025. Prior to entering financial advising, Amanda worked in education and real estate for several years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various financial topics without providing portfolio management or institutional advisory services.

David Walkup is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previous experience with firms including Financial Design Group, Minnesota Life Insurance Co, Securian Financial Services Inc, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Michael Mahnke is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise in various capacities since 2009. Outside of his advisory role, he serves as a high school football, softball, and baseball official. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Braden Dauterman is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Kathrens Insurance Agency and R. L. Dauterman Wealth Management. Outside of his advisory role, he is involved in insurance sales and operates multiple related business entities in financial services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset-allocation tools and portfolio management strategies across diverse investment products.

Thomas Skees is a financial advisor at LPL Enterprise with 45 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a one-third owner of a commercial office building in Perrysburg, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio management, third-party asset management programs, and access to a broad range of financial and insurance products via its integrated platform.

Nathan Lieb is a financial advisor at Edward Jones with 16 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co Inc for eight years. Outside of his advisory role, Lieb coaches 7th grade basketball for Liberty Benton Schools in Findlay, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Roberto Deleon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Courtney Hammer is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Hammer worked for Commodore Perry Federal Credit Union from 2013 to 2019. She has been with Edward Jones since 2019, with her current role beginning in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and a fiduciary standard of care.

Sean Savage is a financial advisor with Osaic Wealth, Inc. He holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining Osaic in 2023, he worked at Royal Alliance for ten years and has been involved with Savage & Associates since 1994. Outside of his advisory work, he serves on the board of directors for St. Johns Jesuit High School & Academy and has co-authored a book titled *Inconceivable*. Osaic Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, and charitable organizations, through a large network of advisors. The firm offers comprehensive financial planning and investment services, utilizing asset-allocation tools and multiple advisory platforms to manage a broad mix of investment products.

Hallah Fonseca is a financial advisor with Osaic Wealth, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Osaic, she worked at Hantz Financial Services and Tanlines. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Aaron Webb is a financial advisor at Morgan Stanley in Toledo, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Legacy Financial Inc., and Fusion Financial Group. Outside of finance, he has worked in landscaping and campus dining services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.

Jason Repp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Cambridge Investment Research since 2015 and previously worked at Creative Financial Partners and Humana. Outside of his advisory role, he is involved in accounting and bookkeeping services through a business called VolleyJackets. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through multiple platforms and proprietary models, with services tailored by independent Financial Professionals.

John Zechman is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 certifications and has previously worked at Voya Financial Advisors and Cetera Wealth Services. Zechman serves on the boards of several nonprofit organizations, including the YMCA and JCC of Greater Toledo, Mercy Outreach Ministries, Luther Home of Mercy Foundation, and the Sylvania Community Rotary Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers across multiple program structures.

Raymond Sternberg is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance. Additionally, he is involved in the sale of life insurance through Vantagepointe Financial Group. OSAIC serves a broad range of retail and institutional clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with multiple platforms and employs various asset allocation tools and third-party solutions to manage portfolios across a diverse set of investment options.

Thomas Giovanoli Jr. is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding Series 63 and Series 65 registrations and eight years of industry experience. His prior roles include positions at Croak Asset Management, Fidelity Brokerage Services, and MassMutual Life Insurance Company. Outside of his advisory work, he also serves as a licensed insurance agent specializing in life, disability, long-term care, and fixed annuities products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, emphasizing annual collaborative planning engagements using firm-approved analytical tools.

Stephen Hoss serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has progressively advanced within Fidelity, holding roles such as Branch Leader, Team Leader for Workplace Planning & Advice, Onboarding Team Leader, Regional Center Learning Lead, High Net Worth advisor, and Customer Relationship Advocate since 2017. Throughout his tenure, Stephen has developed expertise in workplace planning and advice, team leadership, and customer relationship management. He emphasizes helping individuals grow both personally and professionally, aligning with Fidelity’s commitment to brand, ethics, and access. Outside of his professional responsibilities, Stephen has interests in fitness, food, and traveling.

David Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and over 25 years of industry experience. He has been with Primerica Advisors since 2000 and also operates Newman Financial. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model based on tiered wrap fees rather than fixed fees.

James Fuleky is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Savage and Associates and Lily Ann Cabinets. Outside of his advising role, he operates a personal business as an influencer promoting gym clothing and brands. Osaic Wealth, Inc. serves a diverse client base including individual investors, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and automated portfolio management across various investment products.