Monica Wisser is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. Her prior experience includes roles at Transamerica Financial Advisors and World Financial Group. She is also involved with the Rotary Club of Upper Sandusky as a board member and operates an insurance agency, Monica Wisser Insurance Agency, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Kelley Gibbons is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 25 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. In addition to her advisory role, she works as an insurance broker specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Clay Symington is a financial advisor with Raymond James Financial Services Advisors in Toledo, OH, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining Raymond James, he worked at Ameritas Advisory Services and Wilcox Financial/Wilcox Sports Management, among other firms. He serves as treasurer and board member of Emmanuel Christian School, a nonprofit organization. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and features specialized programs for small business retirement plans alongside institutional consulting capabilities.

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.

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.

John Shaw Jr. is a financial advisor with LPL Financial in Toledo, Ohio, holding Series 63, 65, and 66 designations and totaling 36 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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 professional with OSAIC, holding a Series 66 designation and 10 years of industry experience. He has been associated with Savage and Associates and Osaic Wealth since 2016 and also maintains a role with UniFirst Corp. Outside of his advisory work, he is involved in insurance sales through a sole proprietorship and corporate entities connected to Savage and Associates. OSAIC serves a diverse client base including retail, high-net-worth, institutional investors, and charitable organizations, offering integrated brokerage, investment advisory services, financial planning, and access to third-party managers. The firm employs a variety of asset-allocation tools and investment platforms to manage portfolios across multiple asset classes on discretionary and non-discretionary bases.

Bradley Roberts is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2022 and has been with Royal Alliance since 2012. Roberts is also a licensed agent involved in selling term life, universal life, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research from LPL Research, with both discretionary and non-discretionary management options.

Philip Johnson is a financial advisor with Osaic Wealth, Inc. based in Maumee, Ohio. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Royall Alliance and Savage and Associates. Outside of his advisory work, he has ownership interests in real estate investment entities and serves as an insurance agent. Osaic Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, leveraging a variety of tools to build diversified portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jeffrey Johnson is a CFP® with 34 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years and has operated Kosler Lawn & Landscape since 1988. He has also been affiliated with the University of Toledo for 40 years. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

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 financial advisor with LPL Financial, holding a Series 65 designation and seven years of industry experience. His work history includes roles at Mazda North American Operations and Transamerica Financial Advisors, among others. Outside of his advisory work, he is employed by Mazda North American Operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.