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.

Andrew Melick is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a 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. Melick is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by a mix of manager-traded and model-traded strategies, tax-management, and internal research tools.

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, Ohio, holding the ChFC® and Series 63 designations. He has 37 years of industry experience, including over a decade at Cetera Advisors LLC before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

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.