Mark Greenblatt is a ChFC® and Series 63 credentialed advisor with 22 years of industry experience, currently with Mass Mutual Investors Services in Toledo, OH. He has worked at MML Investors Services since 2015 and Mass Mutual Life Insurance Company since 2015. Greenblatt serves as a board member of the Autism Model School and as vice president of the Jewish Federation of Greater Toledo, a faith-based nonprofit organization. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized planning services including estate and employer-sponsored programs.

Robert Koenigbauer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Royal Alliance for 12 years before joining LPL Financial. Koenigbauer is a member of the finance committee for Habitat for Humanity of Wood County. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options through a large network of investment adviser representatives.

John Paskowski is a financial advisor with Primerica Advisors in Maumee, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. His work history includes roles at Wood County Educational Services, Renhill Group, and Maumee Bay State Park, alongside ongoing associations with PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he serves as a Department of Natural Resources Specialist for the State of Ohio on a seasonal basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which uses model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Parker Wall is a financial advisor at Ameriprise with 11 years of industry experience and holds the Series 63 and Series 65 credentials. He has worked at Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for Sylvania Area Family Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing annual advice.

Eric Morman is a financial advisor at Morgan Stanley in Toledo, OH, with 21 years of industry experience and a Series 63 designation. He has worked at Morgan Stanley since 2016 and previously at Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Nizar Merhi is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, JPMorgan Chase Bank, N.A., as well as managing his own advisory practice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Charles Ide II is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he operates a vintage car business, Astro Hot Rod Shop, in Detroit, MI. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques in its advisory process and offers diverse investment and product options across retail and institutional segments.

Richard Holmes III is a financial advisor with Cetera, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Voya Financial Advisors and Savage & Associates. He is also the owner of Holmes Financial Partners and acts as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Matthew Pindoley is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Securities America Advisors and Securities America, Inc., and also holds a financial advisory role at Glass City Federal Credit Union. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk tolerance questionnaires and rebalancing strategies.

Isaiah Joerin is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Hylant and has a background that includes various roles while attending the University of Toledo and local community positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and has a large network of advisors and branches nationwide.

Craig Bruning is a financial advisor with Cetera who holds a Series 63 designation and has 32 years of industry experience. His prior roles include positions with Voya Financial Advisors and Royal Alliance Associates, and he has owned The Bouncee Thing Ltd, a business specializing in inflatable game rentals, since 2010. Bruning also engages in insurance activities, including fixed insurance and health insurance, and provides financial advisory services through Vantage Financial Group-Toledo. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary programs with access to affiliated and third-party managers.

Sathika Peters is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. Before joining Morgan Stanley in 2025, she worked at Wilcox Financial and held roles at the Toledo Country Club and The University of Toledo. She also co-owned Tropical Grills and Juices for six years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Justin Lucik is a Financial Consultant at Fidelity Investments, where he partners with clients to develop customized financial plans aimed at addressing their specific needs. He encourages clients to initiate appointments to begin building these tailored strategies and supports them in achieving their financial goals. Justin's experience in the financial services industry includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, an Associate Financial Advisor at Ameriprise Financial from 2020 to 2022, and a Client Service Representative at Rose Street Advisors from 2019 to 2020. Outside of his professional work, Justin enjoys outdoor activities such as camping, canoeing, football, hiking, and spending time at the lake.

James Morris is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and bringing 15 years of industry experience. He has worked with Primerica Financial Services since 1998 and has held positions at ProMedica Healthcare System and Greater Toledo Urgent. In addition to his advisory role, Morris is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies and discretionary separately managed accounts. The firm manages approximately $15.5 billion in assets through a large network of advisors and delivers advisory services supported by third-party managers and custodians.

Joseph Johnson is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with Mass Mutual Investors Services since 2008 and also holds a position with Massachusetts Mutual Life Insurance Company. In addition to his advisory role, Johnson is involved in life and health insurance sales. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and educational seminars, with a focus on recommending investment categories and strategies rather than specific products.

Gregory Willibey is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Securities, Citi Group, and CUSO Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by tools such as Secular Return Estimates and Monte Carlo simulations.

Diane St. John is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. The DDK Group, where she is based, operates within Baird’s Private Wealth Management department, serving individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager monitoring, and a variety of investment strategies.

Erin Jones Briney is a financial advisor with LPL Financial in Toledo, OH, holding Series 65 and Series 63 credentials and 17 years of industry experience. Her prior roles include ten years at Cadaret, Grant & Co., Inc., three years with PNC Wealth Management, and over a decade at Capital Management Strategies LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, applying both strategic and tactical investment approaches.

Nicholas Abalos is a financial advisor with Edward Jones in Temperance, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Emily Davis is a Series 66-credentialed financial advisor at Edward Jones with 19 years of industry experience. She previously worked at Danberry Realtors for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.