Timothy Perry is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2005. Outside of his advisory role, Perry serves at Wyldewood Baptist Church and has held a vice chairman position on a local election campaign finance committee. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Richard Bohn is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been associated with Raymond James Financial as well as Lexington Capital Partners, LLC and NWQ Wealth Partners, LLC since 2009. Outside of his advisory role, he is owner of two support companies and works as a non-variable insurance agent on a referral basis. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains unique affiliations and programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandon Perry is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 2000 and previously was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he has worked as a small sort package sorter for United Parcel Service (UPS). Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, while providing a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Matthew Langham is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing from 2016 to 2024. Outside of his advisory work, Langham serves as a trustee for the Williamsburg on the River HOA in Bowling Green, Ohio. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes both manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

Megan Rightnowar is a financial professional at OSAIC Wealth Inc with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Royal Alliance and Savage & Associates. In addition to her advisory role, she is an instructor at The University of Toledo College of Pharmacy, where she teaches a personal finance course. She is also involved as a co-owner of an LLC and serves as a trustee and business advisor related to family trusts. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs and emphasizes model-based asset allocation and portfolio optimization within its multi-advisor platform.

Mark Cole is a financial advisor with Robert W. Baird & Co. in Toledo, OH, holding a Series 66 designation and ten years of industry experience. He has been with Robert W. Baird since 2020, following four years at Wells Fargo Clearing. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, 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 ongoing manager selection, internal research, and a mix of advisory strategies.

Gregory Mikesell is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. He has worked at Financial Design Group since 2000 and was affiliated with Securian Financial Services, Inc. and Minnesota Life for 22 years. His other business activities include managing a non-variable insurance business under FDG Fixed Insurance in Toledo, Ohio. 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 and access to multiple investment management strategies, supported by extensive operational tools and a broad network of over 22,800 advisors.

Zachery Briggs is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2020. He has four years of industry experience and prior work history includes roles at Basil Pizza & Wine Bar and Miami University. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Marci Bennitt is a financial advisor at Edward Jones in Toledo, OH, holding the Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Kristie Howe is a CFP®-certified financial advisor with 27 years of industry experience. She has worked at Wells Fargo Advisors since 2026 and previously spent 15 years with UBS Financial Services INC. Outside of her advisory role, she occasionally assists with bill payments for a family-owned home renovation business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services that include specialized areas such as business-owner transition and special-needs analysis.

Ryan O Loughlin is a financial advisor at Edward Jones based in Toledo, OH. He holds a Series 66 designation and has been with Edward Jones since 2023. His prior work experience includes positions at various companies across different industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Matthew Garrow is a CFP® and ChFC® with 40 years of experience in the financial industry. He is currently with Osaic and previously worked at SPC, Sigma Financial Corporation, and Thrivent Investment Management. Garrow serves on the board of the Morenci Downtown Development Authority and is involved with the Kiwanis Club, where he participates in scholarship selection and community activities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with a range of advisory and brokerage services delivered through a large multi-advisor platform.

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 with LPL Financial in Toledo, Ohio, holding a Series 66 designation and six years of industry experience. He has worked previously at Minnesota Life Insurance Co, Securian Financial Services Inc, Edward Jones, and Healthy Interactions. Outside of his advisory role, he is involved with Financial Design Group and FDG Fixed Insurance, offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, and access to third-party asset management, with advisory solutions that include both discretionary and non-discretionary strategies supported by research and technology tools.

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.

Thomas Skees is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and spent 11 years at LPL Financial. Outside of advising, he is a partial owner of an office building in Perrysburg, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and related financial planning services.

Sean Savage is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 28 years of experience in the financial services industry. He is currently with Osaic Wealth, Inc and has prior experience at Royal Alliance. Savage is involved in community activities, serving on the Board of Directors for St. Johns Jesuit High School & Academy and as a member of the athletic council for St. Joe’s Sylvania. He is also a co-author of the book titled *Inconceivable*. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

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.