Kenneth Kreilick is a CFP® and Series 66 licensed advisor with Edward Jones, based in Fremont, OH. He has nine years of industry experience, all of which have been with Edward Jones since 2017, following a one-year period of unemployment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers various advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Natasha Irons is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her current role, she worked for Buckeye Broadband for ten years. Outside of finance, she is also a minister and performs wedding ceremonies in Fremont, Ohio. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jordan Moore is a financial advisor with LPL Financial based in Genoa, Ohio, holding the ChFC® and Series 66 credentials and bringing nine years of industry experience. Prior to his advisory career, he managed Moore Orchards for nine years. Moore serves as an elected trustee for Carroll Township, a political office he has held since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, through a nationwide network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jamie Tailford is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Prior to joining Fidelity, he worked for over two decades at J. Alexander's LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of model portfolios, commodity pool operator registration, and advisory roles with multiple registered investment companies.

Gary Kauffman is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including six years at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he owns a consulting firm that reviews contracts for physicians and coaches advisors on building practices in the medical market. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual planning engagements using firm-approved analytical tools, with implementation options available through brokerage or insurance arrangements.

Zachary Priesman is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at Reynolds American for six years and Global Technical Recruiters for one year. He holds the Series 66 designation. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Clement is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Sterne Agee Financial Services. Clement is also the managing director of JC Financial Services, LLC, where he manages investment-related client accounts. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and risk tolerance analysis to construct diversified portfolios across various asset classes.

Michelle Russell is a CFP®-designated financial advisor with Edward Jones in Fremont, Ohio, bringing 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.

Ian Malhoit is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves on the Board of Directors and as Secretary of the Genacross Lutheran Services Foundation, where he also participates on the finance committee overseeing endowment allocations and scholarship fund activity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to generate and tailor retirement income recommendations.

Austin Dean is a financial advisor at Edward Jones with five years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at DWH Corp., BBCetc, Start Garden Inc., and Vela Sciences. He serves as a board trustee for the Ottawa County Improvement Corporation, acting as a liaison between the Genoa community and the county economic development office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, including advisory programs, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Peter Day is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he owns and operates Day Distributing LLC, a business involved in importing goods for resale. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Daniel Turnwald is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience and has previously worked at Royal Alliance Associates and Savage & Associates. Outside of advisory work, he owns Journey Financial, an independent insurance agency serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Jeffrey Smith is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team working alongside advisors.

Randolph Roark is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked briefly at Equitable Advisors LLC and has experience in other fields including roles at Ephemeral Toast and Icon Collective College of Music. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Irshad Bannister is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2020 and also manages his own business, J & Shad LLC. Bannister has served on the boards of Washington Local Schools and the Fellowship of Christian Athletes, both nonprofit organizations in Toledo, OH. 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 advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Eliberto Guerrero III is a financial advisor at Edward Jones in Toledo, OH, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Heather Beier is a financial advisor at Edward Jones in Toledo, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Gray Television/WTVG 13abc for twelve years. 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 and offers a range of advisory services including wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Gregory Fockler is a financial advisor with OSAIC in Toledo, OH, holding a Series 66 designation and 11 years of industry experience. He founded Fockler Financial LLC in 2021 and has been affiliated with OSAIC since 2014. In addition to his advisory work, he serves as treasurer and board member for the Ohio Digital Learning School, a virtual charter school. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party programs to construct and manage portfolios across a broad range of investment types.

Ryan Kelley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he works as a fitness instructor at the YMCA and serves as a property manager for his condominium association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

Larry Dean is a financial advisor with Edward Jones in Genoa, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. 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 and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.