David Kryder is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Kryder serves on the boards of the Napoleon Public Library Foundation and Northwest State Community College Foundation and volunteers with the Napoleon Rotary Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Joseph Shively is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Charles Schwab since 2016. Outside of his advisory role, he is the owner and operator of a family grain farm, managing planting, harvesting, and financial responsibilities. Charles Schwab & Co., Inc. serves a large client base of 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 both non-discretionary and discretionary investment solutions, combining strategic asset allocation with access to alternative investments and integrated custody and brokerage services.

Anthony Jackson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work history includes roles at Defiance College and local school districts in Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Timothy Ayer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and 23 years of industry experience. His career includes 20 years at Kaminsky & Associates and four years at Spc prior to joining Cambridge in 2025. He is also involved as an agent with Sunrize Retirement & Financial Services, which focuses on insurance and benefits. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies delivered through a network of independent financial professionals across multiple platform arrangements.

Jason Maassel is a financial advisor with Raymond James Financial Services Advisors, Inc. in Napoleon, Ohio, holding a Series 63 license and 22 years of industry experience. He previously worked at LPL Financial before joining Raymond James in 2016. Outside of his advisory role, Maassel is a partner in a family farm business and serves on the advisory board for Napoleon Area City Schools. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a substantial advisory business conducted on a non-discretionary basis.

Bradley Musshel is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and eight years of industry experience. He has worked with Thrivent since 2018 and served in the Ohio Air National Guard for 24 years. Outside of his advisory role, Musshel is president of Henry County Pheasants Forever, a conservation organization focused on habitat preservation and youth education in gun safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning across various topics without including implementation or discretionary trading authority.

Robert Hanson is a financial advisor with Wells Fargo Clearing in Defiance, Ohio, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment services including policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment options that include insurance-related vehicles and bank deposit sweep alternatives.

Logan Wolfrum is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at The State Bank and Trust Company for six years. Outside of his advisory role, he serves as a high school basketball coach for Ayersville Local Schools and is a finance committee member for the United Way of Defiance County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Avery Casillas is a financial advisor with Edward Jones in Holgate, OH, holding a Series 66 designation. Avery has been with Edward Jones since 2026 and previously held positions at Morgan Stanley and Filling Homes. Avery also has experience working with nonprofit organization The FEED and in education roles at Northwest State Community College and the University of Toledo. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kara Price is a financial advisor with Edward Jones in Defiance, Ohio, holding a Series 66 license and 15 years of industry experience. She previously worked at Edward Jones from 2009 to 2024 before resuming her role there in 2024. Outside of her advisory work, she owns Price's Farm Stand, where she raises chickens for eggs and sells maple syrup from her family's production, and occasionally assists with catering at Northwest State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and is notable for its large network of advisors and branches as well as affiliated financial services beyond traditional advisory offerings.

Roberto Deleon is a financial advisor with Wells Fargo Clearing in Defiance, Ohio, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Heather Allman is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2018, she worked at Edward Jones for 10 years. Outside of her advisory role, she is the owner of Allman Enterprises LLC, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis, firm research, and a variety of implementation pathways.