Travis Missler is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience and has held positions at Cambridge Investment Research Advisors since 2023. Outside of his advisory role, he is involved in insurance, benefits, and human resources activities through Missler Financial Services and has experience managing real estate relocation at the Ohio Department of Transportation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, 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 various platform arrangements and both proprietary and third-party investment strategies.

Wesley Miller is a financial advisor with Edward Jones in Bellevue, Ohio, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, Miller serves as an assistant baseball coach for Norwalk High School, focusing on the pitching staff. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, and provides affiliated mutual funds, overlay and tax-efficient services, operating under a fiduciary standard.

Brendan Wehner is a financial advisor with Edward Jones in Sandusky, Ohio, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bowling Green State University and Great Wolf Resorts. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a network of more than 23,000 financial advisors nationwide.

Jason Bradford is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior experience includes roles at PNC Investments and PNC Wealth Management, as well as Natcity Investments, Inc. and 1 St Discount Brokerage, Inc. 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 offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Emily Hipp is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Commonwealth Financial Network and Gryphon Financial Partners. She also operates Hipp & Associates, focusing on insurance, benefits, and human resources advisory services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementation options.

Tamara Schaefer is a financial professional with 31 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has been with Cetera Advisors LLC since 2013. Outside of her advisory role, she is involved in operating Sharky Limousine Service LLC and TNT Enterprises LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Jacob Butler is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Prior to joining Fidelity in 2022, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2020 to 2022, and at Northwestern Mutual Investment Services from 2017 to 2020. He has also been affiliated with educational institutions including Purdue University Global and Tiffin University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.

Joseph Bradford is a financial advisor with Edward Jones in Norwalk, Ohio, holding the CFP® designation and Series 66 license. He has six years of experience at Edward Jones and spent six years prior at Saber Healthcare Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large nationwide advisor and branch network.