Robert Brown is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with Equitable Advisors since 2010. Prior to the firm’s current branding, he was with Axa Advisors, LLC from 2010 to 2020. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jeffery Walker is a financial advisor with Thrivent Investment Management in Vermillion, OH, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on a range of topics without managing client portfolios directly, focusing instead on planning and managed-account services delivered separately.

Serena Steyns is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has previously worked in educational roles at several local schools. Outside of her advisory role, she is employed as an associate at Waterstreet Financial, providing client and branch support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and modeling tools to support client goals.

David Long is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has a background in accounting and business valuation, having operated his own CPA firm, DF Long & Associates LLC, since 2021. Prior to his current role, he worked for over 26 years at Corrigan Krause Harrison Long Harsar CPA's LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling, and supports its clients through a broad network and specialized programs.

Steven Schmittle is a financial advisor with Edward Jones in Oberlin, Ohio, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vicki Missler is a financial advisor with Cambridge Investment Research Advisors, holding 23 years of industry experience. She previously worked with Nationwide Insurance and Nationwide Securities and has been affiliated with Cambridge since 2018. Missler is also an independent insurance agent and serves on several nonprofit boards, including the Huron County Endowment Committee and LifeWise Academy. Cambridge Investment Research Advisors serves a diverse client base through financial planning, investment management, and retirement advisory services delivered by independent Financial Professionals. The firm offers multiple investment platforms and proprietary as well as third-party strategies, with a range of discretionary and non-discretionary approaches tailored to client objectives.

Michael Miller Jr. is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. He has worked previously at Avantax Investment Services and 1st Global Advisors and has been involved with his own firm, 4 Millers, LLC, since 2020. Miller also serves on the board of the Second Harvest Food Bank of North Central Ohio and is a member of the finance committees for Sandusky Central Catholic Schools and the food bank. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. It serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Amy Daley is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Raymond James since 2019 and previously spent nine years at Merrill Lynch. Outside of her advisory role, she is an associate and client services manager at Waterstreet Financial in Sandusky, OH. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains unique municipal advisory capabilities and specialized retirement plan consulting programs.

Tracy Troxel is a Chartered Financial Consultant (ChFC®) and holds a Series 66 license with 15 years of experience in the financial services industry. She has worked at LPL Financial since 2020 and previously held positions at Western Southern Life, W&S Brokerage Services, and Croghan Colonial Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various investment strategies.

Dustin Ness is a CFP® professional with 21 years of industry experience, currently affiliated with Raymond James Financial in Sandusky, Ohio. He previously worked at Merrill Lynch for nine years before joining Raymond James in 2019. He is also a part owner of WATERSTREET Financial, a support company related to his primary business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and investment consulting and supports institutional consulting and portfolio management across a large advisor network.

Keith Sweigert is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Raymond James, he worked at Merrill Lynch for 10 years. He is part owner of Waterstreet Financial, LLC, a support company related to his primary business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Martin Hippler is a financial advisor with LPL Financial in Sandusky, Ohio, holding a Series 63 designation and 28 years of industry experience. He worked at H. Beck, Inc. for eight years before joining LPL Financial in 2018. Hippler also has a background in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

Crystal Hall is a Series 66-credentialed financial advisor with three years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Hipp & Associates Financial Advisors. Hall's work history also includes roles outside the financial sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Brian Bollenbacher is a CFP® professional with nine years of experience in the financial services industry. He is currently with Raymond James Financial Services, where he has worked since 2020. Prior to that, he held positions at WaterStreet Financial and Longbow Securities. Bollenbacher serves as an advisory board finance chair for CareerStream, LLC, providing consultative services to a startup company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Terry Caudill is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he serves as the Recreation Director for the City of Vermilion, overseeing local baseball, football, and basketball programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Harris is a financial advisor with LPL Financial in Vermillion, OH, holding Series 63 and Series 66 designations and 10 years of industry experience. Prior to joining LPL Financial, he held roles at Northwest Investment Services, KeyBank, Citizens Bank, and Allstate Insurance Co. Outside of advising, he is a general partner and business owner of PHD Tactical. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management supported by in-house and third-party research, along with a range of technology-enhanced investment solutions.

Sylvia Anderson is a Series 66-licensed financial advisor with Edward Jones, located in Vermilion, OH. She has been with Edward Jones since 2023 and has two years of industry experience. Prior to joining Edward Jones, she worked for eight years with the Lorain City School District. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including managed solutions, separately managed accounts, and tax-efficient strategies, supported by a large network of advisors and branch offices across the country.

Benjamin Haraway Jr. is a financial advisor at Edward Jones in Sandusky, Ohio, holding a Series 66 designation with one year of industry experience. He previously worked at KPMG LLP for five years and was a student at Malone and Ashland University for five years. Outside of advising, he is involved in owning rental real estate and a holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as its affiliated offerings including a trust company and proprietary mutual funds.

Jason Kuhnle is a financial advisor with LPL Financial based in Sandusky, Ohio. He holds a Series 66 designation and has 26 years of industry experience. Since 2015, he has worked at both LPL Financial and Civista Bank, where he serves as Director of Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, featuring both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Dustin Kuhlman is a financial advisor at Edward Jones in Norwalk, Ohio, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent three years at XPO Logistics. 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 under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.