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Jared S

Series 66

Mansfield, OH

Edward Jones

Jared Strickler is a financial advisor with Edward Jones in Mansfield, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he held roles at Ohio University, Walmart Inc., Marietta College, Snow Trails Ski Resort, and T&D Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory and investment services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Founder/Business Owner
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Lydia H

Series 66

Galion, OH

Edward Jones

Lydia Herrnstein is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at Ohio Mutual Insurance Group and various roles associated with Ohio Northern University. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by an extensive national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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Jeffrey B

Series 63, Series 66

Ontario, OH

Edward Jones

Jeffrey Bail is a financial advisor at Edward Jones in Ontario, Ohio, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is associated with Connect Land Technologies, a programming company serving abstracting services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brian M

Series 63

Bucyrus, OH

LPL Financial

Brian Mc Connell is a financial advisor with LPL Financial in Bucyrus, Ohio, holding a Series 63 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services and Raymond James Financial Services, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides a range of financial planning, asset management, and institutional platforms, utilizing both proprietary research models and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rex L

CFP®, Series 63

Mansfield, OH

Cambridge Investment Research Advisors

Rex Linkenbach is a CFP® professional with 31 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes long tenures at Princor Financial Services Corporation and Principal Mutual Life Insurance, as well as roles at Invicta Advisors LLC and Trustmont Advisory Group. He serves as a board member for Ashland University’s Fastbreak Club and Giving Club. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options with both proprietary and third-party strategies and maintains institutional features such as formal compliance processes and advisor business relationship disclosures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Reagan R

Series 66

Bucyrus, OH

Edward Jones

Reagan Ritzhaupt is a financial advisor at Edward Jones in Bucyrus, OH, holding the Series 66 designation. He has been with Edward Jones since 2025 and has prior work experience in education and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Darrel S

CFP®, Series 63

Mansfield, OH

Edward Jones

Darrel Strickler Jr. is a CFP®-designated financial advisor with Edward Jones, where he has worked for 30 years. He is based in Mansfield, OH, and holds the Series 63 license. Outside of his advisory role, he is involved as a sole proprietor and partner in rental real estate businesses. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Kevin W

Series 66

Ontario, OH

Edward Jones

Kevin Williamson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served for 22 years with the U.S. Secret Service, Department of Homeland Security. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Military & Veterans Public Service Employee Educators, Teachers, and Academics
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Robert H

Series 63

Mansfield, OH

LPL Financial

Robert Hogsette Jr. is a financial advisor with LPL Financial and holds a Series 63 designation. He has 34 years of industry experience, including prior roles at Cetera Advisors LLC and managing his own firm, Hogsette Financial Group, LLC. He is also commissioned as a notary in Mansfield, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive technology and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason B

Series 66

Mt Gilead, OH

J.P. Morgan Securities

Jason Brooke is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMORGAN Chase Bank, N.A. since 2004. Outside of his advisory role, he serves as a baseball and basketball official for the Ohio High School Athletic Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due diligence framework.

Wealth management Executive Founder/Business Owner
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Renae H

Series 66

Shelby, OH

Edward Jones

Renae Holland is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 1998, totaling 28 years of experience. She is based in Shelby, OH, and has six years of industry experience under her current credentials. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen R

Series 63, Series 65

Bucyrus, OH

Edward Jones

Stephen Ritzhaupt is a financial advisor with Edward Jones in Bucyrus, OH, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, he serves on the board of Lifewise Academy Crawford County. 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 advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Donald S

Series 63, Series 66

Lexington, OH

Sovereign Asset Management

Donald Sazdanoff is the sole advisor at Sovereign Asset Management in Lexington, Ohio, where he has provided investment advisory services since 1993. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Sovereign Asset Management is an independent, single-advisor firm managing approximately $53 million in assets for around 66 clients. The firm offers portfolio management services to individual investors as well as pension or profit-sharing plans and other institutional clients, combining solo-practitioner scale with institutional-level services and published market commentaries.

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Henrietta S

Series 63

Lexington, OH

Sovereign Asset Management

Henrietta Sazdanoff is a financial advisor at Sovereign Asset Management with 18 years of industry experience. She holds the Series 63 designation and has a background working with Lexington Local Schools since 2003. Sovereign Asset Management is an independent, single-advisor registered investment adviser managing approximately $53 million for individual investors, pension or profit-sharing plans, and institutional clients. The firm combines solo-practitioner scale with services typically found at larger firms, including institutional portfolio management and published market commentaries.

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