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 financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she spent eight years working with the Lorain City School District. She 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

Brian Allen is a financial advisor with Raymond James Financial in Sandusky, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Raymond James in 2021, he spent 12 years with UBS Financial Services. He serves as a member of the City of Sandusky's Finance/Investment Advisory Committee. 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 nonprofits. The firm offers non-discretionary, tailored planning and consulting using analytical tools and supports institutional consulting and portfolio management across a broad advisor network.

Ryan Reffner is a financial advisor at Edward Jones in Huron, Ohio, holding a Series 63 credential with 21 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 across a broad range of accounts, managing approximately $1.01 trillion in assets. The firm offers a variety of advisory programs and services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Kochendoerfer is a financial advisor at Edward Jones in Sandusky, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a member of Third Coast Real Estate Holdings, LLC, a real estate business based in Sandusky. 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.

Bradley Davis is a CFP® professional with 18 years of industry experience and has been with Edward Jones since 2007. He is based in Norwalk, Ohio. Outside of his advisory role, he is a partner in a rental property business. 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, supported by a large nationwide network of financial advisors and branch offices.

Craig Soule is a CFP®-certified financial advisor with 40 years of industry experience. He has worked at LPL Financial since 2020 and previously spent eight years at H. Beck, Inc. Soule operates a non-variable insurance business in Sandusky, Ohio. LPL Financial is an SEC-registered adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research support.

John Schaefer is a financial advisor with Cetera who holds the ChFC® designation and Series 63 license, bringing 50 years of industry experience. He has been with Cetera Advisors LLC since 2013 and operates Schaefer Printy Associates, a financial and insurance services business he has managed since 1981. Cetera Investment Advisers LLC provides advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to both affiliated and third-party money managers.

Kimberly Weithman is a financial advisor with LPL Financial in Sandusky, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at PNC Investments and CUSO Financial Services. She is also involved with Civista Bank and Civista Wealth Management in capacities outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and various technology solutions.

James Friery is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2024. His prior experience includes 15 years with Securities America Advisors and SECURITIES AMERICA, inc., as well as running James M. Friery & Associates since 1987. Outside of his advisory role, he serves on homeowners association boards in Ohio and Florida and works as a licensed insurance agent providing long-term care options. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Andrea Lepley is a financial advisor at Edward Jones in Norwalk, Ohio, holding a Series 66 designation with 11 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Timothy Weyer is a CFP® professional affiliated with LPL Financial, with 27 years of industry experience. He has been with LPL Financial since 2020 and previously worked at H. Beck, Inc. and McCormick Jr. High. His other business activities include work related to non-variable insurance. 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 advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Mackenzie Ferber is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at CHI Living and National Church Residences. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Parkison is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent eight years at Sandusky Newspapers Inc. He serves on the board of directors for the Sandusky State Theatre in Ohio. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies from its Investment Strategy Group.