Kevin Niekamp is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that include financial planning and model-based asset allocation developed by its Investment Strategy Group.

Brian Wentling is a financial advisor with Raymond James Financial Services, Inc., holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he is a licensed fixed annuity agent. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Brenda Westbeld is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Additionally, she serves as a notary public. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brady Emmons is a financial advisor at Edward Jones in Elida, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he spent 13 years at the University of Northwestern Ohio. He serves as a board member for Thrive Ministries, contributing to financial and business planning for sustainability. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds and tax-efficient services.

Zachary Mc Cain is a financial advisor with Edward Jones in Lima, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a member of the St. Charles Parish Finance Council. 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 and investment strategies, manages approximately $1.01 trillion in assets, and operates a nationwide network of over 23,000 financial advisors.

Jared Hollar is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is active as a commercial model and musician, engaging with social media platforms such as TikTok and Instagram. LPL Enterprise serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Brian Bates is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has held various roles within Wells Fargo-affiliated firms since 2009. Outside of his advisory work, he serves as a trustee for his father’s trust and holds ownership stakes in Brian Bates Enterprises LLC and Excelsior Wealth Management, LLC, both involved in investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes proprietary research and planning tools to develop tailored recommendations across various planning areas, and integrates advisory services with multiple financial products and referral channels.

Matthew Nutter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work history includes roles at Huntington Investment Company and PNC Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Shipp is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Signator Investors, Inc. for 33 years before joining Osaic in 2018. Outside of his advisory role, he conducts investment and insurance business through Signature Financial Group, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms and employs a variety of asset-allocation and portfolio management tools.

Mary Ann Wireman is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gregory Averesch is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Nancy Van Loo is a financial advisor at Stifel with 20 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2018. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Alycia Music is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan entities since 2015. Outside the financial industry, she was involved with Shawnee Lawn Services, LLC from 2017 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ian Armentrout is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at SmartSolve, FedEx, Thermal Gard, and Bowling Green State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Dennis Rockhold is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he is involved as an agent in the sales and servicing of fixed life and health insurance policies. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Neth is a financial advisor with Raymond James Financial in Lima, Ohio. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Raymond James in 2025, he worked at Premier Bank, Minster Bank, and Fifth Third Bank. Outside of advising, Neth is a partner in Eats Holdings LLC and Eats Investments LLC, and serves as a board member and finance committee member for the Veterans Memorial Civic and Convention Center. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network along with institutional consulting and portfolio management.

Douglas Sutton is a CFP®-certified financial advisor with Ameriprise in Elida, Ohio, bringing 40 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, Sutton is involved in managing a property through a business ownership role with Rivercourt Place, LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Craig Bauman is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he owns Sunset Junkies LLC, a music production and live entertainment business involved in event scheduling and music sales. 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 brokerage, distribution, and investment management capabilities.

Matthew Graff is a financial advisor at Edward Jones in Lima, OH, with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at Riverside Contracting and Eaton Corporation. Graff is also involved in agricultural activities as a farm property landowner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs with a nationwide network of financial advisors and branches.

Ryan De Marco is a financial advisor at Edward Jones with 15 years of industry experience. He has held roles at Edward Jones since 2019 and previously worked at JP Morgan Chase LLC for 14 years. Outside of his advisory work, he is involved in several business ventures including managing an apiary, assisting with a family-owned hair salon, and supporting his sons’ musical and landscaping businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm has a large national presence, offering both discretionary and non-discretionary strategies along with overlay and tax-efficient services.