Robert North is a financial advisor at Edward Jones with 33 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, he is involved as a member or partner in several LLCs related to farming and commercial real estate, as well as a semi-private golf course, though these are passive holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment programs and fiduciary services. The firm is notable for its extensive network of advisors and branches, along with affiliated capabilities including a trust company and proprietary mutual funds.

Peter Rafaniello is a financial advisor with LPL Financial in Kalida, Ohio, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Union Bank Company. Outside of his advisory role, he is involved in selling long-term care insurance and fixed annuities, including work with the Catholic Ladies of Columbia. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Dylan Mason is a financial advisor with Mass Mutual Investors Services in Columbus Grove, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Mass Mutual, he worked at MassMutual Life Insurance Company and has involvement in outside insurance sales. Outside of his advisory role, Mason sells sports cards on eBay. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using structured, goal-oriented planning processes without discretionary investment authority.

Edward Abbey Jr. is a financial advisor with Stifel in Lima, Ohio, holding Series 63 and Series 66 licenses and having 51 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Landon Neuman is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Transamerica Financial Advisors and Wfgia. Outside of advisory work, he is an assistant manager at Midwest Metal Fabricators LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Douglas Bell is a financial advisor with Ameriprise in Lima, Ohio, holding 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, using algorithmic tools overseen by a dedicated retirement income team.

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.

Andrew Schroeder is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has previously worked at Hamilton Capital, Stifel Nicolaus & Co Inc, and Equitable Advisors. In addition to his advisory role, he is also involved as an insurance agent, selling fixed insurance products and assisting clients with life insurance needs through an independent insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

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.

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 at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Jared is involved in artistic pursuits as a commercial model and musician, maintaining an active presence on social media platforms such as TikTok and Instagram. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines adviser programs with active sales of financial products.

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.

Kyle Bruskotter is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for eight years. Outside of his advisory role, he serves as Treasurer for the Kalida Chamber of Commerce and is the owner of Bruskotter Financial Services, Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various investment vehicles.

Anthony Rahrig is a CFP® with 24 years of industry experience, currently affiliated with Cetera since 2021. He is the owner of Rahrig Financial Group, LLC, and has a background that includes a decade at U.S. Bancorp Investments, Inc. Outside of financial advising, he is involved in photography through a family trust that owns Carrie Rahrig Photography, LLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment strategies across various program structures and custodial relationships.

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.

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.

Molly Montgomery is a financial advisor with LPL Financial in Ottawa, Ohio, holding a Series 66 designation and three years of industry experience. She has a diverse work history including roles at Superior Credit Union and the University of Findlay. Outside of her financial career, she is a woodworking instructor at Board & Brush Creative Studio. LPL Financial serves individuals, retirement plans, banks, credit unions, 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, model portfolios, and retirement plan consulting.

Adam Cupp is a financial advisor at Cetera with 21 years of industry experience and holds Series 63 and Series 65 licenses. His work history includes roles at Cetera Wealth Services, VOYA Financial Advisors, and UIS Insurance & Investments. Outside of his advisory work, he serves as a board member for First Christian Church and the Putnam County Republican Central Committee and is the fundraising chairperson for Scouting America. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent advisors. The firm provides a multi-manager platform with options ranging from model portfolios to bespoke strategies under both discretionary and non-discretionary authorities.