Peter Rafaniello is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2008 and previously held positions at Union Bank Company and Morgan Stanley. Outside of advisory work, Rafaniello is involved in non-variable insurance sales, including long-term care insurance and fixed annuity business through the Catholic Ladies of Columbia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced research and operational tools.

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 at Stifel with 51 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Lima, Ohio. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Landon Neuman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining LPL Financial, he worked at Transamerica Financial Advisors and Wfgia. Outside of his advisory role, he serves as assistant manager at Midwest Metal Fabricators LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 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. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is a Series 63 and Series 66 license holder. Outside of his advisory work, Bates serves as a trustee for his father's trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu using proprietary research and tools, delivering tailored recommendations across various financial planning areas.

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® professional with 25 years of experience in the financial services industry. He is currently with Cetera and has previously worked with U.S. Bancorp Investments, Inc., FIFTH THIRD SECURITIES, Inc., and Money Concepts Capital Corp. Outside of his advisory work, he is involved in photography through Carrie Rahrig Photography, LLC, where he serves as a trustee. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

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.

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 worked at LPL Financial since 2023 and has experience with Superior Credit Union and the University of Findlay. Outside of financial advising, she is a woodworking instructor at Board & Brush Creative Studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

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.

Nancy Van Loo is a financial advisor at Stifel with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She joined Stifel in 2018 and is based in Lima, Ohio. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.