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.

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.

Michael Etter is a Series 66-credentialed advisor with Thrivent Investment Management, based in Van Wert, Ohio. He has one year of industry experience and previously worked in roles including at Alliance Automation and The University of Toledo. Michael serves on the boards of the Van Wert County Tennis Foundation and The Church Van Wert. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics, with an option to combine planning and managed-account services under a consolidated billing arrangement.

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.

Molly Shreffler is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of her advisory role, she is involved in the cheerleading industry as a co-owner of US Spirit Alliance and a silent partner in Ultimate Cheer Experience, LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of financial advisors across the United States.

Beth Kitson is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2003, including her current role at THRIVENT Financial since 2015. Kitson serves as a board member for the Lutheran Scholarship Granting Organization of Indiana, which raises funds to provide scholarships for students attending Indiana Christian schools. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

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® 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.

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.

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.

Thaison Leaser is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was with Van Wert Federal Savings Bank for six years. Outside of advising, he owns and manages rental properties through Leacon Properties LLC and TL Property Brothers LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

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.

Kendra Goodlin is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She previously worked at Shultz Huber & Associates and served as a middle school volleyball coach in Van Wert, Ohio. At Edward Jones, she has been advising clients since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and supports its clients through a large network of advisors and branch offices nationwide.

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.

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.

Jennifer Moenter is a financial advisor with Ameriprise, holding a Series 63 designation and 11 years of industry experience. She has been with Ameriprise and its affiliates since 2013. Moenter serves on the Board of Directors for the Bon Secours Mercy Health Foundation. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary recommendations, focusing on clients approaching or in retirement.