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Ryan L

Series 66

St Henry, OH

Edward Jones

Ryan Lange is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at The St. Henry Bank. In addition to his advisory role, Ryan plans to begin raising steers as a farming venture pending contract approvals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Matt M

Series 66

Ft Recovery, OH

Cetera

Matt Muhlenkamp is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His work history includes positions at Avantax Investment Services and 1st Global Advisors, alongside managing his own firm, Muhlenkamp & Associates LLC, since 1995. Outside of advising, he is involved in agricultural activities as a self-employed farmer overseeing crop production and hog raising. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and assets exceeding $256 billion under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Janell K

Series 66

Maria Stein, OH

Cetera

Janell Kuck is a financial advisor at Cetera with a Series 66 designation and over ten years of industry experience. Her prior work includes roles at Maloney + Novotny LLC and Moorman, Harting & Company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John G

Series 66

Coldwater, OH

LPL Financial

John Gonzalez is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2024 and previously at OSAIC, Independent Capital Management, and National Heating and Air. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Jacinda F

Series 66

Celina, OH

J.P. Morgan Securities

Jacinda Fried is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Celina, Ohio. She has six years of industry experience, including roles at JPMorgan Chase Bank, N.A., and Speedway. Fried has been with J.P. Morgan Securities since 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Wealth management Executive Founder/Business Owner
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Zachary S

Series 66

Versailles, OH

OSAIC

Zachary Steinbrunner is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Royal Alliance Associates and Prenger Financial Services. Outside of his advisory work, he serves as secretary of the local Lions Club and is a board member responsible for bulk orders at the annual Poultry Days festival in Versailles, Ohio. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, and financial planning services. The firm uses a variety of tools to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Steven E

Series 63, Series 65

Minster, OH

Cetera

Steven Eiting is a financial advisor with Cetera in Minster, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera since 2014 and has a long-standing role at Minster Bank dating back to 1999, where he manages the trust department. Outside of his advisory work, he serves on the St Augustine Parish Committee and acts as a trustee for a family living trust. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, accommodating various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Antonio G

Series 63, Series 65

Coldwater, OH

LPL Financial

Antonio Gonzalez is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at FSC Securities Corporation for 26 years and spent one year at OSAIC before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Jordan B

Series 66

Saint Marys, OH

LPL Enterprise

Jordan Brackman is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member of the Southwest Auglaize County Chamber of Commerce. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to model portfolio programs and third-party asset management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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David O

Series 66

Minster, OH

Cetera

David Oliver is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. He has worked at Cetera Investment Advisers and Cetera Investment Services since 2018, and previously worked at W&S Brokerage Services and Western Southern Life. Outside of his advisory role, he serves as a board member of the Southwest Auglaize County Chamber of Commerce. Cetera Investment Advisers is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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