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Tony S

Series 63, Series 66

Wapakoneta, OH

Edward Jones

Tony Stinebaugh is a financial advisor at Edward Jones in Wapakoneta, Ohio, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2015. Prior to that, he worked at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he has experience in football officiating. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Douglas B

Series 66

Celina, OH

Cetera

Douglas Bertke is a financial advisor with Cetera, holding a Series 66 designation and bringing 17 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Capital Corp., and Moorman, Harting & Company, where he has also served as an accountant since 2007. Outside of his advisory work, he serves as treasurer for the Celina-Mercer County Chamber of Commerce and as a board member on the Mercer County Revolving Loan Review Board. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with substantial assets under management and a wide network of advisors.

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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Andrew S

Series 66

Wapakoneta, OH

LPL Financial

Andrew Strasburg is a financial advisor at LPL Financial with 13 years of industry experience and a Series 66 designation. He has worked with Lincoln Financial Securities Corp and operates Strasburg Financial Group and Strasburg Insurance Group, LLC, where he is involved in insurance sales including life and long-term care insurance. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacob S

Series 66

Coldwater, OH

Cetera

Jacob Schmidt is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services, Avantax Investment Services Inc., and Moorman, Harting & Company. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts 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 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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Dominique C

Series 66

Sidney, OH

Edward Jones

Dominique Christman is a Series 66-registered financial advisor with Edward Jones in Sidney, Ohio, with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Bruce J

ChFC®, Series 63

Saint Mary's, OH

Cetera

Bruce Jones is a financial advisor at Cetera with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Concourse Financial Group Securities Inc, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. He is also the owner of Grandlake Insurance Consultants LLC, where he sells and services fixed life and annuity products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

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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Andrew S

Series 66

Sidney, OH

Edward Jones

Andrew Stewart is a financial advisor at Edward Jones in Sidney, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Cash flow / budgeting Retired Founder/Business Owner Executive
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Kristi D

Series 66

Sidney, OH

J.P. Morgan Securities

Kristi Daniel is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase and its affiliates since 2003. Outside of her advisory role, she is a partner in a marketing business, Never Satisfied Group LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Aaron R

Series 63, Series 65

New Bremen, OH

LPL Financial

Aaron Rohrbaugh is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services, including access to third-party asset managers, model portfolios, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Keith F

CFP®, Series 63

St Marys, OH

Ameriprise

Keith Fledderjohann is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the St Marys Rotary Club, volunteers at Zion Lutheran Church, and leads the monthly meetings of the Tri County Coin Club. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lucas S

Series 66

Wapakoneta, OH

Edward Jones

Lucas Severt is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in various roles including lawn care and corporate positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lori H

Series 66

Coldwater, OH

Edward Jones

Lori Homan is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she spent 16 years with National Mutual Insurance Company. She holds the Series 66 designation. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Daniel K

Series 66

Coldwater, OH

Cetera

Daniel Koesters is a Series 66-registered financial advisor with nine years of industry experience. He is currently affiliated with Cetera and has held various roles at Moorman, Harting & Co., where he oversees the tax department as a tax partner. Koesters is also involved as an owner in Moorman, Harting Partnership and provides financial services through Moorman Harting Financial Services, LTD. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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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James H

Series 66

Celina, OH

Edward Jones

James Hiles is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Hiles serves as a financial board member for Celina First Church of God, where he helps oversee the church's finances without direct money handling or investment decision responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, manages approximately $1.01 trillion in assets, and operates a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Jeffrey O

Series 63, Series 65

Wapakoneta, OH

Edward Jones

Jeffrey Overberg is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a rental property in Inlet Beach, Florida, managed by a third-party company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive Women Professionals
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Kevin G

Series 66

Saint Marys, OH

LPL Financial

Kevin Glass is a financial advisor with LPL Financial in Saint Marys, Ohio, holding a Series 66 designation and 29 years of industry experience. His prior experience includes ten years at Raymond James Financial Services and one year at Raymond James Financial. Outside of his advisory role, Glass is involved in tax preparation and bookkeeping through McBride's Tax Services and sells fixed insurance products related to life, health, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, including model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Seth K

Series 66

Minster, OH

Cetera

Seth Kelch is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has held positions at Cetera Investment Services, Cambridge Investment Research, and Minster Bank. Kelch serves as the president of a local property owners association, where he manages community services such as landscaping and snow removal. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and consulting services.

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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Joseph S

Series 66

Saint Marys, OH

LPL Enterprise

Joseph Speck is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and as a power tool repair technician at Lefeld Industrial & Welding Supply. Outside of finance, he has acted as a Herbalife distributor and has experience in day trading stocks. 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 uses a model-driven investment approach, offering financial planning, access to third-party asset managers, and a range of insurance and trust services.

Tax-loss harvesting
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Randall K

Series 66

Coldwater, OH

Cetera

Randall Kaup is a financial advisor with Cetera, holding a Series 66 license and over 20 years of industry experience. He has worked at firms including Avantax Advisory Services and 1st Global Advisors, and he also serves as a CPA at Moorman, Harting & Company. Kaup is a board member of the Coldwater Park Board, participating in municipal park oversight. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes 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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Andrew S

Series 66

Minster, OH

LPL Financial

Andrew Schmitmeyer is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Cetera, Morgan Stanley, Citigroup Global Markets, and Minster Bank. He operates ADS Financial, LLC, which serves as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across diverse asset allocation approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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