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.

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.

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.

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.

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.

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.

Jenson Merricle is a financial advisor at Edward Jones in St. Marys, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Lower.com/Homeside Financial for five years and Engage Business Health Services for one year. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.

Molly Shreffler is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018 and previously worked at Hillsdale Community Schools. Outside of finance, she is involved in the cheerleading industry as co-owner of US Spirit Alliance and a silent partner in Ultimate Cheer Experience, LLC, which produces cheerleading and dance events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jonathan Yoder is a financial advisor with Edward Jones in Coldwater, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Board President of the Coldwater Hospital Medical Foundation and has held leadership positions with the Coldwater Community Picnic and Coldwater Depot boards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

William Lewis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including The Prudential Insurance Company of America and Fifth Third Bank. 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.

Jason Christman is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for Anna Local Schools for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Clay Heitkamp is a financial advisor with Edward Jones in New Bremen, OH. He holds a Series 66 designation and has over 12 years of industry experience, including a prior role at Celina Insurance Group. He joined Edward Jones in 2026. 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 nationwide network of financial advisors and branch offices.

Amanda Homan is a Series 66-credentialed financial advisor with 10 years of industry experience. She is currently with Cetera and has prior experience at Avantax Investment Services, 1st Global Advisors, and Moorman, Harting & Co., where she also provides tax preparation services. Amanda operates out of Celina, Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and more than $256 billion in assets under management.

Trisha Barnes is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she organizes activities and fundraisers as a class advisor for the Waynesfield Goshen Schools’ high school class of 2028. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a network of approximately 23,701 financial advisors nationwide. The firm provides advisory services under a fiduciary standard and maintains additional capabilities including affiliated mutual funds and a trust company.

Tanya Temple is a financial advisor at Edward Jones with two years of industry experience. She previously worked for 14 years at 3 Rivers Federal Credit Union. Tanya is associated with her husband’s locksmith business, Octane-N-Varnish, LLC, as an unpaid agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Richard Huckeriede is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Linsco/Private Ledger since 2005 and was previously with Morgan Stanley DW Inc. from 1999 to 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational and research tools.

Renee Knoth is a financial advisor at Cetera with eight years of industry experience. She has worked at several firms, including Avantax and 1st Global, and has served as a financial services assistant and tax preparer at Moorman, Harting & Company since 2016. Outside of her advisory work, Knoth is involved in local trucking businesses where she manages invoicing and operational support. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies across various program structures.

Justin Wissman is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has recently begun his career in the financial industry and has diverse work experience including roles at Clopay Corporation and various educational institutions. Outside of his advisory role, he maintains employment with Clopay Corporation. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product facilitation through affiliated entities.

Robert Knapke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at FSC Securities Corp., Independent Capital Management LLC, and OSAIC. Outside of his advisory work, he manages a cattle farming business in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Jacob Bruns is a financial advisor at Edward Jones in Minster, Ohio, holding a Series 66 designation with eight years of industry experience. Before joining Edward Jones in 2018, he worked at Sherwin-Williams Company for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supporting a large nationwide network of financial advisors and branch offices.