Jaime Ellerbrock is a financial advisor with Robert W. Baird & Co. in Findlay, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Baird in 2018, Jaime worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jaime is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Johnny Manns is a financial advisor with Primerica Advisors in Findlay, OH, holding five years of industry experience. He has been with Primerica Advisors since 2021 and previously worked with Primerica Financial Services. Manns also engages in the sale of loan products and home security and automation services through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custodians, focusing on advisory services rather than institutional portfolio management.

Jeanette Emrick is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 30 years of industry experience. She has worked at JPMORGAN Chase Bank, N.A. since 1992 and has been with 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, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Angela Lemmon is a financial advisor with Edward Jones in Fostoria, Ohio, holding a Series 66 designation and 14 years of experience at the firm. She has worked exclusively with Edward Jones since 2012. 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 strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Dominic Mangiola is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and businesses to develop investment and wealth management strategies tailored to their long-term financial goals. Dominic's client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Personal Retirement Planning, and Retirement Income. He began his career in the banking and financial services industry in 2023 and joined the Findlay Merrill team in 2025. Dominic holds a Bachelor of Science degree in Finance from Arizona State University, earned in 2022. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Dominic resides in his hometown of Tiffin, Ohio. In his free time, he enjoys playing golf, watching football and basketball, listening to music, traveling, and watching movies.

Jason Elchert is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and has been associated with Savage & Associates since 2001 and Royall Alliance since 2013. Outside of his advisory role, he serves as an assistant football coach at Liberty Benton High School. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a multi-platform approach offering brokerage, advisory, financial planning, and managed account services, utilizing various asset-allocation tools and third-party solutions to construct and manage portfolios.

Sage Dugan is a financial advisor at Edward Jones with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Edward Jones, Sage worked at Key Investment Services LLC and KeyBank. Outside of finance, Sage has experience in the health food industry through involvement with Health Foods by Claudia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branch offices.

Jesse Slone is a financial advisor with Edward Jones in Findlay, Ohio, holding a Series 66 credential and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at Fifth Third Bank. Edward Jones is a wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Randy Yoder is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert W. Baird & Co. since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet varied client goals and risk tolerances.

Harold Rowe Jr. is a financial advisor with Edward Jones in Findlay, Ohio, holding a Series 63 designation and over 35 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he serves as a board member of Owens Community College in Perrysburg, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Douglas Bonnoront serves as Senior Resident Director and Wealth Management Advisor at Merrill, where he leverages nearly three decades of experience in the financial services industry. With 22 years at Merrill, he focuses on providing clients with comprehensive investment resources to address various aspects of their financial lives. His expertise includes divorce transition planning, institutional investment consulting, services for endowments, foundations, and non-profits, defined contribution plan consulting, personal retirement planning, portfolio management, and retirement income strategies. Doug holds a bachelor's degree in Marketing and Finance from the University of Findlay and is a graduate of the Securities Industry Institute at The Wharton School. He has earned multiple professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In recognition of his work, he has been named to the Forbes/Shook “Best-in-State Wealth Advisors” list in Ohio for five consecutive years. Doug resides in Findlay with his wife, Beth. His personal interests include baseball, boating, cooking, football, reading, spending time with family, and traveling.

Dennis Huston is a financial advisor with OSAIC who holds a Series 63 designation and has 39 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Huston also manages a property casualty insurance business through Huston Financial Services Agency Inc. and has experience running his own financial services and insurance ventures. OSAIC serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs various advisory platforms and investment tools to offer integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.

Andrew Stepleton is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at American Trim from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carmen Mangiola is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2004 and serves as a Senior Vice President. Carmen holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses college education planning, personal retirement planning, and individual and corporate investment strategy. Carmen earned a Bachelor's Degree from Miami University. He is involved with professional organizations such as Mohawk Golf Club and Calvert Catholic Schools and participates in community coaching activities. Carmen resides in Tiffin with his wife, Julie, and their two children.

Lisa Courter is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Primerica Financial Services since 2011 and is also president of N.C. Precious Metals & Diamonds, Ltd., a retail jewelry business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients, operating primarily under a tiered wrap-fee structure.

Jeanie Eby is a financial advisor with Primerica Advisors in Findlay, Ohio, holding eight years of industry experience. She has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2000. Her other business activities include sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Thomas Phillips is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Baird since 2020. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He also serves as a co-trustee for his mother. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, including private funds and real assets.

Diana Neal is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and eight years of industry experience. Her work history includes roles at Prestige Tax and Primerica Financial Services, along with involvement in education through Auglaize County Educational Service Center and Lima City Schools. She is also engaged with First United Methodist Church. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based strategies managed by unaffiliated asset managers and offers advisory services through a large network of advisors across numerous offices.

Grant Morman is a financial advisor at Edward Jones in Findlay, Ohio, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Signature Bank N.A., Autokiniton, Gosche Putnam Masonry, and Firehouse Subs. Edward Jones serves over four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Stacey Salwiesz is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has five years of industry experience. Prior to joining J.P. Morgan, she worked at Equitable Financial Life Insurance Co and Equitable Advisors, and earlier held roles at American Income Life and TicketSmarter. She also spent seven years at Notre Dame-Cathedral Latin School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in their recommendations.