Michael Holly is a financial advisor at Charles Schwab with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2017. Prior to Schwab, he was with Wunderlich Securities, Inc. and has operated Holly Enterprises since 2004. Outside of his advisory role, he serves as an executive producer for OB Mustangs Docu, LLC, overseeing various production aspects. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management. Schwab combines integrated brokerage, custody, and advisory services with multi-asset strategic portfolios and a formal alternative investments program.

Dawn Stebelton is a financial advisor with Edward Jones in Perrysburg, Ohio, holding Series 63 and 66 licenses and bringing 17 years of industry experience. She previously worked at UBS Financial Services and Morgan Stanley Smith Barney, where she spent 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Jennifer Socie is a financial advisor at Edward Jones in Perrysburg, OH, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 1997, including her current role that began in 2023. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Justin Pandy is a CFP®-credentialed financial advisor with two years of industry experience. He is currently with LPL Financial and has previously worked at firms including Cambridge Investment Research Advisors, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory career, he has been involved in operating Pandys Garden Center since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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.

Sarah Ashley is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 63 and Series 65 certifications and has worked at Thrivent and Citizens Bank. Outside of finance, she owns and operates a homemade cookie business. 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 planning analyses across various topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Shawna Bumpus is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for the past 10 years. Outside of her advisory role, she owns and operates small real estate investment ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Taylor Skees is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With over 14 years of industry experience, Taylor has developed long-term relationships with clients and their families, focusing on financial planning aligned with their lifestyle and goals. Taylor's approach involves utilizing Fidelity's resources to build and monitor comprehensive financial plans. Taylor's professional background includes roles as Director, Retirement Planner at Fidelity Investments from 2016 to 2021, Retirement Solutions Representative at Fidelity from 2014 to 2016, Registered Representative at Allstate Financial from 2013 to 2014, and Registered Representative at Western & Southern Financial Group from 2011 to 2013. Outside of work, Taylor enjoys family activities and golf.

Jonathan Phytrion is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. His prior work experience includes roles at Palladion Services, UPS, and Alnylam Pharmaceuticals, among others. He has also been involved with Skidmore College in various capacities over multiple years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jason Gedert is a CFP®-certified financial advisor with Ameriprise, based in Pemberville, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with KEG Tax Service LLC, which provides tax return preparation services, and participates in a personal aircraft partnership through Aeroventures, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations.

Tyler Paxson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2020, progressing through several positions including Planning Consultant, Workplace Planning Consultant III, II, and I. His professional focus involves partnering with clients to understand their comprehensive financial objectives and developing tailored financial plans. Throughout his tenure at Fidelity, Tyler utilizes the company's resources to build and monitor financial plans aimed at helping clients achieve their family and lifestyle goals. His approach centers on aligning planning processes with clients' financial and lifestyle priorities. Outside of his professional work, Tyler has interests in baseball, football, golf, family activities, and social events with friends.

Jackson Hollister is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and previously worked at Hollister Financial and Chic-Fil-A. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing a range of investment products and firm-provided portfolio construction tools.

Jack Potkanowicz is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Aarons Sales and Lease from 2011 to 2021. 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. The firm provides a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Amanda Wilkinson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked in the Controller's Office at The University of Toledo and managed a boutique and gallery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Monica Malhoit is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, following an 11-year tenure at UBS Financial Services. Outside of her advisory role, she is a co-owner of a residential rental property in Perrysburg, Ohio. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, serving clients through a range of retail and institutional offerings.

Theresa Dutridge is a financial advisor with LPL Financial, holding a Series 66 license and seven years of industry experience. Her prior roles include positions at OSAIC Wealth, Royal Alliance Associates, Fifth Third Securities, Fifth Third Bank, and Edward Jones. She is also a State of Ohio Notary Public and serves as a supervision and compliance officer for Savage and Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a broad network of investment adviser representatives.

Zebradee Jackson is a financial advisor with Raymond James Financial in Perrysburg, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Osaic FA, Inc. and Citizens Securities, Inc. He is also involved as an associate with FM Investments, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional entities. The firm employs analytical tools for tailored non-discretionary planning and supports advisory programs with a focus on technology and municipal advisory services.

Liam Rabe is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2026, and as a Financial Associate at the same firm from 2020 to 2022. In his current position, Liam focuses on collaborating with individuals and families to develop financial plans aligned with their lifestyle values and goals. Liam's experience spans various facets of financial consulting within Fidelity Investments, where he has progressed through roles that emphasize workplace planning and financial association. His approach centers on understanding clients' unique situations to build confidence in their financial objectives. He encourages clients to engage in personalized planning to address their specific needs.

Joshua Zachman is a Series 66 licensed financial advisor with 10 years of industry experience, currently practicing at Edward Jones in Bowling Green, OH since 2016. He serves on the finance committee at Mainstreet Church in Walbridge, OH, providing financial guidance without decision-making authority. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Daniel Wott is a Series 66 licensed financial advisor with Edward Jones in Perrysburg, OH, where he has worked since 2008. He has 18 years of industry experience. 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, operating under a fiduciary standard.

Carleton Hollister is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Royal Alliance for 10 years and has been associated with Century Marketing Group since 1984. Outside of his advisory role, he is authoring a book on goal setting and provides basic financial advice through his own limited liability company, focusing on education and personal financial planning. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a wide network of advisers and integrated platforms. The firm employs asset-allocation tools and offers a range of investment options and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.