David Kryder is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His career includes roles at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory work, Kryder serves on nonprofit boards such as the Napoleon Public Library Foundation and the Northwest State Community College Foundation and volunteers with the Napoleon Rotary Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, and offers access to financial planning, asset managers, wrap programs, and affiliated insurance and trust services.

Joseph Shively is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Charles Schwab since 2016. Outside of his advisory role, he is the owner and operator of a family grain farm, managing planting, harvesting, and financial responsibilities. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining strategic asset allocation with access to alternative investments and integrated custody and brokerage services.

Anthony Jackson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work history includes roles at Defiance College and local school districts in Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Timothy Ayer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and 23 years of industry experience. His career includes 20 years at Kaminsky & Associates and four years at Spc prior to joining Cambridge in 2025. He is also involved as an agent with Sunrize Retirement & Financial Services, which focuses on insurance and benefits. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies delivered through a network of independent financial professionals across multiple platform arrangements.

Jason Maassel is a financial advisor at Raymond James Financial with 22 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2016 and previously spent nine years at LPL Financial. Outside of his advisory role, he is a partner in a family farm business and serves as a board member for the Napoleon Area City Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored non-discretionary planning and uses advanced analytical tools to support client goals, with specialized offerings in municipal advising and SIMPLE IRA employer consulting.

Bradley Musshel is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and eight years of industry experience. He has worked with Thrivent since 2018 and served in the Ohio Air National Guard for 24 years. Outside of his advisory role, Musshel is president of Henry County Pheasants Forever, a conservation organization focused on habitat preservation and youth education in gun safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning across various topics without including implementation or discretionary trading authority.

Logan Wolfrum is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at The State Bank and Trust Company for six years. Outside of his advisory role, he serves as a high school basketball coach for Ayersville Local Schools and is a finance committee member for the United Way of Defiance County. 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 strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Avery Casillas is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Casillas held positions at Morgan Stanley and has also worked in various roles including at The FEED and the University of Toledo. 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, supported by a large network of financial advisors and branch offices.

Kara Price is a financial advisor with Edward Jones in Defiance, Ohio, holding a Series 66 license and 15 years of industry experience. She previously worked at Edward Jones from 2009 to 2024 before resuming her role there in 2024. Outside of her advisory work, she owns Price's Farm Stand, where she raises chickens for eggs and sells maple syrup from her family's production, and occasionally assists with catering at Northwest State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and is notable for its large network of advisors and branches as well as affiliated financial services beyond traditional advisory offerings.

Heather Allman is a Series 66 licensed financial advisor with 17 years of industry experience. She currently works at Raymond James Financial Services Advisors Inc. and previously spent 10 years at Edward Jones. Outside of her advisory role, she owns Allman Enterprises LLC, a support company involved in managing payroll and business expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.