Benjamin Haraway Jr. is a financial advisor at Edward Jones in Sandusky, Ohio, holding a Series 66 designation with one year of industry experience. He previously worked at KPMG LLP for five years and was a student at Malone and Ashland University for five years. Outside of advising, he is involved in owning rental real estate and a holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as its affiliated offerings including a trust company and proprietary mutual funds.

Jason Kuhnle is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His career includes roles at CIVISTA Bank, PNC Wealth Management, and Natcity Investments. He also serves as Director of Wealth Management at Civista Wealth Management. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Allen is a financial advisor with Raymond James Financial in Sandusky, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Raymond James in 2021, he spent 12 years with UBS Financial Services. He serves as a member of the City of Sandusky's Finance/Investment Advisory Committee. 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, pension plans, corporations, and nonprofits. The firm offers non-discretionary, tailored planning and consulting using analytical tools and supports institutional consulting and portfolio management across a broad advisor network.

Ryan Reffner is a financial advisor at Edward Jones in Huron, Ohio, holding a Series 63 credential with 21 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of accounts, managing approximately $1.01 trillion in assets. The firm offers a variety of advisory programs and services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Kochendoerfer is a financial advisor at Edward Jones in Sandusky, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a member of Third Coast Real Estate Holdings, LLC, a real estate business based in Sandusky. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brittany Griffin is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Genoa Banking Company, The Genoa Bank Company, and First Federal Savings of Lorain. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Karen Hoy is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been a financial advisor for 34 years and is a lifelong resident of Hudson, Ohio. Karen began her career at Dean Witter in Hudson in 1989 before moving to Merrill in 1993. Karen holds a Bachelor's Degree from Ashland University and the Personal Investment Advisor (PIA) professional designation. Her expertise focuses on retirement planning, estate planning strategies, wealth management, and the transfer of wealth to the next generation. She works primarily with families and has a special interest in advising and educating women who have experienced divorce or widowhood. Karen has played a role in establishing the Hudson Community Foundation and remains active in philanthropic activities, including involvement with the Kellys Island You Got Talent, Make a Wish Foundation, and Veteran Canine Connection. Outside of work, she enjoys boating, painting, hiking, tennis, and spending time with her family and dogs on Kelleys Island.

Michelle Dubena is a financial advisor at Edward Jones in Port Clinton, OH, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citizens Securities, Citizens Bank, Prudential Insurance Company of America, and PNC Investments. Outside of her advisory role, she provides customer service for the Home Shopping Network and serves as a board member for Leadership Ottawa County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Steven Hahn is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has previously worked with Prudential Insurance Company of America since 1977 and Pruco Securities, LLC. since 1977 until 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Craig Soule is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial. He previously worked at H. Beck, Inc. and has had multiple tenures with LPL Financial since 1999. His other business activities include maintaining a non-variable insurance practice. 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 range of advisory services including financial planning, model portfolios, and institutional platforms, utilizing a combination of internal research and third-party subadvisors.

John Schaefer is a financial advisor with Cetera who holds the ChFC® designation and Series 63 license, bringing 50 years of industry experience. He has been with Cetera Advisors LLC since 2013 and operates Schaefer Printy Associates, a financial and insurance services business he has managed since 1981. Cetera Investment Advisers LLC provides advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to both affiliated and third-party money managers.

Kimberly Weithman is a financial advisor with LPL Financial based in Sandusky, Ohio, holding Series 63 and 65 licenses and bringing 20 years of industry experience. She has worked with PNC Investments and CUSO Financial Services prior to joining LPL Financial and Civista Bank in 2019. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

James Friery is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2024. His prior experience includes 15 years with Securities America Advisors and SECURITIES AMERICA, inc., as well as running James M. Friery & Associates since 1987. Outside of his advisory role, he serves on homeowners association boards in Ohio and Florida and works as a licensed insurance agent providing long-term care options. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Timothy Weyer is a CFP® with 27 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at H. Beck, Inc. and McCormick Jr. High. 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, including model portfolios and institutional platforms.

Mackenzie Ferber is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at CHI Living and National Church Residences. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Parkison is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent eight years at Sandusky Newspapers Inc. He serves on the board of directors for the Sandusky State Theatre in Ohio. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies from its Investment Strategy Group.

Richard Rudolph is a financial advisor at Edward Jones in Port Clinton, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Jeffrey Wehner is a Series 66-licensed financial advisor with Edward Jones in Sandusky, OH, where he has worked since 2008. He has 17 years of industry experience. Prior to joining Edward Jones, he was a sales representative for a school fundraising organization. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Jeffrey Rosengarten is a financial advisor at Cetera with eight years of industry experience. He has worked at Avantax Investment Services and 1ST Global Advisors, and also owns Payne Nickles and Company, a CPA firm providing tax and business advisory services. He serves on the board of Goodwill Industries of Erie, Huron, Ottawa, and Sandusky Counties. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform, including access to affiliated and third-party money managers.

Frank Leone is a CFP® with 18 years of industry experience and has been with Edward Jones since 2007. He is based in Port Clinton, OH. Outside of his advisory role, he owns a second home in Cape Coral, FL, which he occasionally rents. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.