Thomas Phillips is a financial advisor with Robert W. Baird & Co. based in Findlay, Ohio, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2004, he has served as a co-trustee for his mother. He works within The DDK Group, a team at Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a variety of portfolio management strategies and emphasizes ongoing manager selection and monitoring supported by internal research and technology tools.

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.

Joshua Hoskins is a financial advisor with Primerica Advisors based in Findlay, OH, holding 11 years of industry experience. He has been affiliated with Primerica Financial Services since 2013 and with PFS Investments Inc. since 2017. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven strategies managed by third-party asset managers.

David Anzicek is a CFP® professional with 17 years of industry experience, currently serving at J.P. Morgan Securities. His prior work includes three years at The Huntington Investment Company. He is a board member of the Bowling Green Bobcat Band Boosters, a nonprofit supporting the Bowling Green High School band program. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Michael Martin is a financial advisor with Edward Jones in Findlay, OH, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Zach Recker is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at W&S Brokerage Services, Western Southern Life, and Warner Automotive, among others. Outside of his advisory work, he has been involved with personal investment and real estate ventures under Recker Properties and related entities. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.

Jack Metz is an advisor with LPL Financial holding a Series 66 designation. He joined the firm in 2025 and is based in Findlay, OH. Prior to his current role, his work experience includes positions at One Power Company, The Ohio State University, and other local organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by extensive research and operational tools.

Wayne Korpics is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones and Huntington National Bank along with The Huntington Investment Company. Korpics serves as President of Bless Up and Bloom, Inc., a nonprofit organization focused on governance and board redevelopment. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which integrates ongoing advice and algorithm-driven analysis within a defined investment framework.

Marlene Burns is a financial advisor with LPL Financial in Arcadia, Ohio, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked at Capital Analysts, Lincoln Investment, and Legend Equities Corporation, and she is also involved with Burns Financial Solutions, LLC, which provides tax preparation, accounting, and insurance services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Christopher Schiefer is a CFP® and ChFC® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2018. Prior to that, he spent 27 years with Nationwide Insurance Company and 10 years with Nationwide Securities, LLC. Outside of advising, he operates an independent insurance agency and has involvement in real estate management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers tailored financial planning and investment management through a broad network of independent advisors using various portfolio management strategies and platform options.

Chad Edel is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the advisory team in 2014 after a career in graphic and structural design. He works to strengthen and expand client relationships while collaborating with his team to provide a wide range of banking and investment products. Chad offers expertise in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and socially responsible and ESG investing. Chad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Bowling Green State University in 2007. Outside of his professional role, Chad is a member of Flag City Morning Rotary and serves on the Executive Board for the Marilyn & Gordon Macklin Intergenerational Institute. He resides in Findlay with his wife Ashley and their children. His personal interests include basketball, the outdoors, and pursuing home and yard improvement projects.

Spencer Giesige is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Robert W. Baird Co., he worked at Honda Development and Manufacturing and the State Auditor's Office, and spent several years in educational roles. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of portfolio management and financial planning services. The firm combines manager-traded and model-traded strategies, tax management, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Timothy Bracy is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002 and holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without portfolio management for institutional clients. The firm combines goal-based analyses with managed-account options under a consolidated billing structure while maintaining separate planning and investment services.

Trenton Burns is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has four years of industry experience. He previously worked at Woodbury Financial Services and Tiell Financial Group. Burns is the financial power of attorney and executor for an estate and operates a DBA for investment and insurance services under Journey Financial Solutions Group LLC and The Journey Group – Tiffin. Osaic Wealth, Inc. serves a diverse client base including individuals, 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 with a range of portfolio management tools and access to third-party money managers.

Daniel Lincoln is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and various roles within JPMorgan Chase and J.P. Morgan Securities. Outside of his advisory work, he is a grant manager for the Proliferate Foundation, where he supports newly established churches and spiritual organizations by managing loans and returnable grants. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Geoffrey Masters is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. Prior to his advisory career, he worked at Stainless Works for 12 years. Outside of his advisory role, he is involved in sales of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ross Parker is a financial advisor with Primerica Advisors in Findlay, Ohio, holding 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and has been affiliated with Primerica Financial Services since 2003. Outside of finance, he is an Independent Distributor for Hsin Ten Enterprises, a company that sells equipment for health issues. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm evaluates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of the investment models provided.

Sarah Porter is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise-managed accounts within its planning services.