Gary Gruss is a financial advisor with OSAIC based in Tiffin, Ohio. He holds a Series 63 designation and has 27 years of industry experience, including 17 years with American Portfolios Financial Services Inc and over three decades at CF Professional, Inc, where he also serves as president. Outside of advising, he is a partner in Beks, Ltd. LLC, and a member of the Seneca Restaurant Group, where he engages in financial statement review. OSAIC serves a diverse clientele ranging from individuals to institutions, providing integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction that incorporates a wide array of investment types and third-party managed solutions.

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, OH, holding a Series 63 designation and seven years of industry experience. She has been with Primerica Advisors since 2018 and also has work history with Prestige Tax and local educational service centers. Neal is involved with First United Methodist Church and has experience in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

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.

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.

Jack Metz is a financial advisor with LPL Financial in Findlay, Ohio, holding a Series 66 designation. He has one year of industry experience. Prior to joining LPL Financial, his background includes various roles at The Ohio State University and involvement with One Power Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory services, featuring diverse investment programs and access to research and model portfolios.

Marlene Burns is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Capital Analysts, Lincoln Investment, and Legend Equities Corporation. Burns also operates Burns Financial Solutions, LLC, a business providing tax preparation, accounting, CPA, and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Kit Tiell is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, SII Investments/Tiell Financial Group, and Ernst & Young LLP. Tiell serves on the board of trustees at Tiffin University and is a board member of the Seneca Regional Chamber of Commerce. OSAIC Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.