Timothy Weyer is a CFP® professional affiliated with LPL Financial, with 27 years of industry experience. He has been with LPL Financial since 2020 and previously worked at H. Beck, Inc. and McCormick Jr. High. His other business activities include work related to non-variable insurance. 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, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

James Davis IV is a financial advisor with Ameriprise in Bellevue, Ohio, holding a Series 66 designation and 19 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Ameriprise Financial Services Inc. and then Ameriprise. Outside of his advisory role, he serves on several local boards including the Bellevue Academic Boosters Association and the Rotary Club of Bellevue, Ohio. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Katie Clark is a financial advisor at Thrivent Investment Management with one year of experience at the firm and twelve years previously at Edward Jones. She holds Series 63 and Series 65 designations. 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 financial planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

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.

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.

Travis Missler is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience and has held positions at Cambridge Investment Research Advisors since 2023. Outside of his advisory role, he is involved in insurance, benefits, and human resources activities through Missler Financial Services and has experience managing real estate relocation at the Ohio Department of Transportation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

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.

Brendan Wehner is a financial advisor with Edward Jones in Sandusky, Ohio, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bowling Green State University and Great Wolf Resorts. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a network of more than 23,000 financial advisors nationwide.

Jason Bradford is a financial advisor at Edward Jones in Sandusky, OH, holding CFP® and Series 66 designations with 18 years of industry experience. His prior roles include positions at PNC Wealth Management, PNC Investments, Natcity Investments, Inc., and 1 St Discount Brokerage, Inc. He has been with Edward Jones since 2019. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Emily Hipp is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Commonwealth Financial Network and Gryphon Financial Partners. She also operates Hipp & Associates, focusing on insurance, benefits, and human resources advisory services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementation options.

Tamara Schaefer is a financial professional with 31 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has been with Cetera Advisors LLC since 2013. Outside of her advisory role, she is involved in operating Sharky Limousine Service LLC and TNT Enterprises LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Jacob Butler is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Prior to joining Fidelity in 2022, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2020 to 2022, and at Northwestern Mutual Investment Services from 2017 to 2020. He has also been affiliated with educational institutions including Purdue University Global and Tiffin University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.

Joseph Bradford is a CFP® professional with six years of experience at Edward Jones and six years prior experience at Saber Healthcare Group LLC. He is based in Sandusky, Ohio, and holds a Series 66 license. 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 options, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Paul Hoffman is a financial advisor at Edward Jones with 10 years of industry experience. He served in the United States Air Force from 2013 to 2019 before joining Edward Jones in 2019. Hoffman is also an officer in the Ohio Air National Guard, where he manages a medical clinic. Additionally, he serves as trustee of the Hurt Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.