Matthew Graff is a financial advisor at Edward Jones in Lima, OH, with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at Riverside Contracting and Eaton Corporation. Graff is also involved in agricultural activities as a farm property landowner. Edward Jones is a full-service wealth management firm serving over four million 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 investment advisory programs with a nationwide network of financial advisors and branches.

Chad Metzger is a financial advisor with Edward Jones in Wapakoneta, Ohio, holding a Series 66 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999 and previously worked at Banc One Securities. Metzger serves as a board member of the OSU College of Business Alumni Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Vincent Guagenti is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Procore Technologies, Ascent360, and Xactware. He is involved with Upstream Investment Partners, an investment-related business activity affiliated with his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of services.

Clifford Rayburn is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2019, he worked at H. Beck, Inc. and FSC Securities Corporation. Rayburn also operates an insurance agency through Rayburn Financial Group. 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, leveraging both proprietary research and third-party subadvisors across various portfolio strategies.

Tammy Kirkendall is a financial advisor with Edward Jones in Lima, Ohio, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she serves as a board member of Optimists, engaging in youth activities and fundraisers, and acts as secretary for the Lima Area Youth Orchestra. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.

Ann Agozzino is a Series 63 licensed financial advisor with LPL Financial, based in Wapakoneta, Ohio, and has 13 years of industry experience. She worked at H. Beck, Inc. for nine years before joining LPL Financial in 2019. Agozzino also has a long-standing role with L&G Truckers, Inc., which she has held for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

David Lotz is a financial advisor at Edward Jones in Lima, OH, holding a Series 63 license and with 33 years of industry experience. He has been with Edward Jones since 1992. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

William Sackett is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise since 2005, working within its various entities for a total of 21 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.