Nancy Van Loo is a financial advisor at Stifel with 20 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2018. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Alycia Music is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan entities since 2015. Outside the financial industry, she was involved with Shawnee Lawn Services, LLC from 2017 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ian Armentrout is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at SmartSolve, FedEx, Thermal Gard, and Bowling Green State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Dennis Rockhold is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he is involved as an agent in the sales and servicing of fixed life and health insurance policies. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Neth is a financial advisor with Raymond James Financial in Lima, Ohio. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Raymond James in 2025, he worked at Premier Bank, Minster Bank, and Fifth Third Bank. Outside of advising, Neth is a partner in Eats Holdings LLC and Eats Investments LLC, and serves as a board member and finance committee member for the Veterans Memorial Civic and Convention Center. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network along with institutional consulting and portfolio management.

Lois Davis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Douglas Sutton is a CFP®-certified financial advisor with Ameriprise in Elida, Ohio, bringing 40 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, Sutton is involved in managing a property through a business ownership role with Rivercourt Place, LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jennifer Moenter is a financial advisor with Ameriprise, holding a Series 63 designation and 11 years of industry experience. She has been with Ameriprise and its affiliates since 2013. Moenter serves on the Board of Directors for the Bon Secours Mercy Health Foundation. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary recommendations, focusing on clients approaching or in retirement.

Craig Bauman is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he owns Sunset Junkies LLC, a music production and live entertainment business involved in event scheduling and music sales. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Ryan De Marco is a financial advisor at Edward Jones with 15 years of industry experience. He has held roles at Edward Jones since 2019 and previously worked at JP Morgan Chase LLC for 14 years. Outside of his advisory work, he is involved in several business ventures including managing an apiary, assisting with a family-owned hair salon, and supporting his sons’ musical and landscaping businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm has a large national presence, offering both discretionary and non-discretionary strategies along with overlay and tax-efficient services.

Joel Griffiths is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Procter & Gamble for 21 years. Based in Bluffton, Ohio, he began his advisory career at Edward Jones in 2025. 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 strategies, supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

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.