Mary Ann Wireman is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gregory Averesch is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Trisha Barnes is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she organizes activities and fundraisers as a class advisor for the Waynesfield Goshen Schools’ high school class of 2028. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a network of approximately 23,701 financial advisors nationwide. The firm provides advisory services under a fiduciary standard and maintains additional capabilities including affiliated mutual funds and a trust company.

Richard Huckeriede is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Linsco/Private Ledger since 2005 and was previously with Morgan Stanley DW Inc. from 1999 to 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational and research tools.

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.

Justin Wissman is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has recently begun his career in the financial industry and has diverse work experience including roles at Clopay Corporation and various educational institutions. Outside of his advisory role, he maintains employment with Clopay Corporation. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product facilitation through affiliated entities.

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.

Jeffrey Dieringer is a financial advisor with LPL Financial in Saint Marys, Ohio, holding a Series 63 designation and 26 years of industry experience. He worked at Edward Jones for three years before joining LPL Financial in 2010. Outside his advisory role, he acts as a general agent for several life, long-term care, and fixed annuity insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

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.

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.