Jenson Merricle is a financial advisor at Edward Jones in St. Marys, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Lower.com/Homeside Financial for five years and Engage Business Health Services for one year. 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, access to separately managed accounts, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.

Jonathan Yoder is a financial advisor with Edward Jones in Coldwater, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Board President of the Coldwater Hospital Medical Foundation and has held leadership positions with the Coldwater Community Picnic and Coldwater Depot boards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

William Lewis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including The Prudential Insurance Company of America and Fifth Third Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jason Christman is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for Anna Local Schools for four years. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Clay Heitkamp is a financial advisor with Edward Jones in New Bremen, OH. He holds a Series 66 designation and has over 12 years of industry experience, including a prior role at Celina Insurance Group. He joined Edward Jones in 2026. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Amanda Homan is a Series 66-credentialed financial advisor with 10 years of industry experience. She is currently with Cetera and has prior experience at Avantax Investment Services, 1st Global Advisors, and Moorman, Harting & Co., where she also provides tax preparation services. Amanda operates out of Celina, Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and more than $256 billion in assets under management.

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.

Robert Curry is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2000. 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 through a centralized due-diligence framework. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Tanya Temple is a financial advisor at Edward Jones with two years of industry experience. She previously worked for 14 years at 3 Rivers Federal Credit Union. Tanya is associated with her husband’s locksmith business, Octane-N-Varnish, LLC, as an unpaid agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

Renee Knoth is a financial advisor at Cetera with eight years of industry experience. She has worked at several firms, including Avantax and 1st Global, and has served as a financial services assistant and tax preparer at Moorman, Harting & Company since 2016. Outside of her advisory work, Knoth is involved in local trucking businesses where she manages invoicing and operational support. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies across various program structures.

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.

Robert Knapke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at FSC Securities Corp., Independent Capital Management LLC, and OSAIC. Outside of his advisory work, he manages a cattle farming business in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jacob Bruns is a financial advisor at Edward Jones in Minster, Ohio, holding a Series 66 designation with eight years of industry experience. Before joining Edward Jones in 2018, he worked at Sherwin-Williams Company for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supporting a large nationwide network of financial advisors and branch offices.

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.

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.

Ryan Lange is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at The St. Henry Bank. In addition to his advisory role, Ryan plans to begin raising steers as a farming venture pending contract approvals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Janell Kuck is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2025, she worked at Maloney + Novotny LLC for ten years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

John Gonzalez is a financial advisor with LPL Financial in Coldwater, OH. He holds the Series 66 designation and has three years of industry experience, including prior roles at OSAIC and Independent Capital Management. Gonzalez is also involved with Independent Capital Management outside of his duties at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with tools such as model portfolios and research platforms.

Jacinda Fried is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Celina, Ohio. She has six years of industry experience, including roles at JPMorgan Chase Bank, N.A., and Speedway. Fried has been with J.P. Morgan Securities since 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.