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.

Laura Duncil is a financial advisor with Edward Jones in Lakeview, OH, holding Series 63 and Series 65 licenses and 21 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank from 2011 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Steven Eiting is a financial advisor with Cetera in Minster, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera since 2014 and has a long-standing role at Minster Bank dating back to 1999, where he manages the trust department. Outside of his advisory work, he serves on the St Augustine Parish Committee and acts as a trustee for a family living trust. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, accommodating various investment strategies and program structures.

Sheri Latimer is a financial advisor with Cambridge Investment Research Advisors, holding over 42 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and also has longstanding affiliations with Lutheran Mutual Life Insurance and Century Companies since 1982. In addition to her advisory work, she operates as an independent insurance agent for various companies through Preferred Planning Associates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing both proprietary and third-party strategies delivered through a network of independent Financial Professionals.

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.

Jordan Brackman is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise in 2024, he held roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of the Southwest Auglaize County Chamber of Commerce, where he participates in event planning and board decision-making. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm utilizes model-driven portfolio management and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

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.

David Oliver is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. He has worked at Cetera Investment Advisers and Cetera Investment Services since 2018, and previously worked at W&S Brokerage Services and Western Southern Life. Outside of his advisory role, he serves as a board member of the Southwest Auglaize County Chamber of Commerce. Cetera Investment Advisers is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by affiliated and third-party managers.