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Jeffrey D

Series 63

Saint Marys, OH

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lois D

Series 66

Wapakoneta, OH

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan L

Series 66

St Henry, OH

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Janell K

Series 66

Maria Stein, OH

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John G

Series 66

Coldwater, OH

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacinda F

Series 66

Celina, OH

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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Steven E

Series 63, Series 65

Minster, OH

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Sheri L

Anna, OH

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Chad M

Series 66

Wapakoneta, OH

Edward Jones

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.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive Intergenerational Families
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Clifford R

ChFC®, Series 63, Series 65

Wapakoneta, OH

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Antonio G

Series 63, Series 65

Coldwater, OH

LPL Financial

Antonio Gonzalez is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior firms include FSC Securities Corporation, where he worked for 26 years, and OSAIC. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ann A

Series 63

Wapakoneta, OH

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jordan B

Series 66

Saint Marys, OH

LPL Enterprise

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.

Tax-loss harvesting
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David O

Series 66

Minster, OH

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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