Jeffrey Dieringer is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2010. Outside of his advisory role, he also serves as a general agent for non-variable insurance products, including life, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services with both discretionary and non-discretionary management, supported by model portfolios, research, and various investment strategies.

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 41 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and has a background that includes long-term involvement with Lutheran Mutual Life Insurance and Century Companies. Outside of her advisory role, she is also 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 that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions tailored to client objectives.

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 at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Procore Technologies, Ascent360, Xactware, and Xenith LLC. Outside of his advisory role, he is involved with Upstream Investment Partners, an affiliated entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Clifford Rayburn is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial in 2019, he worked at H. Beck, Inc. for nine years. Outside of his advisory work, he is involved in managing his own insurance agency. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by internal and third-party research.

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 financial advisor with LPL Financial who holds a Series 63 registration and has 12 years of industry experience. Her prior experience includes nine years at H. Beck, Inc. She also has a long-standing role at L&G Truckers, Inc. outside of her advisory career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs and financial planning services supported by proprietary research and third-party model portfolios.

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 financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member of the Southwest Auglaize County Chamber of Commerce. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to model portfolio programs and third-party asset management.

William Sackett is a financial advisor with Ameriprise in Lima, Ohio, holding 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

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.