Preston Boyd is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Invicta Capital, Trustmont Financial Group, and ESB Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions across multiple custody platforms.

Allison Besancon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, she worked at Luk USA from 2015 to 2017. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations to deliver comprehensive services.

Robert Rice is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has 12 years of industry experience. Prior to joining Raymond James in 2020, he worked at Bank of America and Merrill for six years. He is also the owner of Platinum Family Wealth, LLC, which he manages for business-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools, and supports both advisory programs and institutional portfolio management.

Lauren Warren is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services under a fiduciary standard.

Lisa Tittle is a financial advisor at LPL Enterprise with 10 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Haylee Baker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in the hospitality sector and completed her education at Baldwin Wallace University. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Richard Sjostedt is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes positions at Merrill and Bank of America prior to joining Raymond James in 2020. Outside of his advisory role, he is involved as a managing partner at Platinum Family Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports advisory programs across a large network, with specialized services in municipal finance and retirement plan consulting.

Hunter Mariotti is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Chipotle Mexican Grill for several years. He maintains dual employment with Sutton Investment Services as part of an affiliated setup. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to support its retirement income recommendations.

Brooke Roth is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 registrations. Outside of her advisory role, she owns and operates an e-commerce business specializing in the sale of used women's clothing and accessories. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering asset-allocation advice, manager searches, and customized reporting through a non-discretionary approach that combines quantitative modeling with centralized due diligence.

Chad Miller is a Series 66-licensed advisor at J.P. Morgan Securities with one year of experience in his current role and over 19 years at JPMorgan Chase Bank, N.A. He serves as a board member, secretary, and fiscal officer for the Galion Port Authority in Ohio. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Troy Baker is a financial advisor with Edward Jones in Shelby, Ohio, holding a Series 66 credential and 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in property management through several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and supports its advisory services with affiliated mutual funds, a proprietary money market fund, and additional capabilities such as a trust company and securities-based lending.

Kevin Depue is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 17 years of industry experience. He has been with J.P. Morgan Securities since 2015 and previously worked with the Lucas Schools Sustaining Fund from 2009 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared Strickler is a financial advisor with Edward Jones in Mansfield, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he held roles at Ohio University, Walmart Inc., Marietta College, Snow Trails Ski Resort, and T&D Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory and investment services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Lydia Herrnstein is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at Ohio Mutual Insurance Group and various roles associated with Ohio Northern University. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by an extensive national network of financial advisors and branch offices.

Jeffrey Bail is a financial advisor at Edward Jones in Ontario, Ohio, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is associated with Connect Land Technologies, a programming company serving abstracting services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors.

Rex Linkenbach is a CFP® professional with 31 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes long tenures at Princor Financial Services Corporation and Principal Mutual Life Insurance, as well as roles at Invicta Advisors LLC and Trustmont Advisory Group. He serves as a board member for Ashland University’s Fastbreak Club and Giving Club. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options with both proprietary and third-party strategies and maintains institutional features such as formal compliance processes and advisor business relationship disclosures.

Michael Fender is a financial advisor at Edward Jones in Mansfield, OH, with six years of industry experience. He has been with Edward Jones since 2019 and holds a Series 66 designation. Prior to his career in finance, he was involved in the food service industry through Fender Services, LLC, operating under the Papa John's Pizza brand. Fender also serves as a Quality Assurance Inspector in the United States Air Force National Guard, a role he has held since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Darrel Strickler Jr. is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 1996, accumulating 29 years of industry experience. He is based in Mansfield, Ohio. Outside of his advisory role, he is involved in rental real estate through sole proprietorship and partnership interests, including ownership of an Airbnb property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Amie Mutti is a Series 66-credentialed financial advisor with 27 years of industry experience. She has worked with Cetera and affiliated entities since 2022, and prior to that was with Infinex Investments, Inc. and Mechanics Savings Bank for over 15 years. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform that includes affiliated and third-party model portfolios across various program structures.

Ryan Hanawalt is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with Cetera since 2018 and has a long tenure at Mechanics Bank dating back to 1999. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.