Joshua Hoskins is a financial advisor with Primerica Advisors based in Findlay, OH, holding 11 years of industry experience. He has been affiliated with Primerica Financial Services since 2013 and with PFS Investments Inc. since 2017. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven strategies managed by third-party asset managers.

David Anzicek is a CFP® professional with 17 years of industry experience, currently serving at J.P. Morgan Securities. His prior work includes three years at The Huntington Investment Company. He is a board member of the Bowling Green Bobcat Band Boosters, a nonprofit supporting the Bowling Green High School band program. 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 through a select group of Wealth Advisors.

Michael Martin is a financial advisor with Edward Jones in Findlay, OH, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jack Metz is an advisor with LPL Financial holding a Series 66 designation. He joined the firm in 2025 and is based in Findlay, OH. Prior to his current role, his work experience includes positions at One Power Company, The Ohio State University, and other local organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by extensive research and operational tools.

Marlene Burns is a financial advisor with LPL Financial in Arcadia, Ohio, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked at Capital Analysts, Lincoln Investment, and Legend Equities Corporation, and she is also involved with Burns Financial Solutions, LLC, which provides tax preparation, accounting, and insurance services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Chad Edel is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the advisory team in 2014 after a career in graphic and structural design. He works to strengthen and expand client relationships while collaborating with his team to provide a wide range of banking and investment products. Chad offers expertise in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and socially responsible and ESG investing. Chad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Bowling Green State University in 2007. Outside of his professional role, Chad is a member of Flag City Morning Rotary and serves on the Executive Board for the Marilyn & Gordon Macklin Intergenerational Institute. He resides in Findlay with his wife Ashley and their children. His personal interests include basketball, the outdoors, and pursuing home and yard improvement projects.

Spencer Giesige is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Robert W. Baird Co., he worked at Honda Development and Manufacturing and the State Auditor's Office, and spent several years in educational roles. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of portfolio management and financial planning services. The firm combines manager-traded and model-traded strategies, tax management, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Timothy Bracy is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002 and holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without portfolio management for institutional clients. The firm combines goal-based analyses with managed-account options under a consolidated billing structure while maintaining separate planning and investment services.

Daniel Lincoln is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and various roles within JPMorgan Chase and J.P. Morgan Securities. Outside of his advisory work, he is a grant manager for the Proliferate Foundation, where he supports newly established churches and spiritual organizations by managing loans and returnable grants. 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 recommendations.

Geoffrey Masters is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. Prior to his advisory career, he worked at Stainless Works for 12 years. Outside of his advisory role, he is involved in sales of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ross Parker is a financial advisor with Primerica Advisors in Findlay, Ohio, holding 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and has been affiliated with Primerica Financial Services since 2003. Outside of finance, he is an Independent Distributor for Hsin Ten Enterprises, a company that sells equipment for health issues. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm evaluates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of the investment models provided.

Jonathan Brimley is a financial advisor with OSAIC Wealth, Inc. based in Findlay, OH, holding a Series 66 designation and with 20 years of industry experience. His prior work includes roles at Royal Alliance and J.P. Morgan Securities. Outside of his advisory work, he serves on the Grounds Committee at Findlay Country Club. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Brent Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2007 and previously worked at PRUCO Securities, LLC from 2001 to 2007. Outside of his advisory role, he is involved with Crump Insurance Brokerage in life, disability, and long-term care insurance and serves as a notary public. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Michael Rattigan is a financial advisor with Robert Baird & Co. in Findlay, Ohio, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Robert Baird in 2025. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jacquelyn Cook is a financial advisor with LPL Financial in Arcadia, Ohio, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Capital Analysts, LLC, Lincoln Investment, and Burns Financial Solutions. Outside of advising, she is involved in tax preparation and acts as a health and life insurance agent through Burns Financial Solutions. 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, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Joseph Sehlhorst is a Series 65-licensed financial advisor with Primerica Advisors in Findlay, Ohio, bringing 16 years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 2008 and 2009, respectively, and is also involved in business operations at Glandorf Feed Co and I&K Distributors Inc. Outside of advisory work, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, delegating model implementation to BNY Mellon Advisors.

Steven Arnold is a financial advisor with Edward Jones in Findlay, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Edward Jones since 1996. Arnold serves on several local public service boards, including the Wood County Planning Commission, the Northwestern Water and Sewer District Board of Trustees, and the Eagleville Joint Ambulance District Board. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Parker is a Series 66 credentialed financial advisor with 11 years of industry experience. He currently works at LPL Enterprise and previously held roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Annika Liebrecht is a CFP® and Series 66-licensed financial advisor with five years of industry experience, currently with Edward Jones since 2022. She previously worked at Morgan Stanley and MCF Advisors among other roles. Outside of her advisory work, she serves as a board member for Findlay Young Professionals, focusing on membership retention and community engagement. 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 range of advisory strategies and maintains a large national network of financial advisors and branch offices.

Darlene Doty is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.