Kimberly Weithman is a financial advisor with LPL Financial based in Sandusky, Ohio, holding Series 63 and 65 licenses and bringing 20 years of industry experience. She has worked with PNC Investments and CUSO Financial Services prior to joining LPL Financial and Civista Bank in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

James Friery is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2024. His prior experience includes 15 years with Securities America Advisors and SECURITIES AMERICA, inc., as well as running James M. Friery & Associates since 1987. Outside of his advisory role, he serves on homeowners association boards in Ohio and Florida and works as a licensed insurance agent providing long-term care options. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Timothy Weyer is a CFP® with 27 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at H. Beck, Inc. and McCormick Jr. High. 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, including model portfolios and institutional platforms.

Mackenzie Ferber is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at CHI Living and National Church Residences. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Parkison is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent eight years at Sandusky Newspapers Inc. He serves on the board of directors for the Sandusky State Theatre in Ohio. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies from its Investment Strategy Group.

Richard Rudolph is a financial advisor at Edward Jones in Port Clinton, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Jeffrey Wehner is a Series 66-licensed financial advisor with Edward Jones in Sandusky, OH, where he has worked since 2008. He has 17 years of industry experience. Prior to joining Edward Jones, he was a sales representative for a school fundraising organization. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Jeffrey Rosengarten is a financial advisor at Cetera with eight years of industry experience. He has worked at Avantax Investment Services and 1ST Global Advisors, and also owns Payne Nickles and Company, a CPA firm providing tax and business advisory services. He serves on the board of Goodwill Industries of Erie, Huron, Ottawa, and Sandusky Counties. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform, including access to affiliated and third-party money managers.

Frank Leone is a CFP® with 18 years of industry experience and has been with Edward Jones since 2007. He is based in Port Clinton, OH. Outside of his advisory role, he owns a second home in Cape Coral, FL, which he occasionally rents. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Brendan Wehner is a financial advisor with Edward Jones in Sandusky, Ohio, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bowling Green State University and Great Wolf Resorts. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a network of more than 23,000 financial advisors nationwide.

Tamara Schaefer is a financial professional with 31 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has been with Cetera Advisors LLC since 2013. Outside of her advisory role, she is involved in operating Sharky Limousine Service LLC and TNT Enterprises LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Laurence Brown is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 designation and previously worked at Raymond James Financial Services Advisors and Edward Jones. Brown is also involved with DRW Financial Services, an investment-related business connected to his LPL activities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michelle Fairbanks is a Series 66-licensed financial advisor with Edward Jones in Fremont, OH, and has 15 years of industry experience. She has been with Edward Jones since 1996. Outside of advising, she is the owner and bookkeeper of a construction business, Fairbanks Construction LLC. 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 nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.