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.

Bailey Breidenbach is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC, Bailey worked at Royal Alliance Associates, Inc. and has been involved with Journey Financial Solutions Group. Outside of finance, Bailey is a partner in Breidenbach Property Improvements, a business focused on improving building values through reconstruction and maintenance. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Jacquelyn Cook is a financial advisor with LPL Financial and holds a Series 66 designation. She has three years of industry experience and has worked at firms including Capital Analysts, LLC, Lincoln Investment, and Burns Financial Solutions. In addition to her advisory role, she is involved in tax preparation and serves as a health and life insurance agent through Burns Financial Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tristan Joy is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is associated with MA Minerals LLC in Minerva, Ohio, though he has no active responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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 financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

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.

Nathaniel Brubaker is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work history includes roles at MassMutual Life Insurance Co, Chavis Building & Renovation Services, and Cronin Auto, Inc. He has also been associated with Bowling Green State University since 2022. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to develop collaborative, goal-oriented plans.

Christopher Lee is a CFP® and Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. He previously worked at US Bank, Webster Industries Inc., and co-owns a hair salon in Tiffin, Ohio, where he assists with employee performance reviews and financial management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors.

Sarah Courtney is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has been with Merrill since 2016 and previously worked at Findlay Country Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Clifton is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and six years of industry experience. She has been with Primerica Advisors since 2019 and has a longer tenure with Primerica Financial Services beginning in 2018. Clifton also has a longstanding role at Wyandot Memorial Hospital since 2006. Outside of advisory activities, she is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm’s approach includes curated third-party asset managers and an operational model based on tiered wrap fees, focusing exclusively on retail client portfolios rather than institutional or pension plans.

William Diehm is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 65 designation and has worked previously at Royal Alliance Associates, Inc. and Sii. He serves as a board member for the Tiffin Seneca Child Care Center. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a variety of investment options, employing asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Brian Gruss is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at CF Professional, Inc., United Producers, Inc., and 21st Century Financial. Outside of advising, he is involved in tax preparation and accounting through CF Professional, Inc. and holds a partnership role at BEKS, Ltd. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment products and tools, supporting both discretionary and non-discretionary account management.

Andrea Hartung is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her previous work includes roles in senior living management and healthcare, as well as positions with PFS Investments Inc. and Primerica Financial Services. Outside of financial advising, she works part-time as a Door Dash driver. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering mostly model-driven investment strategies supported by third-party asset managers and custodians.

Stephen Gons is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and has worked at Massachusetts Mutual Life Insurance Company since 2010. He previously operated W. Scott Gons from 2005 to 2022. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to support goal analysis and written recommendations.

Hannah Luhring is a Series 66-licensed financial advisor with Edward Jones based in Tiffin, Ohio. She has seven years of industry experience, including tenure at Edward Jones since 2016 and a prior role at The Ohio State University from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Amanda Stiger is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and seven years of industry experience. She has worked with Primerica Advisors since 2019 and was previously employed by Buffalo Wild Wings from 2006 to 2018. Outside of advisory services, she is involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and 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.

Joseph Schaefer is a financial advisor with J.P. Morgan Securities in Findlay, OH, holding Series 63 and Series 66 licenses and having 33 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A., spanning over a decade. He also has involvement with Ashtabula Jefferson And Carson Railroad since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.