Andrew Lucius is a financial advisor with OSAIC holding a Series 66 credential and four years of industry experience. His prior roles include positions with Woodbury Financial Services and Tiell Financial Group. He serves as the chair of the Seneca County Revolving Loan Fund board, a local program that assists small businesses in obtaining growth financing. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and various portfolio management options across a broad range of securities and alternative investments.

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.

Andrea Hartung is a financial advisor with Primerica Advisors in Findlay, Ohio, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Bon Secours Mercy Health and senior management in the assisted living sector. Outside of financial advising, she works part-time as a DoorDash driver. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by third parties and supports accounts through BNY Mellon Advisors and Pershing.

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.

Alaina Tyree is a Series 66-licensed financial advisor at Osaic Wealth Inc. with one year of industry experience. Prior to her current role, she worked at Northwestern Mutual and concurrently manages a spray tan business as owner of The Glo Company LLC. She also serves as a board member for a nonprofit organization involved in fundraising and events. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of investment tools and platforms to build customized portfolios across various asset classes.

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.

David Cornwell is a financial professional with 33 years of industry experience. He is currently affiliated with Osaic and holds Series 63 and Series 65 designations. His prior experience includes roles at Union Bank Co and LPL Financial. Cornwell is also involved in insurance sales, including life, disability, and health insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

John Irwin is a financial advisor with Edward Jones in Fostoria, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Edward Jones for 25 years. Outside of his advisory role, he owns and operates Irwin Farms, an agricultural business in Cygnet, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large nationwide network of financial advisors and branch offices and offers additional services such as trust capabilities and securities-based lending.

Gary Forry is a financial advisor with Cambridge Investment Research Advisors, holding 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and with the broader Cambridge organization since 2003. In addition to his advisory role, he operates Preferred Planning Associates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering a range of portfolio management options and access to both proprietary and third-party investment strategies.

Lawrence Huber is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. His background includes roles at Midwest Regional Educational Service Center and long-term involvement with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Dylan Pritchett is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones in Findlay, OH since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Troy Welsch is a financial advisor with OSAIC who has 25 years of industry experience. He previously worked with Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to his advisory work, he owns a landscaping business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and access to third-party money managers.

Ellen Myers is a financial advisor with Merrill based in Findlay, Ohio, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Merrill and Bank of America since 2014 and had a prior role at Eagle Strategies with New York Life from 2008 to 2014. Outside of her advisory work, Myers is an author of faith-based books published on Amazon and is actively involved in coordinating women's ministries within multiple Methodist Church organizations. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and charitable organizations.

Pamela Moose is a financial advisor with Primerica Advisors in Findlay, OH, holding a Series 63 designation and 16 years of industry experience. She has worked at PFS Investments, Inc. and Primerica Financial Services since 2009 and was previously employed at Airstream Inc. from 2016 to 2024. In addition to her advisory role, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and implements models through BNY Mellon Advisors, operating with a tiered wrap fee structure.

Michael Pine is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009 and was previously with Silgan Containers in a supplemental staffing role. Outside of advising, he is involved in the sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party managers and custodians. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Theran Carroll is a financial advisor with Primerica Advisors in Findlay, Ohio, holding eight years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2015 and has held roles with the Allen County Board of Developmental Disabilities and Ohio Means Jobs Allen County. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for trading, employing a tiered wrap-fee structure and maintaining control over model offerings.

L Ray Burns is a financial advisor with LPL Financial in Arcadia, Ohio, holding a Series 66 credential and three years of industry experience. He has previously worked with Capital Analysts and Lincoln Investment and operates Burns Financial Solutions LLC, providing tax preparation and accounting services. 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 and model portfolio programs, leveraging both proprietary and third-party investment strategies.