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.

Sarah Porter is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise-managed accounts within its planning services.

Kit Tiell is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and SII Investments/Tiell Financial Group. Outside of his advisory role, Tiell serves on the boards of the Seneca Regional Chamber of Commerce and Tiffin University. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers across diverse investment strategies.

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 at Robert Baird & Co. with 21 years of industry experience. He holds a Series 66 designation and has held previous roles at Wells Fargo Clearing and Merrill. He currently works out of Findlay, Ohio. Rattigan is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of financial planning and portfolio management strategies, including separately managed accounts, tax-management, and unified fee arrangements.

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 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®-designated financial advisor at Edward Jones with six years of industry experience. She previously held roles at Morgan Stanley, MCF Advisors, and several companies outside finance including LBrands and Abercrombie & Fitch. She serves as a board member of Findlay Young Professionals, focusing on membership retention, event organization, and local business engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large nationwide network of 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 with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, having also worked at MassMutual Life Insurance Co and engaged in previous roles at Chavis Building & Renovation Services and Cronin Auto, Inc. Outside of finance, he has experience working in various roles including at Bowling Green State University and River Hollow Farm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and delivers written recommendations without investment discretion, with optional implementation through separate brokerage or insurance arrangements.

Deborah Tiell is a financial advisor at OSAIC with 28 years of industry experience. She previously worked at Woodbury Financial Services and SII Investments, Inc. Tiell is also involved in several business activities including tax preparation and insurance sales, and she is a partner in entities that manage office properties and related business expenses. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and various advisory platforms. The firm provides integrated brokerage and investment advisory services with portfolio construction tools that incorporate stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

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.

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.

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.