Douglas Bonnoront serves as Senior Resident Director and Wealth Management Advisor at Merrill, where he leverages nearly three decades of experience in the financial services industry. With 22 years at Merrill, he focuses on providing clients with comprehensive investment resources to address various aspects of their financial lives. His expertise includes divorce transition planning, institutional investment consulting, services for endowments, foundations, and non-profits, defined contribution plan consulting, personal retirement planning, portfolio management, and retirement income strategies. Doug holds a bachelor's degree in Marketing and Finance from the University of Findlay and is a graduate of the Securities Industry Institute at The Wharton School. He has earned multiple professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In recognition of his work, he has been named to the Forbes/Shook “Best-in-State Wealth Advisors” list in Ohio for five consecutive years. Doug resides in Findlay with his wife, Beth. His personal interests include baseball, boating, cooking, football, reading, spending time with family, and traveling.

Gabrielle Schmiedebusch is a financial advisor with Cetera, holding Series 63 and Series 65 designations and three years of industry experience. She has worked at multiple Cetera entities since 2021 and has prior experience at UIS Insurance & Investments and First Federal Bank of the Midwest. Outside of her advisory role, Gabrielle is also an account manager in financial services at UIS Insurance & Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary account structures.

Dennis Huston is a financial advisor with OSAIC who holds a Series 63 designation and has 39 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Huston also manages a property casualty insurance business through Huston Financial Services Agency Inc. and has experience running his own financial services and insurance ventures. OSAIC serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs various advisory platforms and investment tools to offer integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.

Matthew Metzger is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 27 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Outside of financial advising, he is a sports talk radio host and serves as president of a high school basketball club focused on fundraising. Cetera Investment Advisers LLC operates as an SEC-registered adviser with a nationwide network of over 10,000 independent advisors. The firm serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program structures.

Andrew Stepleton is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at American Trim from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carmen Mangiola is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2004 and serves as a Senior Vice President. Carmen holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses college education planning, personal retirement planning, and individual and corporate investment strategy. Carmen earned a Bachelor's Degree from Miami University. He is involved with professional organizations such as Mohawk Golf Club and Calvert Catholic Schools and participates in community coaching activities. Carmen resides in Tiffin with his wife, Julie, and their two children.

Courtney Neumeier is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her advisory role, she served as a bulletin editor for St Charles Borromeo Catholic Church in Lima, Ohio. 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 solutions supported by a nationwide network of more than 23,000 financial advisors.

Lisa Courter is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Primerica Financial Services since 2011 and is also president of N.C. Precious Metals & Diamonds, Ltd., a retail jewelry business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients, operating primarily under a tiered wrap-fee structure.

Michael Fisher is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 24 years at Buckeye Hardware Inc. He holds the Series 66 designation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeanie Eby is a financial advisor with Primerica Advisors in Findlay, Ohio, holding eight years of industry experience. She has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2000. Her other business activities include sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Thomas Phillips is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Baird since 2020. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He also serves as a co-trustee for his mother. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, including private funds and real assets.

Diana Neal is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and eight years of industry experience. Her work history includes roles at Prestige Tax and Primerica Financial Services, along with involvement in education through Auglaize County Educational Service Center and Lima City Schools. She is also engaged with First United Methodist Church. Primerica Advisors manages 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 utilizes model-based strategies managed by unaffiliated asset managers and offers advisory services through a large network of advisors across numerous offices.

Grant Morman is a financial advisor at Edward Jones in Findlay, Ohio, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Signature Bank N.A., Autokiniton, Gosche Putnam Masonry, and Firehouse Subs. Edward Jones serves over four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Stacey Salwiesz is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has five years of industry experience. Prior to joining J.P. Morgan, she worked at Equitable Financial Life Insurance Co and Equitable Advisors, and earlier held roles at American Income Life and TicketSmarter. She also spent seven years at Notre Dame-Cathedral Latin School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in their recommendations.

Robert Szuch is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 43 years of industry experience. He has been with Raymond James Financial since 2009 and associated with Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he is a co-owner of Avalon Del. Group, a family business he operates with his son. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and a broad advisor network, along with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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.

Circe Krout is a CFP®-designated financial advisor with Edward Jones, based in Ottawa, Ohio, and has five years of industry experience. She has been with Edward Jones since 2015. 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 strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Zach Recker is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at W&S Brokerage Services, Western Southern Life, and Warner Automotive, among others. Outside of his advisory work, he has been involved with personal investment and real estate ventures under Recker Properties and related entities. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.