Jessie Siegler is a financial advisor at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. They hold a Series 65 credential and previously worked at Fidelity Investments and Players Restaurant and Lounge. Outside of finance, Jessie works part-time as a food delivery provider. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning and investment management services. The firm emphasizes customized asset allocation and combines active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Jon Stacy is an investment advisor representative with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, The Huntington Investment Company, and VOYA Financial Advisors. Stacy also operates Varsity Wealth Management, a sole proprietorship involved in sales and marketing of securities, variable insurance products, fixed annuities, and non-variable insurance. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolios with ongoing monitoring and optional overlays such as tax management and socially responsible investing.

James Porea is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His previous roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. He is also a licensed independent insurance agent specializing in variable, life, accident, and health insurance. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern-portfolio-theory approaches to customize portfolios and offers both discretionary and non-discretionary management along with retirement-plan consulting.

Jon Vanslooten is a financial advisor with Kingsview Wealth Management, LLC in Toledo, OH, holding a Series 66 credential and 18 years of industry experience. He previously worked at Edward Jones for eight years before joining Kingsview Asset Management, LLC, where he has been since 2016. He is also an independent life insurance agent. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of in-house portfolio management and third-party strategies, with services available on both discretionary and non-discretionary bases.

Matthew Butler is a financial advisor with Lifemark Securities Corp. He holds Series 63, 65, and 66 designations and has 19 years of industry experience. His prior experience includes roles at PNC Private Bank and Comerica Securities. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various programs including Unified Managed Accounts and Separately Managed Accounts, with advice tailored through risk assessments and managed on both discretionary and non-discretionary bases.

John Ross is a CFP® with 41 years of experience in financial advisory services. He is currently with Signature Equity Partners, LLC and Osaic Wealth since 2026, following 14 years at Concorde Asset Management and Concorde Investment Services, and a long tenure at Integrated Financial Resources. Outside of his advisory work, Ross is a member of the University of Toledo Varsity T-Club and the Fellowship of Christian Athletes, participating in community and faith-based activities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to deliver customized portfolio management and financial planning services.

Bradford Dolgin is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services for 17 years and Purshe Kaplan Sterling Investments for one year prior to joining Venture Visionary Partners in 2020. Venture Visionary Partners LLC offers investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm provides customized portfolio management using model portfolios combined with fundamental, technical, and modern portfolio theory approaches, supported by third-party managers and technology platforms.

Amy Amos is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for seven years before joining Venture Visionary Partners in 2020. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios, offering both discretionary and non-discretionary management alongside retirement-plan consulting and implementation services.

Tamela K. Wriker is a CFP® professional with 28 years of industry experience, currently serving at Venture Visionary Partners LLC since 2022. She previously worked at UBS Financial Services for 15 years. Wriker is also a licensed independent insurance agent specializing in variable, life, accident, and health insurance. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary portfolio management alongside retirement-plan consulting.

Karyn Keilholz is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years before joining her current firm in 2020. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern-portfolio-theory approaches to customize portfolios and offers both discretionary and non-discretionary management alongside retirement-plan consulting.

Kelly Andrews is a financial advisor with Venture Visionary Partners LLC, holding a Series 66 designation and 24 years of industry experience. He worked at UBS Financial Services Inc. from 2016 to 2020 before joining Venture Visionary Partners in 2020. Venture Visionary Partners LLC offers investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a blend of fundamental, technical, and modern-portfolio-theory approaches, and provides both discretionary and non-discretionary management alongside retirement-plan consulting and implementation.

Todd Wirick is a financial advisor with Prosperity Wealth Management, Inc. in Sylvania, OH, holding a Series 63 designation and 31 years of industry experience. He has been with Prosperity Wealth Management since 2016 and also has longstanding roles at Fortune Financial Services, Inc. and Connecticut Mutual Life Insurance Co. Outside of his advisory work, he is president and sole owner of Financial Visions, a marketing company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for around 1,600 clients and employs a comprehensive investment process that includes multiple analytical methods and ongoing oversight of third-party managers.

Taylor O Connell is a financial advisor with Eagle Strategies (New York Life) based in Toledo, Ohio, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to his advisory career, he served eight years in the U.S. Army and has worked in various roles including at Amazon and ACE Hardware. Outside of financial services, he works as an independent personal trainer, providing customized fitness programs to select clients. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable entities. The firm offers comprehensive financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and primarily non-discretionary asset management within an integrated New York Life affiliate structure.

Joseph Bixler is a financial advisor at Hantz Financial Services, Inc. in Maumee, OH, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios along with third-party money managers and technology-driven solutions, combining advisory and broker-dealer services with mortgage and insurance product offerings.

Justin Snyder is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Hantz since 2018. Prior to that, he spent 12 years at Toledo Molding and Die Inc. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and other solutions, and combines advisory, brokerage, mortgage, and insurance services under one enterprise structure.

Lawrence Fairall is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and PRUCO Securities, LLC. Outside of his advisory work, he owns a boat rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. The firm uses algorithm-driven risk assessments and implements portfolios through approved mutual fund and ETF strategies managed internally or by third parties.

Michael Noble is a financial advisor with Sanctuary Advisors, LLC based in Toledo, OH. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley. Noble serves as a board member for the International Boxing Council, where he helps run events and raise funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment strategies and account types, operating through a large network of independent advisers.

Dennis Isabell is a financial advisor with SPC in Toledo, OH, holding a Series 63 designation and 39 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2006 and previously at Transamerica Financial Advisors. He serves on the advisory board of the Salvation Army of Northwest Ohio. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large advisory network and offers tailored, discretionary advice through various account programs, with custody and execution services provided by Fidelity/NFS.

William Peet is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill, Select Quote Insurance Services, and DoorDash, among other firms. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides clients with a variety of portfolio management options including mutual funds, ETFs, and separately managed accounts.

Jeffrey Jensen is a financial advisor at Fifth Third Securities, Inc. in Toledo, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1997. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.