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.

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.

Elaine Daugherty is a financial advisor at Edward Jones in Tiffin, Ohio, with 22 years of industry experience. She holds CFP® and Series 63 designations and has been with Edward Jones for 21 years. Outside of her advisory role, she serves as a trustee of a family farm trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Andrew Loose is a financial advisor with Osaic Wealth, Inc. in Tiffin, Ohio, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Sii and Mohawk Local Schools. Outside of advising, he is involved as an owner and partner in a local LLC that evaluates and prospect prospects for rental properties. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of services such as brokerage and advisory, financial planning, retirement consulting, and access to third-party asset managers, utilizing asset-allocation tools and automated portfolio management to support client investment needs.

June Wiese is a financial advisor with Cambridge Investment Research Advisors, holding 24 years of industry experience. Her work history includes roles at Nationwide Securities, LLC, and ongoing involvement with Chris Schiefer Insurance as an independent agent. She maintains an independent insurance agency alongside her advisory practice. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm supports both discretionary and non-discretionary investment strategies through multiple platforms and proprietary as well as third-party model solutions.

Bernadine Kirian is a financial advisor with OSAIC, holding a Series 63 designation and 18 years of industry experience. She worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. Outside of her advisory role, she is a notary public providing services to clients. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management options that utilize asset-allocation tools and third-party money managers.

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.

Michael Kelso is a financial advisor with LPL Financial based in Tiffin, Ohio. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His work history includes roles at Croghan Colonial Bank, LPL Financial, and PNC Wealth Management. Kelso is also a full-time Investment Representative at Croghan Colonial Bank offering investment and insurance products through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives and offers various programs including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Matthew Hoover is a financial advisor with OSAIC, holding a Series 63 license and bringing 30 years of industry experience. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Huston Insurance & Financial Services, LLC. Outside of his advisory role, Hoover serves on the Board of Directors for Bascom Mutual Telephone and is a legal guardian for his son. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple advisory platforms, employing various asset-allocation and portfolio management tools.