Nicholas Razzoog is a financial advisor at Fifth Third Securities, Inc. based in Perrysburg, OH. He holds a Series 66 designation and has 22 years of industry experience. He has been with Fifth Third Securities since 2005, following a brief tenure at Signator Investors, Inc. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, combining third-party portfolio managers with options such as SMA strategies and tax-overlay services.

Jerid Friar is a financial advisor with Fifth Third Securities, Inc. in Waterville, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Friar serves as a member of the Board of Directors for the Bowling Green Chamber of Commerce. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines its municipal-advisor registration with affiliation to Fifth Third Bank.

Alec Falkenberg is a financial advisor with Transamerica Financial Advisors in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles with NetLaw and United Parcel Service, and he serves as a board member for the Friends of Lucas County Child Service, where he helps host events for children in the foster care system. Alec also owns A.M. Falk Enterprises, a business related to tax preparation. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Mark Matheson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at MittGroup and Empower Financial Services. Outside of his advisory role, Matheson owns Matheson Group LLC, a solar consultation business that educates homeowners about solar energy and connects them with installers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s administrative platforms. Their approach focuses on long-term portfolio returns and annual rebalancing, serving a large participant base through proprietary and third-party methodologies.

Liam Rogers is a financial advisor at Ameritas Advisory Services, LLC with 5 years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at DeVerna & Co Financial and Rocket Mortgage, where he worked as a mortgage loan originator and assisted clients with fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified asset management and financial planning solutions using a variety of investment vehicles and platforms.

Lucas King is a financial advisor with Eagle Strategies (NY Life) based in Perrysburg, OH, holding Series 63 and Series 66 credentials and having seven years of industry experience. Prior to his current role since 2022, he worked with NYLIFE Securities and New York Life Insurance Company starting in 2019, and he has a background at IMA World Health from 2012 to 2019. Outside of his advisory duties, he serves on the boards of several non-profit organizations, including DEXA Haiti Relief, Partners in Education of Toledo, and The Epilepsy Center of Northwest Ohio, and volunteers with the Toledo Rotary Club. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis, and maintains fiduciary responsibilities particularly regarding retirement investors.

Tate Carnicom is a financial advisor at Fifth Third Securities, Inc. in Bowling Green, OH, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes several roles at Fifth Third Bank and positions outside finance, such as at Bassett's Market and Florida Gulf Coast University. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering a range of investment advisory and brokerage services. The firm provides multiple managed account programs through its Passageway platform, combining advisor-directed and third-party portfolio management strategies.

Cassie Christman is a financial advisor at Fifth Third Securities, Inc. with industry experience beginning in 2018. She holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities and Fifth Third Bank, N.A., as well as prior experience in the fitness and accounting sectors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers investment advisory and brokerage services through multiple program types, including a wrap-fee platform sponsored on Fidelity’s Managed Account Xchange.

Christine Johnston is a financial advisor with Ameritas Advisory Services, LLC, holding 17 years of industry experience. She previously worked with Nationwide Securities, LLC and Nationwide Financial for five years and has been associated with DeVerna & Co Financial, Yanak Insurance Group, and McClure Insurance Group. She is also a licensed independent insurance agent, actively involved in selling life, long-term care, and fixed annuity insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning and asset management solutions using model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Scott Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and Creative Financial Partners, among others. He is also a licensed independent insurance agent selling fixed insurance products through DeVerna & Co Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Tyson Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held roles at several firms, including his own Moore Family Enterprises LLC and Net Law, which he uses occasionally as a resource for clients’ will and trust needs. Moore also serves on the Finance Department’s Board of Executive Advisors at the University of Toledo. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.

Andrew Clausen is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. since 2018, as well as at Primerica Financial Services since 2017. His prior work background includes roles at the University of Toledo and UPS. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies provided by unaffiliated asset managers and operates at scale with approximately 3,700 financial advisors and $15.5 billion in assets under management.

Stephen Sterling is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Outside of his advisory role, he is involved in managing a rental property in Galveston, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Nicholas Snyder is a financial advisor with LPL Financial in Bowling Green, Ohio, holding a Series 63 designation and over 23 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Ameriprise for one year. Snyder is also involved with Northern Penguins, LLC, which holds a cabin in northern Michigan. 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, model portfolios, third-party asset management, and institutional platforms.

Jonathan Porter is a financial advisor at LPL Financial in Maumee, Ohio, holding Series 63 and Series 66 licenses with two years of industry experience. He has been with LPL Financial since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, providing advice through a large network of investment adviser representatives who use a variety of investment strategies and technology tools.

Connor Mccann is a financial advisor with OSAIC holding a Series 66 designation and three years of industry experience. He has previously worked at Savage and Associates and has a background that includes coaching junior varsity golf at Sylvania Northview High School. Outside of his advisory role, he volunteers as a golf coach for high school students. OSAIC Wealth serves a wide range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm supports various client types including individual investors, retirement plans, charities, and corporations.

Benjamin Taylor is a CFP® with 11 years of industry experience currently with OSAIC since 2024. He has previously worked at Sigma Financial Corporation and Wholehan & Associates, where he also serves as a financial planning assistant, providing technical software and administrative support. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management tools, supported by a complex network of affiliates and recent consolidation activity.

Thomas Nehring is a financial advisor at Ameriprise in Perrysburg, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Fifth Third Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Padgett II is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory work, he serves as the President of the Whitehouse Chamber of Commerce and is involved as a committee member with Young Life Maumee, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Finkel is a financial advisor at OSAIC Wealth, Inc. with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior work includes positions at Royal Alliance and Excel/Colibri, where he also serves as an instructor helping students prepare for the Ohio Life Insurance Exam. Outside of advising, he is a board member of the Fort Meigs Historic Site and participates in community events such as the Old West End Festival committee. Additionally, he has been involved in setting up fireworks displays and sells life and health insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm provides a broad range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various managed account programs and third-party investment options.