Dawn Stebelton is a financial advisor with Edward Jones in Perrysburg, Ohio, holding Series 63 and 66 licenses and bringing 17 years of industry experience. She previously worked at UBS Financial Services and Morgan Stanley Smith Barney, where she spent 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Jennifer Socie is a financial advisor at Edward Jones in Perrysburg, OH, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 1997, including her current role that began in 2023. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jacob Vanio is a financial advisor at Raymond James & Associates with Series 66 credentials and one year of industry experience. Prior to joining the firm, he held various roles including positions in the restaurant industry and as a student at Bowling Green State University. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Jason Harris is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Thomas Reuters and operating his own firm, J. Harris Capital, LLC. Outside of advising, Harris is involved in community and business organizations, serving on the finance committee of the Toledo Rotary and participating in chambers of commerce in Maumee and Findlay. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models and third-party asset managers, focusing on personalized client assessment without sponsoring its own wrap fee program.

Brian Boisselle is a CFP®-certified financial advisor with LPL Financial, based in Toledo, OH, and has 15 years of industry experience. He has been with LPL Financial since 2011 and also has a longstanding relationship with Citizens National Bank of Bluffton. 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 offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Sarah Ashley is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 63 and Series 65 certifications and has worked at Thrivent and Citizens Bank. Outside of finance, she owns and operates a homemade cookie business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses across various topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Brian Greggila is a financial advisor at Edward Jones in Elmore, Ohio, holding the CFP® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory services under a fiduciary standard.

Shawna Bumpus is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for the past 10 years. Outside of her advisory role, she owns and operates small real estate investment ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Taylor Skees is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With over 14 years of industry experience, Taylor has developed long-term relationships with clients and their families, focusing on financial planning aligned with their lifestyle and goals. Taylor's approach involves utilizing Fidelity's resources to build and monitor comprehensive financial plans. Taylor's professional background includes roles as Director, Retirement Planner at Fidelity Investments from 2016 to 2021, Retirement Solutions Representative at Fidelity from 2014 to 2016, Registered Representative at Allstate Financial from 2013 to 2014, and Registered Representative at Western & Southern Financial Group from 2011 to 2013. Outside of work, Taylor enjoys family activities and golf.

Jonathan Phytrion is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Palladion Services, UPS, Alnylam Pharmaceuticals, Synlogic Therapeutics, and Amazon, as well as several engagements with Skidmore College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Jason Gedert is a CFP®-certified financial advisor with Ameriprise, based in Pemberville, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with KEG Tax Service LLC, which provides tax return preparation services, and participates in a personal aircraft partnership through Aeroventures, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations.

Brent Shimman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes prior roles at Cetera Advisors LLC and Mass Mutual Investors Services. Outside of advisory work, he serves as a minister for a religious organization. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a range of management platforms, proprietary model strategies, and access to unaffiliated third-party advisers.

Tyler Paxson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2020, progressing through several positions including Planning Consultant, Workplace Planning Consultant III, II, and I. His professional focus involves partnering with clients to understand their comprehensive financial objectives and developing tailored financial plans. Throughout his tenure at Fidelity, Tyler utilizes the company's resources to build and monitor financial plans aimed at helping clients achieve their family and lifestyle goals. His approach centers on aligning planning processes with clients' financial and lifestyle priorities. Outside of his professional work, Tyler has interests in baseball, football, golf, family activities, and social events with friends.

Brad Kersten is a financial advisor with LPL Financial, holding a Series 63 designation and having 30 years of industry experience. He has been with LPL Financial since 1996. Kersten also operates a business under the name Kersten Wealth Management Group. 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 participant-level retirement advice.

Jerrad Shiets is a financial advisor with Edward Jones in Oak Harbor, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

David Baum is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2009, as well as prior experience at Cetera Advisors LLC and Vestax Securities Corporation. He serves as a board member for the Foundation Board for the Area Office on Aging in Toledo, Ohio. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Amanda Wilkinson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked in the Controller's Office at The University of Toledo and managed a boutique and gallery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Dewese is a financial advisor at Edward Jones in Toledo, OH, holding Series 63 and Series 66 designations with eight years of industry experience. His prior roles include positions at Croghan Colonial Bank, Howard Bailey, ROYAL ALLIANCE/Hollister Financial, and Key Investment Services, LLC. 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mitchel Skotynsky is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Raymond James Financial in Perrysburg, OH. His work history includes multiple roles within Raymond James Financial Services and his own firm, Skotynsky Financial Group, LLC, where he also serves as an associate employee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations in municipal and public finance.

Aaron Moore is a Certified Financial Planner® with 22 years of industry experience, currently affiliated with LPL Financial in Genoa, Ohio. He has worked at LPL Financial since 2009 and has also been associated with The Genoa Banking Co. since 2011. Outside of advising, he works as a boat captain on some weekends. 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 offers a broad range of financial planning and investment solutions, including model portfolios, third-party asset management access, and institutional platforms.