Hannah Luhring is a Series 66-licensed financial advisor with Edward Jones based in Tiffin, Ohio. She has seven years of industry experience, including tenure at Edward Jones since 2016 and a prior role at The Ohio State University from 2015 to 2018. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Alaina Tyree is a Series 66-licensed financial advisor at Osaic Wealth Inc. with one year of industry experience. Prior to her current role, she worked at Northwestern Mutual and concurrently manages a spray tan business as owner of The Glo Company LLC. She also serves as a board member for a nonprofit organization involved in fundraising and events. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of investment tools and platforms to build customized portfolios across various asset classes.

Amanda Stiger is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and seven years of industry experience. She has worked with Primerica Advisors since 2019 and was previously employed by Buffalo Wild Wings from 2006 to 2018. Outside of advisory services, she is involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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 advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Union Bank Co and LPL Financial prior to joining Osaic. Cornwell is involved in insurance sales, including life, disability, and health insurance, through his roles in related agencies. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, and institutions, providing integrated brokerage and advisory services. The firm employs various tools and platforms to construct diversified portfolios and offers access to third-party money managers and managed-account solutions.

John Irwin is a financial advisor with Edward Jones in Fostoria, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Edward Jones for 25 years. Outside of his advisory role, he owns and operates Irwin Farms, an agricultural business in Cygnet, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large nationwide network of financial advisors and branch offices and offers additional services such as trust capabilities and securities-based lending.

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 CFP®-designated financial advisor with Edward Jones, where she has worked since 2005, totaling 21 years of industry experience. She holds a Series 63 license and is based in Tiffin, Ohio. Outside of her advisory role, she serves as trustee of a family farmland trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

Jonathon Bonnoront is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a member of the Bonnoront-Mangiola Wealth Management Group, which includes three advisors, one Senior Relationship Manager, and two Client Associates. Jonathon works closely with clients to help them achieve financial goals such as retirement income planning, legacy planning, college education funding, and managing liquidity events. Since beginning his financial services career in 2017, Jonathon has concentrated on a goals-based approach to wealth management. He listens carefully to clients' needs to ensure every strategy is tailored to their individual objectives. His expertise includes portfolio management, personal retirement planning, legacy planning, investment strategy for individuals and corporations, and specialized services for endowments, foundations, and non-profits. Drawing on resources from Merrill Lynch and Bank of America, he provides comprehensive support to address various aspects of clients' financial lives. Jonathon holds a Bachelor's Degree from Mount Union College and professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Findlay with his wife, Casey. Outside of work, he has interests in cooking, football, ice hockey, reading, and skiing.

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 an investment representative with LPL Financial and Croghan Colonial Bank, holding the Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been affiliated with both LPL Financial and The Croghan Colonial Bank since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ellen Myers is a financial advisor with Merrill in Findlay, Ohio, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at Bank of America and Merrill since 2014. Outside of her advisory work, Myers is an author of faith-based devotional books published on Amazon and serves as a coordinator for women’s ministries at Walnut Grove Methodist Church and within the Allegheny West Global Methodist Church Conference. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.