Dylan Mason is a financial advisor with Mass Mutual Investors Services in Columbus Grove, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Mass Mutual, he worked at MassMutual Life Insurance Company and has involvement in outside insurance sales. Outside of his advisory role, Mason sells sports cards on eBay. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using structured, goal-oriented planning processes without discretionary investment authority.

Jack Metz is an advisor with LPL Financial holding a Series 66 designation. He joined the firm in 2025 and is based in Findlay, OH. Prior to his current role, his work experience includes positions at One Power Company, The Ohio State University, and other local organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by extensive research and operational tools.

Wayne Korpics is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones and Huntington National Bank along with The Huntington Investment Company. Korpics serves as President of Bless Up and Bloom, Inc., a nonprofit organization focused on governance and board redevelopment. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which integrates ongoing advice and algorithm-driven analysis within a defined investment framework.

Landon Neuman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining LPL Financial, he worked at Transamerica Financial Advisors and Wfgia. Outside of his advisory role, he serves as assistant manager at Midwest Metal Fabricators LLC. 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 portfolio programs, third-party asset management, and institutional platforms.

Douglas Bell is a financial advisor with Ameriprise in Lima, Ohio, holding 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, using algorithmic tools overseen by a dedicated retirement income team.

Brian Wentling is a financial advisor with Raymond James Financial Services, Inc., holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he is a licensed fixed annuity agent. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Andrew Schroeder is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has previously worked at Hamilton Capital, Stifel Nicolaus & Co Inc, and Equitable Advisors. In addition to his advisory role, he is also involved as an insurance agent, selling fixed insurance products and assisting clients with life insurance needs through an independent insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Zachary Mc Cain is a financial advisor with Edward Jones in Lima, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a member of the St. Charles Parish Finance Council. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a nationwide network of over 23,000 financial advisors.

Chad Edel is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the advisory team in 2014 after a career in graphic and structural design. He works to strengthen and expand client relationships while collaborating with his team to provide a wide range of banking and investment products. Chad offers expertise in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and socially responsible and ESG investing. Chad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Bowling Green State University in 2007. Outside of his professional role, Chad is a member of Flag City Morning Rotary and serves on the Executive Board for the Marilyn & Gordon Macklin Intergenerational Institute. He resides in Findlay with his wife Ashley and their children. His personal interests include basketball, the outdoors, and pursuing home and yard improvement projects.

Spencer Giesige is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Robert W. Baird Co., he worked at Honda Development and Manufacturing and the State Auditor's Office, and spent several years in educational roles. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of portfolio management and financial planning services. The firm combines manager-traded and model-traded strategies, tax management, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Timothy Bracy is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002 and holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without portfolio management for institutional clients. The firm combines goal-based analyses with managed-account options under a consolidated billing structure while maintaining separate planning and investment services.

Daniel Lincoln is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and various roles within JPMorgan Chase and J.P. Morgan Securities. Outside of his advisory work, he is a grant manager for the Proliferate Foundation, where he supports newly established churches and spiritual organizations by managing loans and returnable grants. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Geoffrey Masters is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. Prior to his advisory career, he worked at Stainless Works for 12 years. Outside of his advisory role, he is involved in sales of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of 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.

Jared Hollar is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is active as a commercial model and musician, engaging with social media platforms such as TikTok and Instagram. LPL Enterprise serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Ross Parker is a financial advisor with Primerica Advisors in Findlay, Ohio, holding 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and has been affiliated with Primerica Financial Services since 2003. Outside of finance, he is an Independent Distributor for Hsin Ten Enterprises, a company that sells equipment for health issues. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm evaluates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of the investment models provided.

Brent Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2007 and previously worked at PRUCO Securities, LLC from 2001 to 2007. Outside of his advisory role, he is involved with Crump Insurance Brokerage in life, disability, and long-term care insurance and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Matthew Nutter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work history includes roles at Huntington Investment Company and PNC Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Rattigan is a financial advisor with Robert Baird & Co. in Findlay, Ohio, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Robert Baird in 2025. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Robert Shipp is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Signator Investors, Inc. for 33 years before joining Osaic in 2018. Outside of his advisory role, he conducts investment and insurance business through Signature Financial Group, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms and employs a variety of asset-allocation and portfolio management tools.

Mary Ann Wireman is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.