Richard Sjostedt is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Merrill and Bank of America before joining Raymond James in 2020. Sjostedt is also a managing partner at Platinum Family Wealth, a support company based in Mansfield, OH. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, working with clients through tailored plans and a variety of implementation options supported by firm research and outside managers.

Hunter Mariotti is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Chipotle Mexican Grill for several years. He maintains dual employment with Sutton Investment Services as part of an affiliated setup. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to support its retirement income recommendations.

Todd Buck is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles in education with Springfield City Schools and Port Clinton City Schools. Outside of his advisory work, he owns and consults for Compelled Organizational Consulting. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies delivered across multiple platform arrangements.

Troy Baker is a financial advisor with Edward Jones in Shelby, Ohio, holding a Series 66 credential and 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in property management through several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and supports its advisory services with affiliated mutual funds, a proprietary money market fund, and additional capabilities such as a trust company and securities-based lending.

James Hogan is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Nationwide Securities, LLC and Nationwide. Outside of his advisory role, he serves as chairman of the board for Lower Lights Ministries in Columbus, OH. 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 offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of portfolio management strategies across multiple custody platforms.

Kevin Depue is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 17 years of industry experience. He has been with J.P. Morgan Securities since 2015 and previously worked with the Lucas Schools Sustaining Fund from 2009 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared Strickler is a financial advisor with Edward Jones in Mansfield, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he held roles at Ohio University, Walmart Inc., Marietta College, Snow Trails Ski Resort, and T&D Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory and investment services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jeffrey Bail is a financial advisor at Edward Jones in Ontario, Ohio, holding Series 63 and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with Connect Land Technologies, a programming company serving abstracting, and has business interests in energy and property development ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors.

Rex Linkenbach is a CFP® professional with 31 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes long tenures at Princor Financial Services Corporation and Principal Mutual Life Insurance, as well as roles at Invicta Advisors LLC and Trustmont Advisory Group. He serves as a board member for Ashland University’s Fastbreak Club and Giving Club. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options with both proprietary and third-party strategies and maintains institutional features such as formal compliance processes and advisor business relationship disclosures.

Michael Fender is a financial advisor at Edward Jones in Mansfield, OH, with six years of industry experience. He has been with Edward Jones since 2019 and holds a Series 66 designation. Prior to his career in finance, he was involved in the food service industry through Fender Services, LLC, operating under the Papa John's Pizza brand. Fender also serves as a Quality Assurance Inspector in the United States Air Force National Guard, a role he has held since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jenna Mc Bride is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at Eight Eleven Group-Brooksource and Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors.

Rebecca Stewart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at Nationwide Financial and Nationwide Securities before joining Cambridge in 2018. Stewart also maintains independent insurance agency activities and owns Covenant Financial Advisors, specializing in insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform options.

Darrel Strickler Jr. is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 1996, accumulating 29 years of industry experience. He is based in Mansfield, Ohio. Outside of his advisory role, he is involved in rental real estate through sole proprietorship and partnership interests, including ownership of an Airbnb property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Amie Mutti is a Series 66-credentialed financial advisor with 27 years of industry experience. She has worked with Cetera and affiliated entities since 2022, and prior to that was with Infinex Investments, Inc. and Mechanics Savings Bank for over 15 years. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform that includes affiliated and third-party model portfolios across various program structures.

Adam Beveridge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Invicta Capital, TRUSTMONT FINANCIAL GROUP, ESB Wealth Management, NeoVenture, and his own firm, E.S. Beveridge & Associates. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals and employs a variety of portfolio management strategies across multiple platform arrangements.

Ryan Hanawalt is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with Cetera since 2018 and has a long tenure at Mechanics Bank dating back to 1999. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Roger Inkrott is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 21 years. Inkrott also owns New Direction Financial Services LTD, a business for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kevin Williamson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served for 22 years with the U.S. Secret Service, Department of Homeland Security. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branch offices.

Robert Hogsette Jr. is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 33 years of industry experience. He has held roles at Cetera Advisors LLC and managed his own firm, Hogsette Financial Group, LLC, since 2020. In addition to his advisory work, he is a commissioned notary and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Jessica Dulle is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Lincoln Financial Advisors and Park National Bank. Outside of her advisory role, she serves as a board member of the Ohio District Kiwanis Foundation and is an allocations committee member for the United Way of Richland County. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, using a multi-manager platform with discretionary and non-discretionary program options.