Kenneth Kreilick is a CFP® and Series 66 licensed advisor with Edward Jones, based in Fremont, OH. He has nine years of industry experience, all of which have been with Edward Jones since 2017, following a one-year period of unemployment. 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 clients. The firm offers various advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Monica Malhoit is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, following an 11-year tenure at UBS Financial Services. Outside of her advisory role, she is a co-owner of a residential rental property in Perrysburg, Ohio. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, serving clients through a range of retail and institutional offerings.

Natasha Irons is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her current role, she worked for Buckeye Broadband for ten years. Outside of finance, she is also a minister and performs wedding ceremonies in Fremont, Ohio. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Leena Bhojraj is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has previously worked at Capital Management Strategies LLC and Cadaret, Grant & Co., Inc. She also serves as a wealth advisor in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Jordan Moore is a financial advisor with LPL Financial based in Genoa, Ohio, holding the ChFC® and Series 66 credentials and bringing nine years of industry experience. Prior to his advisory career, he managed Moore Orchards for nine years. Moore serves as an elected trustee for Carroll Township, a political office he has held since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, through a nationwide network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lamont Stewart is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, Stewart serves as a director for a nonprofit focused on financial literacy education. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Zebradee Jackson is a financial advisor with Raymond James Financial in Perrysburg, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Osaic FA, Inc. and Citizens Securities, Inc. He is also involved as an associate with FM Investments, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional entities. The firm employs analytical tools for tailored non-discretionary planning and supports advisory programs with a focus on technology and municipal advisory services.

Liam Rabe is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2026, and as a Financial Associate at the same firm from 2020 to 2022. In his current position, Liam focuses on collaborating with individuals and families to develop financial plans aligned with their lifestyle values and goals. Liam's experience spans various facets of financial consulting within Fidelity Investments, where he has progressed through roles that emphasize workplace planning and financial association. His approach centers on understanding clients' unique situations to build confidence in their financial objectives. He encourages clients to engage in personalized planning to address their specific needs.

Daniel Wott is a Series 66 licensed financial advisor with Edward Jones in Perrysburg, OH, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Joseph is a financial advisor with Osaic Wealth, Inc. in Toledo, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Osaic in 2019, he worked at PricewaterhouseCoopers from 2016 to 2018. He also conducts investment and insurance business through Equity Planning Group, focusing on sales and marketing of fixed annuities, securities, and related products. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, managed account solutions, and access to third-party money managers.

Ruth Gahler is a financial advisor at Edward Jones in Perrysburg, Ohio, holding a Series 66 designation with 6 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jamie Tailford is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Prior to joining Fidelity, he worked for over two decades at J. Alexander's LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of model portfolios, commodity pool operator registration, and advisory roles with multiple registered investment companies.

Michael Sassaman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and has operated Capital Management Strategies LLC since 2010. Outside of his advisory practice, he is involved in coaching sports and fitness activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven approaches.

Loren Odegaard is a financial advisor with Edward Jones in Perrysburg, OH, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he is associated with the Ohio Air National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Gary Kauffman is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including six years at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he owns a consulting firm that reviews contracts for physicians and coaches advisors on building practices in the medical market. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual planning engagements using firm-approved analytical tools, with implementation options available through brokerage or insurance arrangements.

Kevin Carmony is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and over 35 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory role, Carmony serves as a swimming and diving official and is a board member and officer of a nonprofit organization. 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 plan advisory through a network of independent professionals, providing both discretionary and non-discretionary strategies across multiple platforms and featuring proprietary and third-party model solutions.

Lisa Vajen is a ChFC®-designated financial advisor with 24 years of industry experience. She is affiliated with Cambridge Investment Research Advisors since 2014 and has been associated with Butler Capital Advisors since 2004. In addition to her advisory work, she operates 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 professionals, offering a range of portfolio management solutions tailored to client objectives.

Ryan Shackelford is a financial advisor with LPL Enterprise in Perrysburg, Ohio. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and Cellular Sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform that supports both advisory and brokerage channels.

Zachary Priesman is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at Reynolds American for six years and Global Technical Recruiters for one year. He holds the Series 66 designation. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawn Burke is a financial advisor at Morgan Stanley with 23 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors LLC. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.