Gregory Averesch is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Molly Montgomery is a financial advisor with LPL Financial in Ottawa, Ohio, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2023 and has experience with Superior Credit Union and the University of Findlay. Outside of financial advising, she is a woodworking instructor at Board & Brush Creative Studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Adam Cupp is a financial advisor at Cetera with 21 years of industry experience and holds Series 63 and Series 65 licenses. His work history includes roles at Cetera Wealth Services, VOYA Financial Advisors, and UIS Insurance & Investments. Outside of his advisory work, he serves as a board member for First Christian Church and the Putnam County Republican Central Committee and is the fundraising chairperson for Scouting America. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent advisors. The firm provides a multi-manager platform with options ranging from model portfolios to bespoke strategies under both discretionary and non-discretionary authorities.

Joseph Sehlhorst is a Series 65-licensed financial advisor with Primerica Advisors in Findlay, Ohio, bringing 16 years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 2008 and 2009, respectively, and is also involved in business operations at Glandorf Feed Co and I&K Distributors Inc. Outside of advisory work, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, delegating model implementation to BNY Mellon Advisors.

Alycia Music is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan entities since 2015. Outside the financial industry, she was involved with Shawnee Lawn Services, LLC from 2017 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Annika Liebrecht is a CFP®-designated financial advisor at Edward Jones with six years of industry experience. She previously held roles at Morgan Stanley, MCF Advisors, and several companies outside finance including LBrands and Abercrombie & Fitch. She serves as a board member of Findlay Young Professionals, focusing on membership retention, event organization, and local business engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Ian Armentrout is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at SmartSolve, FedEx, Thermal Gard, and Bowling Green State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Darlene Doty is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Nathaniel Brubaker is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, having also worked at MassMutual Life Insurance Co and engaged in previous roles at Chavis Building & Renovation Services and Cronin Auto, Inc. Outside of finance, he has experience working in various roles including at Bowling Green State University and River Hollow Farm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and delivers written recommendations without investment discretion, with optional implementation through separate brokerage or insurance arrangements.

Dennis Rockhold is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he is involved as an agent in the sales and servicing of fixed life and health insurance policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Amanda Clifton is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and six years of industry experience. She has been with Primerica Advisors since 2019 and has a longer tenure with Primerica Financial Services beginning in 2018. Clifton also has a longstanding role at Wyandot Memorial Hospital since 2006. Outside of advisory activities, she is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm’s approach includes curated third-party asset managers and an operational model based on tiered wrap fees, focusing exclusively on retail client portfolios rather than institutional or pension plans.

Scott Neth is a financial advisor with Raymond James Financial in Lima, Ohio, holding Series 63 and Series 66 licenses and with seven years of industry experience. His prior experience includes roles at Premier Bank, Minster Bank, and Fifth Third Bank. He serves as a board member and finance committee participant for the Veterans Memorial Civic and Convention Center. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work.

Scott Hershberger is a financial advisor at Edward Jones with 37 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1987. Outside of his advisory role, he assists a CPA with administrative tasks related to an office rental business. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Andrea Hartung is a financial advisor with Primerica Advisors in Findlay, Ohio, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Bon Secours Mercy Health and senior management in the assisted living sector. Outside of financial advising, she works part-time as a DoorDash driver. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by third parties and supports accounts through BNY Mellon Advisors and Pershing.

Stephen Gons is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and has worked at Massachusetts Mutual Life Insurance Company since 2010. He previously operated W. Scott Gons from 2005 to 2022. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to support goal analysis and written recommendations.

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.

Zachary Buckland is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He coaches junior high football for seventh graders at Ottawa Glandorf High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

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.

Craig Bauman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 22 years of industry experience. His prior work includes roles at Chase Investment Services Corp. and A.G. Edwards & Sons, Inc. Outside of his advisory career, he owns Sunset Junkies LLC, a music production and live entertainment business. J.P. Morgan Securities 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 investment recommendations.