Christine Johnston is a financial advisor at Ameritas Advisory Services, LLC with 17 years of industry experience. She has held roles at DeVerna & Co Financial and Nationwide Securities, LLC, among others. Johnston is also a licensed independent insurance agent, working with life, long-term care, and fixed annuity insurance products through multiple insurance agencies. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Scott Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ameritas in various capacities since 2005 and is currently affiliated with DeVerna & Co Financial, where he is also licensed to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, serving clients through both discretionary and non-discretionary approaches.

Tyson Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held roles at several firms, including his own Moore Family Enterprises LLC and Net Law, which he uses occasionally as a resource for clients’ will and trust needs. Moore also serves on the Finance Department’s Board of Executive Advisors at the University of Toledo. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.

Stephen Sterling is a financial advisor at Edward Jones in Maumee, Ohio, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is the owner of a rental property business in Galveston, Texas. 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 under management through a nationwide network of 23,701 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Nicholas Snyder is a financial advisor with LPL Financial in Bowling Green, OH, holding a Series 63 credential and 23 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with Northern Penguins, LLC, which holds a cabin in northern Michigan. 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 programs, including discretionary and non-discretionary management, and utilizes model portfolios, third-party subadvisors, and advanced technologies.

Jonathan Porter is a financial advisor at LPL Financial in Maumee, Ohio, holding Series 63 and Series 66 credentials with two years of industry experience. He has been with LPL Financial since 2023. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research.

Connor Mccann is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023. Outside of his advisory role, he volunteers as a junior varsity golf coach at Sylvania Northview High School. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Benjamin Taylor is a CFP® with 10 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Wholehan & Associates and Sigma Financial Corporation. At Wholehan & Associates, he has held a financial planning assistant role involving technical software and administrative duties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs. The firm employs firm‑provided asset‑allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non‑discretionary bases.

Matthew Padgett II is a financial advisor with Edward Jones in Whitehouse, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Padgett serves as president of the Whitehouse Chamber of Commerce and is involved with Young Life Maumee, a local nonprofit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,700 advisors.

Daniel Finkel is a financial advisor at OSAIC Wealth, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including Royal Alliance and Excel/Colibri. Outside of advisory work, he instructs life insurance exam courses and serves on the board of the Fort Meigs Historic Site and the Old West End Festival Committee. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services and uses asset-allocation tools and risk assessments to construct diversified portfolios across multiple asset classes.

Melissa Humm is a financial advisor at OSAIC with 20 years of industry experience. She holds the Series 66 designation and has worked at several firms including Savage Associates and The Huntington Investment Company. Outside of her advisory work, she is a part owner of a mobile shaved ice business and a mobile coffee truck franchise. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services and employs various investment management tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Nick Neely is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has worked with Fidelity Investments since 2022, with previous roles including Investment Solutions Representative from 2023 to 2025 and Customer Relationship Advocate from 2022 to 2023. Nick is a CERTIFIED FINANCIAL PLANNER® professional specializing in retirement planning and investment strategies. He collaborates with clients to develop personalized investment plans tailored to their financial goals. Outside of his professional work, Nick has interests in boating, camping, golf, and music, and is an instrumentalist.

William Kanary is a financial advisor at OSAIC Wealth Inc with over 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in the financial services sector since 1975, including long-term roles at Savage & Associates. He serves on the finance committee of Central Catholic High School, where he reviews the school's financial matters. OSAIC Wealth Inc. serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and advisory platforms, offering integrated brokerage, financial planning, and investment management services. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Richard Briner is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with LPL Financial since 2006. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Holly is a financial advisor at Charles Schwab with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2017. Prior to Schwab, he was with Wunderlich Securities, Inc. and has operated Holly Enterprises since 2004. Outside of his advisory role, he serves as an executive producer for OB Mustangs Docu, LLC, overseeing various production aspects. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management. Schwab combines integrated brokerage, custody, and advisory services with multi-asset strategic portfolios and a formal alternative investments program.

Scott Toland is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at OSAIC and Savage and Associates since 2020, with prior experience at DelBall and Siena Heights University. Toland is also involved in insurance sales, offering life, disability, and health insurance products through his financial advisory work. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Timothy Roth is a CFP® professional with 34 years of experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked for 16 years at both Spc and Sigma Financial Corporation. Outside of his advisory role, Roth is actively involved in his community as an organist and council member at Trinity Lutheran Church and serves as president of the congregation. OSAIC Wealth, Inc. provides integrated brokerage and investment advisory services to a broad client base, including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm utilizes asset-allocation tools and third-party platforms to construct diversified portfolios and supports various managed-account solutions through a large network of affiliated advisers.

Dawn Stebelton is a financial advisor with Edward Jones in Perrysburg, Ohio, holding Series 63 and 66 licenses and bringing 17 years of industry experience. She previously worked at UBS Financial Services and Morgan Stanley Smith Barney, where she spent 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Damian Ogrodowski is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance since 2013. In addition to his advisory role, he provides financial wellness presentations to employer groups and is an independent insurance agent. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services and employing asset-allocation tools and third-party platforms to manage diversified portfolios.

Jennifer Socie is a financial advisor at Edward Jones in Perrysburg, OH, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 1997, including her current role that began in 2023. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.