Robert Best is a financial advisor with SPC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Sigma Financial Corporation since 1999. Outside of advising, he is a licensed insurance agent offering life, disability, and long-term care insurance products through Summit Reserve Group. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services, with a corporate structure that includes affiliated broker-dealers and insurance agencies.

Joel Smith is a financial advisor with Empower Advisory Group in Northwood, OH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at GWFS Equities, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Christine Johnston is a financial advisor with Ameritas Advisory Services, LLC, holding 17 years of industry experience. She previously worked with Nationwide Securities, LLC and Nationwide Financial for five years and has been associated with DeVerna & Co Financial, Yanak Insurance Group, and McClure Insurance Group. She is also a licensed independent insurance agent, actively involved in selling life, long-term care, and fixed annuity insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning and asset management solutions using model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Joshua Dowell is an advisor at Fifth Third Securities, Inc. based in Toledo, Ohio, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Fifth Third Bank, PNC Bank, and Target. Outside of his advisory duties, he works as a food delivery driver and poker dealer. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of portfolio management programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a broad client base including high-net-worth individuals, corporations, and trusts.

Scott Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and Creative Financial Partners, among others. He is also a licensed independent insurance agent selling fixed insurance products through DeVerna & Co Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Mitchell Smith is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Fifth Third Bank. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers access to the Passageway Managed Account Program, featuring multiple portfolio management options and tailored investment strategies.

Minnie Singh is a financial advisor at Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation with 21 years of industry experience. She has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party managed portfolios via its Passageway Managed Account Program, combining advisor-directed and model-based strategies.

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.

Jaclyn Cardenas is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2019 to 2021. Before entering finance, she was self-employed in child care for six years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers discretionary and non-discretionary account management through a network of over 400 independent adviser representatives.

Dustin Alexander is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at LPL Financial, VOYA Financial Advisors, New England Securities, and Stirling Capital, where he remains active. Outside of his advisory work, he volunteers as a teacher with FMT Solutions. Independent Financial Partners is a national firm serving individual, charitable, corporate, and high-net-worth clients through a network of independent advisors. The firm offers a decentralized advisory model with various investment options and is noted for its retirement-plan advisory and pension consulting services.

Erin Flower is a financial advisor with Eagle Strategies (NY Life) based in Oak Harbor, OH, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked at Eagle Strategies since 2008 and has been affiliated with St. Bonore Financial Services and New York Life since the early 2000s. In addition to her advisory role, she is involved in insurance brokering through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a diverse range of investors and Plan Sponsors.

Brandon Rodriguez is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Toledo, OH. He has been with Edward Jones since 2017 and previously worked four years in the hospitality industry at Regency Hotels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard, with a nationwide network of more than 23,000 financial advisors.

Gregory Row is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including LPL Financial LLC, Global Retirement Partners LLC, Comerica Securities Inc, and Edward Jones in earlier roles. 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, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Crystal Tully Cahill is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2022 and previously spent seven years at Pension Innovations & Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Devin Zeisset is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Concourse Financial Group Securities Inc and Huntington National Bank. Zeisset serves as a volunteer treasurer for the Oregon Schools Foundation. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Jonathan Porter is a financial advisor at LPL Financial in Maumee, Ohio, holding Series 63 and Series 66 licenses with two years of industry experience. He has been with LPL Financial since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, providing advice through a large network of investment adviser representatives who use a variety of investment strategies and technology tools.

Benjamin Taylor is a CFP® with 11 years of industry experience currently with OSAIC since 2024. He has previously worked at Sigma Financial Corporation and Wholehan & Associates, where he also serves as a financial planning assistant, providing technical software and administrative support. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management tools, supported by a complex network of affiliates and recent consolidation activity.

Thomas Nehring is a financial advisor at Ameriprise in Perrysburg, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Fifth Third Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Walker is a financial advisor at Equitable Advisors with 45 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as President of the Grace Community Center Board of Directors and holds several volunteer and leadership positions in local organizations, including the Sylvania United Church of Christ and the Lucas County Board of Elections. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers, focusing on personalized client assessments and matching clients to appropriate investment models.

Adam Glaser is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance for 12 years before joining Cetera in 2025. Outside of his advisory role, he is involved in life insurance and operates several financial services businesses. Cetera is an SEC-registered adviser with a large nationwide network of independent advisors. It serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services.