Lawrence Huber is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. His background includes roles at Midwest Regional Educational Service Center and long-term involvement with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Dylan Pritchett is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones in Findlay, OH since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Matthew Graff is a financial advisor at Edward Jones in Lima, OH, with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at Riverside Contracting and Eaton Corporation. Graff is also involved in agricultural activities as a farm property landowner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs with a nationwide network of financial advisors and branches.

Ryan De Marco is a financial advisor at Edward Jones with 15 years of industry experience. He has held roles at Edward Jones since 2019 and previously worked at JP Morgan Chase LLC for 14 years. Outside of his advisory work, he is involved in several business ventures including managing an apiary, assisting with a family-owned hair salon, and supporting his sons’ musical and landscaping businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm has a large national presence, offering both discretionary and non-discretionary strategies along with overlay and tax-efficient services.

Joel Griffiths is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Procter & Gamble for 21 years. Based in Bluffton, Ohio, he began his advisory career at Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

Troy Welsch is a financial advisor with OSAIC who has 25 years of industry experience. He previously worked with Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to his advisory work, he owns a landscaping business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and access to third-party money managers.

David Ellerbrock is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he serves as Financial Secretary for St. Anthony's Knights of Columbus #9788 and operates a CPA practice focused on income tax planning and preparation. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various tools and platforms to construct diversified portfolios tailored to client needs.

Vincent Guagenti is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Procore Technologies, Ascent360, and Xactware. He is involved with Upstream Investment Partners, an investment-related business activity affiliated with his LPL work. 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, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of services.

Pamela Moose is a financial advisor with Primerica Advisors in Findlay, OH, holding a Series 63 designation and 16 years of industry experience. She has worked at PFS Investments, Inc. and Primerica Financial Services since 2009 and was previously employed at Airstream Inc. from 2016 to 2024. In addition to her advisory role, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and implements models through BNY Mellon Advisors, operating with a tiered wrap fee structure.

Michael Pine is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009 and was previously with Silgan Containers in a supplemental staffing role. Outside of advising, he is involved in the sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party managers and custodians. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Theran Carroll is a financial advisor with Primerica Advisors in Findlay, Ohio, holding eight years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2015 and has held roles with the Allen County Board of Developmental Disabilities and Ohio Means Jobs Allen County. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for trading, employing a tiered wrap-fee structure and maintaining control over model offerings.

David Lotz is a financial advisor at Edward Jones in Lima, OH, holding a Series 63 license and with 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

William Sackett is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise since 2005, working within its various entities for a total of 21 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.