Jason Gedert is a CFP®-certified financial advisor with Ameriprise, based in Pemberville, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with KEG Tax Service LLC, which provides tax return preparation services, and participates in a personal aircraft partnership through Aeroventures, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations.

Thomas Lestrange is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Royal Alliance since 2013. Lestrange has longstanding involvement with Savage & Associates and Lestrange-N Son's Insurance, where he has engaged in insurance sales and investment management. He also serves as a trustee executing a family trust agreement. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and platforms, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios, with access to third-party managers and various investment solutions.

Tyler Binkley is a financial advisor with Primerica Advisors in Maumee, Ohio, holding eight years of industry experience. He has worked with Newman Financial, PFS Investments Inc., and Primerica Financial Services. In addition to advisory activities, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,966 advisors, employing model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing.

Tyler Paxson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2020, progressing through several positions including Planning Consultant, Workplace Planning Consultant III, II, and I. His professional focus involves partnering with clients to understand their comprehensive financial objectives and developing tailored financial plans. Throughout his tenure at Fidelity, Tyler utilizes the company's resources to build and monitor financial plans aimed at helping clients achieve their family and lifestyle goals. His approach centers on aligning planning processes with clients' financial and lifestyle priorities. Outside of his professional work, Tyler has interests in baseball, football, golf, family activities, and social events with friends.

Jeffrey Marchal is a financial advisor with OSAIC in Maumee, Ohio, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Royal Alliance for 13 years and also serves as an employee benefit consultant advising business clients on group health and supplemental insurance plans. Additionally, Marchal participates in community activities such as finance committees and school advisory councils at local educational institutions. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and employs various investment tools and platforms to construct portfolios tailored to client needs.

Brad Kersten is a financial advisor with LPL Financial, holding a Series 63 designation and having 30 years of industry experience. He has been with LPL Financial since 1996. Kersten also operates a business under the name Kersten Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice.

Jackson Hollister is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and previously worked at Hollister Financial and Chic-Fil-A. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing a range of investment products and firm-provided portfolio construction tools.

Julie Luther is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her career includes roles at Transamerica Financial Advisors, WealthWave, and World Financial Group. She is a co-owner of JP Luther Enterprises LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes financial planning, third-party asset management, and institutional programs.

Gary Kronfield is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with Primerica Financial Services since 1985 and Primerica Advisors since 1992, alongside roles at Kellermeyer Co. and Imperial Dade. In addition to his advisory work, he is involved in sales of non-investment home security and automation products through affiliated businesses. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports accounts with custodial and execution services from BNY Mellon Advisors and Pershing.

James Monagan is a financial advisor with OSAIC in Maumee, Ohio, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with OSAIC since 2013 and has been associated with Savage & Associates since 2002, where he also sells insurance products. Additionally, Monagan is a founding partner of Adventus Climbing, an indoor climbing facility project in development. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across multiple asset classes, managing accounts on discretionary and non-discretionary bases.

Jennifer Fulop is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. She has previously worked at SES Financial for nine years and currently serves as a notary public for securities documents. Outside of her advisory role, she has been involved with the YMCA of Greater Toledo as a membership service employee for over ten years. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Thomas Bridges is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2010. Outside of his advisory role, Bridges is a partner at Clay Street Partners, where he assists in the purchase and management of rental properties. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator with formal advisory roles to multiple investment companies.

David Baum is a financial advisor with Cambridge Investment Research Advisors in Perrysburg, OH. He holds a Series 63 designation and has 34 years of industry experience. Baum has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He serves as a board member for the Area Office on Aging in Toledo, OH. 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 services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and custody platforms.

Donald Roork is a CFP® professional affiliated with Osaic, bringing 53 years of industry experience. He has held roles at Asset Dynamics, Inc. for over four decades and FSC Securities Corporation for more than 40 years before joining Osaic in 2023. Outside of advising, he serves as Vice Chair of the Deacon Board and Finance Committee member at Calvary Assembly of God and is involved with several nonprofit organizations, including Still Waters Biblical Counseling Ministry. He is also the creator and writer of "Wisdom for the Wealthy," a blog focused on integrating Christian principles with financial life. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools, third-party money manager access, and various managed account solutions.

Amanda Wilkinson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked in the Controller's Office at The University of Toledo and managed a boutique and gallery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Mccabe is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2020. Prior to his current role, he spent 21 years at Worthington Industries. Outside of his advisory work, he is co-owner of an outdoor power equipment business and serves as a pack auditor for Cub Scout Pack Number 325, reviewing their financial statements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a vast network of advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mitchel Skotynsky is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Raymond James Financial in Perrysburg, OH. His work history includes multiple roles within Raymond James Financial Services and his own firm, Skotynsky Financial Group, LLC, where he also serves as an associate employee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations in municipal and public finance.

Jennifer Lindsay is a financial advisor with OSAIC, holding a Series 63 designation and 15 years of industry experience. She previously worked at Next Financial Group, Inc. for nine years and has operated her own financial services business since 2010. Lindsay is also a silent partner in a Pickleball facility investment through JBL Legacy Holdings LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs firm-provided tools to construct portfolios tailored to client risk tolerances and preferences.

Lily Phommalee is a financial advisor at Osaic with two years of industry experience. She holds the Series 66 designation and previously worked at Savage and Associates, where she also serves as an insurance agent. Phommalee is the vice president of BNI Northwest Ohio, overseeing the membership committee. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Aaron Moore is a Certified Financial Planner® with 22 years of industry experience, currently affiliated with LPL Financial in Genoa, Ohio. He has worked at LPL Financial since 2009 and has also been associated with The Genoa Banking Co. since 2011. Outside of advising, he works as a boat captain on some weekends. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment solutions, including model portfolios, third-party asset management access, and institutional platforms.