Jacob Vanio is a financial advisor with Raymond James & Associates in Perrysburg, Ohio. He holds a Series 66 designation and has been with the firm since 2026. Prior to his advisory role, Vanio worked in the hospitality industry and held various other positions, including roles at Shawn's Irish Tavern and Applebee's Grill + Bar. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and government entities. The firm provides wealth advisory and investment consulting services through a range of programs and maintains active involvement in municipal and public finance markets.

George Calton Jr. is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 63 and Series 65 licenses and has five years of industry experience. His career includes roles at Transamerica Financial Advisors and World Financial Group, and he has served as a volleyball referee for over 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of advisors, offering a range of advisory programs, financial planning, and retirement plan consulting.

Lincoln Boyle is a financial advisor with OSAIC, holding a Series 66 credential and 18 years of industry experience. He worked at Royal Alliance for 10 years before joining OSAIC Wealth in 2023. Boyle also operates an insurance agency selling life insurance products and manages client investments through Savage and Associates. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple third-party platforms and a complex corporate structure.

Justin Pandy is a CFP® professional affiliated with LPL Financial with two years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Northwestern Mutual, and MassMutual Life Insurance Company. Outside of finance, he has operated Pandys Garden Center since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Michael Schumaker is a CFP®-certified financial advisor with Edward Jones, based in Napoleon, OH, and has 10 years of industry experience. He has previously worked at First Federal Bank of the Midwest and Money Concepts Capital Corp. 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 and is known for its extensive network of financial advisors and branch offices, offering a range of advisory programs under a fiduciary standard.

Andrew Paule is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. He has worked with firms including Savage and Associates and engaged in diverse roles ranging from financial advising to insurance services. Paule serves as a board member for Downtown Perrysburg Inc. and the Perrysburg Schools Foundation, contributing to community event planning and educational funding efforts. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party portfolio management solutions.

Anthony Desch is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 2013. Prior to that, he has been associated with Savage & Associates since 1998. In addition to his advisory work, he serves as a board member of the Cane Palm Beach Condo Association. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm employs asset-allocation tools and risk-assessment methodologies to construct portfolios across various asset classes, and supports both discretionary and non-discretionary account management.

Lauren Hehl Myers is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, INC. and in various other roles including positions at Napoleon Harley-Davidson and Victoria's Secret LBrands. Outside of her advisory work, she is involved in nonprofit activities, serving on the fundraising committee for the National Museum of the Great Lakes and co-chairing the United Way of Greater Toledo Women’s Initiative Spring Event. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios that include a broad range of investment products.

John Engler is a financial advisor at OSAIC with 24 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining OSAIC in 2024, he worked for Spc and Sigma Financial Corporation for 16 years. Engler also serves in leadership roles with St. Paul Lutheran Church in Liberty Center, OH. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Sarah Ashley is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 63 and Series 65 certifications and has worked at Thrivent and Citizens Bank. Outside of finance, she owns and operates a homemade cookie business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses across various topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Richard Tesznar is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked at multiple firms including Engler, Garrow & Roth, LTD and Sigma Planning Corporation. Outside of advising, he has worked as a delivery driver for DoorDash. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes various tools and third-party solutions to construct and manage portfolios for individual and institutional investors.

Maxwell Armstrong is a financial advisor with Osaic Wealth, Inc. in Maumee, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Osaic, he worked at Engler, Garrow and Roth, Ltd. and Northwestern Mutual. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Shawna Bumpus is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is involved as a sole proprietor in real estate activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including comprehensive planning, wrap programs, and access to various investment products.

Kimberly Baker is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked with Edward Jones since 2018 and was previously employed at Midwest Community Federal Credit Union from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Russell Karban is a financial advisor with Osaic and holds the CFP® and ChFC® designations, with 34 years of industry experience. He has served as a shareholder and Vice President overseeing strategic direction and operations at Savage & Associates, Inc. since 2007. Karban is also involved in managing business enterprises and providing client protection product recommendations through his related entities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive advisory services with a range of portfolio management tools and access to third-party managers, supported by a complex corporate structure and various integrated financial platforms.

Mitchell Borst is a financial advisor with LPL Financial in Maumee, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors and ownership of Borst Financial LLC. Outside of his advisory work, he is involved with a business partnership through FIST Office Partners LLC and holds employment with Tailgaters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Bonnie Huff is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 18 years of industry experience. She has worked at Primerica since 2007 and has prior experience at The H.T. Hackney Co. and in local education with Perrysburg and Findlay City Schools. Outside of her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Taylor Skees is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With over 14 years of industry experience, Taylor has developed long-term relationships with clients and their families, focusing on financial planning aligned with their lifestyle and goals. Taylor's approach involves utilizing Fidelity's resources to build and monitor comprehensive financial plans. Taylor's professional background includes roles as Director, Retirement Planner at Fidelity Investments from 2016 to 2021, Retirement Solutions Representative at Fidelity from 2014 to 2016, Registered Representative at Allstate Financial from 2013 to 2014, and Registered Representative at Western & Southern Financial Group from 2011 to 2013. Outside of work, Taylor enjoys family activities and golf.

Jonathan Phytrion is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Palladion Services, UPS, Alnylam Pharmaceuticals, and Amazon, as well as multiple positions at Skidmore College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

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.