Bradley Ridge is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he works approximately 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients, focusing on financial planning, trust administration support, and independent manager selection. The firm operates primarily as a co-advisor and referral partner, collaborating with an SEC-registered manager for active portfolio management.

Robert Buckley is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he is actively involved. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and institutional clients, focusing on financial planning, trust administration, and independent manager selection. The firm partners with an SEC-registered manager for portfolio management while offering planning, client coordination, and pension consulting services.

Earl Manter is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. Manter is also a partner at Holbrook & Manter LLP, a CPA firm, where he works 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients. The firm partners with an SEC-registered manager for active portfolio management while offering planning, client coordination, trust administration support, and pension consulting services.

Eric Sparling is a financial advisor at WesBanco Securities, Inc. with 31 years of industry experience. He holds the Series 66 designation and has previously worked at Premier Bank, LPL Financial, Money Concepts Capital Corp., and Investment Professionals, Inc. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies based on client objectives, risk tolerance, and time horizon, utilizing various analytical methods and a range of managed account options.

Lisa Bush is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and Bank of America. Outside of her advisory work, Bush serves as Vice President of the Women's Business Council and Secretary of the Women's Club Home, both nonprofit organizations focused on community involvement. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who develop personalized investment strategies and offers a range of portfolio management solutions, operating as a fiduciary under written agreements.

Danielle Landon is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2016. She also has a long tenure with Scharer Investment Consultants beginning in 2007. Outside of her advisory work, Landon serves as a cheer coach at Eglin Middle School in Marion, Ohio. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and a broad client base nationwide. The firm offers a wide range of managed-account programs, third-party asset management access, and comprehensive support services including trading, reporting, and custody.

Thomas Savage Sr. is a financial advisor with Commonwealth Financial Network in Westerville, OH, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at Nationwide Investment Services for 21 years and is a co-owner of Whetstone Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Martin Stansbery is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been associated with New York Life and related entities since 2010 and also operates Baker Financial Services, LLC d.b.a. Baker Financial Group. Outside of his advisory work, Stansbery serves as president of the Upper Sandusky Rotary Club and volunteers with the United Way of Wyandot County. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and delivers solutions across multiple program types, including fee-based hourly advice, retirement plan consulting, and co-advisory relationships with third-party managers.

Caleb Ulmer is a CFP® professional with seven years of industry experience, currently affiliated with Sanctuary Advisors, LLC. He has previously worked with Raymond James Financial Services and Park National Bank. Ulmer serves as a board member of the Avita Foundation, where he helps organize fundraising events and participates in quarterly meetings. 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 strategies through a large network of independent advisers and offers discretionary and non-discretionary account management with various analytical approaches and custodial solutions.

Chad Baker is a financial advisor with Eagle Strategies (NY Life) based in Upper Sandusky, Ohio. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His work history includes roles at Baker Financial Services, LLC, also operating as Baker Moyer Financial Group and Baker Financial Group, as well as longstanding affiliations with Nylife Securities Inc. and New York Life Insurance Company since 1999. Outside of his advisory work, he is a member of Woodcock Woods, LLC, which owns a hunting camp shared with partners. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a predominantly non-discretionary asset management approach.

Manoj Sharma is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Sharma serves as a board member of the Marion Noon Kiwanis Club, which raises funds for children’s charities and educational supplies. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent advisers. The firm offers a range of portfolio management options and employs varied analytical approaches, serving clients with both discretionary and non-discretionary accounts.

Lars Olson is a CFP® professional with 34 years of experience in financial planning and investment management. He is currently with Sanctuary Advisors, LLC and has prior experience at Bank of America and Merrill. He is president of Alluvial Private Wealth LLC and its related entities, which focus on financial planning and opportunity zone investments. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent advisers who utilize a range of investment strategies and custodial solutions.

Scott Crawford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He is also co-owner of Whetstone Financial, LLC, where he has worked since 2016. Outside of his advisory role, Crawford serves as a varsity basketball assistant coach at River Valley High School in Ohio. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad range of managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients with around $212.7 billion in assets under management.

Emily Wurm is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and four years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, Baker Financial Group, and Nationwide Insurance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm focuses on tailored advice and offers multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Alan Dixon is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he owns and operates AD Golf Cards, a business focused on buying and selling golf sports cards. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients able to implement these recommendations through various brokerage or advisory programs.

Michael Skaggs is a financial advisor at Edward Jones in Marion, Ohio, holding a Series 66 registration with one year of industry experience. He previously worked for Kokosing, Inc. for ten years. Outside of advising, he is the sole proprietor of a family farm in Bucyrus, Ohio. 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, including managed solutions and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Brent Barchent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cetera since 2012 and has also worked at First Citizens National Bank of Upper Sandusky since 2003. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers and multiple program options.

Brian Dixon is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2010 in various capacities and currently operates out of Marion, OH. Dixon also has a minority ownership in 3D Private Wealth Advisors Inc., where he dedicates limited time monthly. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions supported by proprietary research and planning tools.

Daniel Wigton is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel since 2009. Daniel serves on The Ohio State University at Marion Alumni Advisory Board. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Goodlin is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Skaggs is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at The First Citizens National Bank and Peoples Savings and Loan Company. She is a partner in a family meat processing business and also serves as an office administrator for the family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

Kurtis Miller is a financial advisor with Cetera, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Western & Southern, US Bank, and The First Citizens National Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to both affiliated and third-party money managers across various program structures and custodial relationships.

Kit Fogle is a financial advisor at Stifel with 21 years of industry experience. He has worked at Bank of America and Merrill and has been involved in farming since 1986. He serves on the Board of Trustees at Marion Technical College and is the board president as of 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support its planning and allocation guidance.

Todd Everingham is a financial advisor with Cetera in Marion, Ohio, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at The Huntington Investment Company and is currently the executor of his mother's estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Richard Dixon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Dixon has ownership in National Service Information, Inc., a paralegal service company, and serves as a director for NRAI Services, LLC, a public record information service. He also holds trustee and treasurer positions with the Marion Country Club Hills Owners Association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm integrates advisory services with various financial product sales and referral channels, serving clients through a large network of advisors.

Thomas Kenney is a financial advisor with Ameriprise in Marion, Ohio, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of advisory work, Kenney is involved in business ownership and operational management roles at Executive Alpha Group, Inc. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with financial advisors.

Philip Mason is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of his advisory role, he manages an office building in Columbus, Ohio. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment strategies supported by advanced analytical tools and event-driven planning services.

Patrick Carey is a financial advisor at Stifel with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, he serves as President of the Board for the Marion Public Library. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies that incorporate forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Jeffrey Brooks is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial since 2009. Brooks operates a separate business under the name Marion Wealth Management Group, Ltd. 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, supported by research and a variety of investment strategies.

Jay Walker is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as a trustee for a family irrevocable trust and is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Abigail Spears is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Merrill Lynch. Outside of her advisory role, she serves on the board of BookMarks of the Marion Public Library, where she participates in fundraising and event planning. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Christopher Daris is a Series 66-licensed financial advisor with Edward Jones in Upper Sandusky, OH, where he has worked since 2007, accumulating 19 years of industry experience. Outside of his advisory role, he owns a finance-related rental property in Upper Sandusky. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Eric Wigton is a financial advisor with Stifel in Marion, Ohio, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Stifel since 2017, following five years at Bowling Green State University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Ryan Campbell is a CFP® and ChFC® with 31 years of experience in the financial services industry. He has been associated with Stifel since 2009. In addition to his advisory work, he serves on the investment committee of the Marion Ohio YMCA and advises the board of Turning Point, a local organization supporting victims of domestic abuse. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment strategies are based on proprietary analysis and modeling developed by its Investment Strategy Group.

Heather Bussey is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has worked with Cambridge Investment Research, Inc. and Preferred Planning Associates. Outside of her advisory roles, she serves as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party model strategies with flexible custodial arrangements.

Tristan Joy is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is associated with MA Minerals LLC in Minerva, Ohio, though he has no active responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Mark Cramer is a financial advisor at Mass Mutual Investors Services with 41 years of industry experience. He has held positions at MetLife Securities Inc., Metropolitan Life Insurance Company, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. Outside of his advisory role, he owns and operates a small family farm in LaRue, Ohio. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers a range of investment and educational programs.

Alexis Fogle is a Series 66-registered financial advisor at Stifel with three years of industry experience. Prior to joining Stifel in 2023, Alexis worked at Bank of America, Merrill, and The Ohio State University. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to inform client planning and decision-making.