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.

Michael Sullivan is a CFP® professional with 27 years of industry experience, currently with Silver Oak Securities, Inc. since 2021. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for nearly two decades and has operated Wealth Coach Financial Services, LLC since 2002. Outside of advisory work, he is involved in occasional insurance sales through Wealth Coach Financial Services and participates in a joint marketing effort with F3 Advisors, LLC. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, emphasizing discretionary management combined with technology-driven model monitoring and automatic investment processes.

Michael Welch is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Cadaret Grant & Co., Inc., CCO Investment Services Corp, J.P. Morgan Securities, The Huntington Investment Company, Wells Fargo Clearing, and Fifth Third Securities. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model offering various wrap fee programs with custodial and trade execution services, supported by affiliated insurance products and integration with KeyCorp affiliates.

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.

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.

Eric Cedor is a financial advisor at Creative Planning with the designations ChFC® and Series 66, and 10 years of industry experience. Prior to joining Creative Planning in 2024, he worked at Guardian Life Insurance Company, Park Avenue Securities, and Valley National Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, managing approximately $295.6 billion in assets. The firm emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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.

David Bazzoli is a financial advisor with Sanctuary Advisors, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at The Huntington Investment Company, Morgan Stanley, J.P. Morgan Securities, and Chase Investment Services Corp. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment approaches through its network of independent advisers and utilizes various portfolio management solutions and third-party platforms.

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.

Brian Davis is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 26 years of industry experience. He has worked at Principal Securities Inc. since 1999 and founded Davis Wealth Planning, LTD in 2013. Outside of his advisory work, Davis is a school board member for North Union Local Schools and the founder of Farrier Coffee Company, which serves the equine industry with handcrafted coffee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Alan Dixon is a financial advisor with Wells Fargo Advisors in Marion, Ohio. He holds a Series 66 designation and has nine years of industry experience, including six years with Wells Fargo Advisors and four years with Wells Fargo Clearing. Outside of his advisory work, he owns and operates AD Golf Cards, a business focused on buying and selling golf sports cards. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

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.

Brian Dixon is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. Prior to this, he worked with Wells Fargo Clearing from 2016 to 2020. He holds a 10% ownership interest in 3D Private Wealth Advisors Inc., a finance-related business based in Marion, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, delivering tailored recommendations supported by Wells Fargo 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.

Kit Fogle is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Stifel in 2023, he worked at Bank of America and Merrill. Outside of finance, he serves as President of the Board of Trustees for Marion Technical College and manages a large family grain farm in Ohio. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Erin Brown Eizensmits is a ChFC®-credentialed financial advisor with nine years of industry experience, currently associated with Edward Jones since 2017. Prior to joining Edward Jones, she worked at St. Mary Elementary for one year. 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 under management and operates through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

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 at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory role, Dixon owns and operates National Service Information, Inc., serves as a director of NRAI Services, LLC, and holds trustee positions in local community associations. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, supported by proprietary research and tools.

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 in Marion, Ohio, holding a Series 63 license and bringing 36 years of industry experience. He has been with LPL Financial since 2009 and operates under the DBA Marion Wealth Management Group, Ltd. 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 including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Jay Walker is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He worked previously at Edward Jones for five years before joining LPL Financial in 2012. Outside of his advisory role, he serves as a trustee for a family irrevocable trust and is a notary public for client-related documents. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its investment adviser representatives with model portfolios, third-party asset management, and various institutional platforms.

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.

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.

Jennifer Capell is a financial advisor with LPL Financial based in Marysville, Ohio. She holds the CFP® designation along with Series 63 and 65 licenses and has nine years of industry experience. Prior to joining LPL, she worked at Avantax Insurance Agency and Avantax Investment Services, as well as Honda Federal Credit Union and Rush Creek Financial. 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, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

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.

John Giberson is a financial advisor at Edward Jones in Delaware, Ohio, holding the Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm provides a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

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.

John Altieri is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior work includes roles at The Huntington National Bank, The Huntington Investment Company, Tidewater Management Group, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of finance, he serves as commissioner and president of Columbus Sports LLC, an adult soccer league he has managed since 2000. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm delivers customized retirement-income recommendations based on proprietary research and third-party data, focusing on dependable income sources and tax-efficient withdrawal strategies.

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.

Edward Waldrop is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. 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 solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.