Blake Rockey is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing four years of industry experience. He previously worked at Premiere Group and Bryan City Schools/FCCC. Outside of his advisory role, he owns and operates an ice cream truck business called Pink Penguin Ice Cream. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a range of portfolio management and model-based solutions.

Earl Oberlin III is a CFP® and PFS™ credentialed advisor with 48 years of industry experience. He is the principal of Oberlin Wealth Partners, LLC in Bryan, Ohio, where he has served since 2012. Mr. Oberlin has an extensive career that includes founding and leading several related entities, including Oberlin Holding Corp. and Oberlin Investments, LLC. Outside of his advisory work, he is chairman of Oberlin - Turnbull, Inc., a funeral home business. Oberlin Wealth Partners provides discretionary investment management, financial planning, retirement plan advisory, family office, and institutional consulting services primarily to individuals, high-net-worth clients, trusts, estates, insurance companies, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio management tailored to clients’ risk tolerance and objectives, operating as a single-advisor practice with a focus on customized solutions.

Laura Stover is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and 18 years of industry experience. Her prior roles include positions at Optivise Advisory Services, PanthRex Asset Management, and earlier tenure at Virtue Capital Management. She also owns LS Tax LLC, which provides tax return services and second-opinion analyses through CPAs, and is licensed as a life insurance and equity-indexed annuity agent. Additionally, she offers physical gold and silver to clients on a commission basis. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a combination of active tactical, strategic, and dynamic investment strategies alongside quantitative and model-based analysis tailored to client objectives and risk tolerances.

Bill Mann is a financial advisor with SPC in Bryan, Ohio, holding a Series 63 designation and 29 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, Mann is the owner of Mann's Investment Group, LLC, which sells life, health, and disability insurance, and he serves as Chief Administrative Officer and Director of the American Legion Riders. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and manages approximately $5.66 billion in assets.

Howard Arend is a CFP® and ChFC® with 26 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, having previously worked at Northwestern Mutual in various capacities from 1997 to 2022. Outside of his advisory work, he is involved with Inspired Ink, LLC, a non-investment-related business. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Michael Johnson is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory work, he owns and operates Johnson Financial Group, an insurance agency focused on life and health insurance products, and he serves as a board member of the Bryan Rotary Club and is involved with the Bryan Area Foundation. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Ryan Bethel is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at FALER CONSTRUCTION for six years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of more than 23,700 financial advisors.

Matthew Guilford is a financial advisor with LPL Financial in Hicksville, OH, holding Series 63 and Series 65 designations and having 11 years of industry experience. He has been with LPL Financial since 2015. Guilford is also involved with Collins & Guilford Wealth Advisors, LLC, an affiliated business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, supported by in-house research and third-party resources.

Jill Powers is a CFP® professional with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. She is also a member of HPH Financial Corp, the holding company for Trilogy Wealth Advisors, where she serves as president. Outside of her advisory role, she works as a volleyball official on a contract basis. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary portfolio management through various platforms, with proprietary and third-party strategies tailored to client objectives.

Matthew Vincent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Cetera and affiliated entities since 2015 and also works with First Merchants Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to various investment strategies across discretionary and non-discretionary programs.

Bryan Post is a financial advisor with Edward Jones, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a board member for Holgate Local Schools in Holgate, 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 services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Stephen Hess is a CFP® with 28 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He has held various roles including independent insurance agent and shareholder in a financial services corporation. Hess serves as Chairman of the Bryan Area Foundation board and contributes as a committee member at Trinity Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and advisory services delivered by a network of independent professionals. The firm offers a range of portfolio management solutions across multiple platforms, combining proprietary model strategies with access to third-party managers.

Philip Recker is a financial advisor with Edward Jones in Paulding, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in operating a family farm that cultivates corn, beans, and wheat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Christopher Johnson is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corporation for 19 years before joining Osaic in 2023. Johnson serves on the board of directors of the Kiwanis Club of Paulding. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and supports a variety of portfolio management options, including discretionary and non-discretionary accounts with access to third-party money managers.

Thomas Hofbauer is a financial advisor with Cambridge Investment Research Advisors in Bryan, Ohio, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, he is a shareholder at HPH Financial Corp, involved in financial planning and advisory services. 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 advisory services through a network of independent professionals who utilize a variety of portfolio management approaches tailored to client needs.

Gregory Gendron is a financial advisor with OSAIC based in Bryan, Ohio, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with Pacific Financial Partners and Royal Alliance Associates since 2019 and served at Signator Investors from 2016 to 2017. Outside of his advisory role, he is involved in community leadership as the president of the Knights of Columbus Chapter 1915. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through a broad network of advisers and platforms. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios with various securities on both discretionary and non-discretionary bases.

Amanda Wheeler is a financial advisor at Cetera with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Summit Financial Group and Baumgartner Financial Services, where she is also president and owner. Wheeler operates her own investment and retirement planning business alongside her role at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party managers.

Craig Bavin is a financial advisor with Cambridge Investment Research Advisors who holds 30 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and has been associated with Trilogy Wealth Advisors since 2007. Outside of his advisory role, Bavin serves as co-coordinator of concession stands for Hilltop High School Athletic Boosters and is a commissioned notary in Ohio. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

April Witte is a financial advisor at Edward Jones in Bryan, Ohio, holding a Series 66 designation with one year of industry experience. Her prior work includes a long tenure at The Farmers & Merchants State Bank from 2005 to 2023, as well as positions at Lewis James Professional and a brief period of unemployment before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Emily Altaffer is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, Series 65, and Series 66 licenses. She has 16 years of industry experience, including ten years at Briskey Financial Services LLC prior to joining Cambridge Investment Research in 2018. Outside of her advisory work, she is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third‑party strategies across multiple platform arrangements.

Kirk Collins is a CFP® and ChFC® with 18 years of industry experience, currently affiliated with LPL Financial in Hicksville, OH. He previously worked at Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Outside of his advisory role, he is involved in selling long-term care insurance and owns a downtown commercial building. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by research and model portfolios.

Melissa Stockman is a ChFC® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is listed as the owner of an LLC established for personal financial planning purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Thomas Flegal is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He previously worked at Sagepoint Financial, INC. and LPL Financial. Outside of his advisory role, he is a partner in Yarger Flegal Inc., a fixed insurance business, and owns Thomas D Flegal LLC, a pass-through entity for earnings. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.