Thomas Brown is a financial advisor at Spreng Capital Management, Inc. with 19 years of industry experience. He holds a Series 63 designation and has been with Spreng Capital Management since 2010. Brown is also the owner of Thomas Brown Accounting, a CPA practice he has managed since 2001. Spreng Capital Management provides investment supervisory services and limited-scope financial planning to individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets across a three-advisor team, focusing on strategic asset allocation and long-term, buy-and-hold portfolios tailored to client objectives.

James Spreng is a financial advisor with Spreng Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 16 years at his current firm. Spreng Capital Management is a registered investment adviser that serves individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets for roughly 927 client relationships, focusing on strategic asset allocation and long-term, buy-and-hold portfolios primarily composed of equities, mutual funds, and ETFs.

Anne Spreng Cole is a Series 65-licensed financial advisor with Spreng Capital Management, Inc. She has 17 years of prior experience at Park National Bank and has been with Spreng Capital since 2023. Outside of her advisory role, she is the sole owner of several non-investment farming and real estate businesses. Spreng Capital Management provides investment supervisory services and limited-scope financial planning to individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets across a three-advisor team and emphasizes strategic asset allocation with long-term, buy-and-hold portfolios tailored to clients' growth, income, or blended objectives.

Douglas Walter is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 38 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2004. Walter is also the owner of Walter and Company Financial Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Michael Dostal is a financial advisor with Principal Financial Services in Bucyrus, Ohio, holding over 10 years of industry experience. He has worked with Dostal & Kirk, Inc. since 2017 and held roles at Principal Life Insurance Company and Princor Financial Services Corporation. Outside of his advisory work, he serves on multiple local boards, including the Community Foundation for Crawford County and the Ohio State University at Marion advisory board. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Andrew Schoch is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 26 years of industry experience. Prior to joining Cambridge in 2019, he worked at Nationwide Securities and Nationwide Financial Network for over a decade. Outside of advising, he is involved in photography through selling and licensing his work. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering a range of financial planning and investment management services. The firm supports both discretionary and non-discretionary investment strategies delivered by independent Financial Professionals, featuring proprietary models and access to third-party managers.

Scott Mcdougal is a financial advisor with LPL Financial in New Washington, Ohio, holding a Series 63 license and 28 years of industry experience. His prior positions include roles at H. Beck, Inc. and Buckeye Central Local Schools. Outside of his advisory work, Mcdougal serves as a board member for The Union Banking Company and is involved with New Washington Fire and EMS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by a large network of advisors and technology tools.

Rylee Ritzhaupt is a financial advisor at Edward Jones in Bucyrus, OH, holding a Series 66 designation. They have been with Edward Jones since 2025 and have no prior industry experience. Outside of finance, Rylee has worked in the hospitality sector and been involved with the Golf Club of Bucyrus. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sean Ritzhaupt is a financial advisor at Edward Jones in Bucyrus, Ohio, with 29 years of industry experience and Series 63 and Series 65 credentials. He has been with Edward Jones since 2000. Outside of his advisory work, he is a partner in the Golf Club of Bucyrus. 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions.

Lauren Warren is a financial advisor at Edward Jones with 10 years of industry experience. She 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 and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services under a fiduciary standard.

Lydia Herrnstein is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at Ohio Mutual Insurance Group and various roles associated with Ohio Northern University. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by an extensive national network of financial advisors and branch offices.

Brian Mc Connell is a financial advisor with LPL Financial in Bucyrus, Ohio, holding a Series 63 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services and Raymond James Financial Services, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides a range of financial planning, asset management, and institutional platforms, utilizing both proprietary research models and third-party strategies.

Reagan Ritzhaupt is a financial advisor at Edward Jones in Bucyrus, OH, holding the Series 66 designation. He has been with Edward Jones since 2025 and has prior work experience in education and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of financial advisors and branch offices.

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.

Stephen Ritzhaupt is a financial advisor with Edward Jones in Bucyrus, OH, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, he serves on the board of Lifewise Academy Crawford County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.