Brian Lodermeier is the principal advisor at Elevated Finance in Willard, Ohio, holding a Series 65 designation with one year of industry experience. He has a background in accounting, having worked at Johnson & Dolesch CPAs and Schonebarger Beale Miller & Associates CPAs before founding Elevated Finance and Lodermeier CPA LLC, where he provides accounting services. Elevated Finance offers discretionary and non-discretionary investment management and retirement plan services to individuals and business entities. The firm’s approach includes tailored investment programs and fiduciary consulting for qualified plans, with a notable affiliation to Lodermeier’s accounting practice, which supports its pension consulting capabilities and plan management services.

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.

William Adams is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 34 years of industry experience. He has worked at Donald M. Graham & Associates and Commonwealth Equity Services, Inc. since 1997. Outside of his advisory role, he serves as a board member on the Groton Township Zoning Board. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, compliance, and practice management, while allowing advisors discretion over client portfolios and offering model portfolios managed by its Investment Management and Research team.

Derek Baker is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 11 years of industry experience. He has been with Commonwealth and co-owns Donald M. Graham & Associates, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management services.

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.

Eric Schwieterman is a financial advisor with Commonwealth Financial Network in Willard, Ohio, holding 11 years of industry experience. He has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a variety of advisory programs and back-office support, including investment management, trading, compliance, and practice-management services.

Lauretta Burkhart is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Her client focus areas include family wealth management strategies, personal retirement planning, and women and wealth. With a background as an economist, Lauretta reads economic reports and charts daily to assist in portfolio construction. She emphasizes active portfolio management based on economic conditions to aim for better short- and long-term returns. Her approach helps clients live full lives both before and after retirement by addressing their goals and risk tolerance, including alleviating common fears about financial security in retirement. Lauretta holds a Bachelor's Degree from Ohio State University and a High School Diploma from Colonel Crawford High School. She has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, she spends time volunteering with community organizations and enjoys biking, cooking, hiking, and yoga.

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.

Cara Howard is a financial advisor with Edward Jones in Shelby, OH, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Thirty-One Gifts, selling products through home and book parties. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Haylee Baker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in the hospitality sector and completed her education at Baldwin Wallace University. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Troy Baker is a financial advisor with Edward Jones in Shelby, Ohio, holding a Series 66 credential and 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in property management through several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and supports its advisory services with affiliated mutual funds, a proprietary money market fund, and additional capabilities such as a trust company and securities-based lending.

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.

Renae Holland is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 1998, totaling 28 years of experience. She is based in Shelby, OH, and has six years of industry experience under her current credentials. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Christopher Lewis is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2016. Outside of his advisory role, Lewis serves on the supervisory committee for Your Legacy Federal Credit Union, participates on the Seneca County Republican Central Committee, and is a board member of the American Red Cross of North Central Ohio and New Life Assembly of God. He also hosts at the Social Cigar Den in Tiffin, Ohio. 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 financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while maintaining separate planning and account management services.