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.

Adam Schaffer is a financial advisor with A Schaffer Advisor Services in Norwalk, Ohio, holding a Series 65 designation and eight years of industry experience. He previously worked for Buckingham Capital Management, Inc. for 11 years before founding his current firm in 2021. A Schaffer Advisor Services provides discretionary portfolio management and advice-only engagements to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term, passive investment approach focused on strategic asset allocation using market-tracking ETFs, with customized investment policies and periodic portfolio reviews.

William Murray is a Series 66-licensed advisor with Firelands Wealth Management, LLC in Huron, Ohio, where he has worked since 2015. He has 14 years of industry experience. Outside of his advisory role, he owns a catering business and provides legal services as a licensed attorney. Firelands Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of analytical methods and model portfolios tailored to client objectives and risk tolerance, and it integrates investment management with broader wealth-planning services.

Phillip Mc Kee is a Series 65 registered advisor at Firelands Wealth Management, LLC with one year of industry experience. His prior work includes roles at several companies across various industries, such as Edge Plastics Inc. and United Parcel Service. Firelands Wealth Management serves individual investors, including high net worth clients, as well as pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing tailored portfolios and model-based strategies with a range of analytic techniques and both long- and short-term trading approaches.

Jeremy Pifer is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Firelands Wealth Management, LLC since 2019. He previously worked at On Investment Management CO, THE O.N. Equity Sales Company, and Ohio National Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in selling life insurance. Firelands Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm combines analytical investment approaches with broader wealth-planning considerations and utilizes AI tools to support its services.

Brent Blaus is a financial advisor with WesBanco Securities, Inc. in Bellevue, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Premier Bank, LPL Financial, Cetera Investment Services, Ameriprise Financial Services, and Investment Professionals Inc. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing various analytical methods and investment strategies, including tax-aware and ESG options.

Nathan Schaefer is a financial advisor with Ausdal Financial Partners, Inc. in Huron, Ohio, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes managing a bar and operating a business under the name Thomas Schaefer. Outside of his advisory role, he is involved in insurance sales as an independent agent and engages in selling household items on eBay. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse clientele, including individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies.

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.

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.

Adam Bibler is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2017 and previously at UBS Financial Services Inc. from 2009 to 2017, and Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and business entities. The firm uses an open-architecture investment model combining third-party and proprietary strategies, offering various wrap-fee programs on the Envestnet MAS platform.

August Allendorf is a financial advisor at PNC Wealth Management with 17 years of industry experience. He has been with PNC Investments since 2015 and holds Series 63 and Series 65 registrations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

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.

Thomas Anderson Jr. is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at McAdam LLC, BKD, and MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-assisted planning tools and offers various event-driven planning programs.

Kevin Young is a financial advisor with Ameriprise in Sandusky, Ohio, holding a Series 66 credential and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Young serves as a volunteer flag chief and official for professional racing events including IndyCar, NASCAR, and Formula 1 show runs. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver tailored, non-discretionary retirement income recommendations.

Gregory Patrick is a financial advisor with Primerica Advisors in Milan, Ohio, holding 14 years of industry experience. He has worked with PFS Investments, Inc. since 2012 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in selling loan products and home-related services referrals through affiliates of PFS Investments, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.

Randy Day is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 36 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. and Metropolitan Life Insurance Company since 1987. Outside of his advisory work, he owns a CPA and tax preparation firm as well as a cattle farming business. 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 emphasizes ongoing, collaborative financial planning and offers a range of investment and educational programs.

Terence Hunady is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years at Metlife Securities. Hunady also holds a role as an insurance agent, specializing in individual life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on ongoing financial planning and offers various programs including asset management, wrap accounts, and educational seminars.

Jeffrey Colvin is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has a background in accounting and tax services, operating his own CPA tax preparation business since 1984. Outside of his advisory work, he is involved in various community and nonprofit activities, including serving as a county commissioner, holding leadership roles in local committees, and participating on a healthcare advisory council. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Eric Brown is a financial advisor with Cambridge Investment Research Advisors in Norwalk, OH, holding Series 63, 65, and 66 credentials and having 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent 14 years at Nationwide Securities, Inc. Outside of his advisory work, he is involved in multiple family-owned businesses including Boulder Ridge Farms, Inc. and Brown Enterprises, Ltd. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and advisory services through a network of independent Financial Professionals. The firm provides various investment implementation options and proprietary model strategies, with institutional features that support a broad range of client needs and advisory practices.

Rachael Maschari is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at multiple firms including Avantax Advisory Services and PN Financial, where she was involved in accounting and wealth management services. Maschari continues to expand her expertise through her current roles at Cetera and Meaden & Moore. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and fiduciary services through a nationwide network of independent advisors.

Matthew Caputo is a ChFC® credentialed financial advisor with over 42 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles at THE O.N. Equity Sales Company, Connecticut Mutual Life Insurance Co., and Sun Life Assurance Co. Caputo is also a board member of the Mosaic Family Zone, a civic organization in Toledo, Ohio. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals using various custody and platform arrangements.

Danielle Schaffer is a financial advisor with Cambridge Investment Research Advisors, holding six years of industry experience. Prior to her current role, she worked at Eric Brown Inc. and Civista Bank. She is also an independent insurance agent through Legacy Capital Advisors. 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 comprehensive financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a variety of portfolio management platforms and strategies.

Vicki Missler is a financial advisor with Cambridge Investment Research Advisors, holding 23 years of industry experience. She previously worked with Nationwide Insurance and Nationwide Securities and has been affiliated with Cambridge since 2018. Missler is also an independent insurance agent and serves on several nonprofit boards, including the Huron County Endowment Committee and LifeWise Academy. Cambridge Investment Research Advisors serves a diverse client base through financial planning, investment management, and retirement advisory services delivered by independent Financial Professionals. The firm offers multiple investment platforms and proprietary as well as third-party strategies, with a range of discretionary and non-discretionary approaches tailored to client objectives.

Tracy Troxel is a Chartered Financial Consultant (ChFC®) and holds a Series 66 license with 15 years of experience in the financial services industry. She has worked at LPL Financial since 2020 and previously held positions at Western Southern Life, W&S Brokerage Services, and Croghan Colonial Bank. 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, utilizing model portfolios, research, and various investment strategies.

Jeffrey Mariea is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Cetera and has been involved with affiliated entities since 1998, including ownership of Planvest Inc., a financial services firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors using a multi-manager platform with various program structures and investment options.

Crystal Hall is a Series 66-credentialed financial advisor with three years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Hipp & Associates Financial Advisors. Hall's work history also includes roles outside the financial sector. 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, and retirement services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Dustin Kuhlman is a financial advisor at Edward Jones in Norwalk, Ohio, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent three years at XPO Logistics. 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 offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.

Ryan Reffner is a financial advisor at Edward Jones in Huron, Ohio, holding a Series 63 credential with 21 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of accounts, managing approximately $1.01 trillion in assets. The firm offers a variety of advisory programs and services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Davis is a CFP® professional with 18 years of industry experience and has been with Edward Jones since 2007. He is based in Norwalk, Ohio. Outside of his advisory role, he is a partner in a rental property business. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Andrea Lepley is a financial advisor at Edward Jones in Norwalk, Ohio, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

James Davis IV is a financial advisor with Ameriprise in Bellevue, Ohio, holding a Series 66 designation and 19 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Ameriprise Financial Services Inc. and then Ameriprise. Outside of his advisory role, he serves on several local boards including the Bellevue Academic Boosters Association and the Rotary Club of Bellevue, Ohio. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Katie Clark is a financial advisor at Thrivent Investment Management with one year of experience at the firm and twelve years previously at Edward Jones. She holds Series 63 and Series 65 designations. 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 planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Travis Missler is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience and has held positions at Cambridge Investment Research Advisors since 2023. Outside of his advisory role, he is involved in insurance, benefits, and human resources activities through Missler Financial Services and has experience managing real estate relocation at the Ohio Department of Transportation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Emily Hipp is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Commonwealth Financial Network and Gryphon Financial Partners. She also operates Hipp & Associates, focusing on insurance, benefits, and human resources advisory services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementation options.

Jacob Butler is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Prior to joining Fidelity in 2022, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2020 to 2022, and at Northwestern Mutual Investment Services from 2017 to 2020. He has also been affiliated with educational institutions including Purdue University Global and Tiffin University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.