Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 designation and 28 years of industry experience. He has worked at StoneX Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2002 to 2015. Outside of advisory work, he is involved in tractor pulling as a hobby activity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and managers, offering diverse account structures and model-based investment strategies.

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with firms including LPL Financial and Financial Design Agency of Ohio. His background also includes roles in hospitality and university settings. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation, active monitoring, and access to proprietary and third-party strategies across multiple platforms and custodians.

Weston Reinbolt is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 17 years of industry experience. He has worked at Stratos Wealth Partners since 2017 and previously at LPL Financial and New England Securities. Outside of advisory work, he owns and operates an event center with a bar called The Barn At Seneca Hills in Tiffin, Ohio. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering financial planning, advisor-managed programs, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with both proprietary and third-party investment strategies, operating through a large network of investment adviser representatives across multiple custodians.

Jacob Cordonnier is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at The Huntington Investment Company and Huntington National Bank from 2012 to 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Aaron Smith is a financial advisor with Stratos Wealth Partners, Ltd in Tiffin, Ohio, holding 34 years of industry experience. He has been with Stratos Wealth Partners since 2017 and has a long career including roles at LPL Financial and ownership of Financial Design Agency of Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Mark Dunfee is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones from 2014 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jamie Vazquez is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020, as well as Fifth Third Bank since 2015. Outside of his advisory role, Vazquez owns and operates Jamie Coy Photography in Gibsonburg, OH. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a layered supervisory structure.

Jessica Lucius is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with LPL Financial, LLC and Financial Design Agency of Ohio. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active portfolio monitoring with access to both proprietary and third-party strategies across multiple custodians.

Jack Shultz is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and two years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial LLC since 2024 and has prior experience with Financial Design Agency of Ohio and Honey Creek Homes. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

Travis Tiell is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Woodbury Financial Services, and SII Investments. Tiell also operated Tiell Tax Service, a tax preparation and accounting business. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives using a combination of proprietary and third-party strategies.

Bradley Zoeller is a CFP® professional with seven years of industry experience and is currently with Edward Jones in Fostoria, OH. He has worked with several firms, including Concordance Healthcare Solutions, Burns Financial Solutions, and Charles Schwab. Outside of his advisory role, he manages a farming operation and works as a travel agent planning and booking travel for family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Allison Kelly is a financial advisor at Osaic with a Series 66 designation. She has experience working at Tiell Financial Group and has held multiple roles at the University of Findlay. Kelly began her advisory career in 2023. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various asset-allocation and portfolio management tools.

Hilary Orians is a financial advisor with Edward Jones in Carey, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Orians worked for nine years at City Apparel, Inc. as part of the apparel and promotional sales sector. Outside of financial advising, Orians maintains a contract role with City Apparel on a limited, weekend basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and provides a range of investment advisory solutions, operating under a fiduciary standard.

Kennedi Amor is a financial advisor at Edward Jones in Tiffin, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Amor worked at Banner Desert and held positions in healthcare and fitness sectors. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Beach is a CFP® professional with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Lemmon is a financial advisor with Edward Jones in Fostoria, Ohio, holding a Series 66 designation and 14 years of experience at the firm. She has worked exclusively with Edward Jones since 2012. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Pamela Mason is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its related entities since 1997. Outside of her advisory role, she is involved in real estate ownership unrelated to her investment work. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Brian Falter Sr. is a financial advisor with OSAIC in Tiffin, Ohio, holding a Series 63 designation and 30 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors, Inc., and Huston Insurance & Financial Services, LLC. He serves on the finance committee of his local church in an advisory capacity. OSAIC Wealth, Inc. serves a diverse client base, including individual and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Dillon Horst is a financial advisor at OSAIC Wealth Inc with Series 65 and Series 63 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is an employee of TIELL FG ENTERPRISES LLC. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional clients, offering brokerage, advisory services, and financial planning through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management with access to multiple third-party investment platforms.

Gary Gruss is a financial advisor with OSAIC based in Tiffin, Ohio. He holds a Series 63 designation and has 27 years of industry experience, including 17 years with American Portfolios Financial Services Inc and over three decades at CF Professional, Inc, where he also serves as president. Outside of advising, he is a partner in Beks, Ltd. LLC, and a member of the Seneca Restaurant Group, where he engages in financial statement review. OSAIC serves a diverse clientele ranging from individuals to institutions, providing integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction that incorporates a wide array of investment types and third-party managed solutions.

Christopher Schiefer is a CFP® and ChFC® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2018. Prior to that, he spent 27 years with Nationwide Insurance Company and 10 years with Nationwide Securities, LLC. Outside of advising, he operates an independent insurance agency and has involvement in real estate management. 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 tailored financial planning and investment management through a broad network of independent advisors using various portfolio management strategies and platform options.

Trenton Burns is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has four years of industry experience. He previously worked at Woodbury Financial Services and Tiell Financial Group. Burns is the financial power of attorney and executor for an estate and operates a DBA for investment and insurance services under Journey Financial Solutions Group LLC and The Journey Group – Tiffin. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Sarah Porter is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise-managed accounts within its planning services.

Kit Tiell is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, SII Investments/Tiell Financial Group, and Ernst & Young LLP. Tiell serves on the board of trustees at Tiffin University and is a board member of the Seneca Regional Chamber of Commerce. OSAIC Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

Bailey Breidenbach is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC, Bailey worked at Royal Alliance Associates, Inc. and has been involved with Journey Financial Solutions Group. Outside of finance, Bailey is a partner in Breidenbach Property Improvements, a business focused on improving building values through reconstruction and maintenance. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Deborah Tiell is a financial advisor at OSAIC with 28 years of industry experience. She previously worked at Woodbury Financial Services and SII Investments, Inc. Tiell is also involved in several business activities including tax preparation and insurance sales, and she is a partner in entities that manage office properties and related business expenses. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and various advisory platforms. The firm provides integrated brokerage and investment advisory services with portfolio construction tools that incorporate stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Christopher Lee is a CFP® and Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. He previously worked at US Bank, Webster Industries Inc., and co-owns a hair salon in Tiffin, Ohio, where he assists with employee performance reviews and financial management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors.

Andrew Lucius is a financial advisor with OSAIC holding a Series 66 credential and four years of industry experience. His prior roles include positions with Woodbury Financial Services and Tiell Financial Group. He serves as the chair of the Seneca County Revolving Loan Fund board, a local program that assists small businesses in obtaining growth financing. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and various portfolio management options across a broad range of securities and alternative investments.

William Diehm is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 65 designation and has worked previously at Royal Alliance Associates, Inc. and Sii. He serves as a board member for the Tiffin Seneca Child Care Center. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a variety of investment options, employing asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Brian Gruss is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at CF Professional, Inc., United Producers, Inc., and 21st Century Financial. Outside of advising, he is involved in tax preparation and accounting through CF Professional, Inc. and holds a partnership role at BEKS, Ltd. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment products and tools, supporting both discretionary and non-discretionary account management.

Hannah Luhring is a Series 66-licensed financial advisor with Edward Jones based in Tiffin, Ohio. She has seven years of industry experience, including tenure at Edward Jones since 2016 and a prior role at The Ohio State University from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Alaina Tyree is a Series 66-licensed financial advisor at Osaic Wealth Inc. with one year of industry experience. Prior to her current role, she worked at Northwestern Mutual and concurrently manages a spray tan business as owner of The Glo Company LLC. She also serves as a board member for a nonprofit organization involved in fundraising and events. Osaic Wealth Inc. 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 advisory services, employing a range of investment tools and platforms to build customized portfolios across various asset classes.

John Irwin is a financial advisor with Edward Jones in Fostoria, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Edward Jones for 25 years. Outside of his advisory role, he owns and operates Irwin Farms, an agricultural business in Cygnet, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large nationwide network of financial advisors and branch offices and offers additional services such as trust capabilities and securities-based lending.

Elaine Daugherty is a financial advisor at Edward Jones in Tiffin, Ohio, with 22 years of industry experience. She holds CFP® and Series 63 designations and has been with Edward Jones for 21 years. Outside of her advisory role, she serves as a trustee of a family farm trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Andrew Loose is a financial advisor with Osaic Wealth, Inc. in Tiffin, Ohio, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Sii and Mohawk Local Schools. Outside of advising, he is involved as an owner and partner in a local LLC that evaluates and prospect prospects for rental properties. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of services such as brokerage and advisory, financial planning, retirement consulting, and access to third-party asset managers, utilizing asset-allocation tools and automated portfolio management to support client investment needs.

June Wiese is a financial advisor with Cambridge Investment Research Advisors, holding 24 years of industry experience. Her work history includes roles at Nationwide Securities, LLC, and ongoing involvement with Chris Schiefer Insurance as an independent agent. She maintains an independent insurance agency alongside her advisory practice. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm supports both discretionary and non-discretionary investment strategies through multiple platforms and proprietary as well as third-party model solutions.

Bernadine Kirian is a financial advisor with OSAIC, holding a Series 63 designation and 18 years of industry experience. She worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. Outside of her advisory role, she is a notary public providing services to clients. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management options that utilize asset-allocation tools and third-party money managers.

Michael Kelso is a financial advisor with LPL Financial based in Tiffin, Ohio. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His work history includes roles at Croghan Colonial Bank, LPL Financial, and PNC Wealth Management. Kelso is also a full-time Investment Representative at Croghan Colonial Bank offering investment and insurance products through LPL 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 provides advisory and brokerage services through a large network of representatives and offers various programs including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Matthew Hoover is a financial advisor with OSAIC, holding a Series 63 license and bringing 30 years of industry experience. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Huston Insurance & Financial Services, LLC. Outside of his advisory role, Hoover serves on the Board of Directors for Bascom Mutual Telephone and is a legal guardian for his son. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple advisory platforms, employing various asset-allocation and portfolio management tools.