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.

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.

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.

Scott Mcdougal is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial during two periods, totaling 18 years, as well as H. Beck, Inc. and Buckeye Central Local Schools. Outside of advising, he serves as a for-profit board member of The Union Banking Company and is involved with the New Washington Fire and EMS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment and financial planning solutions through a large network of advisors and utilizes both proprietary research and third-party strategies.

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.

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.

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.

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.

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.