Mathew Gallaspie is a financial advisor at Edward Jones in Lima, Ohio, holding the CFP® designation and Series 66 license with 17 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. before joining Edward Jones in 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Jared Walsh is a CFP® professional with 21 years of industry experience. He is a partner at Sielschott, Walsh, Keifer & Regula CPAs, Inc., where he dedicates the majority of his time, and has been with Reservoir Retirement Management since 2018. His prior experience includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reservoir Retirement Management serves a diverse client base including individual households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index funds and ETFs, combined with fundamental and cyclical analysis, and manages both discretionary and non-discretionary accounts.

Zachary Donley is a Series 65-licensed financial advisor with one year of experience at Streamline Financial Strategies Ltd. He has prior experience as a self-employed professional and has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Streamline Financial Strategies Ltd provides investment advisory and portfolio management services to individuals and high net worth clients. The firm customizes recommendations based on clients’ objectives and risk tolerance, employing strategies such as strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Brynn Thompson is a financial advisor at Streamline Financial Strategies Ltd with one year of industry experience. She holds a Series 65 designation and has prior work experience at Streamline Insurance Solutions and AE Curbside. Thompson also works as a licensed insurance agent, dedicating a portion of her time to insurance sales. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high net worth clients. The firm offers managed accounts with tailored investment recommendations based on client objectives and risk tolerance, utilizing strategies such as strategic asset allocation and technical analysis.

Shawn Goetz is a Series 65-licensed advisor with Reservoir Wealth Management in Lima, Ohio, where he has worked since 2019. He has six years of experience in the financial industry and previously spent 13 years at Magnam Truck & Equipment. Reservoir Retirement Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis, and offers discretionary investment management, comprehensive financial planning, and employee benefit plan consulting.

Frank Martin is a financial advisor with ROW Management Inc. and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at LPL Financial and Arive Capital Markets. Martin also operates a separate business entity, Capital Hill Wealth Management, focused on tax and investment-related matters. ROW Management Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach and manages approximately $14 million across 38 client relationships.

Orrie Augsburger is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. in Bluffton, OH, where he has worked since 2019. His prior experience includes roles at Faith Ventures LLC and Faith Investment Services of Ohio LLC. Outside of advising, he is involved in independent insurance sales and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and a network of affiliated businesses providing insurance, tax, and brokerage services.

Kathi Dunlap is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and eight years of industry experience. She has worked at Faith Investment Services of Ohio LLC since 2023 and has been involved with Quiet Life LTD, a construction and remodeling business, since 2003. Creative Financial Designs serves individual and institutional clients with investment management and financial planning through a network of advisers, offering a range of strategies including Biblical Responsible Investing and customizable portfolio options.

Joshua Moore is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Faith Investment Services. Outside of finance, Moore is the owner and laborer of Josh Moore Contracting, a construction and maintenance business. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations guided by an Executive Investment Committee and offers various portfolio customization features, including Biblically Responsible Investing strategies.

Stephen Mcbride is a CFP® with 22 years of industry experience, currently affiliated with Private Client Services, LLC. He has worked at Heritage Wealth Group, Heritage Wealth Partners, and LPL Financial LLC. Outside of financial advising, he is involved in community and nonprofit activities, including serving on the finance and HR committee for the Hardin County Chamber and Business Alliance, chairing the Walnut Grove United Methodist Church Board of Trustees, and coaching girls’ basketball. He is also a co-owner of restaurant franchises, including Marco’s Pizza and Penn Station East Coast Subs. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process and offers a range of portfolio management options across multiple platforms, managing approximately $1.05 billion in assets.

Suzanne Walker Hanf is a financial advisor with LPL Financial in Bluffton, Ohio, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior roles include positions at RBC Capital Markets, Ferris, Baker Watts, Citigroup Global Markets, and A. G. Edwards & Sons. Outside of her advisory work, she is involved in a community activity titled Santa & Mrs. Claus. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm provides a range of financial planning and investment management services through a broad network of advisers, utilizing both proprietary and third-party portfolio strategies.

Cory King is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with AIG American General Life Insurance Company since 2002. King also serves on the board of directors of The Corn City State Bank and owns a financial planning sole proprietorship under Strategic Financial Resources. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios that may include a variety of investment vehicles managed on discretionary or non-discretionary basis.

Michael Allen is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. In addition to his advisory role, he owns Strategic Financial Resources, LLC, an insurance business focusing on life insurance and variable annuities for existing clients. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes multiple advisory platforms and tools such as asset-allocation models and automated rebalancing to manage portfolios that may include a wide variety of investment vehicles.

Andrew Lotz is a CFP® professional with six years of industry experience currently affiliated with Edward Jones since 2019. His prior work history includes roles at Bob Evans and Libbey Inc. Outside of his advisory role, he has worked as a server at Bob Evans in Bowling Green, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Thomas Wagner is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 35 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1990. Outside of his advisory work, he is involved in insurance brokerage and is an owner of TJW Ventures LLC and M3S LLC. 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 provides financial planning, asset management, and educational seminars, employing firm-approved analytical tools and offering various planning programs.

Jacob Elrod is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 63 designation and has worked at Prudential Insurance Company of America since 2007. Outside of his advisory work, he is involved with Ultimate Racing Promotions LLC. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Casey Sanders is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Sanders worked at Superior Credit Union and has held various roles since 2015, including positions at The Ohio State University and in retail. 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 offers a range of financial planning and investment management services supported by tools such as machine learning and manages over $819 billion in discretionary assets through a large network of advisors.

Linda Owens is a Series 63 licensed financial advisor at LPL Financial with 24 years of industry experience. She has been with LPL Financial and its predecessor firms since 2005. Owens also operates Citizens Wealth Management Group as a separate business activity. 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 offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Paul Carmean is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Huntington National Bank for two years. Based in Kenton, Ohio, he has been with Edward Jones since 2018. 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.

Cameron Lauck is a financial advisor with Edward Jones in Lima, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles at Tiffin University and Indiana Wesleyan University. 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 managed strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.

Zachary Lauck is a CFP®-certified financial advisor with Edward Jones in Lima, Ohio, where he has worked since 2012. He holds a Series 66 license and has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Michael Fisher is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 24 years at Buckeye Hardware Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm 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.

Robert Szuch is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 43 years of industry experience. He has been with Raymond James Financial since 2009 and associated with Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he is a co-owner of Avalon Del. Group, a family business he operates with his son. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and a broad advisor network, along with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Dylan Mason is a financial advisor with Mass Mutual Investors Services in Columbus Grove, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Mass Mutual, he worked at MassMutual Life Insurance Company and has involvement in outside insurance sales. Outside of his advisory role, Mason sells sports cards on eBay. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using structured, goal-oriented planning processes without discretionary investment authority.

Brian Wentling is a financial advisor with Raymond James Financial Services, Inc., holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he is a licensed fixed annuity agent. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jared Hollar is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is active as a commercial model and musician, engaging with social media platforms such as TikTok and Instagram. LPL Enterprise serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Robert Shipp is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Signator Investors, Inc. for 33 years before joining Osaic in 2018. Outside of his advisory role, he conducts investment and insurance business through Signature Financial Group, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms and employs a variety of asset-allocation and portfolio management tools.

Brian Phillips is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2006 following a one-year tenure at Transamerica Financial Advisors. Phillips is also an independent agent selling fixed insurance products, including group health, group life, and individual life insurance. 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 offers a range of advisory and brokerage services that include financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ian Armentrout is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at SmartSolve, FedEx, Thermal Gard, and Bowling Green State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Scott Neth is a financial advisor with Raymond James Financial in Lima, Ohio, holding Series 63 and Series 66 licenses and with seven years of industry experience. His prior experience includes roles at Premier Bank, Minster Bank, and Fifth Third Bank. He serves as a board member and finance committee participant for the Veterans Memorial Civic and Convention Center. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work.

Craig Bauman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 22 years of industry experience. His prior work includes roles at Chase Investment Services Corp. and A.G. Edwards & Sons, Inc. Outside of his advisory career, he owns Sunset Junkies LLC, a music production and live entertainment business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ryan De Marco is a financial advisor at Edward Jones with 15 years of industry experience. He has held roles at Edward Jones since 2019 and previously worked at JP Morgan Chase LLC for 14 years. Outside of his advisory work, he is involved in several business ventures including managing an apiary, assisting with a family-owned hair salon, and supporting his sons’ musical and landscaping businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm has a large national presence, offering both discretionary and non-discretionary strategies along with overlay and tax-efficient services.

Joel Griffiths is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Procter & Gamble for 21 years. Based in Bluffton, Ohio, he began his advisory career at Edward Jones in 2025. 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 nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

Kyle Johnston is a financial advisor with Edward Jones in Kenton, Ohio, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, Johnston is associated with Johnston Farms, an agricultural business in Kenton. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

David Ellerbrock is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he serves as Financial Secretary for St. Anthony's Knights of Columbus #9788 and operates a CPA practice focused on income tax planning and preparation. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various tools and platforms to construct diversified portfolios tailored to client needs.

David Lotz is a financial advisor at Edward Jones in Lima, OH, holding a Series 63 license and with 33 years of industry experience. He has been with Edward Jones since 1992. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Erik Federer is a CFP® with five years of industry experience, currently affiliated with Edward Jones since 2020. He previously worked for Nationwide Insurance for 17 years. 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.