Adam Bray is a CFP® professional with 15 years of industry experience. He has worked at YSB Wealth Management since 2026 and previously spent 11 years with Bishoff Financial Group. Bray also held roles involving investment advisory and insurance agency leadership within the Bishoff organization. YSB Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporations. The firm employs a personalized, asset-allocation driven approach and offers ongoing portfolio management, financial planning, and annuity allocation advice.

Sarah Yount is a Chartered Financial Consultant (ChFC®) with over 15 years of experience in the financial services industry. She has worked at Roble Belko & Company for 10 years, followed by four years at Bishoff Financial Group, and currently practices at YSB Wealth Management. YSB Wealth Management, LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporations. The firm employs a personalized, asset-allocation driven approach using a mix of passive and active investment vehicles, offering ongoing portfolio management, financial planning, and annuity allocation advice.

Cody Schnipke is a CFP® professional with eight years of industry experience, currently with YSB Wealth Management. He previously worked at The Bishoff Financial Group and Cambridge Investment Research Advisors. Schnipke also provides tax preparation services through Bishoff Tax Advisors. YSB Wealth Management is a fee-only registered investment adviser offering wealth management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a personalized, asset-allocation driven approach utilizing both passive and active investment vehicles tailored to client goals and risk tolerance.

Timothy Sielschott is a financial advisor with Gateway Wealth Partners, LLC in Lima, Ohio, holding a Series 63 designation and 22 years of industry experience. He has been with Gateway and affiliated with LPL Financial since 2012 and previously operated under the DBA Sielschott Financial Services. He serves as a board member for the LCC Education Endowment, a local nonprofit organization. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers using both fundamental and technical analysis.

Bernard Nienberg is a financial advisor at Royal Fund Management, LLC with 42 years of industry experience. He holds the ChFC® designation and a Series 63 license. In addition to his advisory role, he owns and operates a retail insurance agency specializing in life, accident, and health insurance products. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies tailored to client risk profiles and manages approximately $1.55 billion in assets through 83 advisors.

James Smith is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 26 years of industry experience, including roles at Capital Analysts Incorporated since 2000 and Lincoln Investment since 2012. Outside of his advisory work, Smith serves as the mayor of the Village of Fort Jennings and is president of a tax preparation and bookkeeping company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm provides investment management both on a discretionary basis through an in-house team and on a non-discretionary basis via advisors and third-party managers.

Kenneth Rumbaugh is a financial advisor with Harbour Investments, Inc. in Lima, Ohio, holding a Series 63 designation and over 40 years of industry experience. He has been associated with Harbour Investments and his own firm, Ken Rumbaugh Inc., since 2003, and has worked with Professional Business Network Inc. since 1989. Outside of his advisory roles, he serves as an adviser to the board of Investors Preferred Life and is involved in consulting and referral businesses related to estate planning, insurance, business exits, and cost segregation services. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

David Robinson is a financial advisor with WesBanco Securities, Inc. in Findlay, OH, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, The State Bank & Trust, and Cetera Investment Services. Outside of his advisory work, he is a part owner of an indoor golf simulator facility, Fore One Nine Golf Club, LLC, in Findlay. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets with 28 advisors. The firm offers a range of portfolio management solutions, including wrap-fee programs and access to third-party managed accounts, utilizing various investment strategies and analytical methods.

R Hardy is a financial advisor with SPC in Lima, Ohio, holding the ChFC® designation and Series 63 license, with 44 years of industry experience. He previously worked at Mass Mutual and MML Investors Services, Inc. for 26 years and has been with Sigma Financial Corporation since 2022. Outside of his advisory work, Hardy serves in several community leadership roles, including President of the Woodlawn Cemetery Association for over 50 years and President of the Lima Growth Association for 22 years, as well as Secretary/Fiscal Officer for the Port Authority of Allen County. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Rhen Biggs is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and beginning his advisory career in 2025. Prior to this role, he has worked at Fifth Third Bank, Sleep Number, Comcast, Lowe's, and Best Buy. He is also involved with Cridersville Church of the Nazarene. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various program types on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a corporate structure as a wholly owned subsidiary of Fifth Third Bank.

Kenzi Thomas is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Fifth Third Bank, Nickel Steel Federal Credit Union, Huntington National Bank, Tom Ahl, and Alfred Nickels Baker. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

Evan Sutton is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and nine years of industry experience. He has been with Ameriprise since 2016, previously working within the firm’s various entities. Outside of his advisory role, Sutton serves as an assistant coach for a high school varsity baseball team. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing annual updates, utilizing proprietary research and third-party data to address income strategies and tax-aware withdrawals.

Clara Hanf is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and Raymond James Financial since 2009. In addition to her advisory role, she works as an independent contractor preparing tax returns for Hellman Nomina CPA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients, using analytical tools and tailored strategies to support client goals. The firm also offers specialized advisory programs and maintains unique affiliations, including municipal advisory services and a SIMPLE IRA Employer Advisory program.

David Compton is a financial advisor at Edward Jones in Lima, Ohio, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in the sales of vintage sports jerseys and other clothing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Brian Inkrott is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Sagepoint Financial, Inc. for 14 years. Inkrott has been actively involved in his community as an elected village councilman since 2012, handling local government matters such as street upkeep and budget appropriations. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Lindsey Wilson is a financial advisor at Raymond James Financial with seven years of industry experience and holds the Series 66 designation. Prior to joining Raymond James Financial, Lindsey worked at Sagespring Wealth Partners and Hart Wealth Team. Lindsey is also the owner and president of Ivy Stone Wealth Management, a support company. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized municipal and public finance work.

Joyce Placie is a financial advisor with Raymond James Financial in Ottawa, Ohio, holding 39 years of industry experience. She has been with Raymond James Financial since 2005 and serves as a partner in several business ventures including a tax preparation service and a health and wellness network marketing company. Placie has also authored a book currently in the process of publication. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs tailored, non-discretionary planning and risk profiling supported by analytical modeling, and offers specialized advisory programs and institutional consulting through a large advisor network.

Richard Hover Jr. is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 22 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. He is also involved in entrepreneurial activities through ownership of HOVER ENTERPRISES, LLC and EXCELSIOR WEALTH MANAGEMENT LLC. Wells Fargo Advisors Financial Network is a large brokerage and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services with tailored recommendations supported by proprietary research and tools.

Ross Thompson is a financial advisor with Edward Jones in Delphos, Ohio. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones, he worked at Syngenta and Enterprise, and also spent time at Ohio Dominican University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a large network of financial advisors and branch offices.

Lindsey Chapman is a financial advisor with Ameriprise in Lima, Ohio, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is co-owner of Aspire Nomad LLC, a business involved in RV and land rentals. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.