Bradley Ridge is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he works approximately 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients, focusing on financial planning, trust administration support, and independent manager selection. The firm operates primarily as a co-advisor and referral partner, collaborating with an SEC-registered manager for active portfolio management.

Robert Buckley is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he is actively involved. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and institutional clients, focusing on financial planning, trust administration, and independent manager selection. The firm partners with an SEC-registered manager for portfolio management while offering planning, client coordination, and pension consulting services.

Earl Manter is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. Manter is also a partner at Holbrook & Manter LLP, a CPA firm, where he works 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients. The firm partners with an SEC-registered manager for active portfolio management while offering planning, client coordination, trust administration support, and pension consulting services.

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.

Lisa Bush is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and Bank of America. Outside of her advisory work, Bush serves as Vice President of the Women's Business Council and Secretary of the Women's Club Home, both nonprofit organizations focused on community involvement. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who develop personalized investment strategies and offers a range of portfolio management solutions, operating as a fiduciary under written agreements.

Danielle Landon is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2016. She also has a long tenure with Scharer Investment Consultants beginning in 2007. Outside of her advisory work, Landon serves as a cheer coach at Eglin Middle School in Marion, Ohio. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and a broad client base nationwide. The firm offers a wide range of managed-account programs, third-party asset management access, and comprehensive support services including trading, reporting, and custody.

Thomas Savage Sr. is a financial advisor with Commonwealth Financial Network in Westerville, OH, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at Nationwide Investment Services for 21 years and is a co-owner of Whetstone Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Caleb Ulmer is a CFP® professional with seven years of industry experience, currently affiliated with Sanctuary Advisors, LLC. He has previously worked with Raymond James Financial Services and Park National Bank. Ulmer serves as a board member of the Avita Foundation, where he helps organize fundraising events and participates in quarterly meetings. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment strategies through a large network of independent advisers and offers discretionary and non-discretionary account management with various analytical approaches and custodial solutions.

Manoj Sharma is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Sharma serves as a board member of the Marion Noon Kiwanis Club, which raises funds for children’s charities and educational supplies. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent advisers. The firm offers a range of portfolio management options and employs varied analytical approaches, serving clients with both discretionary and non-discretionary accounts.

Lars Olson is a CFP® professional with 34 years of experience in financial planning and investment management. He is currently with Sanctuary Advisors, LLC and has prior experience at Bank of America and Merrill. He is president of Alluvial Private Wealth LLC and its related entities, which focus on financial planning and opportunity zone investments. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent advisers who utilize a range of investment strategies and custodial solutions.

David Bazzoli is a financial advisor with Sanctuary Advisors, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at The Huntington Investment Company, Morgan Stanley, J.P. Morgan Securities, and Chase Investment Services Corp. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment approaches through its network of independent advisers and utilizes various portfolio management solutions and third-party platforms.

Scott Crawford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He is also co-owner of Whetstone Financial, LLC, where he has worked since 2016. Outside of his advisory role, Crawford serves as a varsity basketball assistant coach at River Valley High School in Ohio. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad range of managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients with around $212.7 billion in assets under management.

Brian Davis is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 26 years of industry experience. He has worked at Principal Securities Inc. since 1999 and founded Davis Wealth Planning, LTD in 2013. Outside of his advisory work, Davis is a school board member for North Union Local Schools and the founder of Farrier Coffee Company, which serves the equine industry with handcrafted coffee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Alan Dixon is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he owns and operates AD Golf Cards, a business focused on buying and selling golf sports cards. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients able to implement these recommendations through various brokerage or advisory programs.

Brian Dixon is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2010 in various capacities and currently operates out of Marion, OH. Dixon also has a minority ownership in 3D Private Wealth Advisors Inc., where he dedicates limited time monthly. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions supported by proprietary research and planning tools.

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.

Richard Dixon is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 credentials. He has 40 years of industry experience, including multiple roles at Wells Fargo entities since 2009. Outside of his advisory work, he owns and manages a public record information service company and serves on local community association boards in Marion, Ohio. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options and leveraging proprietary research and tools to develop tailored recommendations.

Thomas Kenney is a financial advisor with Ameriprise in Marion, Ohio, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of advisory work, Kenney is involved in business ownership and operational management roles at Executive Alpha Group, Inc. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with financial advisors.

Philip Mason is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of his advisory role, he manages an office building in Columbus, Ohio. 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 offers investment strategies supported by advanced analytical tools and event-driven planning services.

Jay Walker is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He worked previously at Edward Jones for five years before joining LPL Financial in 2012. Outside of his advisory role, he serves as a trustee for a family irrevocable trust and is a notary public for client-related documents. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its investment adviser representatives with model portfolios, third-party asset management, and various institutional platforms.

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.

Heather Bussey is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has worked with Cambridge Investment Research, Inc. and Preferred Planning Associates. Outside of her advisory roles, she serves as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party model strategies with flexible custodial arrangements.

Mark Cramer is a financial advisor at Mass Mutual Investors Services with 41 years of industry experience. He has held positions at MetLife Securities Inc., Metropolitan Life Insurance Company, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. Outside of his advisory role, he owns and operates a small family farm in LaRue, Ohio. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers a range of investment and educational programs.

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.

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.