Erin Gilbert is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Gateway Wealth Partners, ADVISORS' PRIDE Inc., LPL Financial, and Strategence Capital. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and back-office support for other RIAs.

Kadin Cochran is a financial advisor at OneAscent Financial Services LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Florida Financial Advisors and OneAscent. Outside of advisory work, he is also an insurance agent involved with Strategence Capital. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with services including asset management, financial planning, and consulting through both discretionary and non-discretionary strategies.

Erin Laukhuf is a CFP® with 15 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC. Her prior experience includes roles at Gateway Wealth Partners, LPL Financial, ADVISORS' PRIDE Inc., and Cetera firms. She is also a licensed insurance agent involved in non-variable insurance activities. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation guidelines and various management platforms, including model-based and UMA solutions.

Timothy Stoller is a financial advisor with OneAscent Financial Services LLC in Van Wert, Ohio, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Gateway Wealth Partners, Advisors' Pride Inc., and LPL Financial. He serves as a trustee of the Van Wert County Foundation, is a national board member of LifeWise Academy Inc., and chairs the LifeWise Foundation. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, and back-office support through multiple advisory teams and utilizes various model-based platforms and overlay managers.

Kaylee Shepherd is a financial advisor at OneAscent Financial Services LLC with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at LPL Financial LLC and The Citizens National Bank. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions through individualized asset-allocation strategies and various overlay and automated portfolio management platforms.

Ryan Wenninger is a financial advisor at OneAscent Financial Services LLC with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Bashore, Reineck, Stoller & Waterman and various positions outside the financial services industry. He serves as a controller and volunteer for Haven of Hope of Van Wert County, a nonprofit supporting homeless men. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, utilizing both advisor-managed and model-based platforms.

Sarah Spees is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Fidelity Brokerage Services and Auto-Owners Insurance. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

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.

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.

George Scott is a financial advisor at Edward Jones in Van Wert, Ohio, holding a Series 66 designation with three years of industry experience. He previously worked at Van Wert Federal Savings Bank for five years and Van Wert City Schools for six years. Scott serves as a Member at Large for the Van Wert Area Economic Development Corp., participating in community economic development initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and services. The firm is notable for its extensive retail advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

Veronica Cuevas is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked with Van Wert City Schools, the City of Van Wert, and Bee Gee Realty & Auction Co Ltd. Outside of her advisory role, she was involved with LifeHouse Church for seven years. 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 under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Sara Mesing is a financial advisor with Thrivent Investment Management in Van Wert, Ohio, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Thrivent, she worked in the hospitality sector and with Beachbody. She serves on the Endowment Committee of Saint Paul Lutheran Church, reviewing funding requests for the congregation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed-account services through a consolidated billing program called WealthPlan.

Corey Norton is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2008, accumulating 18 years of industry experience. He is based in Delphos, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Phillip Summersett is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Prior to his financial advisory role, he was involved with Victory Worship Center and Pima County, AZ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services through a consolidated billing option known as WealthPlan.

Stephanie Patton is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. She has previously worked at U.S. Bancorp Investments, Inc. and is currently associated with Rahrig Financial Group. Outside of her financial career, she is a partner and co-founder of The Haunted Enthusiasts, a business focused on touring and consulting with haunted attractions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Robert North is a financial advisor at Edward Jones with 33 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, he is involved as a member or partner in several LLCs related to farming and commercial real estate, as well as a semi-private golf course, though these are passive holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment programs and fiduciary services. The firm is notable for its extensive network of advisors and branches, along with affiliated capabilities including a trust company and proprietary mutual funds.

Michael Etter is a Series 66-credentialed advisor with Thrivent Investment Management, based in Van Wert, Ohio. He has one year of industry experience and previously worked in roles including at Alliance Automation and The University of Toledo. Michael serves on the boards of the Van Wert County Tennis Foundation and The Church Van Wert. 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 planning covering a wide range of topics, with an option to combine planning and managed-account services under a consolidated billing arrangement.

Beth Kitson is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2003, including her current role at THRIVENT Financial since 2015. Kitson serves as a board member for the Lutheran Scholarship Granting Organization of Indiana, which raises funds to provide scholarships for students attending Indiana Christian schools. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Anthony Rahrig is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Cetera and has previously worked with U.S. Bancorp Investments, Inc., FIFTH THIRD SECURITIES, Inc., and Money Concepts Capital Corp. Outside of his advisory work, he is involved in photography through Carrie Rahrig Photography, LLC, where he serves as a trustee. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

Thaison Leaser is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was with Van Wert Federal Savings Bank for six years. Outside of advising, he owns and manages rental properties through Leacon Properties LLC and TL Property Brothers LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Kendra Goodlin is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She previously worked at Shultz Huber & Associates and served as a middle school volleyball coach in Van Wert, Ohio. At Edward Jones, she has been advising clients since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and supports its clients through a large network of advisors and branch offices nationwide.

Jennifer Moenter is a financial advisor with Ameriprise, holding a Series 63 designation and 11 years of industry experience. She has been with Ameriprise and its affiliates since 2013. Moenter serves on the Board of Directors for the Bon Secours Mercy Health Foundation. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary recommendations, focusing on clients approaching or in retirement.

Mark Laurent is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 licenses, and has 13 years of industry experience. He previously worked at Blackrock Sports Inc. for 12 years before joining Thrivent in 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based planning covering retirement, tax, estate, and other financial areas, offering clients standalone planning or combined planning and managed-account options.

Eric Hurless is a financial advisor at Edward Jones in Van Wert, OH, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Stahl Stoller Meyer Insurance Center from 2011 to 2017. Outside of his advisory role, he serves as a city council member for Van Wert and teaches two online courses per semester at Northwest State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Lindemann is a financial advisor at Edward Jones in Van Wert, Ohio, with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Outside of advising, he owns a drive-thru coffee shop and has ownership interests in a day spa and a chiropractic care center, as well as an investment in a wholesale tree nursery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of managed strategies, separately managed accounts, affiliated mutual funds, and fiduciary advisory services supported by a nationwide network of more than 23,700 financial advisors.

Marshall Marraccini III is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked with several firms including The Citizens National Bank and Kansas City Life. He operates out of Van Wert, Ohio. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Kristi Warnecke is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2013. 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 strategies, separately managed accounts, and affiliated mutual funds.