Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 designation and 28 years of industry experience. He has worked at StoneX Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2002 to 2015. Outside of advisory work, he is involved in tractor pulling as a hobby activity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and managers, offering diverse account structures and model-based investment strategies.

Weston Reinbolt is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 17 years of industry experience. He has worked at Stratos Wealth Partners since 2017 and previously at LPL Financial and New England Securities. Outside of advisory work, he owns and operates an event center with a bar called The Barn At Seneca Hills in Tiffin, Ohio. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering financial planning, advisor-managed programs, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with both proprietary and third-party investment strategies, operating through a large network of investment adviser representatives across multiple custodians.

Aaron Smith is a financial advisor with Stratos Wealth Partners, Ltd in Tiffin, Ohio, holding 34 years of industry experience. He has been with Stratos Wealth Partners since 2017 and has a long career including roles at LPL Financial and ownership of Financial Design Agency of Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Jamie Vazquez is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020, as well as Fifth Third Bank since 2015. Outside of his advisory role, Vazquez owns and operates Jamie Coy Photography in Gibsonburg, OH. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a layered supervisory structure.

Jack Shultz is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and two years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial LLC since 2024 and has prior experience with Financial Design Agency of Ohio and Honey Creek Homes. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

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.

Kennedi Amor is a financial advisor at Edward Jones in Tiffin, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Amor worked at Banner Desert and held positions in healthcare and fitness sectors. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Mason is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its related entities since 1997. Outside of her advisory role, she is involved in real estate ownership unrelated to her investment work. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Brian Falter Sr. is a financial advisor with OSAIC in Tiffin, Ohio, holding a Series 63 designation and 30 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors, Inc., and Huston Insurance & Financial Services, LLC. He serves on the finance committee of his local church in an advisory capacity. OSAIC Wealth, Inc. serves a diverse client base, including individual and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Gary Gruss is a financial advisor with OSAIC based in Tiffin, Ohio. He holds a Series 63 designation and has 27 years of industry experience, including 17 years with American Portfolios Financial Services Inc and over three decades at CF Professional, Inc, where he also serves as president. Outside of advising, he is a partner in Beks, Ltd. LLC, and a member of the Seneca Restaurant Group, where he engages in financial statement review. OSAIC serves a diverse clientele ranging from individuals to institutions, providing integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction that incorporates a wide array of investment types and third-party managed solutions.

Christopher Schiefer is a CFP® and ChFC® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2018. Prior to that, he spent 27 years with Nationwide Insurance Company and 10 years with Nationwide Securities, LLC. Outside of advising, he operates an independent insurance agency and has involvement in real estate management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers tailored financial planning and investment management through a broad network of independent advisors using various portfolio management strategies and platform options.

Trenton Burns is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has four years of industry experience. He previously worked at Woodbury Financial Services and Tiell Financial Group. Burns is the financial power of attorney and executor for an estate and operates a DBA for investment and insurance services under Journey Financial Solutions Group LLC and The Journey Group – Tiffin. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Sarah Porter is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise-managed accounts within its planning services.

Bailey Breidenbach is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC, Bailey worked at Royal Alliance Associates, Inc. and has been involved with Journey Financial Solutions Group. Outside of finance, Bailey is a partner in Breidenbach Property Improvements, a business focused on improving building values through reconstruction and maintenance. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Christopher Lee is a CFP® and Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. He previously worked at US Bank, Webster Industries Inc., and co-owns a hair salon in Tiffin, Ohio, where he assists with employee performance reviews and financial management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors.

William Diehm is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 65 designation and has worked previously at Royal Alliance Associates, Inc. and Sii. He serves as a board member for the Tiffin Seneca Child Care Center. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a variety of investment options, employing asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Brian Gruss is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at CF Professional, Inc., United Producers, Inc., and 21st Century Financial. Outside of advising, he is involved in tax preparation and accounting through CF Professional, Inc. and holds a partnership role at BEKS, Ltd. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment products and tools, supporting both discretionary and non-discretionary account management.

Hannah Luhring is a Series 66-licensed financial advisor with Edward Jones based in Tiffin, Ohio. She has seven years of industry experience, including tenure at Edward Jones since 2016 and a prior role at The Ohio State University from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Elaine Daugherty is a financial advisor at Edward Jones in Tiffin, Ohio, with 22 years of industry experience. She holds CFP® and Series 63 designations and has been with Edward Jones for 21 years. Outside of her advisory role, she serves as a trustee of a family farm trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Andrew Loose is a financial advisor with Osaic Wealth, Inc. in Tiffin, Ohio, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Sii and Mohawk Local Schools. Outside of advising, he is involved as an owner and partner in a local LLC that evaluates and prospect prospects for rental properties. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of services such as brokerage and advisory, financial planning, retirement consulting, and access to third-party asset managers, utilizing asset-allocation tools and automated portfolio management to support client investment needs.

June Wiese is a financial advisor with Cambridge Investment Research Advisors, holding 24 years of industry experience. Her work history includes roles at Nationwide Securities, LLC, and ongoing involvement with Chris Schiefer Insurance as an independent agent. She maintains an independent insurance agency alongside her advisory practice. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm supports both discretionary and non-discretionary investment strategies through multiple platforms and proprietary as well as third-party model solutions.

Bernadine Kirian is a financial advisor with OSAIC, holding a Series 63 designation and 18 years of industry experience. She worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. Outside of her advisory role, she is a notary public providing services to clients. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management options that utilize asset-allocation tools and third-party money managers.

Michael Kelso is a financial advisor with LPL Financial based in Tiffin, Ohio. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His work history includes roles at Croghan Colonial Bank, LPL Financial, and PNC Wealth Management. Kelso is also a full-time Investment Representative at Croghan Colonial Bank offering investment and insurance products through LPL Financial. 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 provides advisory and brokerage services through a large network of representatives and offers various programs including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Lewis is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2016. Outside of his advisory role, Lewis serves on the supervisory committee for Your Legacy Federal Credit Union, participates on the Seneca County Republican Central Committee, and is a board member of the American Red Cross of North Central Ohio and New Life Assembly of God. He also hosts at the Social Cigar Den in Tiffin, Ohio. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while maintaining separate planning and account management services.

Matthew Hoover is a financial advisor with OSAIC, holding a Series 63 license and bringing 30 years of industry experience. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Huston Insurance & Financial Services, LLC. Outside of his advisory role, Hoover serves on the Board of Directors for Bascom Mutual Telephone and is a legal guardian for his son. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple advisory platforms, employing various asset-allocation and portfolio management tools.