Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

David Smith is the sole advisor at Impassioned Wealth Management Ltd in Napoleon, OH. He holds Series 63 and 65 licenses and has 19 years of industry experience. Prior to founding his firm, he worked at Rooted Advisors from 2019 to 2021. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm employs a plan-driven, behaviorally focused investment approach that emphasizes long-term equity exposure with disciplined rebalancing and incorporates direct-indexing strategies alongside physical bullion holdings.

Stefan Faerber is a financial advisor at ON Investment Management CO with seven years of industry experience. He holds a Series 63 designation and has worked with The O.N. Equity Sales Company since 2019. Outside of advising, he co-owns The Remade House, LLC, where he and his spouse engage in residential house flipping as a hobby. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a mix of discretionary and non-discretionary asset management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

Bradley Meister is a financial advisor with Kovack Advisors, Inc., holding CFP® and ChFC® designations and over 42 years of industry experience. He has been with Kovack Advisors since 2008, having previously worked at Cambridge Investment Research Advisors and Thrivent Investment Management. Outside of his advisory role, he serves on the Washington Township Zoning Board in Liberty Center, Ohio. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using a combination of internally created models and third-party managers to manage portfolios across multiple custodians.

Jacob Spieth is a financial advisor at Kovack Advisors, Inc. with a Series 66 designation and one year of industry experience. His work history includes roles at Kovack Securities, Meister & Associates, Northwestern Mutual, and several other organizations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and access to sub-advisory programs using Envestnet-supported workflows and a combination of internal and third-party investment models.

Lawrence Vocke is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He has been with Kovack Securities, Inc. since 2012. Outside of his advisory role, he serves on the Board of Trustees for the Napoleon Public Library and is a member of the City of Napoleon Planning Commission. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers through an Envestnet-supported workflow.

Steven Small is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with LPL Financial for over two decades and has been with Independent Advisor Alliance since 2018. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm utilizes a network model with independent advisory representatives and combines discretionary and non-discretionary portfolio management through various analytical techniques and technology platforms.

Ryan Mc Cracken is a financial advisor at &Partners with one year of industry experience. He holds the Series 66 designation and has previously worked at One Resource Group and Lee Kinstle Sale & Service. Outside of his advisory role, he serves as a board member for the Van Wert YMCA, where he contributes to the oversight and promotion of community programs. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using both proprietary and third-party strategies, with a focus on a mix of fundamental, technical, and quantitative analysis.

Gabriel Pollock is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones for 13 years and held roles at FSC and OSAIC before joining \u0026Partners. Outside of his advisory work, he serves on the parish council board of St. Augustine Catholic Church, is a board member of the Napoleon City Preservation Committee, and is the treasurer for the Liberty Center Education Foundation. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary portfolio management, utilizing both proprietary and third-party strategies.

Gavin Cross is a financial advisor at &PARTNERS with one year of industry experience. He holds the Series 66 designation and previously worked at National Door & Trim and CaroTrans. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a range of analytical approaches and both proprietary and third-party strategies, managing accounts through discretionary and non-discretionary platforms.

Jordan Braun is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 credential. He has seven years of industry experience, including roles at LPL Financial, MassMutual Life Insurance, and Campbell Soup Supply Company. Outside of his advisory work, he is the owner of Ohana Photography, LLC. Independent Advisor Alliance serves a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a network model with discretionary and non-discretionary portfolio management supported by multiple analytical approaches and technology platforms.

Michael Schumaker is a CFP®-certified financial advisor with Edward Jones, based in Napoleon, OH, and has 10 years of industry experience. He has previously worked at First Federal Bank of the Midwest and Money Concepts Capital Corp. 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 is known for its extensive network of financial advisors and branch offices, offering a range of advisory programs under a fiduciary standard.

Matthew Crandall is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 registrations and bringing 17 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based, holistic planning across a wide range of topics, offering clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Marcia Gobrogge is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2007. She has 18 years of industry experience. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations across various planning topics, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Christopher Ridley is a Series 66 licensed advisor at Thrivent Investment Management with two years of industry experience. He previously operated The RIDGE Project for 16 years. Ridley is also the owner and operator of The Ridley Company, LLC, a real estate investment business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without managing client portfolios directly.

Heather Palmer is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked at Trilogy Healthcare Systems for over two decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

David Crandall is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he manages DCCRAN, LLC, which maintains office property used for Thrivent-related business and supports community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning covering topics such as retirement, income tax, and estate planning, without providing portfolio management or discretionary trading authority.

Terry Herman is a CFP® and holds a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in managing rental properties in Napoleon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Elan King is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 11 years before joining Raymond James affiliates. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client decision-making.

Joseph Shively is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Charles Schwab since 2016. Outside of his advisory role, he is the owner and operator of a family grain farm, managing planting, harvesting, and financial responsibilities. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining strategic asset allocation with access to alternative investments and integrated custody and brokerage services.

Jason Maassel is a financial advisor at Raymond James Financial with 22 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2016 and previously spent nine years at LPL Financial. Outside of his advisory role, he is a partner in a family farm business and serves as a board member for the Napoleon Area City Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored non-discretionary planning and uses advanced analytical tools to support client goals, with specialized offerings in municipal advising and SIMPLE IRA employer consulting.

Bradley Musshel is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and eight years of industry experience. He has worked with Thrivent since 2018 and served in the Ohio Air National Guard for 24 years. Outside of his advisory role, Musshel is president of Henry County Pheasants Forever, a conservation organization focused on habitat preservation and youth education in gun safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning across various topics without including implementation or discretionary trading authority.