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.

Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.

Noah Buttermore is a financial advisor at Demland Wealth LLC with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Demland Wealth, he worked at Fidelity Investments and held roles in various industries including automotive and accounting. Demland Wealth is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and comprehensive financial planning. The firm focuses on strategic asset allocation complemented by tactical adjustments and combines active and passive investment vehicles alongside fundamental and technical analysis.

Kyler Baird is a financial advisor at Northfort Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Northfort, he held roles at firms including Manz Accounting and Insurance and Briskey Financial Services, LLC. Outside of financial advising, he owns and operates Baird’s Local Honey, an agricultural business focused on beekeeping and honey products. Northfort Financial, LLC is an SEC-registered investment adviser serving retail investors with fiduciary portfolio management and advisory services. The firm manages accounts on a discretionary basis and advises on a wide range of investments while maintaining regular client contact and portfolio monitoring.

Caleb Frankart is a financial advisor at Blue Jay Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Key Investment Services LLC for five years. Caleb serves on the Synod Endowment Investment Committee of the Reformed Church in the United States, overseeing the church’s endowment fund investments. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts and offers personal tax return preparation and consulting for private businesses, using a mix of fundamental, tactical, technical, thematic, and top-down analysis tailored to client objectives and risk tolerance.

Jason Bernal is a CFP® professional with 16 years of experience in financial advising. He has worked at Blue Jay Financial Group, LLC since 2018 and previously at Cetera Advisors LLC from 2015 to 2018. Outside of his advisory role, Bernal serves as a Boy Scout Troop Leader for Troop 76 in Defiance, OH. Blue Jay Financial Group offers investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm also provides personal tax return preparation and consulting for private businesses, managing both discretionary and non-discretionary accounts with a focus on tailored investment strategies using mutual funds and ETFs.

Keith McDonald is a CFP® professional with 27 years of industry experience. He has been associated with McDonald Capital Management, Inc. for 35 years. He currently serves as an advisor at NorthFort Financial, LLC, a firm based in Defiance, OH. NorthFort Financial, LLC is a registered investment adviser providing fiduciary portfolio management and advisory services primarily to retail investors. The firm manages diversified portfolios on a discretionary basis and emphasizes ongoing monitoring and periodic adjustments across a broad range of investment products.

Patrick Briskey is a financial advisor at NorthFort Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been operating Briskey Financial Services, LLC since 2007. Outside of his advisory work, he is the sole owner of NAK Holdings, LLC, a real estate investment company unrelated to his financial advisory activities. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation services primarily to individuals and families who are not high-net-worth clients. The firm employs a combination of charting, fundamental, and technical analysis to guide investment decisions and offers tailored services without formal account minimums.

Michael Willitzer is a financial advisor at Blue Jay Financial Group, LLC in Defiance, Ohio. He holds a Series 65 designation and has been with Blue Jay Financial Group since 2023. Prior to his current role, he worked at Grube Inc and has experience in various other industries including education and retail. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts, offers personal tax return preparation, and utilizes a mix of fundamental, tactical, technical, thematic, and top-down analysis to tailor portfolios to client needs.

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.

Corina Kempe is a financial advisor with Trek Financial in Defiance, OH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior experience includes roles at Cetera Investment Advisors, The State Bank and Trust Company, BCJ Capital Management, and Detray Investment Group. Kempe is involved with Zonta Women's International, assisting women and children through philanthropic activities. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans with asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating evidence-based models, AI tools, and a wide range of systematic strategies and alternative investment options.

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.

Deborah Detray is a financial advisor at Trek Financial with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Trek Financial since 2019. Outside of advising, she manages accounting duties at DeTray Chiropractic Center and serves as treasurer for First Church of God. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio approaches with advanced models and AI tools, providing a broad range of systematic strategies, alternative investments, and customized hedging solutions.

Brian Tussing is a financial advisor at WesBanco Securities, Inc. with 14 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Premier Bank, and Money Concepts Capital Corp. Outside of his advisory role, he is involved in real estate rental activities. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, using a mix of analytical methods and strategies, including tax-aware and ESG model choices.

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 two years of industry experience. He holds the Series 66 designation and previously worked at One Resource Group and Lee Kinstle Sale & Service. He serves as a board member for the Van Wert YMCA, where he is involved in supporting youth programs and overseeing the organization's financial standing. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, employing a range of analytical strategies and a combination of proprietary and third-party portfolio management.

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.

Howard Arend is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously spent over two decades with Northwestern Mutual in various roles. Outside of his advisory work, he is involved with Inspired Ink, LLC, a non-investment-related business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both discretionary and non-discretionary approaches and offers a range of managed account solutions through proprietary and third-party platforms.

Zachary Miller is a financial advisor with Fifth Third Securities, Inc. in Defiance, Ohio, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he coaches baseball at Elida High School. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a variety of portfolio management programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer functions.

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.

Blake Sizemore is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009, totaling 16 years of industry experience. He holds the Series 66 license and operates out of Napoleon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Caden Allman is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, he worked in education at Defiance High School, Defiance Middle School, and Ohio Northern University. He is also involved with Allman Enterprise. 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 institutional clients. The firm uses tailored planning and analytical tools to support its recommendations and offers specialized programs such as wrap-fee advisory services and municipal advisory work.

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.

Stephen Kryder is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1988 to 2024. Outside of his advisory career, he serves as chairman of the Henry County Board of Elections and owns Spring Hill Farms in McClure, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to asset managers, and a wrap program.

Matthew Schmenk is a financial advisor at Edward Jones in Defiance, OH, holding a Series 63 designation with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he owns commercial property businesses involved in building rental and development. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate investors. The firm manages approximately $1.01 trillion in assets with a broad network of advisors and offers a range of investment strategies as well as affiliated mutual funds and tax-efficient services.

Maureen Killion is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and The State Bank and Trust Company. Outside of her advisory role, she serves on the marketing and retention committee of the Defiance Economic Development Chamber of Commerce, where she helps plan events and provides guidance to young workforce members. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

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.

Nicholas Buckland is a financial advisor with Edward Jones in Defiance, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at the University of Toledo and was involved briefly with Concrete Couple. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branches.

Philip Recker is a financial advisor with Edward Jones in Paulding, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in operating a family farm that cultivates corn, beans, and wheat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Jeremy Otte is a financial advisor at Edward Jones in Defiance, OH, holding a Series 66 credential with nine years of industry experience. He previously worked at The RIDGE Project from 2014 to 2017 before joining Edward Jones in 2017. 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 strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Christopher Johnson is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corporation for 19 years before joining Osaic in 2023. Johnson serves on the board of directors of the Kiwanis Club of Paulding. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and supports a variety of portfolio management options, including discretionary and non-discretionary accounts with access to third-party money managers.

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.

Kenneth Boroff is a CFP® professional with 25 years of experience, currently serving at Cetera since 2001. He is also a partner at Steyer & Co., a CPA firm where he has worked since 1991. Boroff is a trustee for ProMedica Defiance Regional Hospital and manages an online retail and vacation property rental business through 2KB LLC. Cetera Investment Advisers LLC operates as a multi-manager platform providing services to individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with over 10,000 advisors and $256 billion in assets under management.

David Kryder is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His career includes roles at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory work, Kryder serves on nonprofit boards such as the Napoleon Public Library Foundation and the Northwest State Community College Foundation and volunteers with the Napoleon Rotary Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, and offers access to financial planning, asset managers, wrap programs, and affiliated insurance and trust services.

Amanda Wheeler is a financial advisor at Cetera with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Summit Financial Group and Baumgartner Financial Services, where she is also president and owner. Wheeler operates her own investment and retirement planning business alongside her role at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party managers.

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 at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial since 2018. Musshel served in the Ohio Air National Guard for 24 years. Outside of his advisory role, he is president of Henry County Pheasants Forever, a local conservation foundation focused on habitat preservation and youth education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority. The firm integrates comprehensive planning with managed-account programs through its WealthPlan option.

Logan Wolfrum is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at The State Bank and Trust Company for six years. Outside of his advisory role, he serves as a high school basketball coach for Ayersville Local Schools and is a finance committee member for the United Way of Defiance County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Avery Casillas is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Casillas held positions at Morgan Stanley and has also worked in various roles including at The FEED and the University of Toledo. 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 strategies, supported by a large network of financial advisors and branch offices.

Kara Price is a financial advisor with Edward Jones in Defiance, Ohio, holding a Series 66 license and 15 years of industry experience. She previously worked at Edward Jones from 2009 to 2024 before resuming her role there in 2024. Outside of her advisory work, she owns Price's Farm Stand, where she raises chickens for eggs and sells maple syrup from her family's production, and occasionally assists with catering at Northwest State Community College. 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 wrap fee programs and separately managed accounts, and is notable for its large network of advisors and branches as well as affiliated financial services beyond traditional advisory offerings.

Heather Allman is a Series 66 licensed financial advisor with 17 years of industry experience. She currently works at Raymond James Financial Services Advisors Inc. and previously spent 10 years at Edward Jones. Outside of her advisory role, she owns Allman Enterprises LLC, a support company involved in managing payroll and business expenses. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.