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.

Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Bowling Green State University since 2019, where he is a senior financial accountant. Additionally, he provides seasonal tax advisory services as an independent contractor for Intuit TurboTax. Selhorst Services provides tax preparation, tax planning, financial planning, and investment advisory services with a focus on comprehensive financial planning. The firm uses historical asset-class analysis and diversification strategies to develop asset allocations tailored to clients’ risk tolerances and time horizons, emphasizing expense minimization and tax efficiency, while not managing assets or maintaining custody of client funds.

Timothy Waller is a financial advisor at MDRN Capital with six years of industry experience. He previously worked at PNC Wealth Management, Kovack Advisors, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he operated personal training and gardening businesses. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model, focusing on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs.

Stanley Riggs is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with cfd Investments since 2016. Outside of his advisory work, Riggs serves as a finance committee member at the Bowling Green Church of the Nazarene, where he assists with budgeting and financial decision-making. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations based on five risk objectives and provides specialized strategies including Biblically Responsible Investing.

Gail Adler is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has operated Adler Insurance Agency LLC since 2006. In addition to her advisory role, she manages a farm ground cash rent business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities through a network of Investment Advisor Representatives and third-party money managers. The firm employs a largely non-discretionary model and uses various analytical tools to align portfolios with client objectives and risk tolerance.

Nolan Dill is a financial advisor with Creative Financial Designs, Inc. in Bowling Green, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and professional sports organizations such as the Detroit Lions and Detroit Tigers. Outside of advisory services, he is involved in insurance sales through his DBA Standing Firm Financial and operates Nolan C Dill LLC, providing financial planning and investment services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a variety of investment management and financial planning solutions. The firm employs asset-class model allocations informed by third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd. holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at LPL Financial and the Financial Design Agency of Ohio, among other positions outside the financial sector. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment and financial planning services through a network of independent advisers, utilizing an open-architecture approach that includes active monitoring, model portfolios, and third-party manager programs.

Madeson Lamlein is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Fifth Third Securities, Lamlein worked at Fifth Third Bank and has experience in various roles including at Beckett's Burger Bar and Valco Valley Tool and Die. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate 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, operating as a wholly owned subsidiary of Fifth Third Bank.

Brooke Bowerman is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She previously worked at Royal Alliance Associates for 13 years and has owned Bowerman Financial LLC, an insurance agency, since 2007. Outside of her advisory work, Bowerman serves as chairman of Visions of Hope Ministries and is a member of the executive advisory board for the Toledo Community Land Trust, a nonprofit focused on affordable housing and equitable development. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a variety of portfolio strategies and custodial platforms.

Jacob Cordonnier is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at The Huntington Investment Company and Huntington National Bank from 2012 to 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Atonn Smeltzer is a financial advisor with Money Concepts Capital Corp in Perrysburg, OH, holding a Series 63 designation and 13 years of industry experience. Prior to joining Money Concepts in 2017, he worked at MML Investors Services and MassMutual. Outside of his advisory role, he owns Weddings For The Ages, LLC, where he officiates weddings, and serves as vice president of a local BNI chapter as well as a board member of the BG SONG nonprofit. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.

Nathan Breese is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding Series 65 and Series 63 credentials. He has six years of industry experience, all with Fifth Third Securities, and an additional 15 years with Fifth Third Bank. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers a range of investment advisory and brokerage services through the Passageway Managed Account Program, utilizing various third-party portfolio managers and strategies tailored to clients’ risk profiles.

Adam Falardeau is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and has been with Huntington since 2015, including a recent affiliation with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs utilizing an open-architecture model that combines third-party and proprietary investment strategies.

Jerid Friar is a financial advisor with Fifth Third Securities, Inc. in Waterville, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Friar serves as a member of the Board of Directors for the Bowling Green Chamber of Commerce. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines its municipal-advisor registration with affiliation to Fifth Third Bank.

Mark Dunfee is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones from 2014 to 2021. 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 offers integrated services tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jessica Lucius is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC and Financial Design Agency of Ohio. Her roles have included administrative support within Stratos Wealth Partners. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Travis Tiell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with firms including LPL Financial, Woodbury Financial Services, and SII Investments. Tiell also owns a tax preparation and accounting business. Stratos Wealth Partners serves a diverse client base ranging from individual investors to institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture Strategic Wealth Management platform. The firm emphasizes active monitoring and diversified asset allocation using both affiliated and unaffiliated sub-advisors.

Bradley Zoeller is a CFP® professional with seven years of industry experience and is currently with Edward Jones in Fostoria, OH. He has worked with several firms, including Concordance Healthcare Solutions, Burns Financial Solutions, and Charles Schwab. Outside of his advisory role, he manages a farming operation and works as a travel agent planning and booking travel for family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Nicholas Snyder is a financial advisor with LPL Financial in Bowling Green, OH, holding a Series 63 credential and 23 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with Northern Penguins, LLC, which holds a cabin in northern Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios, third-party subadvisors, and advanced technologies.

Justin Pandy is a CFP® professional affiliated with LPL Financial with two years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Northwestern Mutual, and MassMutual Life Insurance Company. Outside of finance, he has operated Pandys Garden Center since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jason Gedert is a CFP®-certified financial advisor with Ameriprise, based in Pemberville, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with KEG Tax Service LLC, which provides tax return preparation services, and participates in a personal aircraft partnership through Aeroventures, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations.

Jackson Hollister is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and previously worked at Hollister Financial and Chic-Fil-A. 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 advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing a range of investment products and firm-provided portfolio construction tools.

Joshua Zachman is a Series 66 licensed financial advisor with 10 years of industry experience, currently practicing at Edward Jones in Bowling Green, OH since 2016. He serves on the finance committee at Mainstreet Church in Walbridge, OH, providing financial guidance without decision-making authority. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Angela Lemmon is a financial advisor with Edward Jones in Fostoria, Ohio, holding a Series 66 designation and 14 years of experience at the firm. She has worked exclusively with Edward Jones since 2012. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Carleton Hollister is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Royal Alliance for 10 years and has been associated with Century Marketing Group since 1984. Outside of his advisory role, he is authoring a book on goal setting and provides basic financial advice through his own limited liability company, focusing on education and personal financial planning. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a wide network of advisers and integrated platforms. The firm employs asset-allocation tools and offers a range of investment options and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.

Kristopher Shepherd is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank. Outside of finance, he was involved with Every Day Church Toledo, Inc. and the Ohio Annual Conference of the Free Methodist Church. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kevin Cochrane is a financial advisor with Edward Jones in Bowling Green, Ohio, holding a Series 63 designation and 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on the Finance Committee of the First Presbyterian Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

David Boyk is a financial advisor at Edward Jones in Bowling Green, OH, with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Outside of his advisory role, Boyk serves as a board member of Behavioral Connections of Wood County and is a member of the endowment fund committee at Bethlehem Lutheran Church, where he reviews investments and makes recommendations. 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, operating under a fiduciary standard.

Jeffrey Fallon is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1984. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Mary Davenport Yant is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has been with Ameriprise since 1998 and is currently based in Ottawa, OH. Outside of her advisory role, she is a co-owner of a real estate business in Lakeside Marblehead, OH. Ameriprise serves clients primarily through a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized consulting team that uses research, modeling, and tax-efficiency analysis to provide tailored retirement income recommendations.

Thomas Mc Ardle is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Verizon for six years and Owens Corning for two years. He also attended Ohio Northern University for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Chad Plontz is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked in the automotive industry at Steve Rogers Ford and Dave White Acura. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and emphasizes fiduciary advisory services.

John Irwin is a financial advisor with Edward Jones in Fostoria, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Edward Jones for 25 years. Outside of his advisory role, he owns and operates Irwin Farms, an agricultural business in Cygnet, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large nationwide network of financial advisors and branch offices and offers additional services such as trust capabilities and securities-based lending.

Timothy Ayer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and 23 years of industry experience. His career includes 20 years at Kaminsky & Associates and four years at Spc prior to joining Cambridge in 2025. He is also involved as an agent with Sunrize Retirement & Financial Services, which focuses on insurance and benefits. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies delivered through a network of independent financial professionals across multiple platform arrangements.

Braden Dauterman is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Kathrens Insurance Agency and R. L. Dauterman Wealth Management. Outside of his advisory role, he is involved in insurance sales and operates multiple related business entities in financial services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset-allocation tools and portfolio management strategies across diverse investment products.

Nathan Lieb is a financial advisor at Edward Jones with 16 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co Inc for eight years. Outside of his advisory role, Lieb coaches 7th grade basketball for Liberty Benton Schools in Findlay, Ohio. 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 large nationwide network of advisors and branch offices.

Edward George Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 credential and 10 years of industry experience. He previously worked at First Financial Equity Corporation for eight years and has a background with Fox Sports spanning 17 years. Outside of finance, he serves as the head football coach at Bowling Green State University and is involved in public speaking through George Enterprises. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, typically serving clients with at least $1 million in net investable assets. The firm provides tailored, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options, delivered through a centralized consulting team.