Joseph Hoffman is the sole advisor at Hoffman Investment Services, LLC in Marblehead, Ohio, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked at Hoffman Investment Services since 2013 and previously at Purshe Kaplan Sterling Investments. Hoffman Investment Services provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, corporate clients, and employer retirement plans. The firm uses technical analysis to guide investment decisions and offers model portfolios while managing accounts on a discretionary basis aligned with client objectives.

Gregory Bricker is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. He is the principal of Bricker Financial, an independent advisory firm based in Marblehead, Ohio. In addition to his financial advisory work, he is the owner of Sunny Weather, LLC, an accounting and tax preparation firm, and serves as the mayor of the City of East Liverpool. He also holds the position of president at Bricker's Inc., a food service business. Bricker Financial provides advisory and planning services primarily to pooled and institutional-type clients, including pension and profit-sharing plans, businesses, trusts, estates, and charitable organizations. The firm focuses on long-term asset allocation and uses the Orion Portfolio Solutions platform to manage portfolios through selected third-party managers or with limited discretion as portfolio manager.

Nicholas Adams is a Series 66 licensed advisor at Key Investment Services LLC with five years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and PW Companies prior to joining his current firm. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model to design and implement strategist portfolios and integrates services with KeyCorp affiliates, offering a range of custodial, trade execution, and ancillary insurance products.

Erin Flower is a financial advisor with Eagle Strategies (NY Life) based in Oak Harbor, OH, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked at Eagle Strategies since 2008 and has been affiliated with St. Bonore Financial Services and New York Life since the early 2000s. In addition to her advisory role, she is involved in insurance brokering through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a diverse range of investors and Plan Sponsors.

Hayward Evans is a financial advisor at Ameriprise with 10 years of experience in the industry and holds a Series 66 designation. His prior experience includes positions at The Huntington Investment Company and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written Recommendation Reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Jerrad Shiets is a financial advisor with Edward Jones in Oak Harbor, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Matthew Wenzinger is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Wenzinger also operates Wenzinger Financial Services, offering financial and insurance services, and serves as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Paul Christman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at the Cleveland Federal Reserve, Magruder Hospital, and The City of Port Clinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large national network of advisors and branch offices.

Thomas Leone is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Willoughby Western Lake County Chamber of Commerce, All Saints Federal Credit Union, and CompSource Inc. 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.

Robert Candage is a financial advisor at Edward Jones with 21 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2012. Candage serves as a finance committee board member for Port Clinton City Schools, assisting with decision-making for the annual budget. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Eli Schmenk is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Envisage Wealth and has a background that includes roles outside finance, such as teaching at St. Peter and St. Paul Catholic School. 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 nationwide network of financial advisors and branch offices.

Daniel Turnwald is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience and has previously worked at Royal Alliance Associates and Savage & Associates. Outside of advisory work, he owns Journey Financial, an independent insurance agency serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Brittany Griffin is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Genoa Banking Company, The Genoa Bank Company, and First Federal Savings of Lorain. 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 financial planning and investment management solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michelle Dubena is a financial advisor at Edward Jones in Port Clinton, OH, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citizens Securities, Citizens Bank, Prudential Insurance Company of America, and PNC Investments. Outside of her advisory role, she provides customer service for the Home Shopping Network and serves as a board member for Leadership Ottawa County. 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, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Steven Hahn is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has previously worked with Prudential Insurance Company of America since 1977 and Pruco Securities, LLC. since 1977 until 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Richard Rudolph is a financial advisor at Edward Jones in Port Clinton, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Frank Leone is a CFP® with 18 years of industry experience and has been with Edward Jones since 2007. He is based in Port Clinton, OH. Outside of his advisory role, he owns a second home in Cape Coral, FL, which he occasionally rents. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Laurence Brown is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 designation and previously worked at Raymond James Financial Services Advisors and Edward Jones. Brown is also involved with DRW Financial Services, an investment-related business connected to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.