Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

Michael Childs is a financial advisor with Childs Investment Group, Inc. He holds Series 63 and Series 66 credentials and has 35 years of industry experience. He serves on the Board of Visitors at Taylor University and holds officer positions in multiple business ventures, including charitable consulting and governance roles with nonprofit organizations. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities such as trusts, estates, and charitable organizations. The firm develops tailored financial plans without exercising investment discretion and coordinates implementation through clients’ chosen brokers or third-party advisers.

Andres Peterson is a financial advisor with 23 years of industry experience, currently serving at 724 Capital, LLC. He holds the Series 63 designation and has worked at several firms including F3 Logic, Independent Financial Group, and National Planning Corporation. In addition to his advisory role, Peterson is involved in term life insurance sales. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, offering portfolio management, pension consulting, and financial planning. The firm combines various analytical methods and employs diversified investment strategies while preparing tailored Investment Policy Statements for each client.

Alan Wyse is a financial advisor with 26 years of industry experience, currently at 724 Capital, LLC. He holds Series 63 and Series 66 licenses and has worked at firms including CIG Financial Services, Inc. and National Planning Corporation. Wyse serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance company. 724 Capital, LLC manages approximately $259 million for individuals, businesses, and retirement plans, offering portfolio management, pension consulting, and financial planning. The firm integrates various analytical methods and typically operates with discretionary trading authority, utilizing a broad range of investment vehicles.

Hudson Childs is a financial advisor with 724 Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Sauder Manufacturing and Systech Handling. 724 Capital, LLC manages approximately $259 million and provides portfolio management, pension consulting, and financial planning services to individuals, corporations, and retirement plans. The firm uses a combination of model allocations and customized plans, employing various analytical methods and conducting monthly account reviews.

Trevor Rupp is a financial advisor with 3 years of industry experience, currently affiliated with 724 Capital, LLC. He holds a Series 66 designation and has worked at firms including Independent Financial Group, LLC and Thrivent Financial. Outside of his advisory work, he has experience managing operations at a local public golf course. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and may use higher-risk instruments and third-party managers, providing tailored investment solutions with ongoing monitoring and reporting.

Evan Allen is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with one year of industry experience. He previously worked at Senior Planning Estate Services, where he served as an insurance advisor. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations.

Scott Peluso is a financial advisor with Fifth Third Securities, Inc. in Swanton, Ohio, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2022, with prior roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Citizens Securities, Inc. In addition to his advisory work, he is an agent involved in Medicare insurance sales. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, employing a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Shelbie Conrad is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. She has worked at Fifth Third Securities since 2020 and previously spent time at Fifth Third Bank and Jim White Toyota. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services through multiple program types on its Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to various managed account strategies and portfolio solutions.

James Reeves is a financial advisor with Eagle Strategies (NY Life) in Wauseon, Ohio, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Eagle Strategies since 2017 and maintains associations with related entities including Mahoney Financial Organization, LLC and Agua Fria Financial Group. Outside of his advisory role, Reeves volunteers on the Wauseon School District Finance Committee and participates in fundraising activities with West Valley Mavericks, a charitable organization. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types and operates within the integrated New York Life affiliate structure.

Shari Wyse is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2007. She previously worked at First Federal Bank of Defiance for 14 years. Wyse is also the owner of Wyse Financial Group LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates with a dual adviser and broker-dealer structure that includes specialized services such as variable annuity management.

Cassie Christman is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Fifth Third Securities since 2024 and has additional experience at Fifth Third Bank, Planet Fitness, Penrod & George CPA, and Mike's Carwash. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets across a broad client base.

Scott Rupp is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 29 years of industry experience. In addition to his advisory role, he is a partner at Kingdom Seasonings & Rubs, a business that creates and packages dry rubs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisory programs and institutional consulting services.

Kimberly Baker is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked with Edward Jones since 2018 and was previously employed at Midwest Community Federal Credit Union from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Charles Cory II is a financial advisor with Cetera holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously at VOYA Financial Advisors. Cory is also co-owner of Blissfield Financial Services, an insurance and investment business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a variety of program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Andrew Bentley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked at MWA Financial Services Inc., Modern Woodmen of America, and NYLIFE Securities LLC. Outside of financial advising, he is an independent sales representative for Three Cord, LLC, a local screen print and embroidery company serving teams and groups. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through various advisory programs.

Jacob Newlove is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Auto-Owners Insurance Company and several other firms. 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 approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated offerings through a nationwide network of over 23,000 financial advisors.

Janelle Debacker is a financial advisor at Cetera with 28 years of industry experience. She holds a Series 63 designation and has worked with Avantax and Hawthorne Financial, where she also serves as owner and sole proprietor. Additionally, she is the fiscal officer for York Township and owns a boutique selling dog-related items. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Tina Nofzinger is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her career includes multiple roles at LPL Financial since 2011 and prior positions at Cambridge Investment Research and NRP Advisors. Outside of her advisory work, she also works part-time as a bartender at Sauder Village in Archbold, Ohio. 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, and institutional platforms, supporting its large network of over 22,800 advisors.

Owen Newlove is a financial advisor at Edward Jones in Wauseon, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Penrod & George and H&R Block, as well as several non-financial positions including employment at Biggby Coffee and The Ohio State University. 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 managed solutions supported by a large nationwide network of financial advisors and branch offices.

David Rupp is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at Cellular Sales and Indiana Wesleyan University. Outside of finance, he is a partner in Kingdom Seasonings and Rubs LLC, where he manages inventory and product label design. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richard Shehorn II is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Huntington National Bank and Lutheran Homes Society/Genacross Lutheran Home Services. Outside of his financial advising role, he is the owner of Dynamite Designs LLC, a screen printing and graphic design business. 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 and investment strategies through a nationwide network of more than 23,700 financial advisors.

Benjamin Taylor is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Huntington Investment Company, Axa Advisors, LLC, and Securian Financial Services, Inc. Outside of his advisory work, he is an assistant football coach at Pike Delta York High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and an investment approach that incorporates proprietary research and third-party data.

David Devantier is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Commonwealth Financial Network and Village Wealth Management. Outside of advising, he is an insurance agent selling annuities and serves as CEO of an investment-related commercial real estate entity. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and supports a wide network of advisors with tools that incorporate risk profiling and modeling to assist client decision-making.

Jeffrey Roth is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Raymond James Financial since 2009 and owns Roth, Britsch, Dickman, Inc., a support company. Outside of advisory work, he has also worked as an individual auctioneer. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Wanda Newlove is a Series 66-credentialed financial advisor with Edward Jones in Wauseon, OH, and has four years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory practice, she manages rental properties. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Wendy Eitniear is a financial advisor with Edward Jones, holding a Series 66 designation and bringing six years of experience in the industry. She previously worked at Midwest Community Federal Credit Union for 13 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Cory is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Voya Financial Advisors and long-term involvement with Blissfield Financial Services and Blissfield Insurance Agency. Outside of advising, he serves on the board of the Tri County Historical Museum and is a partner in Running Bucks Farms, LLC. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide, offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a multi-manager platform with diverse program options and custodial relationships.

Anthony Jackson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work history includes roles at Defiance College and local school districts in Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.