Findlay, OH Office

James Powell is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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.

Jeffrey Stratton is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. Prior to joining Edward Jones, he worked at Nickolas Asset Management, LLC for five years and at First Federal Bank of the Midwest / Commercial Savings Bank for three years. Outside of his advisory role, he has a consulting engagement related to his former employer. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of investment advisory programs with fiduciary standards.

Marlene Hoorman is a financial advisor at Edward Jones with 17 years at the firm and three years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she is a part owner of an agriculture consulting business operated by her husband in Jenera, Ohio, though she is not involved in its day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Sage Dugan is a financial advisor at Edward Jones with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Edward Jones, Sage worked at Key Investment Services LLC and KeyBank. Outside of finance, Sage has experience in the health food industry through involvement with Health Foods by Claudia. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branch offices.

Harold Rowe Jr. is a financial advisor with Edward Jones in Findlay, Ohio, holding a Series 63 designation and over 35 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he serves as a board member of Owens Community College in Perrysburg, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Andrew Stepleton is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at American Trim from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm 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.

Annika Liebrecht is a CFP®-designated financial advisor at Edward Jones with six years of industry experience. She previously held roles at Morgan Stanley, MCF Advisors, and several companies outside finance including LBrands and Abercrombie & Fitch. She serves as a board member of Findlay Young Professionals, focusing on membership retention, event organization, and local business engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.