Findlay, OH Office

Scott Bliss is an advisor at W&S Brokerage Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current roles at W&S Brokerage Services and Western & Southern Life, he worked in various positions including delivery and residential services. He is also a full-time sales agent at Western & Southern Life. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven wrap fee asset-allocation program with portfolios tailored to client risk profiles and investment objectives, combining advisory, brokerage, and insurance services through an extensive branch network.

Logan Nicely is a financial advisor at W&S Brokerage Services, Inc. with one year of industry experience. He holds the Series 63 and Series 65 licenses and also works as a full-time sales agent for Western & Southern Life. Prior to his current roles, he has held positions in various industries including retail and manufacturing, and completed his education at Heidelberg University. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that manages a model-based, discretionary wrap-fee asset allocation program serving institutional and individual clients. The firm combines investment management with broker-dealer and insurance services, offering proprietary affiliated funds and operating a broad branch network.

Trenton Miller is an investment advisor at W&S Brokerage Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and is also a full-time sales agent at Western & Southern Life. Miller serves as Ambassador Benefits Coordinator and Vice President of the Board for the West Ohio Christian Chamber of Commerce. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven wrap fee asset-allocation program featuring 25 portfolios invested in mutual funds, ETFs, and money market funds, serving individuals, trusts, retirement plans, and other entities.

Jeffry Risser is a financial advisor with W&S BROKERAGE Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has worked at Western Southern Life since 2014. Outside of his advisory role, he serves on the Advisory Board for the Insurance and Risk Management Program at Bowling Green State University and is a board member and ambassador for the Bowling Green Chamber of Commerce. W&S BROKERAGE Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that manages a model-based, discretionary wrap-fee asset allocation program. The firm serves institutional and individual clients, including retirement and benefit plans, using a combined quantitative and qualitative due-diligence process and offers proprietary affiliated funds through its Western & Southern Financial Group affiliates.

Zachary Metzger is a financial advisor at W&S Brokerage Services, Inc. with eight years of industry experience. He holds a Series 63 designation and has worked at W&S Brokerage Services and Western Southern Life since 2017. Outside of his advisory role, he has served as an official for high school and NCAA women’s basketball, football, and baseball games. W&S Brokerage Services, Inc. is a dually registered SEC investment adviser and FINRA-member broker-dealer that manages a model-based, discretionary wrap-fee asset allocation program. The firm serves institutional and individual clients, including retirement and benefit plans, and utilizes a combined quantitative and qualitative due diligence process to select funds and managers.

Bryan Okuley is a financial advisor at W&S Brokerage Services, Inc. with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Bryan has worked at W&S Brokerage Services since 2013 and at Western Southern Life since 2012. He serves as a board member of the BGSU Insurance Advisory Board and is the vice president of public relations for the Westgate Toastmasters Club. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that manages a wrap-fee asset allocation program featuring 25 models invested in a mix of affiliated and unaffiliated mutual funds, ETFs, and money market funds. The firm serves individual clients as well as retirement and benefit plan accounts, using a model-based, discretionary investment process with strategic and tactical asset allocations constructed by Fort Washington Investment Advisors.