Earl Oberlin is a CFP® and PFS™ credentialed financial advisor with 48 years of industry experience. He is the principal of Oberlin Wealth Partners, LLC and has held roles at Oberlin Financial International, LLC, LPL Financial LLC, and several family-owned business ventures. Outside of advisory work, he serves as chairman of Oberlin - Turnbull, Inc., a funeral home business. Oberlin Wealth Partners provides investment advisory, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and insurance companies. The firm combines long-term, fundamental analysis with flexible portfolio management and offers family office and institutional consulting, serving a diverse client base including insurance companies.

Erin Mutton is a financial advisor at Pathway Financial Advisers, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Larson Financial Securities, Simcox Financial Services, and Raymond James Financial Services. Outside of her advisory role, Erin serves as a public notary, providing notary services to friends and family. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by offering discretionary portfolio management, financial planning, and plan consulting. The firm manages approximately $443 million across 759 client relationships and uses a combination of fundamental and technical analysis within a documented investment policy framework.

David Tracey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Pathway Financial Advisers, LLC. He previously worked at Primevest Financial and STAR Financial Bank. Outside of advising, he manages a real estate property that houses Pathway Financial Advisers and an accounting firm, dedicating a modest amount of time to this activity without compensation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and qualified/non-qualified plan consulting. The firm employs both fundamental and technical analysis in its investment approach and manages approximately $443 million across 759 client relationships.

Steven Post is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 credential and over 13 years of industry experience. He has been with Pathway Financial Advisers since 2012 and has operated an accounting and tax professional practice through Pfister and Miller, Inc. since 1974. Additionally, he manages trust services as the trustee of Steven E. Post, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a documented investment policy, combines fundamental and technical analysis, and manages roughly $443 million across about 759 client relationships.

Jordan Pfister is a financial advisor at Pathway Financial Advisers, LLC with four years of industry experience. He holds a Series 65 designation and has been with Pathway since 2021. Outside of his advisory role, Pfister is a 50% partner in an accounting and tax practice, Pfister and Miller, Inc., where he handles bookkeeping, accounting, and tax return preparation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans, managing approximately $443 million across about 759 client relationships. The firm provides discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis and maintaining documented Investment Policy Statements for clients.

Joel Grimm is a financial advisor at Pathway Financial Advisers, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Pathway Financial Advisers since 2013. Outside of his advisory role, he manages real estate properties through JG Legacy Properties LLC. Pathway Financial Advisers is a six-advisor firm serving individuals, charitable organizations, and pension or profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and plan consulting, employing both fundamental and technical analysis with a documented Investment Policy Statement for each client.

Austin Miller is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 designation and 11 years of industry experience. He has been with Pathway Financial Advisers since 2014 and concurrently serves as a 50% partner in Pfister & Miller Inc, an accounting and tax practice. Outside of financial advising, Miller is part owner of a grain farming business, Lace & Ace Farms, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and plan consulting. The firm manages approximately $443 million across about 759 client relationships, employing both fundamental and technical analysis in its investment approach and offering services that include acting as an ERISA fiduciary when engaged.

Laura Stover is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and 17 years of industry experience. She has worked at Virtue Capital Management since 2015, with a break from 2018 to 2024 during which she was also involved with Optivise Advisory Services and PanthRex Asset Management. Outside of her advisory role, Ms. Stover owns LS Tax LLC, which provides tax return services utilizing CPAs, and she is licensed as a life insurance and equity-indexed annuity agent. She may also offer physical gold and silver to clients, earning commission on such sales. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisors. The firm employs a model-driven investment approach using mutual funds and ETFs, alongside financial planning and ERISA consulting, and offers a financial education course for pre-retirees.

Bill Mann is a financial advisor with SPC in Bryan, Ohio, holding a Series 63 designation and 29 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, Mann is the owner of Mann's Investment Group, LLC, which sells life, health, and disability insurance, and he serves as Chief Administrative Officer and Director of the American Legion Riders. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and manages approximately $5.66 billion in assets.

Howard Arend is a CFP® and ChFC® with 26 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, having previously worked at Northwestern Mutual in various capacities from 1997 to 2022. Outside of his advisory work, he is involved with Inspired Ink, LLC, a non-investment-related business. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Michael Johnson is a financial advisor at OSAIC with 32 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advisory work, Johnson is involved with the Bryan Rotary Club and the Bryan Area Foundation, participating in local community activities and charitable initiatives. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs, utilizing technology-driven portfolio management and access to multiple custodial platforms.

Ryan Bethel is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at FALER CONSTRUCTION for six years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of more than 23,700 financial advisors.

Matthew Guilford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2015. Guilford is also involved with Collins & Guilford Wealth Advisors, LLC, an investment-related business connected to his LPL practice. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, and institutions. The firm offers various delivery options, supported by an in-house research team that constructs model portfolios and provides both strategic and tactical investment solutions.

Jill Powers is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where she has worked since 2010. She has 32 years of industry experience and is based in Angola, Indiana. Outside of her advisory role, she serves as a notary and works as a volleyball official on a contract basis. Cambridge Investment Research Advisors, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individual investors, high-net-worth households, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers multiple account platforms and employs both model-based and individualized investment approaches.

Blake Rockey is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Cambridge, he worked at Premiere Group and Bryan City Schools/FCCC. Outside of advising, he owns and operates Pink Penguin Ice Cream, an ice cream truck business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Bryan Post is a financial advisor with Edward Jones, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a board member for Holgate Local Schools in Holgate, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Stephen Hess is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He is based in Bryan, Ohio, and has held roles as an independent insurance agent and a shareholder in a financial services business. Hess also serves as Board Chairman of the Bryan Area Foundation and participates in his local church committee. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan consulting, utilizing various account platforms and third-party strategists.

Thomas Hofbauer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Cambridge since 2010. Outside of his advisory role, he is a shareholder in HPH Financial Corp and works as an independent insurance agent with Trilogy Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

Gregory Gendron is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Pacific Financial Partners, Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, he serves as an industry arbitrator for FINRA dispute resolution and is president of the local Knights of Columbus chapter in Bryan, Ohio. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset-allocation tools and offers a range of investment programs and custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Amanda Wheeler is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. She has worked with several firms, including Summit Financial Group and Baumgartner Financial Services, where she is also president and owner. Wheeler operates her own investment and retirement planning business. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, fiduciary solutions, and access to third-party managers, combining retirement and fiduciary capabilities with a broad institutional platform.

April Witte is a financial advisor at Edward Jones in Bryan, Ohio, holding a Series 66 designation with one year of industry experience. Her prior work includes a long tenure at The Farmers & Merchants State Bank from 2005 to 2023, as well as positions at Lewis James Professional and a brief period of unemployment before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Emily Altaffer is a financial advisor with Cambridge Investment Research Advisors in Bryan, Ohio, holding Series 63, 65, and 66 designations and bringing 16 years of industry experience. She previously worked at Briskey Financial Services LLC for 10 years before joining Cambridge in 2018. Outside of advising, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms.

Kirk Collins is a financial advisor with LPL Financial in Hicksville, OH, holding CFP® and ChFC® designations and 17 years of industry experience. He previously worked at Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Outside of his advisory role, Collins is involved in selling long-term care insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates a broad range of client needs through multiple delivery options and product offerings.

Melissa Stockman is a ChFC® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is listed as the owner of an LLC established for personal financial planning purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Thomas Flegal is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and LPL Financial. Outside of advisory work, he is a partner in YARGER FLEGAL INC, a DBA focused on fixed insurance, and owns Thomas D Flegal LLC, a pass-through entity for earnings. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset-allocation and portfolio optimization tools, offering a wide range of investment options and programs through a large network of financial advisers.