Brian Lodermeier is the principal advisor at Elevated Finance in Willard, Ohio, holding a Series 65 designation with one year of industry experience. He has a background in accounting, having worked at Johnson & Dolesch CPAs and Schonebarger Beale Miller & Associates CPAs before founding Elevated Finance and Lodermeier CPA LLC, where he provides accounting services. Elevated Finance offers discretionary and non-discretionary investment management and retirement plan services to individuals and business entities. The firm’s approach includes tailored investment programs and fiduciary consulting for qualified plans, with a notable affiliation to Lodermeier’s accounting practice, which supports its pension consulting capabilities and plan management services.

Adam Schaffer is a financial advisor with A Schaffer Advisor Services in Norwalk, Ohio, holding a Series 65 designation and eight years of industry experience. He previously worked for Buckingham Capital Management, Inc. for 11 years before founding his current firm in 2021. A Schaffer Advisor Services provides discretionary portfolio management and advice-only engagements to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term, passive investment approach focused on strategic asset allocation using market-tracking ETFs, with customized investment policies and periodic portfolio reviews.

Brent Blaus is a financial advisor with WesBanco Securities, Inc. in Bellevue, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Premier Bank, LPL Financial, Cetera Investment Services, Ameriprise Financial Services, and Investment Professionals Inc. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing various analytical methods and investment strategies, including tax-aware and ESG options.

Nathan Schaefer is a financial advisor with Ausdal Financial Partners, Inc. in Huron, Ohio, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes managing a bar and operating a business under the name Thomas Schaefer. Outside of his advisory role, he is involved in insurance sales as an independent agent and engages in selling household items on eBay. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse clientele, including individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies.

William Adams is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 34 years of industry experience. He has worked at Donald M. Graham & Associates and Commonwealth Equity Services, Inc. since 1997. Outside of his advisory role, he serves as a board member on the Groton Township Zoning Board. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, compliance, and practice management, while allowing advisors discretion over client portfolios and offering model portfolios managed by its Investment Management and Research team.

Derek Baker is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 11 years of industry experience. He has been with Commonwealth and co-owns Donald M. Graham & Associates, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management services.

August Allendorf is a financial advisor at PNC Wealth Management with 17 years of industry experience. He has been with PNC Investments since 2015 and holds Series 63 and Series 65 registrations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Scott Mcdougal is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He previously worked at H. Beck, Inc. and Buckeye Central Local Schools. Outside of advising, he serves as a board member for The Union Banking Company and is involved with New Washington Fire and EMS. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Kevin Young is a financial advisor with Ameriprise in Sandusky, Ohio, holding a Series 66 credential and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Young serves as a volunteer flag chief and official for professional racing events including IndyCar, NASCAR, and Formula 1 show runs. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver tailored, non-discretionary retirement income recommendations.

Jeffrey Colvin is a financial advisor with Cetera, holding a Series 63 designation and over 26 years of industry experience. He has held roles at Cetera Wealth Services, LLC since 2013 and operates his own CPA accounting and tax preparation business. Outside of financial advising, he is involved in various community and nonprofit activities, including serving as a county commissioner candidate and holding positions on local campaign and improvement committees. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement plan solutions, and access to third-party managers, combining retirement and fiduciary capabilities with a broad institutional network.

Jeffrey Thomas is a CFP®-certified financial advisor with Edward Jones in Bellevue, Ohio, where he has worked since 2016, accumulating six years of industry experience. His prior work includes roles at Lowe’s, Papa Johns, Liberty University, and Don Tester Ford. Early in his career, he held an internship at Monument Wealth Management assisting with client data preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and fiduciary advisory services. It supports a large network of advisors and branches nationwide and manages over $1 trillion in assets under management.

Eric Brown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and over 21 years of industry experience. He has worked at Nationwide Securities, Inc. and has maintained several business ventures since the mid-1990s, including ownership of Boulder Ridge Farms, Inc. and Brown Enterprises, Ltd., which are non-investment related. Additionally, he serves as an independent insurance agent through Legacy Capital Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a 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.

Matthew Caputo is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including prior roles at THE O.N. Equity Sales Company and Connecticut Mutual Life Insurance Company. Caputo serves as a board member for Mosaic Family Zone, a civic organization. Cambridge Investment Research Advisors serves 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.

Eugene Schaffer is a financial advisor with Primerica Advisors, holding a Series 63 designation and four years of industry experience. He has been with Primerica Advisors since 2021 and has a long tenure at Pepperidge Farm Inc. dating back to 1987. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jeffrey Mariea is a financial advisor at Cetera with 39 years of industry experience. He holds the CFP® and Series 63 designations and has been associated with Cetera and its affiliated entities since 2013. In addition to his role at Cetera, he is the owner of Planvest Inc, a financial services firm. Cetera Investment Advisers serves a wide range of clients, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Crystal Howard is a Series 66-credentialed financial advisor with two years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and Hipp & Associates Financial Advisors. Prior to her financial advisory roles, she held positions in various industries including automotive sales and accounting. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms.

Bradley Davis is a CFP® professional with 18 years of industry experience and has been with Edward Jones since 2007. He is based in Norwalk, Ohio. Outside of his advisory role, he is a partner in a rental property business. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Andrea Lepley is a financial advisor at Edward Jones in Norwalk, Ohio, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

James Davis IV is a financial advisor with Ameriprise in Bellevue, Ohio, holding a Series 66 designation and 19 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Ameriprise Financial Services Inc. and then Ameriprise. Outside of his advisory role, he serves on several local boards including the Bellevue Academic Boosters Association and the Rotary Club of Bellevue, Ohio. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Katie Clark is a financial advisor at Thrivent Investment Management with one year of experience at the firm and twelve years previously at Edward Jones. She holds Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Travis Missler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. He has worked at Cambridge Investment Research Advisors since 2023 and is also involved with Missler Financial Services and West Erie Realty Solutions. Outside of his advisory roles, he serves as a Relocation Section Manager for the Ohio Department of Transportation. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple custodians.

Wesley Miller is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory role, he serves as an assistant baseball coach for Norwalk High School, working specifically with the pitching staff. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jason Bradford is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at PNC Investments from 2015 to 2022. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Emily Hipp is a CFP® with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has worked at several firms, including Commonwealth Financial Network and Gryphon Financial Partners, and also operates Hipp & Associates, which offers services related to insurance, benefits, and human resources. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm provides financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and offers both discretionary and non-discretionary management approaches.

Joseph Bradford is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he spent six years at Saber Healthcare Group LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment options, operating under a fiduciary standard.