Jared Walsh is a CFP® professional with 21 years of industry experience. He is a partner at Sielschott, Walsh, Keifer & Regula CPAs, Inc., where he dedicates the majority of his time, and has been with Reservoir Retirement Management since 2018. His prior experience includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reservoir Retirement Management serves a diverse client base including individual households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index funds and ETFs, combined with fundamental and cyclical analysis, and manages both discretionary and non-discretionary accounts.

Zachary Donley is a financial advisor with Streamline Financial Strategies Ltd in Ada, Ohio. He holds a Series 65 credential and has one year of industry experience. Prior to joining Streamline Financial Solutions, he was self-employed for seven years and held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Schneider Downs. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary investment advisory services. The firm customizes portfolios based on client objectives and risk tolerance, utilizing methods such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Brynn Thompson is the sole advisor at Streamline Financial Strategies Ltd in Ada, Ohio, holding a Series 65 designation with one year of industry experience. Prior to founding Streamline Financial Strategies in 2025, Thompson worked at Streamline Insurance Solutions and AE Curbside, and also spent several years in adult probation and parenting roles. In addition to advisory services, Thompson is a licensed insurance agent, dedicating part of their time to insurance sales. Streamline Financial Strategies Ltd provides discretionary investment advisory services and tailored portfolio management for individuals and high-net-worth clients. The firm employs various investment methods and may utilize third-party money managers and sub-advisors in its discretionary managed-account programs.

Shawn Goetz is a Series 65-licensed advisor with Reservoir Wealth Management in Lima, Ohio, where he has worked since 2019. He has six years of experience in the financial industry and previously spent 13 years at Magnam Truck & Equipment. Reservoir Retirement Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis, and offers discretionary investment management, comprehensive financial planning, and employee benefit plan consulting.

Frank Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Arive Capital Markets and operated his own advisory practice. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a broad distribution network of investment adviser representatives.

Orrie Augsburger is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. in Bluffton, OH, where he has worked since 2019. His prior experience includes roles at Faith Ventures LLC and Faith Investment Services of Ohio LLC. Outside of advising, he is involved in independent insurance sales and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and a network of affiliated businesses providing insurance, tax, and brokerage services.

Kathi Dunlap is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and eight years of industry experience. She has worked at Faith Investment Services of Ohio LLC since 2023 and has been involved with Quiet Life LTD, a construction and remodeling business, since 2003. Creative Financial Designs serves individual and institutional clients with investment management and financial planning through a network of advisers, offering a range of strategies including Biblical Responsible Investing and customizable portfolio options.

Joshua Moore is a financial advisor at Creative Financial Designs, Inc. with three years of industry experience. He holds the Series 66 designation and has prior work experience at Faith Investment Services. Outside of his financial advisory role, Moore owns and operates a construction and maintenance business. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering a range of investment management and financial planning services through a network of advisers. The firm employs an asset-class model allocation approach informed by third-party research and provides various investment strategies, including Biblical Responsible Investing.

Stephen Mcbride is a CFP® with 22 years of industry experience, currently affiliated with Private Client Services, LLC. He has worked at Heritage Wealth Group, Heritage Wealth Partners, and LPL Financial LLC. Outside of financial advising, he is involved in community and nonprofit activities, including serving on the finance and HR committee for the Hardin County Chamber and Business Alliance, chairing the Walnut Grove United Methodist Church Board of Trustees, and coaching girls’ basketball. He is also a co-owner of restaurant franchises, including Marco’s Pizza and Penn Station East Coast Subs. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process and offers a range of portfolio management options across multiple platforms, managing approximately $1.05 billion in assets.

Suzanne Walker Hanf is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Stratos Wealth Partners, Ltd. Outside of her advisory role, she is involved in a home-based activity as Santa & Mrs. Claus. 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 delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory products such as insurance and annuities.

Cory King is a CFP® professional with 28 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years and has held a longstanding role at AIG American General Life Insurance Company since 2002. Outside of his advisory work, King owns a financial planning sole proprietorship and serves on the board of directors for The Corn City State Bank. OSAIC is a large SEC-registered investment adviser and broker-dealer supporting a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and custodial platforms.

Michael Allen is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. In addition to his advisory roles, he owns Strategic Financial Resources, LLC, an insurance business focused on life insurance and variable annuities for his existing clients. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs an investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Andrew Lotz is a CFP® professional with six years of industry experience currently affiliated with Edward Jones since 2019. His prior work history includes roles at Bob Evans and Libbey Inc. Outside of his advisory role, he has worked as a server at Bob Evans in Bowling Green, 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 financial advisors and branch offices.

Thomas Wagner is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 35 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1990. Outside of his advisory work, he is involved in insurance brokerage and is an owner of TJW Ventures LLC and M3S LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved analytical tools and offering various planning programs.

Jacob Elrod is a financial advisor with LPL Enterprise, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with Ultimate Racing Promotions LLC. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance offerings.

Casey Sanders is a financial advisor with LPL Financial, holding a Series 66 credential. Based in Lima, Ohio, Sanders operates within a large institution that has over 21,900 advisors. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions. The firm offers a broad range of programs, including wrap programs, third-party asset management, model and managed portfolio solutions, financial planning, and retirement plan consulting.

Linda Owens is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. She has been with LPL Financial and its predecessor firm since 2005. Owens also operates under the DBA Citizens Wealth Management Group in Celina, Ohio. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Paul Carmean is a financial advisor with Edward Jones in Kenton, Ohio, holding a Series 66 designation and seven years of industry experience. He previously worked at Huntington National Bank from 2016 to 2018 before joining Edward Jones in 2018. 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 and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Cameron Lauck is a financial advisor at Edward Jones in Lima, Ohio, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Tiffin University and Indiana Wesleyan University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,000 financial advisors and approximately $1.01 trillion in assets under management.

Zachary Lauck is a CFP®-certified financial advisor with Edward Jones in Lima, Ohio, where he has worked since 2012. He holds a Series 66 license and has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Michael Fisher is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 24 years at Buckeye Hardware Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Szuch is a financial advisor with Raymond James Financial in Ada, Ohio, holding a Series 63 designation and over 42 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 1999. Outside of his advisory role, he is co-owner of Avalon Del. Group, a business he operates jointly with his son. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through a variety of programs and emphasizes advisory roles that support client decision-making rather than delegated management.

Dylan Mason is a financial advisor with Mass Mutual Investors Services in Columbus Grove, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Mass Mutual, he worked at MassMutual Life Insurance Company and has involvement in outside insurance sales. Outside of his advisory role, Mason sells sports cards on eBay. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using structured, goal-oriented planning processes without discretionary investment authority.

Mathew Gallaspie is a Certified Financial Planner® (CFP®) with 17 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brian Wentling is a financial advisor with Raymond James Financial Services, Inc., holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James since 2010 and also operates RockHold/Wentling Financial Advisors. Outside of his advisory work, he is a licensed fixed annuity agent. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, focusing on tailored strategies developed through risk profiling and firm research, with a significant portion of its assets managed on a non-discretionary basis.

Jared Hollar is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Jared is involved in artistic pursuits as a commercial model and musician active on social media platforms. LPL Enterprise provides advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, with a focus on integrating advisory and brokerage services.

Robert Shipp is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors, Inc. for 33 years before joining OSAIC in 2018. He is also involved with Signature Financial Group, LLC, conducting investment and insurance business under this entity. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Brian Phillips is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial and its predecessor firms since 2006. In addition to his advisory role, he acts as an independent agent selling fixed insurance products, including group health, group life, and individual life insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Joseph Frost is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 credentials. 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 operates a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ian Armentrout is a financial advisor with LPL Enterprise holding a Series 66 designation and has one year of experience in the industry. His prior work history includes roles at SmartSolve, FedEx, Thermal Gard, and Bowling Green State University. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

Scott Neth is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Premier Bank, Minster Bank, and Fifth Third Bank prior to joining Raymond James. Outside of his advisory role, he is a partner in Eats Holdings LLC and Eats Investments LLC, and serves as a board member and finance committee member for the Veterans Memorial Civic and Convention Center. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

Craig Bauman is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he owns Sunset Junkies LLC, a music production and live entertainment business involved in event scheduling and music sales. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan De Marco is a financial advisor at Edward Jones with 14 years of industry experience, including prior work at JP Morgan Chase LLC from 2005 to 2019. He holds a Series 66 credential and has been with Edward Jones since 2019. Outside of his advisory role, he is involved in several business ventures including managing an apiary, assisting with a family-owned hair salon, and supporting his sons’ music and landscaping businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies. The firm has a large network of advisors and branches, offers access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Joel Griffiths is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Procter & Gamble for 21 years. Based in Bluffton, Ohio, he began his advisory career at Edward Jones in 2025. 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 nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

Kyle Johnston is a financial advisor with Edward Jones in Kenton, Ohio, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, Johnston is associated with Johnston Farms, an agricultural business in Kenton. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

David Ellerbrock is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, AIG American General Life Insurance Company, and PENROD & GEORGE, CPA's. Outside of his advisory role, he serves as Financial Secretary for the local Knights of Columbus Council and provides income tax planning and preparation services as a CPA. OSAIC is a large investment advisory and broker-dealer firm serving individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of investment management tools and offers access to various custodial platforms and third-party managers.

David Lotz is a financial advisor at Edward Jones in Lima, OH, holding a Series 63 license and with 33 years of industry experience. He has been with Edward Jones since 1992. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Erik Federer is a CFP® with five years of industry experience, currently affiliated with Edward Jones since 2020. He previously worked for Nationwide Insurance for 17 years. 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.