Bradley Ridge is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he works approximately 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients, focusing on financial planning, trust administration support, and independent manager selection. The firm operates primarily as a co-advisor and referral partner, collaborating with an SEC-registered manager for active portfolio management.

Robert Buckley is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he is actively involved. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and institutional clients, focusing on financial planning, trust administration, and independent manager selection. The firm partners with an SEC-registered manager for portfolio management while offering planning, client coordination, and pension consulting services.

Earl Manter is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. Manter is also a partner at Holbrook & Manter LLP, a CPA firm, where he works 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients. The firm partners with an SEC-registered manager for active portfolio management while offering planning, client coordination, trust administration support, and pension consulting services.

Lisa Bush is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at Bank of America and Merrill. She serves as Secretary of the Women's Club Home, Vice President of the Women's Business Council, and is a member of the Ohio State University Marion Advisory Board. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a range of sub-advisors and third-party model platforms to implement and monitor strategies.

Danielle Landon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She has worked with Commonwealth since 2016 and previously with Cetera Advisor Networks LLC and Scharer Investment Consultants. Outside of her advisory role, she serves as a cheer coach at Eglin Middle School in Marion, Ohio. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while offering advisors access to discretionary model portfolios and customized investment programs.

Thomas Savage Sr. is a financial advisor with Commonwealth Financial Network in Westerville, OH, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at Nationwide Investment Services for 21 years and is a co-owner of Whetstone Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Caleb Ulmer is a CFP® with six years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Raymond James Financial Services and multiple regional banks. He is a board member of the Avita Foundation, where he helps organize community events and participates in quarterly board meetings. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes sub-advisors and third-party model platforms to implement strategies.

Manoj Sharma is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, Sharma serves as a board member of the Marion Noon Kiwanis, a charitable organization focused on supporting children in need. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and sub-advisors to implement diverse investment strategies.

Lars Olson is a CFP® professional with 33 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2021. His prior experience includes roles at Bank of America and Merrill, where he worked for a combined 35 years. Olson is also president and wealth advisor of Alluvial Private Wealth LLC and holds leadership roles in several affiliated opportunity zone entities focused on financial planning and investment management. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a variety of account types and utilizes sub-advisors and third-party platforms to implement diverse investment strategies.

Scott Crawford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 22 years of industry experience. He has been with Commonwealth and co-owner of Whetstone Financial, LLC since 2016, and previously worked at Cetera Advisor Networks LLC from 2013 to 2016. Outside of his advisory work, he serves as a varsity basketball assistant coach at River Valley High School in Caledonia, Ohio. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including wealth management and retirement plan consulting, and provides operational, compliance, and technology support while allowing advisors discretion in portfolio construction.

Brian Davis is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 26 years of industry experience. He has worked at Principal Securities Inc. since 1999 and founded Davis Wealth Planning, LTD in 2013. Outside of his advisory work, Davis is a school board member for North Union Local Schools and the founder of Farrier Coffee Company, which serves the equine industry with handcrafted coffee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Alan Dixon is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he owns and operates AD Golf Cards, a business focused on buying and selling golf sports cards. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients able to implement these recommendations through various brokerage or advisory programs.

Michael Skaggs is a financial advisor at Edward Jones in Marion, Ohio, holding a Series 66 registration with one year of industry experience. He previously worked for Kokosing, Inc. for ten years. Outside of advising, he is the sole proprietor of a family farm in Bucyrus, 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 programs, including managed solutions and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Brian Dixon is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2010 in various capacities and currently operates out of Marion, OH. Dixon also has a minority ownership in 3D Private Wealth Advisors Inc., where he dedicates limited time monthly. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions supported by proprietary research and planning tools.

Daniel Wigton is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2009, with prior experience at UBS Financial Services and Mcdonald Investments Inc. He serves on The Ohio State University at Marion Alumni Advisory Board. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Justin Parisi is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has spent 17 years assisting clients in defining and pursuing their financial goals, working with a range of clients including families, non-profits, endowments, and corporations. His professional experience includes roles such as Senior Financial Consultant for High Net Worth Families and Endowments at Manning & Napier Advisors from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2014 to 2020, and Regional Internal Consultant for Retirement Plans at Mutual Of Omaha and Nationwide Financial between 2008 and 2014. Justin's background supports his approach to addressing complex financial situations with customized strategies. Outside of his professional career, Justin enjoys boating, camping, classic cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.

Daniel Goodlin is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Hedstrom Plastics. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kit Fogle is a financial advisor at Stifel with 21 years of industry experience. He has worked at Bank of America and Merrill and has been involved in farming since 1986. He serves on the Board of Trustees at Marion Technical College and is the board president as of 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support its planning and allocation guidance.

Todd Everingham is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Huntington Investment Company and The First Citizens National Bank. Outside of his advisory role, he serves as an executor of his mother's estate. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Allison Besancon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, she worked at Luk USA from 2015 to 2017. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive services.

Richard Dixon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Dixon has ownership in National Service Information, Inc., a paralegal service company, and serves as a director for NRAI Services, LLC, a public record information service. He also holds trustee and treasurer positions with the Marion Country Club Hills Owners Association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm integrates advisory services with various financial product sales and referral channels, serving clients through a large network of advisors.

Thomas Kenney is a financial advisor with Ameriprise in Marion, Ohio, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of advisory work, Kenney is involved in business ownership and operational management roles at Executive Alpha Group, Inc. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with financial advisors.

Philip Mason is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of his advisory role, he manages an office building in Columbus, Ohio. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment strategies supported by advanced analytical tools and event-driven planning services.

Patrick Carey is a financial advisor at Stifel with Series 63 and Series 65 designations and 52 years of industry experience. He has worked with Stifel since 2009 and previously held roles at UBS Financial Services and Mcdonald Investments Inc. Carey serves as president of the Marion Public Library Board. Stifel provides brokerage and investment advisory services to individuals, institutional clients, and charitable organizations. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jeffrey Brooks is a financial advisor with LPL Financial in Marion, Ohio, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 2009. Brooks operates under the name Marion Wealth Management Group, Ltd. 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.

Jay Walker is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is a notary public and serves as a trustee for an irrevocable trust involving family members. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Abigail Spears is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Merrill Lynch. Outside of her advisory role, she serves on the board of BookMarks of the Marion Public Library, where she participates in fundraising and event planning. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Eric Wigton is a financial advisor with Stifel in Marion, Ohio, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Stifel since 2017, following five years at Bowling Green State University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Ryan Campbell is a CFP® and ChFC® with 31 years of experience in the financial industry. He has worked at Stifel since 2009 and previously held roles at UBS Financial Services and Mcdonald Investments Inc. Campbell serves on the investment committee of the Marion Ohio YMCA and acts as a non-voting advisor to the Board of Turning Point, an organization supporting victims of domestic abuse. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Heather Bussey is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 14 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2015 and also works with Preferred Planning Associates. Outside of her advisory role, she is an independent insurance agent representing various insurance companies. 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 a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.

Alexis Fogle is a Series 66-registered financial advisor at Stifel with three years of industry experience. Prior to joining Stifel in 2023, Alexis worked at Bank of America, Merrill, and The Ohio State University. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to inform client planning and decision-making.

Lori Seckel is a financial advisor with MWA Financial Services Inc. in Marion, Ohio, holding a Series 63 designation and 23 years of industry experience. She has been associated with Modern Woodmen of America and MWA Financial Services since 2002. Outside of her advisory work, she serves as president of the Ladies Auxiliary-VFW in Marion, overseeing meetings and coordinating fundraising events. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance through its affiliation with Modern Woodmen of America.