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.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. Prior to founding his firm in 2022, he worked at Stifel Nicolaus & Co Inc for 11 years. He serves as a board member of the Lima Shawnee Alumni Legacy Scholarship Fund, a college scholarship organization for high school students. Trueblood Wealth Management advises individuals, trusts, corporations, and employer-sponsored retirement plans, providing portfolio management, retirement plan consulting, and financial planning. The firm employs a comprehensive investment process that integrates asset allocation with fundamental, technical, quantitative, and sector analysis, using various trading strategies and third-party money managers to meet client objectives.

Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at LPL Financial LLC, The O.N. Equity Sales Company, and Ohio National Life Insurance. Hardy also serves as a public notary and is involved in third-party retirement plan administration through H&H Retirement Services. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million. The firm operates on a non-discretionary basis with tailored portfolios and offers insurance products and retirement plan administration through an affiliated third-party administrator.

Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio. She holds a Series 65 designation and began her career at Trueblood Wealth Management in 2024. Prior to entering the financial industry, she worked at Bath & Body Works and Sephora. Trueblood Wealth Management serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party money managers. The firm employs a multifaceted investment approach that includes asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies.

Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.

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.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 57 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for 11 years. Outside of his advisory role, he serves as Treasurer for the Lima Convalescent Home Foundation and is a public trustee and finance committee member for Northeast Ohio Medical University. Trueblood Wealth Management advises individuals, trusts, corporations, and retirement plans, managing approximately $430.8 million in assets across about 296 client relationships. The firm uses a combination of asset allocation, fundamental and quantitative analysis, and both long- and short-term strategies to align portfolios with client objectives.

Kenneth Rumbaugh is a financial advisor with Harbour Investments, Inc. in Lima, Ohio, holding a Series 63 designation and over 40 years of industry experience. He has been associated with Harbour Investments and his own firm, Ken Rumbaugh Inc., since 2003, and has worked with Professional Business Network Inc. since 1989. Outside of his advisory roles, he serves as an adviser to the board of Investors Preferred Life and is involved in consulting and referral businesses related to estate planning, insurance, business exits, and cost segregation services. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

David Robinson is a financial advisor with WesBanco Securities, Inc. in Findlay, OH, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, The State Bank & Trust, and Cetera Investment Services. Outside of his advisory work, he is a part owner of an indoor golf simulator facility, Fore One Nine Golf Club, LLC, in Findlay. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets with 28 advisors. The firm offers a range of portfolio management solutions, including wrap-fee programs and access to third-party managed accounts, utilizing various investment strategies and analytical methods.

R Hardy is a financial advisor with SPC in Lima, Ohio, holding the ChFC® designation and Series 63 license, with 44 years of industry experience. He previously worked at Mass Mutual and MML Investors Services, Inc. for 26 years and has been with Sigma Financial Corporation since 2022. Outside of his advisory work, Hardy serves in several community leadership roles, including President of the Woodlawn Cemetery Association for over 50 years and President of the Lima Growth Association for 22 years, as well as Secretary/Fiscal Officer for the Port Authority of Allen County. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Michael Moessner is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 28 years of industry experience. He has worked with Huntington Investment Company and Huntington National Bank since 2002. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets across nearly 400 advisors. The firm operates an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, and offers specialized services such as tax-management and impact/ESG overlays.

Luke Bertke is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Brookstone and Eikenberry Retirement Planning since 2017, following two years at Leagers Insurance. Outside of his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via a variety of model portfolios and managed accounts.

Nicholas Boeckman is a CFP® professional with 14 years of industry experience, currently serving at Brookstone Capital Management LLC since 2012. He also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm provides investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with back-office and turnkey asset management platform services.

James Smith is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts Incorporated since 2000. Outside of his advisory role, Smith serves as the mayor of Fort Jennings, Ohio, and is president and sole owner of Commercial Tax Records, Inc., a tax preparation and bookkeeping business. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering a range of services including financial planning, advisor-managed portfolios, and access to third-party managers.

Evan Sutton is a financial advisor with Ameriprise in Elida, Ohio, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. and Lowe’s Home Improvement. Outside of his advisory work, he serves as an assistant coach for a high school varsity baseball team. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering detailed recommendation reports through a centralized consulting team. The firm combines research-driven modeling and tax-efficiency analysis to support retirement strategies and provides a broad range of advisory, brokerage, and insurance solutions.

Jeremiah Watene is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with approximately two years of experience at the firm. His prior work includes roles at New York Life and American Income Life, as well as operating a small business, Jeremiah Paint & Pressure Wash. 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 non-discretionary advisory model supported by an in-house manager solutions team and centralized due diligence.

Heather Morris is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Clara Hanf is a financial advisor with Raymond James Financial in Delphos, Ohio, holding a Series 66 designation and 27 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2009. In addition to her advisory role, she works as an independent contractor preparing tax returns for Hellman Nomina CPA. 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 emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to develop tailored recommendations while maintaining client decision authority.

David Compton is a financial advisor at Edward Jones in Lima, Ohio, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in the sales of vintage sports jerseys and other clothing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Lindsey Wilson is a financial advisor at Raymond James Financial in Lima, Ohio, holding a Series 66 designation with six years of industry experience. Prior to joining Raymond James Financial in 2024, Lindsey worked with Sagespring Wealth Partners and the Hart Wealth Team. Lindsey is also the owner and president of Ivy Stone Wealth Management, a support company based in Lima, Ohio. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by extensive research and a broad affiliate network.