ADVISOR BIO

Aaron Rathbun is a registered investment advisor with Charles Schwab & CO., Inc. Aaron has been in the industry since July 2019. Aaron is licensed in 32 states to provide investment advice and has passed both the Series 7TO and SIE exams. Aaron is a financial planning advisor and provides wrap fee program services to individuals and other investment advisors.

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ADVISOR BIO

Aaron Arnold is a financial advisor at Edward Jones. Aaron is a registered representative and investment advisor representative with over 5 years of experience in the financial services industry. Aaron is licensed to sell securities in 31 states. Prior to joining Edward Jones, Aaron worked at Key Investment Services LLC. Aaron is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Abbey Ciancutti is a financial professional with over two years of experience in the financial services industry. Abbey is a registered representative with Ameritas Advisory Services, LLC and provides financial advice to individuals, businesses, and institutions. Abbey holds several industry licenses and certifications including Series 7, Series 63, and Series 6. Abbey has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Adam Brent Cufr is a financial advisor with Fourth Dimension Financial Group, LLC. Adam has been in the financial industry since 2001. Adam is a licensed insurance agent and also provides consulting services to insurance agents and their agencies. Adam is also the sole owner of OrangeSuitsYou, Inc., a marketing services company for financial advisors. Adam specializes in financial planning, portfolio management for individuals, and the selection of other advisors.

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ADVISOR BIO

Alec Falkenberg is an investment advisor representative with Transamerica Financial Advisors, Inc. Alec has been in the industry since 2018 and is registered to provide investment advice in Ohio, Michigan, and New Jersey. Alec has passed the Series 6, SIE, and Series 63 examinations. Alec is also a member of the Friends of Lucas County Child Service (LCCS) Board.

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ADVISOR BIO

Alexander Steven Black is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. Alexander has been in the industry since 2016 and is registered with the state of Ohio. Alexander is a CERTIFIED FINANCIAL PLANNER™ professional. Alexander Steven Black's previous firms include MML INVESTORS SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J.P. MORGAN SECURITIES LLC, and EDWARD JONES.

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ADVISOR BIO

Andrew Snell is a financial advisor registered with Morgan Stanley. Andrew has been in the industry since June 10, 2009. Andrew's registration is currently active in 37 states, including Ohio and Texas. Andrew is also registered with the Investment Adviser Association in Ohio and Texas. Andrew has a wide range of experience in the financial services industry, including experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Andrew holds the Series 7, 9, 10, 66 and SIE licenses.

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ADVISOR BIO

Benjamin W. Jackson is an investment advisor representative with Fifth Third Securities, Inc. He has been in the industry since 2018. Benjamin holds the Series 66, Series 7 and SIE licenses. He is currently registered in Ohio. Benjamin specializes in helping individuals, businesses, high net worth individuals, charitable organizations and retirement plans with their investment needs. He is also experienced in financial planning and portfolio management.

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ADVISOR BIO

Beth Kerekes is a financial advisor at Morgan Stanley. Beth has over 20 years of experience in the financial industry, with a focus on providing investment advice and financial planning services to individuals, families, and businesses. Beth's expertise covers a range of investment strategies, including asset allocation, retirement planning, and estate planning. She is committed to building long-term relationships with clients and providing them with the personalized guidance they need to achieve their financial goals. Beth has been registered with the Financial Industry Regulatory Authority (FINRA) since 2001 and holds Series 7 and 66 licenses.

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ADVISOR BIO

Brad Kersten is an investment advisor representative with LPL Financial LLC. Brad has been in the financial services industry since June 1996 and has been registered with LPL Financial LLC since May 1996. Brad is licensed to provide investment advice in 37 states and is a registered principal in Ohio. Brad's expertise includes providing investment advice to high-net-worth individuals, corporations, and other businesses. Brad is also a registered investment advisor in Ohio and Texas.

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