ADVISOR BIO

Derick Gant is a registered investment advisor representative with Gant Investment Advisors, Inc. in Toledo, OH. Derick has been in the securities industry since January 1992. Derick's previous experience includes roles at Wunderlich Securities, Inc. and Mutual Service Corporation. Derick has licenses for Series 6, 7, 24, 63 and 65. Derick Gant currently manages approximately $1,800,000 for 40 clients.

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ADVISOR BIO

Desiree Strauss is a registered representative with J.P. Morgan Securities LLC. Desiree is licensed in Ohio and has passed the Series 63, Series 6TO, and SIE exams. Desiree joined J.P. Morgan Securities LLC in September 2023 and is located in the Toledo, OH branch office. Desiree's specialties include: Investment advisory services for individuals, businesses, charitable organizations, insurance companies, and pension and profit-sharing plans.

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ADVISOR BIO

Diane M. St. john is a financial advisor who has been working in the industry since 2004. Diane St. john currently works for Robert W. Baird & Co. Inc. Previously Diane St. john worked for WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., and MORGAN STANLEY DW INC.. Diane St. john holds the Series 7 and Series 66 licenses.

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ADVISOR BIO

Dominic Pisanti is a financial advisor with MML Investors Services, LLC. Dominic has been in the financial services industry since February 2018. Dominic is a Certified Financial Planner and holds Series 6, 63, and SIE licenses. Dominic is registered in 16 states and has provided financial planning services to individuals, businesses, corporations, and various trusts.

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ADVISOR BIO

Donna Jean Bogan is a financial advisor with over 25 years of experience in the industry. Donna is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in 28 states. Donna has a strong background in financial planning, portfolio management, and retirement planning. Donna is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Donna is a member of the Toledo Estate & Financial Planning Council and is a strong advocate for the Toledo community.

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ADVISOR BIO

Douglas A. Pyle is a financial advisor registered with Ameriprise Financial Services, LLC. Douglas is a CERTIFIED FINANCIAL PLANNER™ professional with over 28 years of experience in the financial services industry. Douglas specializes in helping individuals, families, and businesses with their financial planning needs. Douglas also provides a variety of other financial services, including asset allocation services, portfolio management, and educational seminars.

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ADVISOR BIO

Douglas James Rechtine is a registered representative with MML Investors Services, LLC since March 2017. Previously, Douglas James Rechtine worked for MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Douglas James Rechtine's professional experience in the industry began in January 1987. In addition to securities licenses, Douglas James Rechtine holds an independent insurance agent license.

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Earl Byron Emery is a financial advisor currently registered with Cetera Investment Advisers LLC. Earl has been in the financial industry since 1989 and has held various positions throughout their career. Earl has earned several industry certifications, including the Chartered Financial Consultant designation. Earl is currently registered as an Investment Advisor Representative in Ohio and Texas. Cetera Investment Advisers LLC provides advisory services to individuals, businesses, trusts, and retirement plans. Their services include financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Edward Charlton Nolette has been in the financial industry since 1994. Edward is currently registered with Morgan Stanley, located in Toledo, OH. Edward is also registered as an investment advisor in Texas. Prior to joining Morgan Stanley, Edward worked at PNC INVESTMENTS, NATCITY INVESTMENTS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Edward has passed the Series 7, Series 63, Series 65, and SIE exams. Edward specializes in providing financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Edward Eric Sommers is a financial advisor with Raymond James & Associates, Inc. Edward has been in the financial services industry since May 1993. He has been registered with the Securities and Exchange Commission (SEC) since May 1993. Edward offers a variety of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Edward holds Series 7, 3, 63, and 65 securities licenses. Edward has also passed the Securities Industry Essentials Examination.

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