Joshua Dautovic is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning that incorporates broad investment perspectives and structured scenario modeling.

Ryan Greenhill is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 credential and has prior experience with The Huntington Investment Company, PNC Investments, and Equitable Advisors. Outside of his advisory role, he is involved in local real estate investments through partnerships focusing on hospitality and short-term rental properties in Ohio and other states. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Richard Lucas is a CFP® professional with 30 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also worked with JPMORGAN Chase Bank, N.A. since 2006 and was involved with Space Dog Properties, LLC from 2005 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating ESG criteria where applicable.

Lewis Wentz is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hudson, Ohio, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2015 and is also the owner of Hummer Entertainment, a holding company for a car collection. He founded Fear the Roo Collective LLC, a nonprofit supporting Akron University basketball, and serves as a director of the Wentz Family Foundation, involved in charitable donation decisions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to assist clients in achieving their goals and supports municipal and public finance work through unique affiliations.

Kenneth Frost Jr. is a financial advisor with Edward Jones in Tallmadge, OH, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. 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 provides 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.

Keith Smith is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 20 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Smith is the sole proprietor of AMK Hudson Realty, LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and a wide range of investment services. The firm employs a structured financial planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Steven Mowry is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2004. He collaborates closely with individuals and businesses, offering guidance throughout different stages of their financial life cycles. His practice emphasizes a planning-based approach to wealth management, helping clients build a strong foundation to make informed financial decisions. Steven holds a Bachelor's degree from Youngstown State University and earned his CERTIFIED FINANCIAL PLANNER® certification in 2006. He also holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout his career, he has received recognition in Forbes' "Best-in-State Top Wealth Advisor" list for multiple years. Beyond his professional work, Steven is involved in various philanthropic activities at Seton Catholic School. He resides in Aurora with his family and holds personal interests in chess, gardening, golfing, hiking, spending time with family, and tennis.

Alexandria Hodge is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and maintains broad regulatory registrations reflecting extensive derivatives and commodities capabilities.

Samantha Ridenour is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, following a prior role at Kent Apartments/College Towers. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Vincent Rosnack is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Frederick Prillaman is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at National Interstate Insurance Company, U.S. Bank, and Valmark Financial Group, among others. Prillaman’s background also includes service in the U.S. Navy. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Terry Hitchcock is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Smith is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill and Bank of America in 2023, he held positions at Fidelity Investments, PNC Bank, and several other firms. Outside of his financial advisory role, he works part-time as a sales associate at Indochino, a men's tailored clothing retailer. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Minns is a financial advisor with Primerica Advisors based in Brimfield, OH, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1998 and previously spent over three decades with Sterling Inc. Minns also has involvement in non-investment related activities, including referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets under management.

Thomas Leonardi is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation and Strategic Capital Advisors, Inc., where he also serves as President/CEO. Outside of his advisory roles, he is involved in insurance sales through his leadership at Strategic Capital Advisors, Inc. OSAIC serves a diverse client base including retail, institutional, retirement plan sponsors, and charitable organizations. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization.

Peter Kaplan is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and American General Securities Incorporated. Kaplan is president of PK Financial Group Inc., where he manages day-to-day operations including wealth management and retirement plan services. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary investment models.

Alissa Hitchcock is a financial advisor at Edward Jones in Stow, OH, holding CFP®, Series 66, and Series 65 designations with three years of industry experience. She previously worked at Sequoia Financial Group, LLC for four years and has a background that includes roles at Ohio University, Hastings Waterworks, and Hudson School District. 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 strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts, operating under a fiduciary standard.

Spencer Chippi is a financial advisor at UBS Financial Services with Series 66 credentials. He joined UBS in 2024 and has prior work experience in various industries including food service and manufacturing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking solutions.

Paul Sheeks III is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Sheeks serves on the finance committee of Grace House Akron, a nonprofit organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Katrina Russo is a financial advisor at Ameriprise with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including The Huntington National Bank, The Huntington Investment Company, and PNC Investments. Russo is based in Ravenna, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.