Kimberly Caldwell is a Series 66-licensed financial advisor with Edward Jones in North Canton, OH. She has 17 years of industry experience and has been with Edward Jones since 2008. 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 and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Vela Caspersen is a financial advisor with Morgan Stanley in Canton, OH, holding Series 65 and Series 63 licenses and with 13 years of industry experience. Prior to joining Morgan Stanley, Vela worked at Merrill for five years, KeyBank for one year, and PNC Wealth Management for two years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors as well as Corporate Financial Planning agreements.

Roger Duffy is a financial advisor with Ameriprise in Massillon, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Duffy serves as president of the NFL Alumni Cleveland Chapter and is chief commercial officer at Integrated Source One, where he focuses on brand awareness and competitive analysis. He also holds board positions with the Lord's Lake Association and CommQuest. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Brandon Pratt is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of experience in the financial industry, having worked at MassMutual Life Insurance Company and MML Investors Services, LLC since 2026. Prior to his financial career, he spent several years in the optical industry with companies including America's Best Contacts and Eyeglasses and VisionWorks. Mass Mutual Investors Services 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 collaborative, annual financial planning engagements using firm-approved software and educational seminars, with optional implementation through brokerage or insurance arrangements.

Andrew Varca is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked for The David J. Joseph Company/TEXAS PORT RECYCLING from 2016 to 2018. 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 and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jason Clemens is a CFP®-certified financial advisor with Ameriprise in Canton, OH, bringing 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2003 and previously worked at Ameriprise Financial Services, Inc. for 15 years. Clemens serves as Treasurer on the Board of Directors for the Lake Wrestling Club. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm combines investment research, third-party data, and algorithmic tools to provide tailored, non-discretionary retirement strategies within an investment universe influenced by Ameriprise’s affiliated products.

Anthoula Poleondakis is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to address various financial goals, including education planning, family wealth management strategies, institutional investment consulting, and socially responsible and values-based investing. She holds a Bachelor's Degree from The University of Akron with a concentration in Financial Planning and Real Estate Finance. Antha is also certified as a CERTIFIED FINANCIAL PLANNER® and has earned the Certified Investment Management Analyst® designation after completing the educational component at The Wharton School of Business. Additionally, she holds the Personal Investment Advisor (PIA) designation. Antha serves as a board member for the Akron Community Foundation Women's Endowment Fund and is involved with other non-profit groups. She has been recognized on multiple Forbes lists for her work in wealth management. Her personal interests include adventure sports, basketball, boating, cooking, horseback riding, scuba diving, skiing, spending time with her family, surfing, and traveling.

Georgia Beach is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at Origami Owl from 2013 to 2018. Outside of her advisory work, she is a wedding officiant available to friends and family at no cost. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Stephanie Draper is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies to help clients grow and preserve their wealth for both themselves and future generations. Her approach includes retirement planning, long term care discussions, and wealth transfer strategies aligned with clients' goals. Stephanie's expertise encompasses college education planning, divorce transition planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds professional designations including Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from The University of North Carolina at Chapel Hill, a Master's Degree from Toledo College of Law, and a Doctorate from CWRU School of Law. Stephanie also participates actively in her community, devoting time to volunteering with local organizations, reflecting the Merrill tradition of community involvement. Her personal interests include camping, gardening, genealogy, and golfing.

Kevin Spray is a CFP® professional with nine years of industry experience, currently associated with Raymond James Financial. He has worked at Morgan Stanley, CAPTrust, and Cornerstone Capital Advisors. He is the owner of Brenneman Group and also manages finances and business decisions for Rejuve Aesthetics LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools and is notable for its municipal advisor affiliation and specialized retirement plan advisory programs.

Daniel Rohr is a financial advisor with Ameriprise Financial Services in Akron, OH, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2007 to 2013 before joining Ameriprise, where he has been since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm 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.

Noah Festi is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and two years of industry experience. He previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, his background includes roles in education and small business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Michael Crandall is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. He has been with Cetera and its related entities since 1999 and also serves as president of Crandall Tax Service Inc., a tax and accounting practice he has led since 1992. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Karl Elsass is a CFP® professional with 36 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He previously worked at CUNA Brokerage Services, Inc. from 2001 to 2003. Elsass holds board memberships with local organizations including the Wadsworth Tax Incentive Review Council, the Wadsworth Schools Business Advisory Council, The Wadsworth Rotary Foundation, and Meals on Wheels of Wadsworth. Cambridge Investment Research Advisors, Inc. serves both individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Matthew Stephan is a financial advisor with LPL Enterprise holding a Series 66 designation. He has one year of industry experience and previously worked at Sage Solutions and held various roles over several years in educational and community organizations. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, retirement plans, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, providing access to third-party asset managers and participating in the Model Wealth Portfolios wrap program.

Todd Hawke is a financial advisor with Ameriprise, holding the ChFC® designation and Series 66 license, and has 26 years of industry experience. He previously worked at M Holdings Securities, Inc. and Gdk & Company for over two decades before joining Ameriprise. Hawke serves on several local boards, including Aultcare Health Insuring Corporation and Junior Achievement of North Central Ohio, and is an elected trustee of Jackson Township in Stark County, Ohio. He is also involved in economic development initiatives in Stark County focused on housing, industry sector growth, and talent retention. Ameriprise provides retirement-income planning services tailored for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to create annual recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Derwood Miller is a CFP® professional with 30 years of experience in financial services. He is currently affiliated with LPL Financial since 2020 and has prior experience with Avantax Advisory Services and Avantax Insurance Agency. Outside of advising, he owns Wildlife Limited, Ltd., a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michelle Morrow is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at KeyBank and Key Investments Services LLC. Before entering finance, she worked at West Side Animal Hospital and the Louisville Area YMCA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Olivia Griffith is a CFP® professional at Stifel with 12 years of industry experience. She previously worked at Wells Fargo Clearing before joining Stifel Nicolaus & Co Inc. in 2022. She serves as Vice Chair and Board Member of Women's Impact Inc., a women's networking and education organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Todd Downerd is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His career includes roles at Edward Jones, Chase Investment Services Corp., and J.P. Morgan Securities, where he has worked since 2012. Outside of finance, he is a guitarist in a musical group called Stay Gone. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions, and it maintains broader derivatives and commodities capabilities compared with many institutional advisory programs.