Nicholai Deshmukh is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the Series 65, Series 63, and Series 66 credentials. His prior roles include seven years at Key Bank and four years at Strategic Wealth Partners, Ltd. Mass Mutual Investors Services, LLC 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 analytical tools and also provides event-driven planning programs, including a standalone Divorce Planning service.

Patrick Helderman is a financial advisor with Edward Jones in Hartville, OH, holding CFP® and Series 66 designations and possessing nine years of industry experience. He has been with Edward Jones since 2016 and serves concurrently in the U.S. Army Ohio Army National Guard as a CH-47F helicopter pilot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Lewis is a Series 66 licensed financial advisor with 17 years of industry experience. He has worked at Edward Jones since 2009, with a six-year tenure at Bank of America/Merrill Lynch in between. He is currently based in Cuyahoga Falls, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Douglas Briner is a financial advisor with Edward Jones in Uniontown, Ohio. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones in 2026, he worked at Honda for ten years and Aerotek for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Marc Miller is the Vice President and Executive Planning Consultant at Fidelity Investments. In his current role, he partners with clients to support them through their critical financial decisions by leveraging a financial planning process that is comfortable, flexible, and understandable. Marc has been with Fidelity Investments since 2011, holding various positions including Vice President, Financial Consultant from 2017 to 2025, Financial Consultant from 2012 to 2017, and Investment Representative from 2011 to 2012. Prior to joining Fidelity, he held roles at Ameriprise Financial from 2002 to 2010 and at Key Bank from 2010 to 2011. He holds a California Insurance License.

Linda Porter is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Advisors, Morgan Stanley, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jeffrey Thorne is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Hudson Financial Group LLC. He is based in Cuyahoga Falls, Ohio. 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 range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Donald Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Barrett also operates a business under the name Barrett Financial Group in Kent, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

James Boykin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC from 2016 to 2024 and has held a role with Prudential Insurance Company of America since 2016. Outside of his advisory work, Boykin is involved as a sports and fitness coach in Uniontown, OH. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Theresa Meinen is a financial advisor with Primerica Advisors in North Lawrence, OH, holding a Series 63 designation and 39 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1985. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, offering a range of investment models implemented with oversight from BNY Mellon Advisors.

Brian Cole is a financial advisor with Primerica Advisors in Akron, OH, holding Series 65 and Series 63 licenses and 23 years of industry experience. He has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2011. Outside of his advisory role, he is involved in the sale of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Pervis Stepney is a financial advisor at Fidelity with 24 years of industry experience. He holds a Series 66 designation and has been associated with Fidelity Investments since 2000, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI and algorithmic techniques in its investment process.

Christopher Humphrey is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise since 2020 and previously served as a member of the Green City Council from 2012 to 2019. Outside of advising, he is co-owner of a small business providing power washing and concrete caulking services. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to support personalized retirement income planning while providing a broad range of advisory, brokerage, and insurance solutions.

Craig Finger is a financial advisor at Edward Jones in Cuyahoga Falls, OH, holding the CFP® and Series 63 designations with 23 years of industry experience. He has been with Edward Jones since 2002. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ricardo Popovsky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at UBS Financial Services for 19 years prior to joining Wells Fargo in 2020. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

James Schaefer is a financial advisor with Primerica Advisors in Brimfield, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Primerica Advisors since 2002 and has prior experience with UTC Aerospace and Ohio Strip Steel. Outside of advisory work, he is involved in sales of home security and automation products as part-time referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Matthew Kissell is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and related entities since 2025. Kissell also owns Kissell Financial, LLC, which provides tax preparation, accounting, and bookkeeping services, and serves on the board of the Garrettsville Baseball Association Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Matthew Leamon is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at UBS Financial Services and Dick Russell Liquidations, as well as experience in education and business operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Bishop is a financial advisor with LPL Financial, holding CFP® certification and securities licenses Series 63 and Series 65. He has 27 years of industry experience, including roles at Sii Investments, Inc. and ownership of Bishop Financial Advisors since 2001. Outside of advising, he is involved with Bishop Tax Service, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

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.