Kristine Prisk is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Mark Annichine is a financial advisor with LPL Financial, holding a Series 63 license and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves as a varsity golf coach for the Twinsburg City School District and works as an athletic official referee. 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 advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various portfolio management strategies.

Brian Schlotter is a financial advisor with LPL Financial in Aurora, OH, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Cetera and Payroll Advisors, and he has been associated with Rossi, Schlotter & Co. since 1988. Schlotter is also involved in tax preparation and accounting through Walter & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Mark Pagni is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, AXA Advisors, LLC. Outside of his advisory work, Pagni serves as chairperson of the Akron Children's Hospital Foundation and holds leadership roles with the Children's Hospital Foundation and a local homeowners association. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

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.

John Boone is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and previously served as president of Western Reserve Resources Corporation, an independent Registered Investment Adviser. Boone has worked with Raymond James since 2005. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Nathan Ollish is a CFP®-designated financial advisor at Cetera with 11 years of industry experience. He has previously worked at Raymond James Financial Services and Western Reserve Resources Corporation. Outside of his advisory work, Ollish serves as an officer on the board of The Well Community Development Corp, a nonprofit focused on community development in Akron, Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Irene Zurowski is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Cetera and has previously worked at firms including Impel Wealth Management and Valmark Advisers. Zurowski is also a licensed insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Robert Powers is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and having 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and operates under the Primevision Financial Group. Outside of his advisory work, Powers owns and creates content for a YouTube channel focused on non-investment-related topics. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts through custodianship by Pershing, offering a range of strategic and tactical investment models.

Daniel Rohr is a Series 66-licensed financial advisor with Ameriprise in Uniontown, Ohio, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing assets held in Ameriprise-managed accounts and using algorithmic tools overseen by specialized committees.

Mitchell Mcallister is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 21 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

David Peterson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of proprietary and third-party investment solutions.

Brian Petros is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023. Prior to that, he spent 14 years at Sagepoint Financial, Inc. and has been associated with American General Securities Incorporated since 2003. Outside of his advisor role, he is a partner at PK Financial Group Inc., which provides individual wealth management and retirement plan management services. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, and offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers.

Daniel Leugers is a CFP® with 26 years of industry experience, currently affiliated with Osaic Wealth Inc. He previously worked at VALIC Financial Advisors for 22 years and holds Series 66 registration. Leugers also owns BlueHaven Wealth Management, operating as a financial advisor under that firm. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple portfolio management platforms to deliver customized investment solutions.

Natalie Mowry is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including Corporate Executive Services, Divorce Transition Planning, Education Planning, Legacy Planning, Personal Retirement Planning, Portfolio Management Services, Women and Wealth, Individual and Corporate Investment Strategy, and Retirement Income. Natalie's approach centers on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals. Natalie began her career as an Advisor and Manager of Financial Services at a Fortune 500 financial firm before joining Merrill in 2009. She holds a Bachelor of Business Administration from the University of Toledo Honors Program with a concentration in Financial Services. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is also recognized as a Better Money Habits Champion in her community. Natalie lives in Aurora with her husband Steve and their two daughters. Her personal interests include golfing, tennis, traveling, and spending time with her family.

Gregory Box is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2009 to 2025. Outside of his advisory role, he is a partner in two real estate rental businesses, overseeing property management and financial record keeping. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Thomas Clifford is a financial advisor at Osaic with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Royal Alliance Associates, Signator Investors, and Clifford Financial Group, where he is currently president and involved in marketing life and health insurance as well as fixed annuities. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to manage portfolios comprising stocks, bonds, mutual funds, ETFs, and alternative investments.

Darrell Claytor is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He holds the CFP® designation and Series 63 license. Claytor has worked at Osaic since 2024 and has previous experience with Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. He also has experience in income tax preparation and life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides brokerage and advisory services, financial planning, and access to multiple investment platforms, employing asset-allocation tools and third-party solutions to construct portfolios across various asset classes.

Derwood Miller is a CFP® professional with 30 years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory career, he owns Wildlife Limited, Ltd., a business unrelated to investments, and is a licensed notary. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Eric Roberts is a financial advisor at Edward Jones in Ravenna, OH, holding the CFP® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for T-Mobile USA for 14 years. He serves as president of a local Business Networking International (BNI) chapter, organizing and conducting weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.