Robert Sherman Jr. is a financial advisor with Ameriprise in Cuyahoga Falls, OH, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside advisor input to tailor retirement strategies.

Todd Loughry is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in mortgage lending and automotive sales, and he serves as a Board of Education member for Tallmadge City Schools in Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

John Kuss III is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Outside of his advisory role, he meets periodically with Intersky Precision Instruments in the aerospace industry to review business strategy and performance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mary Lalli is a financial advisor with Ameriprise in Northfield, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is an author of several books, including titles such as "Shrinking Buddha," "101 Bible Riddles," and "Dvorah--Prophetess, Judge, Warrior King Solomon, Master Builder, and Queen of Sheba, Savior of Marib Dam: Two Lives Intertwined Blood Moon." Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory support and emphasizes the use of Ameriprise-managed accounts within its planning approach.

Randi Rich is a financial advisor with UBS Financial Services in Hudson, Ohio. She holds the Series 66 designation and has seven years of industry experience, including prior work at Joanne Stores. She has been with UBS since 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a comprehensive suite of financial products and services.

Brian Large is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab and Charles Schwab Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies.

Joseph Doman Jr. is a financial advisor with UBS Financial Services in Hudson, OH, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Bryan Mc Inerney is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and bringing 30 years of industry experience. His prior roles include positions at New York Life and GWFS Equities, Inc. He is currently associated with Intelligent Annuity Solutions alongside his work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Young is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 12 years of industry experience and has been with Cambridge in various capacities since 2016. Outside of his advisory role, he is co-owner and tax preparer at Young's Tax Service and also works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of portfolio management options that include proprietary models and third-party strategists.

Hannah Walsh is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones. Her prior roles include positions at Hasenberg Financial Group, CliftonLarsonAllen Wealth Advisors LLC, and THRIVENT FINANCIAL for Lutherans. Outside of her advisory work, she owns a residential rental properties business in Pepin, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies through a nationwide network of more than 23,000 financial advisors.

Thomas Pfeiffer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of his advisory role, he operates TP Marketing Solutions as a self-employed marketing consultant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering various model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a percentage-based, tiered wrap fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Neal Chiprean is a financial advisor with Primerica Advisors in Stow, Ohio, holding a Series 63 designation and seven years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Primerica Financial Services and Verizon Wireless. Outside of finance, Neal is a musician and serves as a low brass instructor with Crossmen Productions. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Mark Mcginnis is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, previously spending ten years at Citizens Securities, Inc. Mcginnis’s background includes roles outside of finance, such as employment at Lowe’s and the United States Postal Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of funds and model portfolios, incorporating systematic methodologies and long-term asset allocation benchmarks.

Jon Lenton is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within Raymond James since 2017. Outside his advisory role, he is also employed as a financial representative at Wentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dee Edwards III is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2014. Outside of his advisory role, Edwards serves on the board of TEMEG Holdings, a medical supply wholesaler and retailer, and owns BPL Edwards Services, a holding company for his Ameriprise practice. Ameriprise is a large institutional firm offering retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income program uses research and modeling to provide tailored, non-discretionary recommendations focused on tax efficiency and income sustainability for clients meeting specific asset criteria.

Chad Marks is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 63 designation and previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of advising, he mentors employees, originates loans, runs teller transactions, and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ian Golias is a Series 66-licensed financial advisor with J.P. Morgan Securities. He has held various roles in the financial services industry since 2021, including positions at Huntington National Bank, Wells Fargo, and Equitable Advisors. Outside of his advisory work, he teaches chess classes for a nonprofit organization in Northeast Ohio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors.

Jennifer Grant is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm utilizes structured discovery processes and advanced modeling tools to develop plans, managing approximately $2.74 trillion in client assets.

Derek Crihfield is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones from 2015 to 2019 before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of his advisory role, he is involved in a staffing business, Eclipse Dental Solutions. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Dauterman is a financial professional with 25 years of industry experience, currently affiliated with OSAIC since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in insurance sales and serves as co-trustee of a family irrevocable trust. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various tools and platforms to support portfolio construction and management across multiple asset classes.