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.

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.

Thomas Clifford is a financial advisor with OSAIC in Akron, OH, holding a Series 63 designation and over 41 years of industry experience. His career includes roles at Royal Alliance Associates, Signator Investors, Clifford Financial Group, and Manufacturers Life Insurance Company. Clifford is also president of Clifford Financial Group, where he markets life and health insurance along with fixed annuities. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through multiple programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private equity ownership.

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.

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.

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.

Jesse Hurst II is a financial advisor with LPL Financial who holds the CFP® designation and has 39 years of industry experience. His career includes roles at Cetera and Impel Wealth Management, where he currently serves in leadership capacities. Outside of advisory work, he is an author and publisher, serves on several nonprofit boards including the Akron Community Foundation and United Way Summit-Medina, and participates in community finance and advisory committees. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Sowers is a financial advisor with LPL Financial in North Canton, Ohio, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has worked at LPL Financial since 2020 and previously at Cetera Advisor Networks and Cetera Wealth Services. Sowers is also involved with Ohio Investment Partners and operates an insurance agency related to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Nancy Lauren is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors since 2017, following experience at Primerica Financial Services and Smith Foods. She serves on the board of Wincleveland, a nonprofit organization. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, offering model-based investment strategies supported by third-party asset managers and custodial services.

Paul Storm is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes previous roles at Wells Fargo Advisors Financial Network, UBS Financial Services, and Merrill. Outside of his advisory work, he is owner of PS Wealth Strategies LLC and serves on the finance committee of the Wadsworth United Methodist Church. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Joseph Betts Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles with Avantax Insurance Agency, Avantax Investment Services, and M.J. Miller & Co., CPA's LLC, where he continues to be involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice through a large network of advisors using a variety of investment strategies and technology tools.

Ruby Jain is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of advisory work, Jain receives compensation for referrals related to home security and automation products, as well as mortgage loan products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets.

Michael Rufo is a financial advisor with Equitable Advisors in Akron, OH, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked with Equitable Advisors since 1999, including the period when the firm operated as Axa Advisors. Rufo serves as a board member of St. Paschal Baylon in Highland Heights, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advisory programs through a network of Investment Adviser Representatives and third-party asset managers, focusing on tailored risk assessment and model matching without sponsoring its own wrap fee program.

Lois Gregory is a financial advisor with Cetera based in Akron, OH, holding a Series 66 designation and bringing 16 years of industry experience. She has previously worked at Morgan Stanley and JPMorgan Securities among other firms. Gregory serves as an unpaid board member of Trinity-Love Inc, a nonprofit focused on assisting impoverished communities in developing countries. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Kevin Longanecker is a financial advisor with Primerica Advisors in Fairlawn, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2011 and currently conducts sales activities under the PrimeVision Financial Group DBA. Outside of his advisory work, he is a sales representative for Tee Time Golf Pass, a discount golf program. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Rich Goebelt is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2016. Prior to this role, he served as Vice President and Financial Consultant at Fidelity Investments from 2011 to 2016. His professional experience centers on financial planning and advising clients towards their financial goals. Rich holds insurance licenses in Arkansas and California. He emphasizes the importance of teamwork and trust in his work with clients, focusing on attributes such as hard work, leadership, communication, and maintaining a positive attitude. Outside of his professional life, Rich enjoys spending time at the beach, engaging in family activities, and pursuing fitness. He is also interested in football and golf.

Rachael Chandler Head is a financial advisor with LPL Enterprise, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for nine years before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Darrell Wright is a financial advisor with Raymond James Financial in North Canton, OH, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 44 years of industry experience, including 19 years at Raymond James Financial. Wright is the owner of Darrell Wright Financial Services, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized services in municipal and employer-sponsored retirement plans.