Terrence Regan is a financial advisor with RBC Capital Markets in Akron, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2013 to 2024. Regan serves on the board of The Cure Starts Now Foundation, where he is chairman of the investment policy committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies and a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Thomas D'anniballe is a financial advisor at Ameriprise in Akron, OH, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at The Huntington Investment Company, Huntington National Bank, and several other financial firms. 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, using proprietary research and tools to provide clients with tailored written recommendations and ongoing advice.

Ronald Katigbak is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a property management business and serves as president of a personal service corporation managing practice expenses. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, utilizing research-driven, non-discretionary recommendations supported by algorithmic tools and a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Todd Loxley is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BobEvans Restaurants from 2015 to 2018. 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 solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Christopher Seeley is an advisor at Ameriprise with a Series 66 designation and one year of industry experience. He previously worked for Maconachy Stradley Insurance for two years and Westfield Bank, FSB for nine years. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steven Scherer is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, J.P. Morgan Securities, and Chase Investment Services. Outside of his advisory role, he coaches for Dover City Schools. 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 portfolios, third-party asset management, and institutional platforms, with a broad range of investment strategies supported by research and technology tools.

Elijah Ochoa is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and has experience outside finance in the hospitality sector. Ochoa is also involved as a member of ULTIMA LLC, which invests in residential real estate in the Charlotte, NC area. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary solutions.

Marques Williams is a financial advisor with J.P. Morgan Securities in Akron, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Huntington National Bank, and Chase. He serves as a board member and finance committee member for Art Therapy Studio, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a structured advisory program.

David Varner is a financial advisor with Cambridge Investment Research Advisors, holding 43 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Co., spanning over four decades. Outside of advising, Varner operates Varner Insurance Group as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base across multiple platforms and offers both discretionary and non-discretionary management options.

Michael Odonnell is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, and other firms. In addition to his advisory role, he serves as a notary public in North Canton, Ohio. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of adviser representatives. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

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.

Jason Varner is a financial advisor with Cambridge Investment Research Advisors, holding 22 years of industry experience. He has worked with Cambridge since 2019 and previously spent 18 years with Nationwide Securities and the David Varner Agency. Outside of his advisory role, he is a part owner of Kyler and Company, which provides tax and legal liability services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple account platforms and proprietary model strategies while providing both discretionary and non-discretionary management options.

James Orwig is a Series 66-licensed financial advisor with Equitable Advisors in Akron, OH, where he has worked since 2004. He has 21 years of industry experience and previously worked with Axa Advisors. Outside of his advisory role, Orwig serves as Secretary of the Hudson Kiwanis and is involved with the Discipleship Board at Gloria Dei Lutheran Church, as well as chairing the Sponsor Committee for The Taste of the Hall of Fame at the Akron Canton Regional Food Bank. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various advisory programs, often leveraging third-party managers and model portfolios.

Stephen Bergman is a financial advisor with Primerica Advisors in Akron, OH, holding a Series 63 designation and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of his advisory role, Bergman has been involved with Sand Run Travel since 2001. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Nathanial Arps is a financial advisor with LPL Financial in Hartville, OH, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and is also involved with MJ Miller & Co. CPAs, where he engages in tax preparation and accounting services. Prior to that, he spent nine years with the 415 Group. 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 portfolio programs, and access to third-party asset managers, supported by advanced operational and research tools.

Karrie Stefanov is a financial advisor with J.P. Morgan Securities in Akron, OH, holding a Series 66 designation and 25 years of industry experience. She has worked at J.P. Morgan Securities since 2013 and concurrently is a partial owner of Chukar Partnership, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Hugh Mcmichael Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Merrill, Bank of America, and Morgan Stanley. Based in Barberton, OH, he is also involved with DGL Financial Services, where he works as a financial advisor assisting clients with wealth management and portfolio monitoring. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical and modeling tools, and supports municipal and public-finance work through a municipal advisor affiliation.

Brian Large is a financial advisor at Fidelity with over 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Charles Schwab, where he spent nearly 15 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm is notable for its registration as a commodity pool operator, advisory role to registered investment companies, and use of AI-driven research methods.

Heidi Dillon is a financial advisor with Cambridge Investment Research Advisors and holds 18 years of industry experience. Her prior work includes roles at Nationwide Securities LLC and Nationwide Insurance. She is also an independent insurance agent with Varner Insurance Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.