Daniel Imfeld is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. Before joining UBS in 2018, he worked at Deloitte & Touche LLP for five years. Outside of his advisory role, he owns and manages an LLC that holds several residential rental properties in Cleveland, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

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 Investment Research Advisors since 2019 and previously spent 18 years with Nationwide Securities, Inc. Varner is also a part owner of Kyler and Company, which provides tax and legal liability services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of platform arrangements and proprietary as well as external model strategies.

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.

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.

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.

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.

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 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.

Annie Zhang is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Zhang also owns Annie Zhang & Associates LLC, a business retirement plan operation. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Thomas Marchese is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds a Series 63 license and is based in Uniontown, OH. Outside of his advisory work, he serves as the Indian Princess/Green YMCA Chapter Chief of Shawnee. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory services and maintains a large national footprint of advisors and branch offices.

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.

Nicholas Martin is a financial advisor with Primerica Advisors based in Fairlawn, Ohio, holding four years of industry experience. His background includes roles in education with organizations such as Akron Public Schools, McKeon Education Group, and Main Prep Academy. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Kathryn Jesser is a financial advisor with Primerica Advisors in Akron, OH, holding 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

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.