Karen Flege is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 21 years of industry experience. She has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 1998. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure for its services.

Yury Fridman is a financial advisor with Ameriprise in Solon, Ohio, holding a Series 66 designation and bringing 20 years of industry experience. His career includes eight years at Axa Advisors and continued service with Ameriprise since 2019. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Elizabeth Rowles is a financial advisor with Edward Jones in Aurora, OH, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, she worked at Kent State University and the Streetsboro City School District, and she was self-employed for seven years. Rowles also earns royalties from publishing books through Amazon KDP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of households and organizations. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Brett Boling is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 33 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving 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 thousands of advisors and offices, offering advisory services primarily through model-delivery strategies created by unaffiliated asset managers.

Eiad Hasan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked within various divisions of JPMorgan Chase since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Amy Wyse is a financial advisor with Primerica Advisors in Stow, Ohio. She holds a Series 63 designation and has eight years of industry experience. Her prior work includes positions at PFSI Investments Inc., Primerica Financial Services, Welcome Wagon, and PartyLite Gifts. In addition to advisory services, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Emily Coudriet is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple firms, including KeyBank and First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party money managers.

Anne Marie Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools to assist clients in developing tailored plans.

James Shubert is a financial advisor with Equitable Advisors in Akron, OH, holding Series 65 and Series 63 credentials and 49 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, he has various outside insurance contracts related to health insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of third-party program sponsors and proprietary tools.

Ryan Woodman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, and at JPMorgan Chase Bank, N.A. since 2007. Woodman is also the owner of Limoncello Investments LLC. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations and delivers advisory services on a non-discretionary basis.

Sean Dougherty is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Miami University and completed his high school education at Chagrin Falls Exempted Village Schools.

Matthew Dohar is a financial advisor with LPL Financial in Solon, OH, holding 23 years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

John Randall is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Bank of America, The Huntington Investment Company, PNC Investments, Edward Jones, Citizens Securities Inc., and Citizens Bank. Randall also has an ownership interest in a rental property business with his father. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Rea is a financial advisor with LPL Financial in Solon, OH, holding a Series 63 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities, Inc. Rea is a partner at Regal Financial, LLC, involved in life, health, and fixed annuities insurance sales. He also serves as a board member on the finance committee of WomenSafe, a domestic violence shelter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and uses technologies such as machine learning in its investment approach.

Carter Camper is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, he played professional hockey with multiple teams including IK Oskarshamn, Tappara, and the New Jersey Devils organization. Outside of his advisory role, Camper is involved as an employee in 3ICE, a 3-on-3 hockey league based in Pittsburgh. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools.

Erin Machado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with J.P. Morgan Chase Bank and its affiliated entities since 2011. Outside of her advisory role, she is a general partner at KEN, LLC, a private investment entity. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Corey Jones is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he worked at Fyzical Therapy & Balance Centers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Genevieve Adelman is a financial advisor at Edward Jones in Hudson, OH, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2012, including her current role beginning in 2024. Outside of finance, she is involved in photography, specializing in senior portraits and community theatre headshots. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide advisor and branch network.

Gillian Boone is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Raymond James Financial Services, Inc. since 2019. Outside of her advisory role, she serves as Vice President and Treasurer for Western Reserve Resources Corporation and WesRev, Inc., where she provides administrative support and manages branch office operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting services.

Jeffrey Womack is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Kent, Ohio. He has eight years of industry experience, including seven years with Chagrin Falls Exempted Village Schools prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a nationwide network of more than 23,000 advisors and over 15,000 branch offices.