Michael Clark is a Planning Consultant at the Fairlawn Investor Center. In this role, he assists clients with designing and updating their financial plans and ensures they have the appropriate resources as they progress toward their retirement goals. Michael works closely with the Wealth Management Team to support clients throughout their retirement journey. He has held several positions at Fidelity Investments, including Planning Consultant since 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. This experience has contributed to his understanding of client needs and financial planning strategies. Outside of his professional responsibilities, Michael's personal interests include board games, cooking and baking, hiking, outdoor adventures, puzzles, and traveling.

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 Bank and J.P. Morgan Securities since 2015. 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. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG criteria within a non-discretionary program.

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.

Adam Ward is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has been affiliated with JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he serves as an unpaid business consultant for a construction company specializing in pole-style buildings and is involved in managing a forestry plan on jointly owned property. 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. Their advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets and includes specialized regulatory registrations related to derivatives and commodities.

James Shubert is a financial advisor with Equitable Advisors in Akron, Ohio, holding Series 65 and Series 63 licenses and bringing 49 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he holds various contracts related to health insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of representatives, utilizing both proprietary and third-party investment programs.

Heather Katzenmeyer is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked at The Huntington Investment Company, Raymond James Financial Advisors, and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice.

Linda Reall is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 40 years of industry experience, including prior roles at B. Riley Wealth Management and Capital Securities of America, where she also holds an ownership interest. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and supports proprietary and third-party model strategies.

Brenda Fogle is a Series 66 registered financial advisor with STIFEL, based in Canton, OH, and has 26 years of industry experience. She has been with STIFEL since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Timothy Stephan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with a broad range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Debra Danks is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including PNC Wealth Management and Cetera Investment Advisers LLC, before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG criteria in its recommendations.

Rachel Stahl is a financial advisor with Ameriprise in Clinton, OH, holding a Series 66 designation and 10 years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2023. Outside of her advisory role, she is a co-owner of a real estate business and serves as a soccer club director and coach in Homer, AK. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lynette Wilson is a Series 66-licensed financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 18 years of industry experience, including a concurrent role with J.P. Morgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies that may include ESG criteria.

Joseph Tornabene is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Johnson & Johnson for 14 years. Outside of his advisory role, he owns and manages two rental property LLCs in Canton, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with an emphasis on fiduciary standards and tax-efficient services.

Victor Perez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Hartville, OH. He has worked within various J.P. Morgan affiliated entities since 2011. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Kimberly Reichle is a financial advisor with Raymond James Financial holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and LPL Financial. She is also employed as an associate at Brenneman Group, a support company where she performs administrative duties. 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, and institutions. The firm offers non-discretionary planning tailored to client goals and supports advisory programs with advanced analytical tools and specialized services such as municipal finance and SIMPLE IRA Employer Advisory programs.

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.

Julie Seeley is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and 21 years of industry experience. She has worked with Primerica Financial Services since 2003 and is currently affiliated with Primevision Financial Group and PFS Investment Inc. Outside of advisory services, she is involved with In His Service Equipment LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Tammy Knouff is a financial advisor at Ameriprise with 16 years of industry experience. She holds a Series 66 designation and previously worked at The Huntington Investment Company for 16 years before joining Ameriprise. 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 retirement income plans and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Mackenzie Marshall Flynn is a financial advisor with LPL Financial in Hudson, OH, holding Series 63 and Series 66 credentials and 16 years of industry experience. Flynn has been with LPL Financial since 2010. 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, third-party asset management, and institutional platforms.

Tracy Morgan is a financial advisor at Fidelity with nine years of industry experience and holds Series 65 and Series 63 licenses. Prior to joining Fidelity, Morgan worked for Blue Door Pub for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.