Rebecca Barbe is a financial advisor with Primerica Advisors, holding 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she is a certified needles trainer with Needles, Inc., a position she has held since 2018. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Linda Hanek is a Series 66-registered financial advisor at Merrill with 24 years of industry experience. She has been with Merrill Lynch since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Mira Bailey is a Series 66-licensed financial advisor with Morgan Stanley, based in Pepper Pike, Ohio, and has 20 years of industry experience. Her prior roles include positions at Financial Engines, UBS Financial Services, and KeyBanc Capital Markets Inc. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and emphasizes tailored financial planning supported by firm-approved tools and a structured discovery process.

Patricia Uhlir is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Ryan Woodman is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Merrill and Citizens Securities. In addition to his advisory role, he is the owner of Limoncello Investments 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. Their advisory process combines quantitative and qualitative research supported by centralized due diligence.

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.

Aimee Caraballo is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group and provides various financial planning options typically delivered on an episodic basis.

Bradley Saunders is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Danielle Beard is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 credential and has worked previously at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Integrity Investments and Planning, and Next Financial Group, Inc. Outside of her advisory roles, Beard was involved with Petpeople for three years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Scott Myers is a financial advisor with LPL Financial in Chagrin Falls, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Fifth Third Securities, Quick & Reilly, Inc., and Prudential Equity Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, and institutional platforms, with advisory services delivered through a large network of representatives who may use LPL Research model portfolios, third-party subadvisors, or customized strategies.

Daniel Di Blasi is a financial advisor with Edward Jones in Chardon, Ohio, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at AXA Advisors LLC, Equitable Advisors, and Lincoln Financial. Outside of finance, he owns and operates Dan DiBlasi Photography, providing general photographic services including portraits and event photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Angela Thompson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 14 years of industry experience. She has been with J.P. Morgan in various capacities since 2013. 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 screens and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives capabilities.

Mark Cooperrider is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020 and previously with Ameriprise Financial Services, Inc. from 2009. He is based in Pepper Pike, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in survey-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized teams and financial advisors, using proprietary research and third-party data within a structured investment framework.

Robert Zappitelli is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with Cetera in Concord, Ohio. His career includes long-term roles at Avantax Investment Services and advisory positions at Valcon Inc. and multiple family-related businesses, including e-commerce and real estate ventures. He serves on the boards of the Harvey Alumni Association, Harvey Endowment Fund, and Lake Erie College. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including access to third-party managers and model portfolios, managing over $256 billion in assets.

Shaun Cooper is a financial advisor at Primerica Advisors with 12 years of industry experience. He has worked at Akron Public Schools since 2015 and has been affiliated with PFS Investments Inc. and Primerica Financial Services for over a decade. Outside of his advisory role, he is the owner of Taxes Done Right, Neo, LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily 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 nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers.

Scott Simmerer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. His career includes roles at Concurrent Advisors and Oleinik Financial, alongside a long tenure with Raymond James Financial Services since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Eric Williams is a financial advisor with Primerica Advisors in Willoughby, OH, holding a Series 63 designation and 16 years of industry experience. His career includes roles at PFS Investments, Inc., SEIU District 1199, and Murtis Taylor. Outside of advising, he serves as a compliance officer for Sunny Day Childcare Center and works as a driver for First Line Transportation. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and operates with approximately 3,698 advisors across 1,829 offices.

Nicholas Baase is a Series 66-licensed financial advisor at Equitable Advisors with eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors. Equitable Advisors serves a diverse client base including individuals, corporate pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a variety of proprietary and third-party investment solutions.

Thomas Detoro serves as the Resident Director and Wealth Management Advisor at the Canfield, Ohio office of Merrill. He collaborates with families across the Mahoning and Shenango Valleys and other regions, focusing on a comprehensive, goals-based wealth management process that is tailored to clients' long-term objectives. Prior to his current role, he was the Associate Resident Director in the Hermitage, Pennsylvania location for five years before consolidating operations with the Canfield office. Tom holds a Bachelor's degree from Youngstown State University and a Master's degree in Personal Financial Planning from the College for Financial Planning. He has earned professional designations including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of the Youngstown State Penguin Club. In addition to his professional responsibilities, Tom serves on the Board of Directors for the United Way of Mercer County and Whole Life Services, Inc., both located in the Shenango Valley. A lifelong resident of the Mahoning Valley, he currently lives in Boardman with his wife, Katie.

Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.