Mark Minns is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1998 and previously spent over three decades at Sterling Inc. His other business activities include sales of investment-related products and referrals for home security and automation 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 curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Leonides Pena Jr. is a financial advisor with Primerica Advisors in Fairlawn, OH, holding Series 65 and Series 63 designations with three years of industry experience. His prior roles include positions at Robert Half and Lorain County Children and Families First Council. He has also been involved with Hispanic UMADAOP, a community organization. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm relies on model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through established partners.

John Malloy is a financial advisor at LPL Financial with 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Stratos Wealth Partners, Ltd. He holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Thomas Leonardi is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® and Series 63 designations. His prior firms include FSC Securities Corporation and Strategic Capital Advisors, Inc., where he also serves as President and CEO. Outside of his advisory work, he is involved in insurance sales and financial planning through Strategic Capital Advisors, Inc. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios managed on discretionary or non-discretionary bases.

Peter Kaplan is a financial advisor with Osaic Wealth, Inc. in Twinsburg, Ohio, holding Series 63 and Series 66 licenses and having 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Sagepoint Financial, Inc. for 14 years. He is president of PK Financial Group Inc., a wealth management and retirement plan management business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of advisors and uses various tools and third-party platforms to construct and manage diversified portfolios.

Alissa Hitchcock is a CFP®-certified financial advisor with Edward Jones in Stow, OH, with two years of industry experience. She previously worked at Sequoia Financial Group, LLC for four years and has held roles in education and public utilities. 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 a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Spencer Chippi is a financial advisor at UBS Financial Services with Series 66 credentials. He joined UBS in 2024 and has prior work experience in various industries including food service and manufacturing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking solutions.

Paul Sheeks III is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Sheeks serves on the finance committee of Grace House Akron, a nonprofit organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Isabella Marshall is a financial advisor at Edward Jones in Akron, Ohio, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, she worked at DRB Systems and Lowe's and has a background that includes roles in education and a small business in homemade ice cream. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Henry Paul is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he is a majority stockholder in LEP LLC, a commercial real estate management company, and his wife is a minority stockholder in the firm; he also owns Hep of Gville, LLC, which builds and sells residential spec homes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining a tiered wrap fee structure and oversight of its investment models.

Michael Lahiff is a Series 66 credentialed financial advisor with Edward Jones in Streetsboro, OH, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Matthew Lewis is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Christiana Blakeslee is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and with one year of industry experience. Prior to joining Equitable Advisors, she worked at Independence Wealth Advisors and has also been involved with the Maverick Warriors Volleyball Club. Outside of financial advising, she works as an independent contractor for Door Dash and Rover. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models, including third-party sponsored programs and discretionary management through its network of Investment Adviser Representatives.

Kelly Pariso is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise in Akron, OH since 2005. She holds the Series 66 designation and has been with Ameriprise and its affiliates for over 18 years. Outside of her advisory role, Pariso is president of the Portage Lakes Polar Bear Club, a nonprofit organization. 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, delivering written recommendations and ongoing advice that incorporate asset allocation, withdrawal strategies, and Social Security options.

Jason Du Bois is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. The firm provides full-service wealth management to more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. Edward Jones is notable for its extensive advisor and branch network, as well as its affiliated mutual funds and trust services.

Kevin Mace is a CFP® and ChFC® with 11 years of industry experience. He is currently with Thrivent Investment Management and has prior experience at Ameriprise, The Huntington Investment Company, and Prudential. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on topics such as retirement, tax, estate, and business continuation without managing client portfolios directly.

Timothy Edgington is a financial advisor with Edward Jones, holding a Series 63 designation and bringing 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Jeffrey Lathrop is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advising, he is a partial owner of Cabot Oil & Gas Corporation and serves as trustee for a family mineral rights trust receiving oil and gas royalties. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Meghan Bradish is a financial advisor with UBS Financial Services in Hudson, Ohio, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Colin Bell is a financial advisor with Thrivent Investment Management in Stow, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.