Thomas Shisler is a financial advisor with Equitable Advisors in Akron, OH, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions and ERISA fiduciary services.

Phillip Peachock Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved with Catch the Impossible, Inc. and Audio Ape, Inc., which manufactures and sells entertainment industry hardware. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Hanna is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel in 2024, he worked at Revvity (formerly PerkinElmer, Inc.) from 2016 to 2024 and was affiliated with The University of Akron between 2013 and 2018. He serves on the advisory board of the Akron YMCA, where he participates in monthly meetings and helps organize fundraising events. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Robert Mccarron Jr. is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Mark Pylypiak is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to each client’s unique financial goals and priorities. His expertise encompasses legacy planning, retirement income, philanthropic planning, socially responsible and ESG investing, tax minimization, and portfolio management services. Mark is committed to providing unbiased, professional advice while maintaining open and honest communication with his clients. With a focus on understanding the full financial picture, Mark works closely with clients to assess liquidity, evaluate risks, and develop long-term investment strategies. He emphasizes the importance of disciplined investing and the timely adjustment of portfolio holdings based on market conditions and individual circumstances. Mark holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Cleveland State University. Outside of his professional work, Mark participates in youth sports in his community. He enjoys baseball, fishing, and spending time with his family. His approach is guided by the principle that understanding a client’s life priorities is essential to delivering financial strategies designed around their goals and aspirations.

John Munka is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Investacorp Advisory Services, Inc. and Investacorp, Inc. for over two decades. Munka is also involved with Wadsworth Retirement Group, LLC, a business entity focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Abigail Windham is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, she held positions in education and payroll services, including roles at Pinellas County Schools and Paychex. She also has experience working at Gervasi Vineyards and as a self-employed entrepreneur with Windham Acres. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

James Jones is a CFP® and Series 66-licensed financial advisor with Edward Jones in Wooster, OH, with 18 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elena Mayanja is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill for 25 years and Morgan Stanley for two years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor financial plans 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 advisory solutions.

Terry Wagler is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 credentials and has a background including roles at KeyBank, Key Investment Services, and Citizens Bank. Outside of his advisory work, he serves as president of the Hillsdale Ridge Condominium Association in Massillon, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through intermediary platforms.

Joseph Kendron Jr. is a financial advisor with Mass Mutual Investors Services, holding over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1979. His additional activities include sales related to individual life, property and casualty, health, fixed annuities, and other insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools and collaborative planning approaches.

Anya Antonavich is a financial advisor with Edward Jones in N Canton, OH, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at KeyBank, Huntington National Bank, and Raymond James Financial Services Advisors, Inc. Outside of advising, she is involved in music as a performer and band booking agent, and sells second-hand items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Jeffrey Mcdonough is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 32 years of industry experience. His work history includes roles at Western Reserve Hospital and the Jackson Township Fire Department alongside his long tenure at PFS Investments Inc. and Primerica Financial Services. He is involved in sales of investment-related products and part-time referrals of home security and automation services through affiliated companies. 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 approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Paula Chesser is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2000. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and consolidated reporting.

Stephanie Mccarty is a Series 66-licensed financial advisor with 26 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 financial planning focused on a broad range of topics, with planning services delivered separately from portfolio management.

Matthew Frazier is a CFP® with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He also has a longstanding association with JPMorgan Chase Bank, N.A., dating back to 2004. Outside of his advisory work, Frazier serves as a board member of the Scottish American Cultural Society of Ohio, where he helps oversee the Ohio Scottish Games & Celtic Festival and the Ohio Scottish Arts School. 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 through a team of Wealth Advisors.

Teodor Jakovich is a financial advisor with Edward Jones in Copley, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner of Adriatic Holdings, a real estate holding LLC in Akron, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branches nationwide.

Walter Sokira is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at UBS Financial and JJB Hilliard W.L. Lyons, as well as operating WALT ST WSIM Ltd for 16 years. Robert Baird & Co. serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, wrap programs, and custody and brokerage services, with a focus on manager selection, tax management, and the use of internal research tools.

Julie Welden is a Series 66-licensed financial advisor with Edward Jones in Uniontown, Ohio, where she has worked since 2004, totaling 22 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Delesk is a financial advisor with Equitable Advisors in Cuyahoga Falls, OH. He holds a Series 66 designation and has six years of industry experience. Prior to joining Equitable Advisors, he spent time with Axa Advisors and worked in the health and fitness equipment sector. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers, with a client approach centered on risk assessment and customized investment solutions.