Kathy Kappler is a financial advisor with Morgan Stanley in Canton, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014 and previously worked with Morgan Stanley Services Group, Inc. Outside of her advisory role, she is involved in direct sales of home fragrance products through a small business venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Jerome Rieke is a financial advisor with Edward Jones in Akron, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Yago Gonzalez is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is a co-owner of a rental property business in Pittsburgh. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bonita Haubert is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 40 years of industry experience. She has worked with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to her advisory role, she is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. 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 uses a tiered wrap-fee structure and manages third-party asset managers with oversight from BNY Mellon Advisors for model implementation.

Derek Carmichael is a financial advisor at Stifel in Canton, Ohio, holding a Series 66 designation with one year of industry experience. He has coached high school baseball since 2022, currently serving as the head baseball coach at Archbishop Hoban High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Anthony Nicodemo is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds a Series 63 designation and has worked at MML Investors Services, LLC since 2017 and MassMutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in life insurance sales through his own business activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations.

Kenneth Sharrock is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and bringing 25 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and continues with Cetera. Sharrock is also a licensed fixed insurance agent and operates a financial services business under the name Foster-Sharrock and Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with discretionary and non-discretionary account options.

Sungki Leemaster is a financial advisor with OSAIC in Akron, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Royal Alliance since 2016 and has been involved in life insurance sales since 2000. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and access to third-party money managers.

Carol Hoffman is a Series 66-licensed financial advisor with Morgan Stanley in Canton, Ohio, with 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to model financial outcomes.

Randy Mcgill is a financial advisor with Raymond James Financial in Canton, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and its affiliate Raymond James Financial Services since 2000. Outside of his advisory role, he owns Diamond Dreams Sports Academy, a baseball and softball training facility. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and emphasizes analytical tools to guide client decisions, supporting its recommendations through advisory programs and partnerships.

Bridget Beddell is a financial advisor with Raymond James Financial Services Advisors Inc. in Canton, Ohio. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Since 2015, she has been associated with Raymond James Financial Services and also works as an associate with PortfolioVision. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports its offerings with advanced analytical tools and specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Marsh is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2018 to 2022. He also has a background that includes time at Charles Auto Family and involvement with First Christian Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jeanette Arrasmith is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Merrill since 2005. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brad Huffman is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management, where he has been employed since 1994. He has amassed over 30 years of experience in the financial services industry, specializing in areas such as divorce transition planning, education planning, family wealth management strategies, retirement income, and individual and corporate investment strategies. Brad holds a bachelor's degree in corporate finance from the University of Toledo, graduating summa cum laude. He earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2005 and also holds the Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. His professional approach is consultative, focusing on understanding clients' financial situations and goals to offer tailored recommendations and ongoing strategy reviews. Brad and his team are prepared to collaborate with clients' legal and tax advisors as needed. In addition to his professional work, Brad has served as past president of the North Canton Rotary. He enjoys hiking, reading, traveling, and spending time with his family, including his son and grandson who reside near Columbus, Ohio.

Donna Sulzbach is a financial advisor with Cetera, holding a Series 63 designation and over 42 years of industry experience. She has been with Cetera and its affiliates since 2013. Outside of her advisory work, she is involved in fixed insurance sales through Sulzbach and Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with more than 10,000 advisors and over $256 billion in assets under management.

Vincent Rooney is a financial advisor at Ameriprise in Canton, OH, with 32 years of industry experience and a Series 63 designation. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.

Kenneth Boldt is a financial advisor with LPL Financial in North Canton, OH, holding a Series 66 credential and 42 years of industry experience. He previously worked at Nationwide Securities, LLC, and Nationwide Insurance Co. Boldt is also involved in managing several insurance and financial service businesses in the North Canton area. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Juliet Halter is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as President and signing officer of Birch Road LLC, a family-owned entity managing property interests. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Chris Gnandt is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he has been involved in independent insurance brokering and was previously associated with Finn Financial, Inc. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Donald Kuntzman is a financial advisor with Mass Mutual Investors Services in Uniontown, OH, holding 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following 26 years at Metlife Securities Inc. He serves as Vice President on the Board of Directors for the Coach Home V Home Owners Association, assisting with meetings and financial statements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations, offering structured, ongoing planning engagements and educational seminars.