Donald Moss is a financial advisor with Raymond James & Associates in Burbank, Ohio, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Purshe Kaplan Sterling Investments, Jason M. Orsky Wealth Management, and served 21 years with the Elyria Police Department. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services that combine risk profiling and software-driven analyses with a broad range of portfolio management styles.

James Carpas is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income. James collaborates closely with clients to develop financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from the University of Akron and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his advisory role, James is actively involved in community service, volunteering with local organizations. Outside of work, he enjoys biking, running, skiing, and spending time with his family.

Brian Kljun is a CFP®-certified financial advisor with Edward Jones in Strongsville, OH, and has 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Raven Key is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Key worked at Mennonite Mutual Insurance Company and has held various roles across education, construction, and mortgage industries. Outside of finance, Key is involved in dog breeding as the sole proprietor of Fraser Bernese Mountain Dogs and serves as Vice President of the North Coast Bernese Mountain Dog Club of Ohio. 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 to develop model portfolios from a broad investable universe.

Erin Barr is a financial advisor with Raymond James Financial in Akron, Ohio, holding a Series 66 credential and bringing nine years of industry experience. Prior to joining Raymond James in 2022, she worked for six years at UBS Financial Services. Outside of her advisory role, she serves as an officer and secretary for Apex Detail & Tint, a business owned by her husband, where she manages the company's bookkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and also specializes in municipal and public finance through an affiliated municipal advisor.

Jerime Mordew is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at several firms including Citizens Investments Services and PRUCO Securities, LLC. Outside of his advisory role, he is involved in managing rental properties and acts as an independent agent for fixed insurance products. Equitable Advisors serves a broad client base including individuals, pension plans, and institutional clients, offering financial planning, retirement consulting, and asset management programs through a large network of representatives and third-party asset managers.

Emilie Wilson is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She previously worked at Cbiz for seven years before joining Edward Jones in 2021. 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 under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Letty Martinez is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. Her career includes a decade at UBS Financial Services and current roles at Momentum Wealth Partners LLC and Raymond James Financial Services Advisors, Inc. Outside of advising, she serves as a registered client service manager for Momentum Wealth Partners. 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 using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Sandra Gasser is a ChFC® credentialed financial advisor with Raymond James Financial, based in Medina, OH, bringing 28 years of industry experience. She has worked with Raymond James since 2004 and serves as an officer and treasurer for Rex Gasser Electric, Inc., a non-investment-related business. 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, using tailored, non-discretionary strategies supported by advanced analytical tools.

Patrick Phinney is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Charles Schwab since 2006 and previously at OptionsXpress, Inc. from 2016 to 2017. Outside of his advisory role, he is an author of books about whitewater safety and a kayak/canoe instructor with the Honu Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed accounts. The firm combines brokerage, custody, and advisory services with multi-asset model portfolios and a formal alternative investment program.

Kelly Uber is the Vice President and Branch Leader at Fidelity Investments, a position held since 2024. In this role, Kelly leads a team of financial professionals focused on addressing client needs and ensuring clients feel confident about their financial future. Prior to this, Kelly served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and held roles as Planning Consultant at Fidelity Investments from 2020 to 2022, Investment Center Consultant at Key Investment Services from 2018 to 2020, and Premier Relationship Manager at Citizens Bank from 2015 to 2018. Kelly's professional experience spans various positions in financial services, emphasizing client-focused strategies and team leadership. Outside of work, Kelly has interests in baseball, board games, parenthood, puzzles, and traveling.

Dustin Davies is a financial advisor with J.P. Morgan Securities in Brecksville, OH, holding a Series 66 designation and having 12 years of industry experience. His prior roles include positions at TD Ameritrade and PNC Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Kimberly Miller is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding a Series 66 designation and 22 years of industry experience. She has been with Baird since 2016. Miller serves as a board member and finance-investment committee member for CASA and is also a board member on the Leadership Medina County finance committee. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with internal research and AI tools.

Mary Leneghan is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. She is currently associated with Wealth Hub LLC, which she owns, and has provided financial services since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.

Adrian Miguel is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2000. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Kevin Gundrum is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Valmark Securities, LLC and PNC Investments. Gundrum is based in Wadsworth, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional solutions.

Thomas Fayen is a financial advisor at Fidelity with one year of industry experience. He previously worked at Sherwin-Williams for twelve years before joining Fidelity in 2023. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Joel Mille is a financial advisor with Edward Jones in Broadview Heights, OH, holding CFP® and Series 66 designations and possessing 19 years of industry experience. He has been with Edward Jones since 2006. He is associated with the Mille Family Partnership, which manages stocks, bonds, and mutual funds. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates a large nationwide network of financial advisors and branches, and provides affiliated capabilities beyond advisory services.

Mark Pagni is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, AXA Advisors, LLC. Outside of his advisory work, Pagni serves as chairperson of the Akron Children's Hospital Foundation and holds leadership roles with the Children's Hospital Foundation and a local homeowners association. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Jennifer Malta is a financial advisor with Edward Jones in Akron, OH, holding a Series 63 designation and 29 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm provides a variety of investment strategies and affiliated offerings, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.