Kimberly Haws Falasco is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves on the boards of the Akron Community Foundation and the Akron Urban League, focusing on investment and finance committees. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Michelle Lance is a financial advisor at Charles Schwab with 22 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2015. Prior to Schwab, she worked at JC Penny from 2009 to 2018. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Ronald Barylak is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2016, including Charles Schwab Bank SSB and Charles Schwab and Co., Inc. Prior to Schwab, he worked at Lou Ray Associates and Corrigan Krause. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment advisory services along with brokerage, custody, and cash-sweep solutions.

Tyler Westren is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, his work history includes roles in a variety of industries such as retail and manufacturing. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Charles Freeman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 and is a qualified Portfolio Manager. Charles provides personalized financial strategies, managing discretionary portfolios that may include individual stocks, bonds, model portfolios, and third-party investment strategies. He holds the designations of CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Charles earned a Bachelor's Degree in Finance from The University of Akron. His client focus areas include Family Wealth Management Strategies, Legacy Planning, and Personal Retirement Planning. Outside of his professional role, Charles is actively involved in his community. He has volunteered with organizations such as the Medina School Board of Education, Medina Breakfast Kiwanis Club, Akron Junior Achievement, and Goodwill Industries of Akron. Currently, he volunteers with Akron Children's Hospital. His personal interests include boating, reading, running (including marathons), and spending time with his family.

Thomas Clifford is a financial advisor at Osaic with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Royal Alliance Associates, Signator Investors, and Clifford Financial Group, where he is currently president and involved in marketing life and health insurance as well as fixed annuities. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to manage portfolios comprising stocks, bonds, mutual funds, ETFs, and alternative investments.

Janeanne Gregg is a Series 66-licensed financial advisor with Robert Baird & Co. in Akron, OH, and has seven years of experience with the firm. Before joining Robert Baird, she worked at Ken Stewarts Lodge and Flemings Prime Steakhouse and was involved with Spring Garden Waldorf School. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, managing approximately $394 billion in assets as of December 2025.

Daniel Fagert is a financial advisor with Edward Jones in Wooster, Ohio, holding a Series 63 designation and having 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Jess Hurst II is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera. His career includes roles at Impel Wealth Management and Cetera Advisors LLC, among others. Hurst serves on several nonprofit boards and committees in the Akron, Ohio area and is an author and publisher of financial-related books. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base that includes individuals, retirement plans, charitable organizations, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and ongoing supervision across multiple program and custodian structures.

Nancy Lauren is a financial advisor with Primerica Advisors in Fairlawn, OH, holding eight years of industry experience. She has been with Primerica Advisors since 2017 and previously worked at Smith Foods from 2015 to 2019. Outside of her advisory role, she serves as a board member for Wincleveland in Beachwood, OH. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Colin Burdette is a financial advisor at Cetera with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Prosperity Advisors and other firms, as well as experience in legal support and customer service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors and provides access to model portfolios, third-party managers, and customized strategies across multiple program structures.

Paul Storm is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2021. Outside of his advisory role, he serves on the finance committee of Wadsworth United Methodist Church and is owner of PS Wealth Strategies LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various tailored strategies and platform arrangements.

Amelia Urbanik is a financial advisor with Thrivent Investment Management who holds the Series 66 designation and has 10 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Outside of her advisory role, she serves as President of the Journey of Faith Lutheran Church Council. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics, offering both one-time and ongoing planning engagements without discretionary portfolio management.

Ruby Jain is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of advisory work, Jain receives compensation for referrals related to home security and automation products, as well as mortgage loan products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets.

Hannah Magrum is a financial advisor with Thrivent Investment Management in Medina, OH, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Thrivent and its affiliated entities since 2012. Outside of her advisory role, she is involved in community and nonprofit activities, including serving as Head Chair of Kids First Medina, a nonpartisan organization focused on supporting local schools, and as a board member of Rising Heights, a faith-based nonprofit serving individuals with disabilities. She also owns HKMagrum Consulting, which provides advocacy and consulting services related to disability services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning across various topics, without discretionary trading authority, and allows clients to combine planning with managed-account programs through an optional consolidated billing service.

Michael Rufo is a financial advisor with Equitable Advisors in Akron, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, following a concurrent tenure at Axa Advisors, LLC. Outside of his advisory work, Rufo serves as a board member for St. Paschal Baylon in Highland Heights, OH. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions.

Pamela Kiltau is a financial advisor at Robert W. Baird & Co. with 47 years of industry experience. She has worked at Merrill Lynch and Bank of America before joining Baird in 2016. Outside of her advisory role, she serves as the treasurer for Boy Scout Troop #45 in Hartville, Ohio. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and brokerage services. The firm utilizes a combination of internally managed and third-party strategies, along with advanced research tools, to deliver advisory services.

Lois Gregory is a financial advisor with Cetera based in Akron, OH, holding a Series 66 designation and bringing 16 years of industry experience. She has previously worked at Morgan Stanley and JPMorgan Securities among other firms. Gregory serves as an unpaid board member of Trinity-Love Inc, a nonprofit focused on assisting impoverished communities in developing countries. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Kevin Longanecker is a financial advisor with Primerica Advisors in Fairlawn, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2011 and currently conducts sales activities under the PrimeVision Financial Group DBA. Outside of his advisory work, he is a sales representative for Tee Time Golf Pass, a discount golf program. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Elizabeth Goldthwaite is a financial advisor at Merrill with Series 63 and Series 65 designations and 43 years of industry experience. Her career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and an earlier tenure at Merrill. She is based in Akron, OH. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.