Scott Wolf is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various J.P. Morgan entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Balaram Kaimal is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephanie Demuesy is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 31 years of industry experience, including long-term roles at Metropolitan Life Insurance Company and MetLife Securities Inc. outside of her current positions. She is also involved in an individual life and fixed annuities sales business. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, educational seminars, and event-driven planning programs, delivering collaborative, goal-based financial plans without discretionary investment management.

Larry Fitting is a CFP® professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has operated his own CPA practice since 1979 and has been involved with Fitting Tax & Financial since 2011, offering tax preparation and independent insurance services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a network of thousands of financial professionals managing multi-billion dollar assets.

Jon Heddleson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Cetera and related entities since 2023 and previously spent a decade at LifeMark Securities. In addition to his advisory role, he teaches Management 2100 at Ohio University and operates an insurance agency offering fixed insurance products. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Laurie Thompson is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and offering 29 years of industry experience. Her prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. She is also a licensed Notary Public and offers notary services to clients. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client solutions.

Broderick Haer is a financial advisor with Equitable Advisors in Canal Fulton, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors. Outside of his advisory role, he serves on the board of the St Philips and James Church Endowment Fund. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers, delivering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Angela Anderson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2004, including its prior affiliation as AXA Advisors. Anderson serves as a director for the National Association of Women Business Owners in Cleveland, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and objectives.

Jeanine Brindus is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. Her prior roles include positions at Huntington Financial Advisors and The Huntington Investment Company. She is also involved as an insurance agent selling fixed annuities, life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs supported by technology and a broad network of over 22,800 advisors.

Karla Kaforey is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has previously worked at The Huntington Investment Company and LPL Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

William Ahonen is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including roles at Metropolitan Life Insurance Co and METLIFE SECURITIES Inc. Outside of his advisory work, he has been involved in insurance sales through Advise Financial Solutions since 1989. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning.

Gary Miller is a financial advisor with Edward Jones in Ravenna, OH, holding a Series 63 designation and over 33 years of industry experience. He has been with Edward Jones since 1992. 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 solutions supported by a large network of financial advisors and branch offices across the United States.

Timothy Brenner is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 32 years of industry experience. He has been with Raymond James Financial since 1994 and operates an affiliated support company, timothy d brenner & assoc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals, and it offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Lahaie is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and works as a wealth advisor at Wright LaHaie Jarvis Wealth Advisors. Outside of advisory work, he is the owner of CJL Real Estate LLC. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a broad network of advisors.

David Young is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and having 40 years of industry experience. He has worked with Cambridge since 2016 and previously with Grove Point Investments. Outside of his advisory role, he owns and operates Young's Tax Service, preparing personal income tax returns. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of over 3,900 financial professionals.

Vicki Marshall is a financial advisor at LPL Financial with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2008, following prior roles at UBS Financial Services and KeyBanc Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and model portfolio programs, supported by extensive operational tools and a broad platform that includes insurance and credit products.

Colin Wymer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Tax and Financial Strategies and SpyGlass LLC before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by research tools and a comprehensive financial services platform.

Matthew Mize is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 15 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2010 and 2008, respectively. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services managed by Pershing and Primerica Brokerage Services.

Robert Ruggeri is a financial advisor with Primerica Advisors in Akron, OH, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors since 2007 and affiliated with Primerica Financial Services since 2006. Outside of advisory work, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which uses model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.