Irene Zurowski is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Cetera and has previously worked at firms including Impel Wealth Management and Valmark Advisers. Zurowski is also a licensed insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Becky Loggins is a financial advisor at Stifel with 35 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Robert Powers is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and having 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and operates under the Primevision Financial Group. Outside of his advisory work, Powers owns and creates content for a YouTube channel focused on non-investment-related topics. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts through custodianship by Pershing, offering a range of strategic and tactical investment models.

Daniel Rohr is a Series 66-licensed financial advisor with Ameriprise in Uniontown, Ohio, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing assets held in Ameriprise-managed accounts and using algorithmic tools overseen by specialized committees.

Daphne Inman is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she is a partner in The Juice Plus+ Company, a plant-based dietary products business, where she occasionally participates in meetings and promotes products. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Harrison Orendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to simplify and organize their financial lives by identifying and prioritizing their goals and developing personalized plans to help achieve them. Harrison is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor's degree and Master's degree in Business Administration with a focus on accounting from the University of Dayton. Outside of his professional work, Harrison values spending time with his family and engages in personal interests such as golfing and skiing. He also maintains a commitment to community involvement, volunteering with local organizations.

Karen Prebonick is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. She holds Series 63 and Series 65 licenses and is based in Akron, Ohio. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Mark Peterson is a CFP® with 43 years of industry experience, currently serving at LPL Financial since 2025. He previously worked at Cadaret, Grant & Co., Inc. for 34 years and has operated Peterson Financial Services since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Alan Rodrigues is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at Kent State University and Pet Supplies Plus from 2013 to 2016. 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 relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Mitchell Mcallister is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 21 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Elizabeth Loveman is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2018. Prior to her current role, she volunteered with the Tanglewood Community for ten years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and an integrated operational structure.

David Peterson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of proprietary and third-party investment solutions.

Matthew Adkins is a financial advisor at Edward Jones in Brunswick, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for nine years at the family business, Adkins Building Company, in commercial construction. He serves as an elder at Trinity Church PCA and acts as a mentor coordinator for a business networking group in Akron, OH. He also maintains a Professional Engineer's license and occasionally reviews design work for a water service company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Harlynn J M Hobbs is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2002, including a role at Charles Schwab Trust Bank since 2021. Outside of his advisory work, he occasionally works as a cook at various functions. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment management services supported by centralized custody, brokerage, and due diligence resources.

George Oschman is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2001, holding roles including Financial Consultant (2001-2006), Vice President Financial Consultant (2006-2018), and Vice President Wealth Management Advisor (2018 to present). With over 24 years of experience in wealth management, he focuses on helping clients make decisions to build, preserve, and transfer wealth. He and his team provide personalized service, broad wealth planning capabilities, and a wide array of investment options to address the complexities that come with wealth. Outside of his professional work, George enjoys beach activities, boating, concerts, cooking and baking, and golf.

Michael Crandall is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. He has been with Cetera and its related entities since 1999 and also serves as president of Crandall Tax Service Inc., a tax and accounting practice he has led since 1992. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

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.