Angela Anderson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Equitable Advisors since 2004, previously associated with Axa Advisors, LLC. Anderson serves as a director for the National Association of Women Business Owners in Cleveland, OH. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, offering access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kirk Hunter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1997 and follows a disciplined process to assist clients in achieving their financial objectives. Kirk provides traditional advice and guidance and is a qualified Portfolio Manager who manages personalized or defined discretionary strategies, which may include individual stocks and bonds, model portfolios, and third-party investment strategies. Kirk holds a Bachelor's Degree from Indiana University and completed an Accredited Certificate Program at the Wharton School of Business. He earned the Chartered Retirement Planning Counselor™ designation in 2007 and the Certified Investment Management Analyst® (CIMA®) designation in 2008. Additionally, he holds the Personal Investment Advisor (PIA) designation. Residing in Jackson Township, Ohio, Kirk is active in his community and participates in church activities, youth sports, and serves underprivileged children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement income, and services for endowments, foundations, and non-profits.

Ed Karam II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has been with 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 brokerage, distribution, and investment management capabilities.

Debra Messner is a financial advisor with Primerica Advisors in Canal Fulton, OH, holding a Series 63 designation and 36 years of industry experience. She has been with Primerica Advisors since 1993 and Primerica Financial Services since 1991. Outside of advisory work, she is involved in sales of investment-related products and also participates in non-investment related referrals for home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers overseen by an independent consultant and delegates trading responsibilities to BNY Mellon Advisors.

Steven Tadayon is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY llc, and Key Investment Services. Outside of his advisory role, he is involved in a watch buying and selling business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialty activities such as private fund relationships and commodity pool operations.

Philip Geissinger is a financial advisor with Equitable Advisors in Canton, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked as an independent contractor and spent 15 years at OrthoUnited. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model incorporating both advisory and brokerage channels to execute client recommendations.

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.

Jeffrey Kota is a CFP® with 27 years of industry experience and is currently with Ameriprise in Canton, Ohio, where he has worked since 1998. He also serves on the boards of several local organizations, including the Wooster Noon Lions, the Izaak Walton League Wayne County Chapter, and the Wooster Duck Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Oliver Cornet is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has prior work experience at Muddy Shutter Media and Interstate Gas Supply. Outside of his advisory role, Cornet serves as a board trustee for Friends of Stark Parks and the Canton Montessori School, contributing to nonprofit advocacy and educational oversight. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and forward‑looking capital market assumptions.

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.

Brian Kelly is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a nationwide 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 and model portfolios.

Kelli Phillips Zaleski is a financial advisor with Ameriprise in Canton, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliate since 2000. Zaleski also operates an S-corp, Zaleski and Associates Inc., through which she conducts her business as a self-employed contractor. Ameriprise serves clients primarily through its retirement-income planning service, Ameriprise Premier Retirement Income, which targets individuals with substantial investable assets and provides detailed, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to support retirement income strategies and offers a broad range of advisory, brokerage, and insurance solutions.

Cameron Guild is a Wealth Management Advisor with The HK Group at Merrill Lynch Wealth Management. He specializes in providing tailored financial advice and guidance designed to support each client's current lifestyle as well as their short- and long-term needs and goals. Cameron and his team emphasize simplicity, transparency, and a disciplined wealth management process to help clients measure their progress toward financial and life objectives. They prioritize direct access and personalized service, avoiding impersonal communication channels to maintain close client relationships. Cameron began his career in financial planning in Akron before joining Merrill Lynch in 2013. He holds a Bachelor of Science degree in Finance with a concentration in Financial Planning from The University of Akron. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Cameron's expertise spans areas such as college education planning, retirement income, legacy planning, philanthropic planning, socially responsible investing, and liquidity management. Outside of his professional work, Cameron resides in Copley, Ohio. He is an active member and past president of the Rotary Club of Fairlawn. His personal interests include camping, skiing, and spending time with his family.

Kathryn Smith is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2008. Outside of her advisory role, Smith serves as Secretary/Treasurer of the Malvern Rotary Club and as Vice-President of Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option, with an emphasis on written recommendations and periodic reviews.

Joshua Marks is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. With over 23 years of experience, he specializes in areas including divorce transition planning, investment consulting for defined contribution plans, employee financial health, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from Washington and Jefferson College and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joshua is affiliated with Merrill Lynch and actively participates in community involvement through organizations such as Mash Factory. Joshua approaches financial advising by developing personalized strategies tailored to each client's long-term goals. Outside of his professional role, he enjoys baseball, fishing, football, hunting, and spending time with his family.

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.

Brian Davin is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, and The Huntington Investment Company. Outside of his advisory role, he serves on the Board of Directors for the Game Changers Leadership and Peer Mentoring Initiative and is an advisory board member for the Cortland Community Foundation. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mihai Stan is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following five years at MetLife Securities Inc. Stan is based in North Canton, Ohio. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning relationships and uses proprietary software tools to help analyze client goals.

Timothy Adkins is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 designations and has worked at several firms including W&S Brokerage Services and Western & Southern Financial Group. His background includes roles in both financial services and education. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.