Kevin Downes is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Sii Jhfn before joining OSAIC in 2018. Outside of his advisory role, he is a partner at Boston Partners Wealth Management and serves as Assistant Vice President at a life insurance brokerage. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

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 five years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at W&S Brokerage Services, Western & Southern Financial Group, and Marquette University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Judith Owens is a financial advisor with Primerica Advisors in Akron, OH, holding 10 years of industry experience. She has been with Primerica Advisors since 2015 and Primerica Financial Services since 2012. Outside of her advisory role, Owens owns and operates Owens Cleaning Services, a cleaning business she has managed since 1984. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides 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 uses a tiered wrap fee structure for its services.

Frederick Berndt is a financial advisor at LPL Financial with 49 years of industry experience. He has held prior roles at Summit Capital Inc, Investment Network, Inc., and operated his own firm, Berndt & Associates, for over four decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Nicholas Bryant is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering focused on term life insurance. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients’ retirement planning, with a focus on assets managed within Ameriprise accounts.

Quentin Peters is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Symmetry Financial Group for two years and held positions at Bev Smith Toyota and Bev Smith Kia. His background also includes four years at the University of Mount Union and four years at Lincoln Park Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Amy Adelman is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 designations and has 27 years of industry experience. She operates Amy L. Adelman Retirement Services LLC, a firm focused on qualified plan advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with services that include specialized municipal and public-finance advisory work.

Misty Rogers is a financial advisor at Edward Jones in Canton, OH, with eight years of industry experience. She holds a Series 66 designation and previously worked for Citizens Bank for 20 years before joining Edward Jones in 2025. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Toth is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2007 and was previously with Morgan Stanley DW Inc. from 2001 to 2007. Outside of advising, he is involved with Toth Financial Inc., which provides tax preparation and accounting services. 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 and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives and various technology tools.

Teresa Loll is a financial advisor at Cetera with 14 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at firms including Merrill and Bank of America. Teresa is also a financial professional with Vita Advisors, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports more than 10,000 advisors and roughly 800,000 clients.

Jessica Boling is a financial advisor with Edward Jones in Canal Fulton, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Edward Jones since 2016 and previously worked at PNC Bank from 2000 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Aaron Hayn is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at United Parcel Service and operated a lawn care business. He serves on the Board of Directors for Next Life - Arko Jiwan. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

Danny Ehmer Jr. is a financial advisor with Primerica Advisors, holding 16 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2012 and 2002, respectively. Outside of his advisory role, he serves as president of the International Referral Network, a non-investment-related organization based in Akron, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, operating primarily through a tiered wrap-fee structure.

Melissa Hamilton is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked previously at The Huntington Investment Company and Charles Schwab & Co., Inc. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Marc Servodio is a CFP® with 18 years of experience in the financial advisory industry, currently serving at Cetera since 2024. His prior work includes roles at Vita Advisors, LLC, Prosperity Advisors, LLC, Springside Partners LLC, and Cetera Advisors LLC. He is involved in several nonprofit and community organizations, including serving on the operating committee of a youth mentorship program and the board of directors for Goodwill Industries, as well as participating on the advisory board of the University of Akron's Department of Economics. Cetera is an SEC-registered advisory firm supporting a nationwide network of over 10,000 independent advisors, providing a range of portfolio management, financial planning, and retirement services for individuals, employers, corporations, and institutional clients. The firm offers multiple program structures including discretionary and non-discretionary management, model portfolios, and access to third-party money managers.

Andrew Wright is a financial advisor with LPL Enterprise in Uniontown, Ohio, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Wright serves as a board member for the Rayl Charitable Organization, a nonprofit. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Lea Herman is a financial advisor at Edward Jones in Cuyahoga Falls, OH, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she works as an audiobook narrator and runs a blog focused on work/life balance, travel, health, time management, and related personal topics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Zachary Bush is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at JP Morgan Securities, TD Ameritrade, PNC Wealth Management, and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

John Aigler Jr. is a financial advisor with LPL Financial in North Canton, OH, holding a Series 63 designation and bringing 43 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he sells non-variable life, long-term care, group, and individual health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a network of investment adviser representatives and a variety of strategic and tactical investment options.