Michael Bruin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 credential and bringing 37 years of industry experience. He has worked with Ameritas since 2004 in various roles and has experience in independent insurance sales and real estate ownership through his involvement with several entities. Bruin is also licensed as an independent insurance agent and manages insurance-related group and individual health care products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and uses both discretionary and non-discretionary advisory approaches supported by third-party partners and multiple custodial platforms.

Michael Rosso is a financial advisor with Benjamin F. Edwards & Company, Inc. in Canton, Ohio. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Rosso has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Evan Pinney is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Capital Analysts and Lincoln Investment. Outside of his advisory work, he coaches high school and youth lacrosse teams. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Eric Strock is a financial advisor with The Huntington Investment Company in Canton, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. His previous roles include positions at Ameriprise Financial Services and PNC Investments. Outside of finance, he operates a mobile commercial BBQ business, Greybeards BBQ LLC, which provides catering services and event bookings. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party and affiliate investment strategies, with advisory arrangements primarily on a percentage-of-assets basis.

David Ebner is a financial advisor with Independent Financial Group, LLC in Wadsworth, OH, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior work includes roles at New England Securities, Equitable Advisors, Invest Financial Corporation, and Charter One Securities. Outside of his advisory work, he serves as a financial and business advisor and CFO for a family-owned retail business. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, and institutional entities. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies across various risk profiles.

Angela Bateman is a financial advisor with Thrivent Investment Management in Stow, Ohio. She holds a Series 66 designation and has three years of industry experience. Prior to her advisory career, she was a homemaker for 14 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning and allows clients to combine these planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Ted Smola is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patricia Orantek is a financial advisor at Merrill with 20 years of industry experience. She has held her current role at Merrill since 2009 and holds Series 63 and Series 66 designations. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Keith Lucas is a CFP® with 30 years of industry experience, currently advising at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. He serves as a trustee on the board of the Tallmadge Foundation. Ameriprise is a large institutional firm offering retirement-income planning services targeted to individuals approaching or in retirement with substantial investable assets. Its approach combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team in partnership with financial advisors.

Kyle Garra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Kyle was an Assistant Manager at Huntington National Bank from 2015 to 2022. Kyle's professional experience spans various roles within the financial services industry, focusing on investment consulting and financial planning. He aims to understand clients' unique circumstances, priorities, and goals to collaborate on creating personalized financial plans. His approach considers the complete financial picture and caters to individual preferences to develop effective strategies. Further details regarding Kyle's education, credentials, personal interests, and community involvement have not been provided.

William Zufall III is a Series 66-registered advisor with Raymond James Financial, based in Medina, Ohio, and has 26 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors since 2009 and also operates Zufall Financial Services. Outside of his advisory role, Zufall serves as the Head Girls Soccer Coach at Highland Local Schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance through unique affiliations and specialized advisory programs.

Tracey Evans is a financial advisor at Morgan Stanley in Canton, OH, holding a Series 66 designation with eight years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and Huntington Bank. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and market modeling techniques.

Donna Longfellow is a financial advisor with UBS Financial Services in Akron, OH, holding a Series 63 designation and over 37 years of industry experience. She has been with UBS since 1980. Outside of her advisory role, she serves as president and treasurer of Wolf Creek Players Inc., a nonprofit organization that performs live theater, including children’s theater productions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Michael Daugherty is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and 46 years of industry experience. He has been with Ameriprise and its predecessor firms since 1979. Outside of advisory work, he has partial ownership in a commercial real estate building in Canton, Ohio. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Maximillian Gubanc is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. Prior to this role, he held various positions at Fidelity Investments, including Investment Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). He also worked as a Financial Services Advisor at 21st Century Financial in 2022 and as a Planner Assistant at North Coast Executive Consulting from 2020 to 2022. Maximillian partners with clients by taking the time to listen and understand their goals, preferences, and stressors, aiming to create tailored financial plans that address their unique situations. Originally from northeast Ohio, he enjoys spending time with friends and family and following Cleveland sports. His personal interests include baseball, football, movies, outdoor adventures, and social events.

Marlynn Soliwoda is a financial advisor with Primerica Advisors in Akron, OH, holding eight years of industry experience. Her prior roles include work with Stow Alliance Fellowship and Victory Life Church. She is involved in sales of loan and home security products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based investment strategies managed by third-party asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Kevin Surnear is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Ohio Roofing and Restoration Solutions, Inc. and operated Surnear Insurance and Financial Services, INC. from 2013 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Douglas Kline is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Medical Mutual of Ohio from 2014 to 2017. Outside of his advisory work, he is involved in farming through ownership of agricultural land and serves as a trustee for an irrevocable family trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and fiduciary services supported by a nationwide network of financial advisors and branch offices.

Nicholai Deshmukh is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the Series 65, Series 63, and Series 66 credentials. His prior roles include seven years at Key Bank and four years at Strategic Wealth Partners, Ltd. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides event-driven planning programs, including a standalone Divorce Planning service.

Gregory Olenick is a financial advisor with Edward Jones in Canton, OH, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.