Julie Welden is a Series 66-licensed financial advisor with Edward Jones in Uniontown, Ohio, where she has worked since 2004, totaling 22 years of industry experience. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Delesk is a financial advisor with Equitable Advisors in Cuyahoga Falls, OH, holding a Series 66 designation and six years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at Axa Advisors, LLC. Outside of financial services, he was involved in the health and fitness equipment industry from 2017 to 2020. 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 a variety of third-party programs. The firm operates a hybrid referral and implementation model using multiple third-party asset managers and offers both advisory and brokerage/insurance services.

Michael Gregg is a financial advisor with Ameriprise in Massillon, Ohio, holding a Series 66 designation and over 26 years of industry experience. He has been with Ameriprise and its predecessor firms since 1993. Outside of his advisory role, he serves as a City Councilman for Ward 3 in Massillon. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Harold Bindreiter is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Heather Mc Master is a Series 66-registered financial advisor with LPL Financial, based in Wadsworth, OH. She has seven years of industry experience, including prior roles at Edward Jones and with Dr. Alex Difilippo. Outside of financial advising, she works part-time as a dental hygienist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to proprietary and third-party research.

Mike Leffard is a Financial Consultant currently working at Fidelity Investments since 2024. He has a professional background in financial services, having held roles such as Investment Consultant and Planning Consultant at Fidelity Investments from 2022 to 2024, as well as Financial Advisor and Premier Advisor at Citizens Securities between 2020 and 2022. Prior to that, he worked as a Senior Licensed Relationship Banker at Citizens Bank from 2016 to 2020. Mike's approach involves partnering with clients to understand their unique financial situations and providing education to help build tailored financial plans and investment strategies. He was born and raised in Northeast Ohio and is a dedicated Cleveland sports fan. Outside of work, he enjoys cooking and baking, fishing, fitness, football, hiking, and spending time with his wife and son.

Emily Loxley is a financial advisor with Edward Jones in Canal Fulton, OH. She holds a Series 66 designation and began her advisory career with Edward Jones in 2026. Prior to joining the firm, she worked in environmental consulting and has experience with organizations such as Partners Environmental Consulting, Inc. and the Ohio Department of Natural Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Miranda Sullivan is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and five years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked in the Lorain City School District and at Miami University. Outside of her advisory role, she is the founder of Club ONO Networking in Peninsula, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Terrence Regan is a financial advisor with RBC Capital Markets in Akron, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2013 to 2024. Regan serves on the board of The Cure Starts Now Foundation, where he is chairman of the investment policy committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies and a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Joelle Cooke is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several KeyBank-affiliated firms before joining Morgan Stanley and Morgan Stanley Private Bank in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Todd Loxley is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BobEvans Restaurants from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Marques Williams is a financial advisor with J.P. Morgan Securities in Akron, OH, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Chase, Fifth Third Securities, and Huntington National Bank. He serves on the board of trustees and finance committee for Art Therapy Studio, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Patricia Papes is a financial advisor with Merrill in Akron, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Merrill since 1987 and also has experience with Bank of America since 2009. Outside of her advisory role, she is a general partner of 1820 LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Finn is a financial advisor with Wells Fargo Advisors in Akron, OH, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Dan Barylak is a Vice President and Wealth Planner with experience in financial consulting. He currently works in this role and has been a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as a Senior Financial Consultant at Charles Schwab from 2012 to 2022. His professional background includes a decade of experience at Charles Schwab and a current position at Fidelity Investments, providing financial consulting services. Dan focuses on understanding clients' unique circumstances to develop financial plans and investment strategies. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Jessica Nethero is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2006, as well as a one-year period at Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in discretionary and non-discretionary advisory work, including fund advisory and model portfolio delivery.

Kelly Pierce is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank N.A. and J.P. Morgan Securities LLC since 2014. Outside of his advisory role, he is an owner and partner of FLOH Enterprises, a passive real estate business. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Kenneth Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 37 years of experience in the financial services industry. Since joining Merrill in 2009, he has focused on developing tailored financial strategies and investment portfolios to help individuals, families, and businesses achieve their short- and long-term financial goals. Ken and his team serve high net worth clients with an emphasis on living a worry-free retirement through a holistic and personalized approach. Ken holds a bachelor's degree in Finance from Kent State University and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, socially responsible investing, tax minimization, and retirement income planning. He is involved in his community through support of the Brecksville-Broadview Heights High School Boys Basketball program. Outside of work, Ken enjoys basketball, fishing, football, golfing, music, soccer, spending time with his family, traveling, and watching movies.

Rodney Morris is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, Mr. Morris owns Life Journey Investments, LLC and is a merchant partner in Morris GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services using proprietary research and planning tools. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, with flexible implementation through brokerage or advisory programs.

Alyssa Strayer is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked at MasterBrand Cabinets and The Goodyear Tire & Rubber Company. 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 nationwide network of over 23,000 financial advisors.