Erin Barr is a financial advisor with Raymond James Financial in Akron, OH, holding a Series 66 designation and nine years of industry experience. She previously worked at UBS Financial Services for six years before joining Momentum Wealth Partners and Raymond James in 2022. Outside of her advisory role, she serves as an officer and secretary for Apex Detail & Tint, assisting with the business’s accounting. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and municipal entities. The firm offers tailored, typically non-discretionary advisory solutions and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Jerime Mordew is a financial advisor at Equitable Advisors in Akron, OH, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Citizens Investment Services and Citizens Securities, Inc. Outside of his advisory work, he owns and manages rental properties. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs and a hybrid referral and implementation model.

James Schaefer is a financial advisor with Primerica Advisors in Brimfield, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Primerica Advisors since 2002 and has prior experience with UTC Aerospace and Ohio Strip Steel. Outside of advisory work, he is involved in sales of home security and automation products as part-time referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Vela Caspersen is a financial advisor with Morgan Stanley in Canton, OH, holding Series 65 and Series 63 licenses with 13 years of industry experience. Prior to joining Morgan Stanley, Vela worked at Merrill for nine years, as well as KeyBank and BC Forward. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling techniques in its financial planning process.

Letty Martinez is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services for 10 years. Martinez also serves as a registered client service manager for Momentum Wealth Partners LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans and client-directed implementation supported by extensive research and a broad affiliate network.

Roger Duffy is a financial advisor with Ameriprise in Massillon, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Duffy serves as president of the NFL Alumni Cleveland Chapter and is chief commercial officer at Integrated Source One, where he focuses on brand awareness and competitive analysis. He also holds board positions with the Lord's Lake Association and CommQuest. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Brandon Pratt is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of experience in the financial industry, having worked at MassMutual Life Insurance Company and MML Investors Services, LLC since 2026. Prior to his financial career, he spent several years in the optical industry with companies including America's Best Contacts and Eyeglasses and VisionWorks. Mass Mutual Investors Services 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 software and educational seminars, with optional implementation through brokerage or insurance arrangements.

Kelly Uber is the Vice President and Branch Leader at Fidelity Investments, a position held since 2024. In this role, Kelly leads a team of financial professionals focused on addressing client needs and ensuring clients feel confident about their financial future. Prior to this, Kelly served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and held roles as Planning Consultant at Fidelity Investments from 2020 to 2022, Investment Center Consultant at Key Investment Services from 2018 to 2020, and Premier Relationship Manager at Citizens Bank from 2015 to 2018. Kelly's professional experience spans various positions in financial services, emphasizing client-focused strategies and team leadership. Outside of work, Kelly has interests in baseball, board games, parenthood, puzzles, and traveling.

Andrew Varca is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked for The David J. Joseph Company/TEXAS PORT RECYCLING from 2016 to 2018. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jason Clemens is a CFP®-certified financial advisor with Ameriprise, based in Hartville, OH, and has 22 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2003, including 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Clemens serves as Treasurer on the Board of Directors for the Lake Wrestling Club and is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies and offers a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Anthoula Poleondakis is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to address various financial goals, including education planning, family wealth management strategies, institutional investment consulting, and socially responsible and values-based investing. She holds a Bachelor's Degree from The University of Akron with a concentration in Financial Planning and Real Estate Finance. Antha is also certified as a CERTIFIED FINANCIAL PLANNER® and has earned the Certified Investment Management Analyst® designation after completing the educational component at The Wharton School of Business. Additionally, she holds the Personal Investment Advisor (PIA) designation. Antha serves as a board member for the Akron Community Foundation Women's Endowment Fund and is involved with other non-profit groups. She has been recognized on multiple Forbes lists for her work in wealth management. Her personal interests include adventure sports, basketball, boating, cooking, horseback riding, scuba diving, skiing, spending time with her family, surfing, and traveling.

Georgia Beach is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at Origami Owl from 2013 to 2018. Outside of her advisory work, she is a wedding officiant available to friends and family at no cost. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Kimberly Miller is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding a Series 66 designation and 22 years of industry experience. She has been with Baird since 2016. Miller serves as a board member and finance-investment committee member for CASA and is also a board member on the Leadership Medina County finance committee. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with internal research and AI tools.

Thomas Fayen is a financial advisor at Fidelity with one year of industry experience. He previously worked at Sherwin-Williams for twelve years before joining Fidelity in 2023. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Stephanie Draper is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies, helping clients grow and preserve their wealth through retirement planning, long-term care discussions, and wealth transfer strategies. Her client focus areas include college education planning, divorce transition planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Stephanie holds a Bachelor's Degree from The University of North Carolina at Chapel Hill, a Master's Degree from Toledo College of Law, and a Doctorate from CWRU School of Law. She has earned several professional designations, including Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition to her financial advisory work, Stephanie participates in community volunteer activities in line with Merrill's tradition of community engagement. Her personal interests include camping, gardening, genealogy, and golfing.

Mark Pagni is a financial advisor at Equitable Advisors with 43 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors for 21 years. Pagni serves as chairperson of the Akron Children’s Hospital Foundation and holds leadership roles in local community organizations. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering advisory and brokerage channels through partnerships with LPL and multiple third-party asset managers.

Jennifer Malta is a financial advisor with Edward Jones in Akron, OH, holding a Series 63 designation and 29 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm provides a variety of investment strategies and affiliated offerings, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Kevin Spray is a CFP®-credentialed financial advisor with nine years of industry experience. He is currently with Raymond James Financial Services Advisors in Uniontown, OH. His prior experience includes roles at Morgan Stanley, CAPTrust, and Cornerstone Capital Advisors. Outside of financial services, he is the owner of Brenneman Group and manages finances for Rejuve Aesthetics LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Nathan Ollish is a CFP®-designated financial advisor at Cetera with 11 years of industry experience. He has previously worked at Raymond James Financial Services and Western Reserve Resources Corporation. Outside of his advisory work, Ollish serves as an officer on the board of The Well Community Development Corp, a nonprofit focused on community development in Akron, Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Pebble Willoughby is a financial advisor at Merrill with 23 years of industry experience. They hold a Series 66 designation and have been with Merrill Lynch Pierce Fenner & Smith since 1998. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader platform includes access to a wide range of products and services beyond typical investment management.