James Orwig is a Series 66-licensed financial advisor with Equitable Advisors in Akron, OH, where he has worked since 2004. He has 21 years of industry experience and previously worked with Axa Advisors. Outside of his advisory role, Orwig serves as Secretary of the Hudson Kiwanis and is involved with the Discipleship Board at Gloria Dei Lutheran Church, as well as chairing the Sponsor Committee for The Taste of the Hall of Fame at the Akron Canton Regional Food Bank. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various advisory programs, often leveraging third-party managers and model portfolios.

Kaitlyn Kovac is a Financial Consultant at Fidelity Investments, where she is a dedicated advisor on a Wealth Management Team. She focuses on developing financial plans centered around her clients' priorities and their families' needs. Kaitlyn aims to create flexible plans that empower clients to pursue their goals with confidence and peace of mind. Her professional experience at Fidelity Investments includes roles as a Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2022 to the present. This progression reflects her growing expertise in financial planning and client relationship management. Outside of her professional work, Kaitlyn has interests in art, food, reading, snowboarding, soccer, and traveling.

Stephen Bergman is a financial advisor with Primerica Advisors in Akron, OH, holding a Series 63 designation and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of his advisory role, Bergman has been involved with Sand Run Travel since 2001. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Margaret Feiler is a Series 66 licensed financial advisor with Edward Jones, based in Medina, OH, and has five years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment options, operating under a fiduciary standard.

Ziggy McPeters is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with individuals, families, and professionals to help them make informed financial decisions. He focuses on creating personalized strategies by understanding what matters most to each client. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Ziggy takes the time to get to know his clients and collaborates with them to develop plans that align with their goals. He holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from The University of Akron. Beyond his professional role, Ziggy is involved in the Magic City Kiwanis community organization. In his personal time, he enjoys activities such as football, golfing, hiking, pickleball, reading, running, skiing, spending time with his family, and writing.

Karrie Stefanov is a financial advisor with J.P. Morgan Securities in Akron, OH, holding a Series 66 designation and 25 years of industry experience. She has worked at J.P. Morgan Securities since 2013 and concurrently is a partial owner of Chukar Partnership, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Hugh Mcmichael Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Merrill, Bank of America, and Morgan Stanley. Based in Barberton, OH, he is also involved with DGL Financial Services, where he works as a financial advisor assisting clients with wealth management and portfolio monitoring. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical and modeling tools, and supports municipal and public-finance work through a municipal advisor affiliation.

Brian Large is a financial advisor at Fidelity with over 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Charles Schwab, where he spent nearly 15 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm is notable for its registration as a commodity pool operator, advisory role to registered investment companies, and use of AI-driven research methods.

Annie Zhang is a financial advisor with Ameriprise in Fairlawn, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. She is also the owner of Annie Zhang & Associates LLC, which operates a business retirement plan. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Bryce Miller is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Nationwide Financial and Nationwide Securities LLC before joining LPL Financial in 2017. Miller operates the Ken Boldt Financial Group, Inc., a DBA related to his LPL business in North Canton, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Zack Clifton is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients and their families to help them navigate and work toward their financial goals, focusing on building lasting relationships based on trust, respect, and integrity. Zack and his team collaborate with clients to explore opportunities and shape a path toward their financial future. Zack's experience in the financial industry spans over a decade. Prior to his current role, he was a Financial Consultant at Fidelity Investments from 2021 to 2025. He also served as a Senior Financial Consultant at Charles Schwab from 2015 to 2021, a Vice President Private Client Advisor at JP Morgan Chase from 2014 to 2015, and a 401k Consultant at Charles Schwab from 2011 to 2014.

Amber Roane is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Cetera and has prior experience at Comprehensive Retirement Solutions, LLC. Outside of her advisory role, she is registered with Prosperity Advisors LLC and serves as a notary public. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wanda Amstutz is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Dominic Fisher is a Series 66-licensed financial advisor with three years of industry experience, currently with J.P. Morgan Securities. He previously worked at Thrivent and Spectrum Financial Group/Mass Mutual/MML Investors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary program.

Douglas Crandall is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he is an investor and member of an LLC for a local business called What's the Scoop?. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing manager-traded and model-traded strategies, tax-management, and unified fee arrangements.

Jeffrey Lash is a financial advisor with Primerica Advisors in Medina, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes a long tenure at UPS and roles at Lash & Company, CPAS, Inc. He also engages in sales of investment-related products and part-time referrals for home security and automation services affiliated with PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors serves primarily individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Nicholas Martin is a financial advisor with Primerica Advisors based in Fairlawn, Ohio, holding four years of industry experience. His background includes roles in education with organizations such as Akron Public Schools, McKeon Education Group, and Main Prep Academy. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Timothy Malone II is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has prior experience at Verizon Wireless. Outside of advising, he is a sports official for volleyball and basketball contests. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and maintains a tiered wrap-fee structure for its services.

Kathryn Jesser is a financial advisor with Primerica Advisors in Akron, OH, holding 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Thomas Clark is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. He previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he is an adjunct instructor in Personal Financial Planning at the University of Akron and holds leadership positions in several local nonprofit organizations, including chairing the Greater Akron Musical Association Foundation and the Summit County Historical Society. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, and special-needs planning, delivering tailored recommendations through a combination of research, planning tools, and client meetings.