Cole Blagg is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Equitable Advisors, Tony Maloney's, and Carrabba's Italian Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and systematic methodologies across mutual funds, ETFs, and ETPs.

Noel Zickefoose is a financial advisor with Edward Jones in Brunswick, OH. He holds the Series 66 designation and has one year of industry experience. Before joining Edward Jones, he worked at OverDrive, Inc. for nine years and Mobile Hyperbaric Centers for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Paula Chesser is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2000. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and consolidated reporting.

Stephanie Mccarty is a Series 66-licensed financial advisor with 26 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 focused on a broad range of topics, with planning services delivered separately from portfolio management.

Matthew Frazier is a CFP® with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He also has a longstanding association with JPMorgan Chase Bank, N.A., dating back to 2004. Outside of his advisory work, Frazier serves as a board member of the Scottish American Cultural Society of Ohio, where he helps oversee the Ohio Scottish Games & Celtic Festival and the Ohio Scottish Arts School. 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 team of Wealth Advisors.

Jordan Manlet is a financial advisor at Edward Jones in Strongsville, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare at Firelands Regional Medical Center, Fisher Titus Medical Center, and Mercy Health - Lorain Hospital. Outside of his advisory role, Manlet is the owner of Smoke and Cask LLC, an online retail business. 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 under management 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.

Teodor Jakovich is a financial advisor with Edward Jones in Copley, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner of Adriatic Holdings, a real estate holding LLC in Akron, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branches nationwide.

Gentry Dean is a financial advisor at Charles Schwab with eight years of industry experience. He has worked at Charles Schwab since 2018 and previously held a position at Pepsi Bottling Co from 2013 to 2018. He holds a Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by centralized custody and order-routing infrastructure.

Walter Sokira is a financial advisor with Robert Baird & Co. who holds Series 65 and Series 63 licenses and has 32 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard W.L. Lyons and UBS Financial. Robert Baird & Co.'s DDK Group operates within its Private Wealth Management department, serving individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection, internal research, and a combination of manager-traded and model-traded strategies.

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.

Timothy Schneider is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2008 and currently works at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary and discretionary investment management, delivering guidance through multi-asset model portfolios and offering clients access to alternative investments via a centralized operational structure.

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 financial advisor at LPL Financial with seven years of industry experience. She previously worked at Edward Jones and for Dr. Alex Difilippo. In addition to her advisory role, she is a dental hygienist working part-time at a dental office in Akron, 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Brian Hinkle is a financial advisor with Ameriprise in Barberton, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Huntington Investment Company and PNC Wealth Management prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Gill is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Schwab, he held various roles including positions at Ohio State University and Kroger. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Its integrated structure offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational capabilities.

Ryan Galmarini is a financial advisor with Charles Schwab, holding a Series 66 designation and 22 years of industry experience. He has worked at various Charles Schwab entities since 2005, including Schwab Retirement Plan Services Inc. Outside of finance, Galmarini owns an audio consulting and engineering business and serves as Vice President of Technical Operations for a sound reinforcement company. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers multi-asset model portfolios supported by centralized custody and supervisory infrastructure.

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.

James Gehring is a CFP® with 11 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. He previously worked at First Responders Financial Advisors and Planmember Securities Corporation from 2015 to 2024. Gehring also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

Brian Rowe is a financial advisor with Charles Schwab & Co., Inc. in Richfield, OH. He holds the Series 66 designation and has nine years of industry experience, including ten years with Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.