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 experience in the financial services industry. He has been with Wells Fargo Advisors since 2020, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory role, he serves as chairman of the Greater Akron Musical Association Foundation and the Summit County Historical Society, and he teaches personal financial planning as an adjunct instructor at the University of Akron. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors at the firm use proprietary research and tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Isaac Vitu is an Investment Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans tailored to their goals and objectives. His approach focuses on point-in-time planning and strategies to address the complexities of clients' financial situations. Isaac joined Fidelity Investments in 2025 as a Financial Representative before becoming an Investment Consultant in 2026. Prior to that, he gained experience as a Financial Planning Intern at Symphony Financial Services, Inc. in 2025. Outside of his professional work, Isaac has personal interests that include cars, family activities, fitness, football, movies, and outdoor adventures.

Ryan Mc Cauley is a financial advisor at Raymond James Financial with six years of industry experience. He previously worked at Bank of America for six years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he works as a DoorDash driver. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Robert Aigler is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2015, with prior experience at Nationwide Investment Services Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

John Dewitt is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 63 designation and over 43 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2007. Outside of his advisory role, Dewitt is a partner in a real estate investment business focused on single-family properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from the Global Investment Committee. The firm manages approximately $2.74 trillion in assets and combines broad retail and institutional services with specialized investment activities.

Mark Williams is a financial advisor with LPL Financial in Fairlawn, OH, holding a Series 66 credential and 36 years of industry experience. He has worked at Flagstar Bank N.A. and LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options, supported by research and model portfolios.

Kristen Fleischer is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has been with UBS since 2019. Outside of her advisory role, she is involved in real estate investing, managing residential properties in Ohio alongside her spouse. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing a model-driven investment approach supported by proprietary research and institutional trading capabilities.

Austin Brenner is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and is based in Norton, Ohio. Outside of his advisory role, Brenner serves as an athletic chaplain at Ashland University, working with student athletes through the Fellowship of Christian Athletes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports a broad network of advisors across various sectors, including municipal and public finance.

Robert Wright Jr. is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1984 and holds Series 63 and Series 65 credentials. Outside of advising, he is the owner of KHM Travel Group, an independent travel agency. 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, and organizations.

Kaleb Reed is a financial advisor at Edward Jones in Wooster, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Dalton Local Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

William Kiick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals and families to develop and implement personalized financial strategies aimed at achieving their long-term goals, focusing on areas such as wealth management and investment strategy, asset and liability management, and wealth transfer and legacy planning. He also serves as a Retirement Benefits Consultant, assisting corporate clients in designing and managing 401(k) and retirement plans. Kiick holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) certification. He earned a bachelor's degree in Economics and Finance from York College of Pennsylvania. He is an active member of Christ the Redeemer Lutheran Church, the Humane Society of Summit County, and the Rotary Club of Lakewood/Rocky River Sunrise. He also participates in community organizations including the American Red Cross and the Rotary Club of Lakewood/Rocky River Sunrise.

Sean O'Connor is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its affiliates since 2008, including positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a trustee and financial advisor for the MG O'Neil Family Foundation and is the secretary of the Portage Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs structured planning tools and offers access to diverse investment strategies while managing approximately $2.74 trillion in client assets.

Micah Czirr is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 credentials. He has been with PFS Investments Inc. and Primerica Financial Services since 2025. Outside of advising, Micah has been involved with Malone University since 2017 and previously worked with Boys Town from 2015 to 2017. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by third-party asset managers.

Michael Piechowiak is a financial advisor with Mass Mutual Investors Services in Medina, OH, holding 13 years of industry experience. He has been with MML Investors Services and MassMutual since 2012 and served with the Medina Township Fire Department from 2004 to 2017. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using firm-approved tools and offers specialized programs including estate settlement and employer-sponsored planning.

Richard Fox is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2015. Fox serves on the Board of Directors for the Wooster Citizens Police Academy Alumni Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Joseph Mirocke Jr. is a financial advisor at Edward Jones with 25 years of industry experience, including over 26 years at Edward Jones. He holds a Series 63 designation. Outside of his advisory role, he serves as Treasurer on the North Canton Area Chamber of Commerce Board of Directors and is an executive producer for the recording artists The Shootouts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Lauri Mackey is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, Mackey worked for Contact at Once! A LivePerson Company from 2013 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, offering a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Daniel Ishee is a financial advisor with LPL Financial in Wadsworth, Ohio, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he volunteers at Wadsworth High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a large national network. The firm offers a wide range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Daniel Welker is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Edward Jones in 2025, he worked at Huntington Private Bank, North Point Portfolio Managers Corporation, Foreside Fund Services, LLC, and Access Distribution Partners, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors.