Ricardo Popovsky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at UBS Financial Services for 19 years prior to joining Wells Fargo in 2020. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Emilie Wilson is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She previously worked at Cbiz for seven years before joining Edward Jones in 2021. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Sandra Gasser is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Raymond James since 2004. Outside of her advisory role, she serves as Treasurer and officer of Rex Gasser Electric, Inc., a business she has been involved with since 1995. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans and advisory services supported by extensive research and a broad affiliate network.

Matthew Leamon is a financial advisor with Raymond James & Associates in Hudson, Ohio. He holds Series 63 and Series 65 licenses and has experience working at UBS Financial Services and Dick Russell Liquidations. Prior to his advisory roles, he worked in various positions including at St. Bonaventure University and Gina's Pizza. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Brian Bishop is a financial advisor with LPL Financial, holding CFP® certification and securities licenses Series 63 and Series 65. He has 27 years of industry experience, including roles at Sii Investments, Inc. and ownership of Bishop Financial Advisors since 2001. Outside of advising, he is involved with Bishop Tax Service, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

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.

Patrick Phinney is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Charles Schwab since 2006 and previously at OptionsXpress, Inc. from 2016 to 2017. Outside of his advisory role, he is an author of books about whitewater safety and a kayak/canoe instructor with the Honu Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed accounts. The firm combines brokerage, custody, and advisory services with multi-asset model portfolios and a formal alternative investment program.

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.

Kristine Prisk is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

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.

Mary Leneghan is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. She is currently associated with Wealth Hub LLC, which she owns, and has provided financial services since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.

Adrian Miguel is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2000. Charles Schwab & Co., Inc. serves a large client base, 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 advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Kevin Gundrum is a financial advisor with Raymond James & Associates in Wadsworth, Ohio, holding Series 63, Series 65, and Series 66 licenses and 26 years of industry experience. His prior experience includes roles at Valmark Securities, LLC and PNC Investments. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base including individuals, institutions, and government entities, with a notable focus on municipal and public finance services.

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.

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.

John Boone is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 20 years of industry experience. He has worked at Raymond James Financial Services since 2005 and serves as President of Western Reserve Resources Corporation, an independent RIA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing a collaborative approach to tailored financial plans and investment recommendations.

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.