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.

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.

Irene Zurowski is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Cetera and has previously worked at firms including Impel Wealth Management and Valmark Advisers. Zurowski is also a licensed insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Becky Loggins is a financial advisor at Stifel with 35 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Robert Powers is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and having 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and operates under the Primevision Financial Group. Outside of his advisory work, Powers owns and creates content for a YouTube channel focused on non-investment-related topics. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts through custodianship by Pershing, offering a range of strategic and tactical investment models.

Daniel Rohr is a Series 66-licensed financial advisor with Ameriprise in Uniontown, Ohio, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing assets held in Ameriprise-managed accounts and using algorithmic tools overseen by specialized committees.

Daphne Inman is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she is a partner in The Juice Plus+ Company, a plant-based dietary products business, where she occasionally participates in meetings and promotes products. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Harrison Orendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to simplify and organize their financial lives by identifying and prioritizing their goals and developing personalized plans to help achieve them. Harrison is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor's degree and Master's degree in Business Administration with a focus on accounting from the University of Dayton. Outside of his professional work, Harrison values spending time with his family and engages in personal interests such as golfing and skiing. He also maintains a commitment to community involvement, volunteering with local organizations.

Karen Prebonick is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. She holds Series 63 and Series 65 licenses and is based in Akron, Ohio. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Mark Peterson is a CFP® with 43 years of industry experience, currently serving at LPL Financial since 2025. He previously worked at Cadaret, Grant & Co., Inc. for 34 years and has operated Peterson Financial Services since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Alan Rodrigues is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at Kent State University and Pet Supplies Plus from 2013 to 2016. 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 relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Mitchell Mcallister is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 21 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Elizabeth Loveman is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2018. Prior to her current role, she volunteered with the Tanglewood Community for ten years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and an integrated operational structure.

David Peterson is a Series 66-licensed financial advisor with Equitable Advisors, based in Strongsville, OH, where he has worked since 2010. He has 15 years of industry experience, including a decade at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to execute client recommendations.

Brian Petros is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023. Prior to that, he spent 14 years at Sagepoint Financial, Inc. and has been associated with American General Securities Incorporated since 2003. Outside of his advisor role, he is a partner at PK Financial Group Inc., which provides individual wealth management and retirement plan management services. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, and offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers.

Harlynn J M Hobbs is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2002, including a role at Charles Schwab Trust Bank since 2021. Outside of his advisory work, he occasionally works as a cook at various functions. Charles Schwab 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 management services supported by centralized custody, brokerage, and due diligence resources.

George Oschman is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2001, holding roles including Financial Consultant (2001-2006), Vice President Financial Consultant (2006-2018), and Vice President Wealth Management Advisor (2018 to present). With over 24 years of experience in wealth management, he focuses on helping clients make decisions to build, preserve, and transfer wealth. He and his team provide personalized service, broad wealth planning capabilities, and a wide array of investment options to address the complexities that come with wealth. Outside of his professional work, George enjoys beach activities, boating, concerts, cooking and baking, and golf.