Joelle Cooke is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several KeyBank-affiliated firms before joining Morgan Stanley and Morgan Stanley Private Bank in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Joseph Goebel is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing eight years of industry experience. His career includes roles at Charles Schwab Bank since 2019 and Charles Schwab since 2017, with prior experience at CSX Transportation from 2015 to 2017. 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 guidance using multi-asset model portfolios and maintains a large client base supported by a centralized operational structure.

Kevin Quigley is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm oversees third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing options.

Patricia Papes is a financial advisor with Merrill in Akron, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Merrill since 1987 and also has experience with Bank of America since 2009. Outside of her advisory role, she is a general partner of 1820 LLC. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Finn is a financial advisor with Wells Fargo Advisors in Akron, OH, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Dan Barylak is a Vice President and Wealth Planner with experience in financial consulting. He currently works in this role and has been a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as a Senior Financial Consultant at Charles Schwab from 2012 to 2022. His professional background includes a decade of experience at Charles Schwab and a current position at Fidelity Investments, providing financial consulting services. Dan focuses on understanding clients' unique circumstances to develop financial plans and investment strategies. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Jessica Nethero is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2006, as well as a one-year period at Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in discretionary and non-discretionary advisory work, including fund advisory and model portfolio delivery.

Kelly Pierce is a financial advisor with J.P. Morgan Securities in Akron, OH, holding a Series 66 designation and 22 years of industry experience. She has worked with JP Morgan entities since 2011, including roles at JP Morgan Chase Bank and JP Morgan Securities. Outside of her advisory role, she is a partner in FLOH Enterprises, a real estate business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Donald Cass is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses. He has 28 years of industry experience, all with Charles Schwab since 1998. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Kenneth Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 37 years of experience in the financial services industry. Since joining Merrill in 2009, he has focused on developing tailored financial strategies and investment portfolios to help individuals, families, and businesses achieve their short- and long-term financial goals. Ken and his team serve high net worth clients with an emphasis on living a worry-free retirement through a holistic and personalized approach. Ken holds a bachelor's degree in Finance from Kent State University and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, socially responsible investing, tax minimization, and retirement income planning. He is involved in his community through support of the Brecksville-Broadview Heights High School Boys Basketball program. Outside of work, Ken enjoys basketball, fishing, football, golfing, music, soccer, spending time with his family, traveling, and watching movies.

Rodney Morris is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, Mr. Morris owns Life Journey Investments, LLC and is a merchant partner in Morris GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services using proprietary research and planning tools. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, with flexible implementation through brokerage or advisory programs.

Alyssa Strayer is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked at MasterBrand Cabinets and The Goodyear Tire & Rubber Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Brian Follen is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2014. 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 advisory relationships with access to affiliated discretionary separately managed accounts and offers a formal alternative-investment onboarding process and cash-sweep features.

Rachal Tate is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise. She previously worked at Edward Jones and has additional experience at Bellefaire JCB. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sean Mc Coy is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at AXA Advisors, MML Investors Services, Mass Mutual Life Insurance Company/Skylight Financial, and Lighthouse Wealth Solutions. He has also worked in non-financial roles, including as staff at the University of Akron and in the hospitality industry. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and a variety of third-party advisory models to deliver tailored investment solutions.

David Toth is a financial advisor with Osaic Wealth, Inc. based in Strongsville, Ohio. He holds a Series 63 designation and has 29 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors, Inc. and owns Comprehensive Financial Solutions, Inc., where he has provided financial planning services since 1999. Outside of his advisory role, he is a licensed fixed insurance agent. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Christopher Madrigal is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2026. Prior to his current role, he spent time working at Kent State University and Akron Public Schools. 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, pension plans, corporations, and charitable organizations.

Corree Kaylor is a financial advisor with Ameriprise in Medina, OH, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its related entities since 2016. Outside of financial advising, Kaylor owns Aureum Tan, a beauty service specializing in spray tanning. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeffrey Izsak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Morgan Stanley DW Inc. He is based in Strongsville, Ohio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.