Eric Stockley is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Ameriprise since 2026 and previously spent 11 years with The Huntington Investment Company. He is based in Stow, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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.

James Schaefer is a financial advisor with Primerica Advisors in Brimfield, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Primerica Advisors since 2002 and has prior experience with UTC Aerospace and Ohio Strip Steel. Outside of advisory work, he is involved in sales of home security and automation products as part-time referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Letty Martinez is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. Her career includes a decade at UBS Financial Services and current roles at Momentum Wealth Partners LLC and Raymond James Financial Services Advisors, Inc. Outside of advising, she serves as a registered client service manager for Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Sandra Gasser is a ChFC® credentialed financial advisor with Raymond James Financial, based in Medina, OH, bringing 28 years of industry experience. She has worked with Raymond James since 2004 and serves as an officer and treasurer for Rex Gasser Electric, Inc., a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by advanced analytical tools.

Matthew Leamon is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at UBS Financial Services and Dick Russell Liquidations, as well as experience in education and business operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Bishop is a CFP® professional with 27 years of industry experience, currently an advisor at LPL Financial since 2018. His prior experience includes roles at SII Investments, Inc., and FFP Advisory Services Inc. He has also operated Bishop Financial Advisors since 2001 and runs Bishop Tax Service, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions, employing discretionary and non-discretionary strategies supported by research and technology tools.

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.

Dustin Davies is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has held roles at TD Ameritrade and PNC Investments prior to joining J.P. Morgan in 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses a combination of quantitative screening and qualitative research to build model asset allocations and incorporates a range of eligible strategies with support from affiliated investment-management entities.

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.

Mark Annichine is a financial advisor with LPL Financial in Twinsburg, Ohio, holding a Series 63 designation and 26 years of industry experience. He worked at Osaic FA, Inc. from 2001 to 2007 before joining LPL Financial, where he has been since 2007. Outside of his advisory role, he serves as a varsity golf coach for the Twinsburg City School District and works as an athletic official referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

Kenneth Jones is a financial advisor with LPL Financial in Aurora, Ohio, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, including prior roles at Cetera Advisors LLC and New England Securities. Outside of his advisory work, he is involved with Momentum Wealth Partners and maintains a separate financial advisory entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

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.

Joel Mille is a financial advisor with Edward Jones in Broadview Heights, OH, holding CFP® and Series 66 designations and possessing 19 years of industry experience. He has been with Edward Jones since 2006. He is associated with the Mille Family Partnership, which manages stocks, bonds, and mutual funds. 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 strategies, operates a large nationwide network of financial advisors and branches, and provides affiliated capabilities beyond advisory services.

Brian Schlotter is a financial advisor with LPL Financial in Aurora, Ohio, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Cetera for 15 years. Schlotter also maintains involvement with Payroll Advisors, LLC and Rossi, Schlotter & Co., where he has operated since 1988. Outside of his advisory role, he is associated with a tax preparation and accounting business, Walter & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, supported by various discretionary and non-discretionary strategies and technology tools.

Mark Pagni is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, AXA Advisors, LLC. Outside of his advisory work, Pagni serves as chairperson of the Akron Children's Hospital Foundation and holds leadership roles with the Children's Hospital Foundation and a local homeowners association. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Jennifer Malta is a financial advisor at Edward Jones with 30 years of industry experience. She holds a Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.