Thomas Clifford is a financial advisor at Osaic with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Royal Alliance Associates, Signator Investors, and Clifford Financial Group, where he is currently president and involved in marketing life and health insurance as well as fixed annuities. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to manage portfolios comprising stocks, bonds, mutual funds, ETFs, and alternative investments.

Todd Hawke is a financial advisor with Ameriprise, holding the ChFC® designation and Series 66 license, and has 26 years of industry experience. He previously worked at M Holdings Securities, Inc. and Gdk & Company for over two decades before joining Ameriprise. Hawke serves on several local boards, including Aultcare Health Insuring Corporation and Junior Achievement of North Central Ohio, and is an elected trustee of Jackson Township in Stark County, Ohio. He is also involved in economic development initiatives in Stark County focused on housing, industry sector growth, and talent retention. Ameriprise provides retirement-income planning services tailored for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to create annual recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Janeanne Gregg is a Series 66-licensed financial advisor with Robert Baird & Co. in Akron, OH, and has seven years of experience with the firm. Before joining Robert Baird, she worked at Ken Stewarts Lodge and Flemings Prime Steakhouse and was involved with Spring Garden Waldorf School. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, managing approximately $394 billion in assets as of December 2025.

Derwood Miller is a CFP® professional with 30 years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory career, he owns Wildlife Limited, Ltd., a business unrelated to investments, and is a licensed notary. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Michelle Morrow is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at KeyBank and Key Investments Services LLC. Before entering finance, she worked at West Side Animal Hospital and the Louisville Area YMCA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Eric Roberts is a financial advisor at Edward Jones in Ravenna, OH, holding the CFP® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for T-Mobile USA for 14 years. He serves as president of a local Business Networking International (BNI) chapter, organizing and conducting weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Olivia Griffith is a financial advisor at Stifel with 12 years of industry experience. She holds CFP® and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Olivia serves as Vice Chair and Board Member of Women's Impact Inc., a women's networking and education organization. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Todd Downerd is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with J.P. Morgan Securities for 14 years. Outside of his financial career, he is a guitarist with the musical group Stay Gone. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jess Hurst II is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera. His career includes roles at Impel Wealth Management and Cetera Advisors LLC, among others. Hurst serves on several nonprofit boards and committees in the Akron, Ohio area and is an author and publisher of financial-related books. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base that includes individuals, retirement plans, charitable organizations, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and ongoing supervision across multiple program and custodian structures.

David Valentine is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a trustee in fiduciary activities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports through a centralized consulting team working alongside financial advisors.

Stephen Sowers is a financial advisor with LPL Financial in North Canton, OH, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at LPL Financial since 2020 and previously at Cetera Advisor Networks LLC. Sowers is involved with Ohio Investment Partners, LLC, and operates OIP Insurance Group LLC, focusing on insurance-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management with access to diverse model portfolios and research resources.

Nancy Lauren is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors since 2017, following experience at Primerica Financial Services and Smith Foods. She serves on the board of Wincleveland, a nonprofit organization. Primerica Advisors manages a wrap-fee asset management program primarily for 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 nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, offering model-based investment strategies supported by third-party asset managers and custodial services.

Colin Burdette is a financial advisor at Cetera with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Prosperity Advisors and other firms, as well as experience in legal support and customer service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors and provides access to model portfolios, third-party managers, and customized strategies across multiple program structures.

Paul Storm is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2021. Outside of his advisory role, he serves on the finance committee of Wadsworth United Methodist Church and is owner of PS Wealth Strategies LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various tailored strategies and platform arrangements.

Joseph Betts Jr. is a financial advisor with LPL Financial in Hartville, OH, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at Avantax Insurance Agency, Avantax Investment Services, and M.J. Miller & Co., CPA's LLC, where he is involved in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting services supported by proprietary research, third-party subadvisors, and technology-driven portfolio management.

Ruby Jain is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of advisory work, Jain receives compensation for referrals related to home security and automation products, as well as mortgage loan products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets.

Michael Rufo is a financial advisor with Equitable Advisors in Akron, OH, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked with Equitable Advisors since 1999, including the period when the firm operated as Axa Advisors. Rufo serves as a board member of St. Paschal Baylon in Highland Heights, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advisory programs through a network of Investment Adviser Representatives and third-party asset managers, focusing on tailored risk assessment and model matching without sponsoring its own wrap fee program.

Pamela Kiltau is a financial advisor at Robert W. Baird & Co. in Akron, OH, holding Series 63 and Series 65 credentials with 47 years of industry experience. She worked at Merrill from 2001 to 2016 before joining Baird in 2016. Outside of her advisory role, she serves as treasurer for Boy Scout Troop #45 in Hartville, Ohio. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with in-house research and technological tools.

Lois Gregory is a financial advisor with Cetera based in Akron, OH, holding a Series 66 designation and bringing 16 years of industry experience. She has previously worked at Morgan Stanley and JPMorgan Securities among other firms. Gregory serves as an unpaid board member of Trinity-Love Inc, a nonprofit focused on assisting impoverished communities in developing countries. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Kevin Longanecker is a financial advisor with Primerica Advisors in Fairlawn, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2011 and currently conducts sales activities under the PrimeVision Financial Group DBA. Outside of his advisory work, he is a sales representative for Tee Time Golf Pass, a discount golf program. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.