Donna Sulzbach is a financial advisor with Cetera, holding a Series 63 designation and over 42 years of industry experience. She has been with Cetera and its affiliates since 2013. Outside of her advisory work, she is involved in fixed insurance sales through Sulzbach and Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with more than 10,000 advisors and over $256 billion in assets under management.

Vincent Rooney is a financial advisor at Ameriprise in Canton, OH, with 32 years of industry experience and a Series 63 designation. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.

Kenneth Boldt is a financial advisor with LPL Financial in North Canton, OH, holding a Series 66 credential and 42 years of industry experience. He previously worked at Nationwide Securities, LLC, and Nationwide Insurance Co. Boldt is also involved in managing several insurance and financial service businesses in the North Canton area. 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 offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Juliet Halter is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as President and signing officer of Birch Road LLC, a family-owned entity managing property interests. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Chris Gnandt is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he has been involved in independent insurance brokering and was previously associated with Finn Financial, Inc. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Scott Wolf is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan in various capacities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Donald Kuntzman is a financial advisor with Mass Mutual Investors Services in Uniontown, OH, holding 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following 26 years at Metlife Securities Inc. He serves as Vice President on the Board of Directors for the Coach Home V Home Owners Association, assisting with meetings and financial statements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations, offering structured, ongoing planning engagements and educational seminars.

Joseph Schindel is a financial advisor with Equitable Advisors in Canton, OH, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Schindel serves as Treasurer on the board of Caring and Serving Together (CAST), a nonprofit organization in Canton. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, providing both advisory and brokerage solutions with a regulatory focus on both discretionary and non-discretionary asset management.

Benjamin Kirksey is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 20 years of industry experience in wealth management. He began his career with Merrill in Canton, Ohio, in 2007, later joined UBS in 2015 to expand his expertise, and has since returned to Merrill where he continues to assist clients in managing and preserving their wealth. His expertise encompasses areas such as divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and serving clients in sports and entertainment. Benjamin focuses on connecting clients to appropriate resources and plans tailored to their individual goals, including funding education, retirement lifestyle planning, and addressing potential healthcare costs. He holds a Bachelor's Degree from The Ohio State University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Benjamin has interests in cooking, horseback riding, music, pickleball, reading, spending time with his family, tennis, and watching movies.

Balaram Kaimal is a financial advisor with Ameriprise in Copley, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement income plans, with an emphasis on assets held in Ameriprise-managed accounts.

Timothy Rice is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996 and Bank of America, N.A. since 2010. Outside of his advisory work, he holds power of attorney in a non-investment-related capacity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Stephanie Demuesy is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 31 years of industry experience, including long-term roles at Metropolitan Life Insurance Company and MetLife Securities Inc. outside of her current positions. She is also involved in an individual life and fixed annuities sales business. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, educational seminars, and event-driven planning programs, delivering collaborative, goal-based financial plans without discretionary investment management.

Larry Fitting is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 license, with 29 years of industry experience. He has been with Cambridge since 2020 and also operates Fitting Tax & Financial, providing tax preparation and accounting services. He is a licensed CPA and has a history of offering independent insurance services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through various platforms and combines proprietary strategies with access to unaffiliated managers.

Jon Heddleson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Cetera and related entities since 2023 and previously spent a decade at LifeMark Securities. In addition to his advisory role, he teaches Management 2100 at Ohio University and operates an insurance agency offering fixed insurance products. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Laurie Thompson is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. Her prior roles include positions at TD Ameritrade and Scottrade. She maintains a Notary Public license and offers notary services to clients as a courtesy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

Angela Anderson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Equitable Advisors since 2004, previously associated with Axa Advisors, LLC. Anderson serves as a director for the National Association of Women Business Owners in Cleveland, OH. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, offering access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kirk Hunter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1997 and follows a disciplined process to assist clients in achieving their financial objectives. Kirk provides traditional advice and guidance and is a qualified Portfolio Manager who manages personalized or defined discretionary strategies, which may include individual stocks and bonds, model portfolios, and third-party investment strategies. Kirk holds a Bachelor's Degree from Indiana University and completed an Accredited Certificate Program at the Wharton School of Business. He earned the Chartered Retirement Planning Counselor™ designation in 2007 and the Certified Investment Management Analyst® (CIMA®) designation in 2008. Additionally, he holds the Personal Investment Advisor (PIA) designation. Residing in Jackson Township, Ohio, Kirk is active in his community and participates in church activities, youth sports, and serves underprivileged children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement income, and services for endowments, foundations, and non-profits.

Ed Karam II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has been with 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 brokerage, distribution, and investment management capabilities.

Debra Messner is a financial advisor with Primerica Advisors in Canal Fulton, OH, holding a Series 63 designation and 36 years of industry experience. She has been with Primerica Advisors since 1993 and Primerica Financial Services since 1991. Outside of advisory work, she is involved in sales of investment-related products and also participates in non-investment related referrals for home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers overseen by an independent consultant and delegates trading responsibilities to BNY Mellon Advisors.

Steven Tadayon is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY llc, and Key Investment Services. Outside of his advisory role, he is involved in a watch buying and selling business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialty activities such as private fund relationships and commodity pool operations.