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.

Daniel Leugers is a CFP® with 26 years of industry experience, currently affiliated with Osaic Wealth Inc. He previously worked at VALIC Financial Advisors for 22 years and holds Series 66 registration. Leugers also owns BlueHaven Wealth Management, operating as a financial advisor under that firm. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple portfolio management platforms to deliver customized investment solutions.

Michael Crandall is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. He has been with Cetera and its related entities since 1999 and also serves as president of Crandall Tax Service Inc., a tax and accounting practice he has led since 1992. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Kimberly Haws Falasco is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves on the boards of the Akron Community Foundation and the Akron Urban League, focusing on investment and finance committees. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Natalie Mowry is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including Corporate Executive Services, Divorce Transition Planning, Education Planning, Legacy Planning, Personal Retirement Planning, Portfolio Management Services, Women and Wealth, Individual and Corporate Investment Strategy, and Retirement Income. Natalie's approach centers on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals. Natalie began her career as an Advisor and Manager of Financial Services at a Fortune 500 financial firm before joining Merrill in 2009. She holds a Bachelor of Business Administration from the University of Toledo Honors Program with a concentration in Financial Services. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is also recognized as a Better Money Habits Champion in her community. Natalie lives in Aurora with her husband Steve and their two daughters. Her personal interests include golfing, tennis, traveling, and spending time with her family.

Gregory Box is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2009 to 2025. Outside of his advisory role, he is a partner in two real estate rental businesses, overseeing property management and financial record keeping. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Michelle Lance is a financial advisor at Charles Schwab with 22 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2015. Prior to Schwab, she worked at JC Penny from 2009 to 2018. 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 portfolios and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Ronald Barylak is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2016, including Charles Schwab Bank SSB and Charles Schwab and Co., Inc. Prior to Schwab, he worked at Lou Ray Associates and Corrigan Krause. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment advisory services along with brokerage, custody, and cash-sweep solutions.

Tyler Westren is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, his work history includes roles in a variety of industries such as retail and manufacturing. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Robin Gray is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Since 2022, he has served as a board member on the Medina Township Board of Zoning Appeals. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, operating with a large scale and offering both brokerage and advisory solutions.

Lauren Little is a financial advisor with Charles Schwab & Co., Inc. in Richfield, OH, holding a Series 66 designation and eight years of industry experience. She has been with Charles Schwab since 2018 and previously worked at Bar Louie and Fort Hays State University. Outside of her advisory role, she owns a family-operated party tent rental company. 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 both non-discretionary and discretionary investment options, delivering guidance through multi-asset model portfolios and a structured alternative investment platform.

Charles Freeman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 and is a qualified Portfolio Manager. Charles provides personalized financial strategies, managing discretionary portfolios that may include individual stocks, bonds, model portfolios, and third-party investment strategies. He holds the designations of CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Charles earned a Bachelor's Degree in Finance from The University of Akron. His client focus areas include Family Wealth Management Strategies, Legacy Planning, and Personal Retirement Planning. Outside of his professional role, Charles is actively involved in his community. He has volunteered with organizations such as the Medina School Board of Education, Medina Breakfast Kiwanis Club, Akron Junior Achievement, and Goodwill Industries of Akron. Currently, he volunteers with Akron Children's Hospital. His personal interests include boating, reading, running (including marathons), and spending time with his family.

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.

Amanda Primozic is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2013, including a period at Charles Schwab Bank from 2015 to 2018. Outside of her advisory role, she serves on the board of the nonprofit organization I'm In Ministry, where she volunteers with inventory and organization of donated materials. 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

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.

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.

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.