Kimerly Cowgill is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward Jones since 1998 and holds a Series 63 designation. Outside of her advisory work, she is a member of Kodi's Crossing LLC, a real estate entity based in Kensington, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nathan Hershman is a financial advisor at Edward Jones in Uniontown, OH, holding the ChFC® and Series 66 designations with 19 years of industry experience, all spent at Edward Jones since 2007. He serves as a Hope Ambassador for Akron Children's Hospital. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Matthew Thomas is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities. Outside of his advisory role, he serves as a professor teaching business courses at Ohio Business College. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates its investment management with Bank of America affiliates and emphasizes manager-selection capabilities and tax-focused strategies.

Shannon Waggoner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Raymond James, Shannon spent 12 years with Morgan Stanley Smith Barney LLC. Shannon also works as an associate at Brenneman Group, a support company based in Uniontown, OH. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Patton Teagle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Smith is a financial advisor with Raymond James & Associates in Medina, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kimberley Parsons is a financial advisor at Primerica Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at firms including Financial America Securities and Primerica Financial Services. Parsons also works as a substitute teacher at the Educational Service Center of Northeast Ohio. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody.

Ashley Watson is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2025. In this position, she partners with individuals and their families to understand their goals and creates customized financial plans centered on their priorities. Prior to this, she held several positions at Fidelity Investments, including Financial Consultant (2024-2025), Investment Consultant (2023-2024), Planning Consultant (2021-2023), Relationship Manager (2020-2021), and Financial Representative (2018-2020). Throughout her career at Fidelity Investments, Ashley has developed expertise in wealth planning, financial consulting, investment consulting, and client relationship management. She is dedicated to helping families work toward financial security to provide peace of mind and flexibility. Outside of work, Ashley is married with two young children. She enjoys spending time with her family, gardening, golfing, and traveling.

Quinn Alberty is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Robert Baird & Co. and Fidelity Investments. 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.

Brian Mccarty is a financial advisor with Thrivent Investment Management in Copley, OH, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as president of his neighborhood homeowners association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

William Kurtz is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior work experience at Chagrin Saddlery, Canterbury Golf Club, Northwestern Mutual, Doordash, and Kent State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Harding is a financial advisor with Merrill, holding a Series 66 credential and over 21 years of industry experience. He has worked at Merrill since 2015 and is also affiliated with Bank of America, N.A. since 2016. Outside of his advisory role, Harding serves as a trustee for Old Trail School, a charitable organization focused on primary education in Bath, Ohio. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leonides Pena Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has three years of industry experience and has held positions at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory career, he has served on the Lorain County Children and Families First Council and has been involved with Hispanic UMADAOP. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through established providers, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Chad Immel is a financial advisor at Edward Jones in Fairlawn, Ohio, holding a Series 63 credential with 24 years of industry experience, all spent at Edward Jones since 2002. Outside of his advisory role, he serves as president and coach of a youth basketball team, Stark County Basketball, LLC, in Massillon, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Bethany Brenner is a financial advisor with Raymond James Financial Services, Inc., holding 10 years of industry experience. She has been with Raymond James since 2016 and is also associated with Timothy D. Brenner and Associates, where she works in an administrative capacity. 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, utilizing analytical tools and tailored strategies to support client goals.

John Malloy is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked with firms including Stratos Wealth Partners, PNC Wealth Management, Natcity Investments, and Wells Fargo Clearing. Malloy operates Malloy Wealth Management LLC as a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

Kyle Adams is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Adams serves on the boards of several local organizations, including Wooster Community Hospital, the Adaptive Sports Program of Ohio, Wooster Country Club, and the Wayne-Holmes Estate Planning Council. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and engages in diverse activities such as municipal placements and managing affiliated trust companies.

Toni Francis is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Jjb Hilliard Wl Lyons, LLC and UBS Financial Services Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

William Conte is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Avantax Advisory Services. Conte also operates Conte Co., CPA Inc., a tax preparation and accounting firm. Ameriprise Financial Services serves both individual and institutional clients, providing a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Thomas Leonardi is a Certified Financial Planner® with 45 years of industry experience. He is currently with OSAIC and has previously worked at FSC Securities Corporation and Strategic Capital Advisors, Inc., where he also serves as President and CEO. Outside of his advisory work, he is involved in insurance sales and financial planning through his own firms. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a range of securities and alternative investments.