Steven Milvet is a financial advisor with Robert W. Baird & Co. in Lodi, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory role, he serves as a zoning board member for the Chatham Township Zoning Commission. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies and overlays to meet client goals and risk tolerances.

Rachael Chandler Head is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and State Farm VP Management Corp., as well as operating her own insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering services through advisory and brokerage channels with access to model portfolios, third-party management, and a range of financial products, including insurance.

Darrell Wright is a CFP® and ChFC® with 43 years of experience, currently serving at Raymond James Financial since 2007. He operates Darrell Wright Financial Services, LLC, a support company, and is involved in a rental real estate business with his wife. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and extensive advisory services supported by a broad affiliate network.

Ciarra Brunn is a financial advisor at Cetera with a Series 66 designation and 10 years of industry experience. She is the owner of Marathon Financial Services, Inc., and serves as a poll worker and board member of the Rotary Club of Ravenna, where she coordinates community service activities. Additionally, she provides notary services as needed. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or construct bespoke strategies across various program structures and custodial relationships.

Jacob Engel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has work history including both Fidelity Investments and Courtside Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios across mutual funds, ETFs, and ETPs.

Danny Fox is a Financial Consultant currently affiliated with Fidelity Investments. In this role, he collaborates with individuals and their families to develop financial plans tailored to their unique situations and needs. He emphasizes understanding each client's circumstances and values to create a plan that they comprehend and feel comfortable with. Danny has accumulated professional experience since 2019, serving as a Brokerage Services Manager at Charles Schwab from 2019 to 2024. He then joined Fidelity Investments as an Investment Consultant from 2024 to 2026, before advancing to his current position as Financial Consultant in 2026. Outside of his professional responsibilities, Danny is interested in fitness, social events with friends, hiking, outdoor adventures, pets, and traveling.

Thomas Shisler is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors, LLC during that time. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Phillip Peachock Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved with Catch the Impossible, Inc. and Audio Ape, Inc., which manufactures and sells entertainment industry hardware. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Craig Burgess is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Edward Jones. Burgess is based in Massillon, OH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Mccarron Jr. is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Nicholas Messina is a financial advisor at Edward Jones with a Series 66 designation and over four years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Johns Towing, Chipotle, Walsh University, and Southeast High School. 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 investment advisory programs and fiduciary services through a nationwide network of over 23,000 financial advisors.

Mark Pylypiak is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to each client’s unique financial goals and priorities. His expertise encompasses legacy planning, retirement income, philanthropic planning, socially responsible and ESG investing, tax minimization, and portfolio management services. Mark is committed to providing unbiased, professional advice while maintaining open and honest communication with his clients. With a focus on understanding the full financial picture, Mark works closely with clients to assess liquidity, evaluate risks, and develop long-term investment strategies. He emphasizes the importance of disciplined investing and the timely adjustment of portfolio holdings based on market conditions and individual circumstances. Mark holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Cleveland State University. Outside of his professional work, Mark participates in youth sports in his community. He enjoys baseball, fishing, and spending time with his family. His approach is guided by the principle that understanding a client’s life priorities is essential to delivering financial strategies designed around their goals and aspirations.

Jeffery Keefer is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 42 years of industry experience, including 14 years with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in North Canton, Ohio. 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 investment strategies.

Abigail Windham is a financial advisor at Ameriprise in Akron, OH, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles in education and payroll services, as well as self-employment ventures. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendation reports.

Jefferson Sarchione is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Cox Automotive - VinSolutions, and Sarchione Auto Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and both discretionary and non-discretionary management strategies.

Margaret Mcgill is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 2016. Mcgill has prior experience with Jusuru, where she worked from 2009 to 2017. She also engages in part-time sales of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages advisory relationships through model-delivery strategies and offers a range of portfolio management options supported by external asset managers and custodians.

Elena Mayanja is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor advice. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Terry Wagler is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 credentials and has a background including roles at KeyBank, Key Investment Services, and Citizens Bank. Outside of his advisory work, he serves as president of the Hillsdale Ridge Condominium Association in Massillon, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through intermediary platforms.

Leslie Ozmun is a Senior Financial Advisor with Merrill Lynch Wealth Management in Canton, Ohio. She has been with Merrill Lynch since 2014 and has worked in the financial services industry since 2006. Leslie leads a team of four other financial advisors and client associates, focusing on delivering customized wealth management strategies and disciplined investment approaches to her clients. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and addressing the financial needs of women and wealth. Leslie leverages resources from Merrill Lynch and Bank of America, N.A. to provide a comprehensive range of services such as investment management, private wealth analysis, trust and estate planning, retirement solutions, and lending services for individuals and businesses. She also facilitates philanthropic services and cash management through Bank of America. Leslie holds a bachelor's degree in Personal Finance from The University of Akron and is a Personal Investment Advisor (PIA). She is a member of the professional fraternity Phi Sigma Epsilon. Outside of her professional work, Leslie enjoys cooking, gardening, hiking, interior decorating, music, spending time with her family, swimming, tennis, traveling, and watching movies.

Peter Calleri is a Senior Resident Director and Wealth Management Advisor with Merrill, bringing over 30 years of experience in financial services. Since beginning his career in 1992, Peter has specialized in managing individual wealth through complex market cycles, focusing on investment planning for retirement and comprehensive wealth management strategies. He works with high net worth individuals, families, professionals, business owners, and corporate executives to develop personalized financial plans aligned with their goals. Peter holds a bachelor's degree from Kent State University, where he was recruited as a Division 1 hockey player. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, Peter is a member of the Financial Planning Association. His approach emphasizes understanding clients’ life priorities and delivering tailored strategies to meet their retirement, investment, and tax minimization needs. Outside of his professional work, Peter enjoys spending time with his wife and three sons, coaching high school hockey, golfing, biking, and traveling. He has lived in the Akron area since attending Kent State University and remains committed to applying consistent, disciplined portfolio management and clear communication in his client relationships.