Michael Clark is a Planning Consultant at the Fairlawn Investor Center. In this role, he assists clients with designing and updating their financial plans and ensures they have the appropriate resources as they progress toward their retirement goals. Michael works closely with the Wealth Management Team to support clients throughout their retirement journey. He has held several positions at Fidelity Investments, including Planning Consultant since 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. This experience has contributed to his understanding of client needs and financial planning strategies. Outside of his professional responsibilities, Michael's personal interests include board games, cooking and baking, hiking, outdoor adventures, puzzles, and traveling.

Eiad Hasan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked within various divisions of JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG criteria within a non-discretionary program.

Jason Haines is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in designing business applications for the Apple iPad through his ownership of IPAD Mobile Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in their financial planning process.

Melanie Mathis is a financial advisor with Robert W. Baird & Co. in Akron, Ohio, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Baird since 2018 and previously held roles at Hancock Mortgage Partners and Lifecenter Plus. Outside of her advisory work, she is an independent sales consultant with Tastefully Simple, a direct sales company offering easy-to-prepare food products. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional investments to complex allocations, along with municipal advisory and public finance services.

Emily Coudriet is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple firms, including KeyBank and First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party money managers.

Adam Ward is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has been affiliated with JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he serves as an unpaid business consultant for a construction company specializing in pole-style buildings and is involved in managing a forestry plan on jointly owned property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets and includes specialized regulatory registrations related to derivatives and commodities.

James Shubert is a financial advisor with Equitable Advisors in Akron, Ohio, holding Series 65 and Series 63 licenses and bringing 49 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he holds various contracts related to health insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of representatives, utilizing both proprietary and third-party investment programs.

Heather Katzenmeyer is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked at The Huntington Investment Company, Raymond James Financial Advisors, and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice.

Colin Hammer is a financial advisor at Morgan Stanley in Akron, OH, holding a Series 66 license and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of Bluecoats, Inc., a charitable nonprofit based in Clinton, OH. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with diversified investment activities.

Claus Meyer is a CFP®-certified financial advisor with Raymond James & Associates, based in Medina, Ohio, and has 22 years of industry experience. He has been with Raymond James & Associates since 2012. Meyer serves as a committee member for Leadership of Medina County, a nonprofit organization, where he reviews quarterly finances and participates in budget and economic discussions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with a diverse client base, including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services, employs a variety of portfolio management styles, and provides municipal advisory services uncommon among peers of its size.

Timothy Stephan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with a broad range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Rachel Stahl is a financial advisor with Ameriprise in Clinton, OH, holding a Series 66 designation and 10 years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2023. Outside of her advisory role, she is a co-owner of a real estate business and serves as a soccer club director and coach in Homer, AK. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joseph Tornabene is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Johnson & Johnson for 14 years. Outside of his advisory role, he owns and manages two rental property LLCs in Canton, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with an emphasis on fiduciary standards and tax-efficient services.

Collin Brooks is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Lindsay Kolek is a Series 66 licensed advisor with J.P. Morgan Securities, based in Medina, Ohio. She has 11 years of industry experience, including 10 years with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

Mark Fryer is a financial advisor with Ameriprise in Akron, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts and affiliated investment products.

Erin Machado is a financial advisor with J.P. Morgan Securities in Akron, OH, holding Series 63 and Series 66 licenses and with 15 years of industry experience. She has worked with various J.P. Morgan entities since 2011. Outside of her advisory role, she is a general partner at KEN, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Preston Milstead is a Planning Consultant at Fidelity Investments, where he supports high net-worth clients by understanding their family wealth systems and assisting them in making decisions that promote family-wide financial harmony. He has been with Fidelity since 2021, progressing through roles as a Financial Representative and Relationship Manager before assuming his current position in 2023. Prior to joining Fidelity, Preston worked in Retirement Participant Services at Charles Schwab from 2019 to 2021. His experience spans client relationship management and retirement services, with a focus on financial planning for affluent families. Outside of his professional work, Preston has interests in board games, cooking and baking, gardening, playing musical instruments, and reading.

Corey Jones is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has worked exclusively with JP Morgan entities since 2016, including roles at JP Morgan Securities LLC and JP Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Kimberly Reichle is a financial advisor with Raymond James Financial holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and LPL Financial. She is also employed as an associate at Brenneman Group, a support company where she performs administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary planning tailored to client goals and supports advisory programs with advanced analytical tools and specialized services such as municipal finance and SIMPLE IRA Employer Advisory programs.