Alex Ceddia is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Alex works with clients to develop holistic financial plans aimed at helping them achieve their personal and financial objectives. Alex's professional focus is on creating comprehensive strategies tailored to individual client needs. Alex's expertise lies in financial planning, assisting clients in navigating their financial journeys. Outside of work, Alex has interests in baseball, concerts, cooking and baking, exploring culinary experiences as a foodie, gardening, and traveling.

Robert Wright Jr. is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1984 and holds Series 63 and Series 65 credentials. Outside of advising, he is the owner of KHM Travel Group, an independent travel agency. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Christopher Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cbiz for three years and briefly at Firestone Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Kiick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals and families to develop and implement personalized financial strategies aimed at achieving their long-term goals, focusing on areas such as wealth management and investment strategy, asset and liability management, and wealth transfer and legacy planning. He also serves as a Retirement Benefits Consultant, assisting corporate clients in designing and managing 401(k) and retirement plans. Kiick holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) certification. He earned a bachelor's degree in Economics and Finance from York College of Pennsylvania. He is an active member of Christ the Redeemer Lutheran Church, the Humane Society of Summit County, and the Rotary Club of Lakewood/Rocky River Sunrise. He also participates in community organizations including the American Red Cross and the Rotary Club of Lakewood/Rocky River Sunrise.

Sean O'Connor is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its affiliates since 2008, including positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a trustee and financial advisor for the MG O'Neil Family Foundation and is the secretary of the Portage Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs structured planning tools and offers access to diverse investment strategies while managing approximately $2.74 trillion in client assets.

Elizabeth Nemeth is a financial advisor at Charles Schwab with 15 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2012. Outside of her advisory role, she is a fitness instructor leading group classes and personal training sessions through her involvement with RP Fitness. 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Piechowiak is a financial advisor with Mass Mutual Investors Services in Medina, OH, holding 13 years of industry experience. He has been with MML Investors Services and MassMutual since 2012 and served with the Medina Township Fire Department from 2004 to 2017. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using firm-approved tools and offers specialized programs including estate settlement and employer-sponsored planning.

Lauri Mackey is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, Mackey worked for Contact at Once! A LivePerson Company from 2013 to 2018. 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, offering a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

James Hatton is a financial advisor with LPL Financial in Brecksville, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior firms include Equitable Advisors LLC and SII Investments, Inc. He is also involved in an insurance agency, JEH Agency, based in Brecksville. 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, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Sarah Horn is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has previously worked at firms including LPL Financial and Global Retirement Partners. Horn is an associate board member of The Hunger Network, a nonprofit organization in Cleveland, OH. 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 a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Daniel Ishee is a financial advisor with LPL Financial in Wadsworth, Ohio, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he volunteers at Wadsworth High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a large national network. The firm offers a wide range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Daniel Welker is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is currently with Edward Jones in Medina, OH, having joined in 2025 after prior roles at Huntington Private Bank, North Point Portfolio Managers Corporation, Raymond James & Associates, and Morgan Stanley. Outside of his advisory work, he manages a rental property in Cleveland, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Netherton is a financial advisor with Ameriprise in Medina, Ohio, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns Sustainable Significance LLC, a business focused on organic farming education and the sale of organic produce and gardening supplies. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aaron Smith is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at Dollar Bank and US Bank from 2007 to 2015. Throughout his career, Aaron has focused on assisting clients in making informed investment decisions by leveraging his experience and knowledge. He partners with clients to build and maintain financial plans tailored to their unique needs and goals. His approach centers on understanding each client's financial situation and aligning strategies and products accordingly. Outside of his professional work, Aaron’s interests include family activities, fitness, football, music, outdoor adventures, and pets.

Marci Stewart is a financial advisor at Charles Schwab with 26 years of industry experience. She has been with Charles Schwab since 1999 and holds Series 63 and Series 66 licenses. Charles Schwab serves a large client base primarily composed of 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, utilizing multi-asset model portfolios and a comprehensive alternative investments program.

Richard Doyle is a financial advisor at LPL Financial with 24 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with LPL Financial since 2010. Outside of his advisory role, Doyle is involved in artistic pursuits through Doyle Arts, where he shares his artwork and non-financial writings via an online blog and gallery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services supported by research and diverse management strategies.

Michelle Vance is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill Lynch since 1996. In addition to her advisory role, she serves as the executor of the Estate of Teddy R Vance. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Crandall is a financial advisor at Robert Baird & Co. He holds the Series 66 designation and has four years of industry experience. Prior to joining Baird, he had roles with Whats the Scoop, Padua Franciscan High School, and Sweet Ceces. Robert Baird & Co. is a large institution serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both internal research and external partnerships.

Austin Dillon is a financial advisor with Ameriprise in Fairlawn, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at The Huntington Investment Company, The Prudential Insurance Company of America, and First Responder Financial Advisors. Outside of finance, he has experience working with Hoppin' Frog Brewery and the University of Akron. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income reliability and tax-aware withdrawal strategies.

Tiffany Safran is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she provides financial advisory services to clients, leveraging her expertise in wealth management. She holds the professional designation of Personal Investment Advisor (PIA), which supports her advisory capabilities. Tiffany earned her Bachelor's Degree from The University of Akron. Further details regarding her experience, personal interests, or community involvement have not been provided.