Joseph Kendron Jr. is a financial advisor with Mass Mutual Investors Services, holding over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1979. His additional activities include sales related to individual life, property and casualty, health, fixed annuities, and other insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools and collaborative planning approaches.

Charles Snyder is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Snyder serves as chairman of the Perry Navarre Joint Economic Development District and holds board positions with local government and community organizations, including the Erie Valley Fire District and the Fairless Local School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, firm-approved planning process incorporating various modeling techniques without providing individual security recommendations as part of standalone plans.

Noel Zickefoose is a financial advisor with Edward Jones in Brunswick, OH. He holds the Series 66 designation and has one year of industry experience. Before joining Edward Jones, he worked at OverDrive, Inc. for nine years and Mobile Hyperbaric Centers for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Jeffrey Mcdonough is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1994 and has professional experience at Western Reserve Hospital and Jackson Township Fire Department. Outside of advisory services, he is involved in sales of non-investment related products including home security and automation referrals. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trading and custody through Pershing and BNY Mellon Advisors.

Paula Chesser is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2000. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and consolidated reporting.

Stephanie Mccarty is a Series 66-licensed financial advisor with 26 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 focused on a broad range of topics, with planning services delivered separately from portfolio management.

Matthew Frazier is a CFP® with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He also has a longstanding association with JPMorgan Chase Bank, N.A., dating back to 2004. Outside of his advisory work, Frazier serves as a board member of the Scottish American Cultural Society of Ohio, where he helps oversee the Ohio Scottish Games & Celtic Festival and the Ohio Scottish Arts School. J.P. Morgan Securities LLC 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 team of Wealth Advisors.

John Organ is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. He has been affiliated with Cetera and its related entities since 2013. Outside of his advisory work, he serves as a board member of The Rotary Club of Kent, where he participates in budgeting and fundraising decisions. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and planning solutions, including access to third-party money managers and multiple program structures.

Teodor Jakovich is a financial advisor with Edward Jones in Copley, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner of Adriatic Holdings, a real estate holding LLC in Akron, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branches nationwide.

Gentry Dean is a financial advisor at Charles Schwab with eight years of industry experience. He has worked at Charles Schwab since 2018 and previously held a position at Pepsi Bottling Co from 2013 to 2018. He holds a Series 66 designation. 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 and discretionary investment options supported by centralized custody and order-routing infrastructure.

Walter Sokira is a financial advisor with Robert Baird & Co. who holds Series 65 and Series 63 licenses and has 32 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard W.L. Lyons and UBS Financial. Robert Baird & Co.'s DDK Group operates within its Private Wealth Management department, serving individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection, internal research, and a combination of manager-traded and model-traded strategies.

Julie Welden is a Series 66-licensed financial advisor with Edward Jones in Uniontown, Ohio, where she has worked since 2004, totaling 22 years of industry experience. 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.

Joshua Delesk is a financial advisor with Equitable Advisors in Cuyahoga Falls, OH. He holds a Series 66 designation and has six years of industry experience. Prior to joining Equitable Advisors, he spent time with Axa Advisors and worked in the health and fitness equipment sector. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers, with a client approach centered on risk assessment and customized investment solutions.

Michael Gregg is a financial advisor with Ameriprise in Massillon, Ohio, holding a Series 66 designation and over 26 years of industry experience. He has been with Ameriprise and its predecessor firms since 1993. Outside of his advisory role, he serves as a City Councilman for Ward 3 in Massillon. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Noll is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management strategies supported by extensive research and technology.

Timothy Schneider is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2008 and currently works at Charles Schwab Bank, SSB. 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 and discretionary investment management, delivering guidance through multi-asset model portfolios and offering clients access to alternative investments via a centralized operational structure.

Harold Bindreiter is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Heather Mc Master is a Series 66-registered financial advisor with LPL Financial, based in Wadsworth, OH. She has seven years of industry experience, including prior roles at Edward Jones and with Dr. Alex Difilippo. Outside of financial advising, she works part-time as a dental hygienist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to proprietary and third-party research.

Mike Leffard is a Financial Consultant currently working at Fidelity Investments since 2024. He has a professional background in financial services, having held roles such as Investment Consultant and Planning Consultant at Fidelity Investments from 2022 to 2024, as well as Financial Advisor and Premier Advisor at Citizens Securities between 2020 and 2022. Prior to that, he worked as a Senior Licensed Relationship Banker at Citizens Bank from 2016 to 2020. Mike's approach involves partnering with clients to understand their unique financial situations and providing education to help build tailored financial plans and investment strategies. He was born and raised in Northeast Ohio and is a dedicated Cleveland sports fan. Outside of work, he enjoys cooking and baking, fishing, fitness, football, hiking, and spending time with his wife and son.

Adam Gill is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Schwab, he held various roles including positions at Ohio State University and Kroger. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Its integrated structure offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational capabilities.