Julie Seeley is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and 21 years of industry experience. She has worked with Primerica Financial Services since 2003 and is currently affiliated with Primevision Financial Group and PFS Investment Inc. Outside of advisory services, she is involved with In His Service Equipment LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Katrina Perez is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. She has been with Morgan Stanley since 2010. Outside of her advisory role, she works as a delivery driver for DoorDash and provides customer service for Instacart. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Kristen Skotko is a financial advisor at Morgan Stanley in Akron, OH, holding a Series 66 designation with nine years of industry experience. She previously worked at Sanford C. Bernstein & Co., LLC. for seven years before joining Morgan Stanley in 2021. In addition to her advisory role, she serves as an executor or co-executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and supports a wide range of investment and planning strategies.

Ryan Wilk is a financial advisor with J.P. Morgan Securities in Medina, OH, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2010. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Allison Cassell is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding a Series 66 designation and four years of industry experience. She has worked at Robert W. Baird since 2019, following roles at JJB Hilliard WL Loyns, LLC, Raymond James, and Hahn Loeser & Parks. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and complex investment strategies.

Sarah Courtad is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Courtad Group, a team specializing in Goals Based Wealth Management. She collaborates closely with high net worth families to develop customized wealth management strategies addressing college education planning, retirement income, legacy planning, tax minimization, and other areas central to clients' financial goals. Sarah holds a Bachelor's Degree from The Ohio State University and carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach focuses on creating tailored financial plans that align with clients' lifetime goals, emphasizing long-term planning and personalized portfolio management. Active in her community, Sarah participates in organizations such as the Junior League of Cleveland, Akron-Canton Regional Foodbank, and Blessings in a Backpack. Outside of work, she enjoys soccer, attending Ohio State football games, traveling, cooking, and spending time with her family.

Jack Cooper is a financial advisor at Robert Baird & Co. in Akron, OH, holding a Series 66 designation. He joined Baird in 2025 and has prior experience at Abbott Labs. His background includes various roles in education and logistics. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management strategies.

Thomas Jewett is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2014. Jewett serves as Treasurer and Board Member of the Treasure Cay Community Foundation, a nonprofit managing $1.4 million in assets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services, supported by a comprehensive range of portfolio management styles and affiliated research.

Michael Batu is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He has held various roles within Wells Fargo entities since 2009. Batu also owns Kirkland Wealth Advisors, LLC, a private practice based in Cuyahoga Falls, OH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Tracy Morgan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with various Fidelity entities since 2017. Prior to his finance career, he worked for two years at Blue Door Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and plays a formal advisory role to multiple registered investment companies.

Timothy Matanick is a financial advisor with Robert Baird & Co. in Akron, OH. He holds the Series 66 designation and has experience working at Sherwin Williams and the City of Bay Village prior to joining Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with consulting and portfolio services tailored to client goals and risk tolerances.

Austin Mims is a Series 66 registered advisor with Edward Jones in Medina, OH, where he has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an owner of Leeward Zephyr, a holding company based in Hinckley, 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 advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

John Trecaso is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2012. Outside of his advisory role, he owns several businesses, including a consignment furniture store and an answering service company. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides customized planning and ongoing advice focused on retirement income strategies and tax-aware withdrawals.

Connor Norgrove is a financial advisor at Edward Jones in Wooster, OH, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2025 after roles in mortgage lending and various retail positions. 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 under management and offers a range of advisory strategies through a nationwide network of over 23,000 financial advisors.

Jonathan Kurcsak is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2020 before joining Ameriprise in 2020. 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 retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Sean Dodd is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He has been with the firm since 2025 and has prior experience in communications at the University of Dayton. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Mark Seward is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves as a board member at St. Paul's Episcopal Church in Akron, Ohio. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Harmony Campbell is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise, Campbell worked at Edward Jones for 10 years. Outside of advisory work, Campbell owns HFC Enterprises, LLC, a business related to managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Mark Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Samantha Heisley is a financial advisor at Edward Jones in Massillon, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years in the automotive sector with Waikem Auto and Diehl Auto. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.