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.

Jolie Houghtaling is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. at various intervals since 2018. 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 and fund searches, and customized performance reporting. The firm’s advisory process uses both quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations where applicable.

Ryan Wilk is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank NA, having worked at these firms since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes a regulatory structure with broader derivatives and commodities capabilities.

Allison Cassell is a financial advisor with Robert Baird & Co. in Akron, Ohio, holding a Series 66 designation and five years of industry experience. She has worked at R. W. Baird since 2019, following previous roles at JJB Hilliard WL Loyns, LLC and Raymond James. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by ongoing manager selection, internal research, and tax-management 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® professional with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, and UBS Financial Services. Batu also owns Kirkland Wealth Advisors, LLC, a practice based in Cuyahoga Falls, OH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth criteria, using proprietary research and tools to develop customized recommendations.

Tracy Morgan is a financial advisor at Fidelity with nine years of industry experience and holds Series 65 and Series 63 licenses. Prior to joining Fidelity, Morgan worked for Blue Door Pub for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Timothy Matanick is a financial advisor with Robert Baird & Co. in Akron, Ohio. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Baird, he worked at Sherwin Williams and spent 15 years with the City of Bay Village. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and investment tools.

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.

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 and beginning his career in 2026. Prior to joining Cambridge, he worked at the University of Dayton Department of Communication and held various positions in retail and education. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple investment platforms.

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 having 39 years of industry experience. He has worked at Morgan Stanley since 2013 and at Merrill from 1995 to 2013. Outside of his advisory role, he is involved in managing rental property businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through various financial planning and investment platforms.

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.