Lois Gregory is a financial advisor with Cetera based in Akron, OH, holding a Series 66 designation and bringing 16 years of industry experience. She has previously worked at Morgan Stanley and JPMorgan Securities among other firms. Gregory serves as an unpaid board member of Trinity-Love Inc, a nonprofit focused on assisting impoverished communities in developing countries. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Jay Schulman is a financial advisor at LPL Financial with 32 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with LPL Financial since 2004. Outside of his advisory role, Schulman works as a group exercise instructor at Cleveland Clinic Akron General. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and consulting services supported by research and multiple investment strategies.

Kevin Longanecker is a financial advisor with Primerica Advisors in Fairlawn, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2011 and currently conducts sales activities under the PrimeVision Financial Group DBA. Outside of his advisory work, he is a sales representative for Tee Time Golf Pass, a discount golf program. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Rich Goebelt is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2016. Prior to this role, he served as Vice President and Financial Consultant at Fidelity Investments from 2011 to 2016. His professional experience centers on financial planning and advising clients towards their financial goals. Rich holds insurance licenses in Arkansas and California. He emphasizes the importance of teamwork and trust in his work with clients, focusing on attributes such as hard work, leadership, communication, and maintaining a positive attitude. Outside of his professional life, Rich enjoys spending time at the beach, engaging in family activities, and pursuing fitness. He is also interested in football and golf.

Elizabeth Goldthwaite is a financial advisor at Merrill with 43 years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Redinger is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services for 15 years before joining Stifel Nicolaus & Co Inc in 2022. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Alexander Karius is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates closely with clients and their families to develop strategies aimed at estate planning, tax minimization, and generating income during retirement. His approach involves utilizing the Personal Wealth Analysis® system to help preserve and nurture clients' wealth in alignment with their goals. Alexander has experience working with a diverse clientele, including business owners, doctors, and teachers. He addresses common concerns such as fund allocation, investment strategies, wealth preservation, employee support, tax impact mitigation, and wealth transfer across generations. His professional designations include Personal Investment Advisor (PIA), and he holds a Bachelor's Degree from Mercyhurst College and a Master's Degree from the University of Akron. Outside of his professional role, Alexander is involved with community organizations including Golden Retrievers In Need and ROTARACT. His personal interests include baseball, basketball, football, golfing, pickleball, spending time with family, traveling, watching movies, writing, and practicing yoga.

Steven Milvet is a financial advisor with Robert W. Baird & Co. in Lodi, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory role, he serves as a zoning board member for the Chatham Township Zoning Commission. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies and overlays to meet client goals and risk tolerances.

Rachael Chandler Head is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and State Farm VP Management Corp., as well as operating her own insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering services through advisory and brokerage channels with access to model portfolios, third-party management, and a range of financial products, including insurance.

Andrea Looney is a financial advisor with UBS Financial Services in Stow, Ohio, holding a Series 66 designation and with seven years of experience at UBS following three years at Coleman Professional Services. She has worked in the financial services industry for a total of ten years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and research-based investment strategies.

Matthew Norris is a financial advisor with Raymond James Financial Services Advisors Inc. in Hudson, OH, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Raymond James since 2015 and is also associated with Wentz Financial Group, where he is involved in product research and due diligence. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities, providing financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network.

Laura Lewis is a financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio. She holds a Series 63 designation and has five years of industry experience, including four years at Green and Spiegel Midwest LLC. She joined Charles Schwab in 2020 and has worked there since. 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 advisory guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Jacob Engel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has work history including both Fidelity Investments and Courtside Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios across mutual funds, ETFs, and ETPs.

Danny Fox is a Financial Consultant currently affiliated with Fidelity Investments. In this role, he collaborates with individuals and their families to develop financial plans tailored to their unique situations and needs. He emphasizes understanding each client's circumstances and values to create a plan that they comprehend and feel comfortable with. Danny has accumulated professional experience since 2019, serving as a Brokerage Services Manager at Charles Schwab from 2019 to 2024. He then joined Fidelity Investments as an Investment Consultant from 2024 to 2026, before advancing to his current position as Financial Consultant in 2026. Outside of his professional responsibilities, Danny is interested in fitness, social events with friends, hiking, outdoor adventures, pets, and traveling.

Thomas Shisler is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors, LLC during that time. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Phillip Peachock Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved with Catch the Impossible, Inc. and Audio Ape, Inc., which manufactures and sells entertainment industry hardware. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Mccarron Jr. is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Mark Pylypiak is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to each client’s unique financial goals and priorities. His expertise encompasses legacy planning, retirement income, philanthropic planning, socially responsible and ESG investing, tax minimization, and portfolio management services. Mark is committed to providing unbiased, professional advice while maintaining open and honest communication with his clients. With a focus on understanding the full financial picture, Mark works closely with clients to assess liquidity, evaluate risks, and develop long-term investment strategies. He emphasizes the importance of disciplined investing and the timely adjustment of portfolio holdings based on market conditions and individual circumstances. Mark holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Cleveland State University. Outside of his professional work, Mark participates in youth sports in his community. He enjoys baseball, fishing, and spending time with his family. His approach is guided by the principle that understanding a client’s life priorities is essential to delivering financial strategies designed around their goals and aspirations.

John Munka is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 2020. Prior to that, he spent over two decades with Investacorp Advisory Services, Inc. and Investacorp, Inc. He is also associated with Wadsworth Retirement Group, LLC, a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Abigail Windham is a financial advisor at Ameriprise in Akron, OH, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles in education and payroll services, as well as self-employment ventures. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendation reports.