Cory Kocher is a financial advisor with Charles Schwab in Richfield, OH, holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2013, including Schwab Retirement Plan Services, Inc. from 2021 to 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within an integrated and large-scale platform.

Nicholas DePalma is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He builds relationships with clients to understand their unique situations, enabling him to co-create financial plans that help clients work towards their overall financial goals. Nicholas has a progressive career at Fidelity Investments, having held roles including Investment Consultant (2020-2022), Relationship Manager (2019-2020), Investor Center Financial Representative (2018-2019), Investment Solutions Representative (2017-2018), and Financial Representative (2016-2017). This experience has provided him with a comprehensive understanding of investment and financial advisory services. Outside of his professional work, Nicholas enjoys baseball, football, golf, spending time with friends at social events, and caring for his pets.

Alexander Moore is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked for Union Home Mortgage for three years and has held various roles in nonprofit organizations and education. Moore’s background includes involvement with Montana Campus Compact and Missoula Interfaith Collaborative/Family Promise. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Dominic Russo is a financial advisor with Thrivent Investment Management in Copley, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2015 and briefly at Allstate Insurance Company in 2018. Outside of his advisory role, he is authoring a book on stretching and strengthening for golfers and is involved in a family business related to restaurant retail sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers planning across various topics, allowing clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Steven Shields is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2025, he worked at Edward Jones from 2018 to 2025 and has experience in other business ventures, including ownership roles in real estate and managing his own business, Shields Strategic Wealth, LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Todd Guilliam is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2020. He previously worked within other Wells Fargo entities from 2009, spanning Wells Fargo Advisors LLC and Wells Fargo Clearing. Guilliam has a role as co-trustee for a wealth management 401(k) plan. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through meetings and summary letters.

Wendi Devan Glovna is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Charles Schwab since 1998. 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 advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Nicholas Manson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 18 years of industry experience. He has been with Charles Schwab since 2008 and with Charles Schwab Bank since 2013. Manson serves as an Honorary Advisory Council Member for Marietta College's Business & Economics department, providing curriculum guidance and support to students. Charles Schwab & Co., Inc. 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 management options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Bradley Shook is a financial advisor with Edward Jones in Medina, OH, holding a Series 63 designation and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a partner in oil and gas royalty ventures, including Killbuck Creek Partners and Killbuck Creek Outdoors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs. The firm has a large national presence, with approximately 23,701 financial advisors and over $1 trillion in assets under management.

Dean Brennan is a financial advisor with Robert W. Baird & Co. in Wadsworth, Ohio. He holds the Series 66 designation and has seven years of industry experience. Prior to his current role at Baird, he worked at NOW Valet Co. and Kent State University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex and non-traditional investments.

Michael Clark is a Planning Consultant at the Fairlawn Investor Center. In this role, he assists clients with designing and updating their financial plans and ensures they have the appropriate resources as they progress toward their retirement goals. Michael works closely with the Wealth Management Team to support clients throughout their retirement journey. He has held several positions at Fidelity Investments, including Planning Consultant since 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. This experience has contributed to his understanding of client needs and financial planning strategies. Outside of his professional responsibilities, Michael's personal interests include board games, cooking and baking, hiking, outdoor adventures, puzzles, and traveling.

Michael Shea is a CFP® with 16 years of experience in financial advising. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Shea also manages Shea Financial Services, LLC, where he provides financial planning and investment advice. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a broad network of financial advisers and multiple platforms.

Jason Haines is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in designing business applications for the Apple iPad through his ownership of IPAD Mobile Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in their financial planning process.

Melanie Mathis is a financial advisor with Robert W. Baird & Co. in Akron, Ohio, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Baird since 2018 and previously held roles at Hancock Mortgage Partners and Lifecenter Plus. Outside of her advisory work, she is an independent sales consultant with Tastefully Simple, a direct sales company offering easy-to-prepare food products. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional investments to complex allocations, along with municipal advisory and public finance services.

Emily Coudriet is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple firms, including KeyBank and First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party money managers.

Adam Ward is a financial advisor with J.P. Morgan Securities in Barberton, Ohio, holding a Series 66 credential and 19 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has also worked at JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he serves as an unpaid business consultant for a construction company specializing in pole-style buildings. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

James Shubert is a financial advisor with Equitable Advisors in Akron, OH, holding Series 65 and Series 63 credentials and 49 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, he has various outside insurance contracts related to health insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of third-party program sponsors and proprietary tools.

Colin Hammer is a financial advisor at Morgan Stanley in Akron, OH, holding a Series 66 license and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of Bluecoats, Inc., a charitable nonprofit based in Clinton, OH. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with diversified investment activities.

Claus Meyer is a CFP®-certified financial advisor with Raymond James & Associates, based in Medina, Ohio, and has 22 years of industry experience. He has been with Raymond James & Associates since 2012. Meyer serves as a committee member for Leadership of Medina County, a nonprofit organization, where he reviews quarterly finances and participates in budget and economic discussions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with a diverse client base, including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services, employs a variety of portfolio management styles, and provides municipal advisory services uncommon among peers of its size.

Collin Brooks is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.