Brian Schlotter is a financial advisor with LPL Financial in Aurora, Ohio, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Cetera for 15 years. Schlotter also maintains involvement with Payroll Advisors, LLC and Rossi, Schlotter & Co., where he has operated since 1988. Outside of his advisory role, he is associated with a tax preparation and accounting business, Walter & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, supported by various discretionary and non-discretionary strategies and technology tools.

Mark Pagni is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, AXA Advisors, LLC. Outside of his advisory work, Pagni serves as chairperson of the Akron Children's Hospital Foundation and holds leadership roles with the Children's Hospital Foundation and a local homeowners association. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Jennifer Malta is a financial advisor at Edward Jones with 30 years of industry experience. She holds a Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

John Boone is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and previously served as president of Western Reserve Resources Corporation, an independent Registered Investment Adviser. Boone has worked with Raymond James since 2005. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

David Brindley is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company for 22 years and Morgan Stanley DW Inc. for 3 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nathan Ollish is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cetera, Impel Wealth Management, Raymond James Financial Services, and Western Reserve Resources Corporation. Ollish serves as an officer on the board of The Well Community Development Corp, a nonprofit focused on community development. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Irene Zurowski is a CFP®-certified financial advisor with 14 years of industry experience, currently with LPL Financial. She has previously worked at Cetera and W3 Wealth Advisors, among other firms. Zurowski is also a financial professional at Impel Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors utilizing proprietary research, third-party strategies, and various institutional platforms.

Becky Loggins is a financial advisor at Stifel with 35 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Robert Powers is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and having 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and operates under the Primevision Financial Group. Outside of his advisory work, Powers owns and creates content for a YouTube channel focused on non-investment-related topics. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts through custodianship by Pershing, offering a range of strategic and tactical investment models.

Daphne Inman is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she is a partner in The Juice Plus+ Company, a plant-based dietary products business, where she occasionally participates in meetings and promotes products. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Harrison Orendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to simplify and organize their financial lives by identifying and prioritizing their goals and developing personalized plans to help achieve them. Harrison is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor's degree and Master's degree in Business Administration with a focus on accounting from the University of Dayton. Outside of his professional work, Harrison values spending time with his family and engages in personal interests such as golfing and skiing. He also maintains a commitment to community involvement, volunteering with local organizations.

Karen Prebonick is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. She holds Series 63 and Series 65 licenses and is based in Akron, Ohio. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Mark Peterson is a CFP® professional with 43 years of industry experience. He has worked at LPL Financial since 2025 and was previously with Cadaret, Grant & Co., Inc. for 34 years. He also operates Peterson Financial Services, which has been active since 1985. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Alan Rodrigues is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at Kent State University and Pet Supplies Plus from 2013 to 2016. Charles Schwab & Co., Inc. serves a large client base, 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 relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Mitchell Mcallister is a financial advisor with J.P. Morgan Securities in Cuyahoga Falls, OH, holding a Series 66 designation and 22 years of industry experience. He has been with J.P. Morgan entities since 2008, including Chase Investment Services Corp. and J.P. Morgan Chase Bank N.A. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Its advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions, offering clients non-discretionary recommendations while maintaining broader derivatives and commodities capabilities.

Elizabeth Loveman is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2018. Prior to her current role, she volunteered with the Tanglewood Community for ten years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and an integrated operational structure.

David Peterson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of proprietary and third-party investment solutions.

Matthew Adkins is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for nine years at Adkins Building Company, a family-owned commercial construction business. Outside of his advisory role, he serves as an elder at Trinity Church PCA and acts as a mentor coordinator for a local business networking group in Akron, Ohio. He also maintains a Professional Engineer's license and occasionally reviews and stamps design drawings for water system projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brian Petros is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, American General Securities Incorporated, and Merrill. He is a partner at PK Financial Group Inc., which provides individual wealth management and retirement plan management services to institutions. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap and non-wrap portfolios, and retirement plan consulting. The firm uses a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by risk-tolerance analysis and multiple custodial arrangements.

Harlynn J M Hobbs is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2002, including a role at Charles Schwab Trust Bank since 2021. Outside of his advisory work, he occasionally works as a cook at various functions. Charles Schwab 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 management services supported by centralized custody, brokerage, and due diligence resources.