Thomas Shisler is a financial advisor with Equitable Advisors in Akron, OH, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions and ERISA fiduciary services.

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.

Craig Burgess is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Edward Jones. Burgess is based in Massillon, OH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also 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.

Jeffery Keefer is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 42 years of industry experience, including 14 years with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in North Canton, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Abigail Windham is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, she held positions in education and payroll services, including roles at Pinellas County Schools and Paychex. She also has experience working at Gervasi Vineyards and as a self-employed entrepreneur with Windham Acres. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Jefferson Sarchione is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Cox Automotive - VinSolutions, and Sarchione Auto Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and both discretionary and non-discretionary management strategies.

Margaret Mcgill is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 2016. Mcgill has prior experience with Jusuru, where she worked from 2009 to 2017. She also engages in part-time sales of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages advisory relationships through model-delivery strategies and offers a range of portfolio management options supported by external asset managers and custodians.

Elena Mayanja is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor advice. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Leslie Ozmun is a Senior Financial Advisor with Merrill Lynch Wealth Management in Canton, Ohio. She has been with Merrill Lynch since 2014 and has worked in the financial services industry since 2006. Leslie leads a team of four other financial advisors and client associates, focusing on delivering customized wealth management strategies and disciplined investment approaches to her clients. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and addressing the financial needs of women and wealth. Leslie leverages resources from Merrill Lynch and Bank of America, N.A. to provide a comprehensive range of services such as investment management, private wealth analysis, trust and estate planning, retirement solutions, and lending services for individuals and businesses. She also facilitates philanthropic services and cash management through Bank of America. Leslie holds a bachelor's degree in Personal Finance from The University of Akron and is a Personal Investment Advisor (PIA). She is a member of the professional fraternity Phi Sigma Epsilon. Outside of her professional work, Leslie enjoys cooking, gardening, hiking, interior decorating, music, spending time with her family, swimming, tennis, traveling, and watching movies.

Joseph Kendron Jr. is a financial advisor with Mass Mutual Investors Services, holding over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1979. His additional activities include sales related to individual life, property and casualty, health, fixed annuities, and other insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools and collaborative planning approaches.

Anya Antonavich is a financial advisor with Edward Jones in N Canton, OH, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at KeyBank, Huntington National Bank, and Raymond James Financial Services Advisors, Inc. Outside of advising, she is involved in music as a performer and band booking agent, and sells second-hand items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Darrell Cleary is a financial advisor at Ameriprise with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he has a minority ownership interest in a commercial property partnership in Canton, Ohio. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations.

Jeffrey Mcdonough is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1994 and has professional experience at Western Reserve Hospital and Jackson Township Fire Department. Outside of advisory services, he is involved in sales of non-investment related products including home security and automation referrals. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trading and custody through Pershing and BNY Mellon Advisors.

Paula Chesser is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2000. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and consolidated reporting.

Stephanie Mccarty is a Series 66-licensed financial advisor with 26 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics, with planning services delivered separately from portfolio management.

Matthew Frazier is a CFP® with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He also has a longstanding association with JPMorgan Chase Bank, N.A., dating back to 2004. Outside of his advisory work, Frazier serves as a board member of the Scottish American Cultural Society of Ohio, where he helps oversee the Ohio Scottish Games & Celtic Festival and the Ohio Scottish Arts School. 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 through a team of Wealth Advisors.

John Organ is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. He has been affiliated with Cetera and its related entities since 2013. Outside of his advisory work, he serves as a board member of The Rotary Club of Kent, where he participates in budgeting and fundraising decisions. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and planning solutions, including access to third-party money managers and multiple program structures.