Josh Kaluzne is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Wayne Homes from 2016 to 2019. He is also a co-owner of J & C Management Holdings LLC, where he manages mortgage payments and property repairs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including trust, mutual funds, and securities-based lending.

Evan Mccauley is a CFP® with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, he worked at Merrill Lynch from 2014 to 2017. Outside of his advisory role, he is a board member and finance committee participant for the Great Trail Council of the Boy Scouts of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Theodore Sadar is a CFP® with 41 years of industry experience currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and transitioned to Cetera in 2024. He also owns Sadar Financial, a consulting business focused on business development and cash flow coordination. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Joseph Magee is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. His career includes roles at PFS Investments Inc, SRI, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jeffrey Clifford is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, FirstMerit Bank, LPL Financial, J.P. Morgan Securities, Chase Investment Services Corp., and PNC Wealth Management. Outside of his advisory role, Clifford umpires collegiate baseball games during the spring season. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supported by both discretionary and advisor-managed strategies within a multi-advisor platform.

David Courtad is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his wealth management career in January 1986, gaining extensive experience through significant market events such as the 1987 market sell-off, the dot-com bubble from 1995 to 2000, and the Great Recession of 2008. These experiences have influenced his risk-aware approach to financial counseling. In 2016, David founded The Courtad Group Wealth Management team, which includes his children. The team focuses on advising families on multi-generational wealth, utilizing a consultative approach to provide personalized strategies. His areas of expertise include executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, and tax minimization among others. David holds a Bachelor's Degree from The Ohio State University and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through volunteering with organizations such as the Akron Food Bank, the Juvenile Diabetes Research Foundation, and the Summit County Ohio State Alumni Club. David and his wife Kathy participate in various community projects and are members of the Summit County Ohio State Alumni Club.

William Koch is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Koch is a co-owner of Oazvath Investments LLC and serves as an employee and coach for the University of Akron Ice Hockey Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without individual security recommendations as part of its standalone financial planning program.

Lee Framer is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Next Financial Group Inc and Osaic FA, Inc. Lee also engages in non-variable insurance activities related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Kris Brenneman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 39 years of industry experience, including over a decade at Morgan Stanley. He is also the owner of the Brenneman Group, a support company based in Uniontown, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and affiliated firms.

Christian Lashbrook is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previous work experience at Cengage Group, Apex Systems, and Bearing Distributors Inc., among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Anthony Berg is a financial advisor with Ameriprise in Akron, OH, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include five years at The Huntington Investment Company and two years at The Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on providing written recommendation reports and ongoing retirement-income planning advice tailored to dependable income sources and tax-aware withdrawal strategies.

Matthew Kemsuzian is a financial advisor with Mass Mutual Investors Services in Medina, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2008. Outside of his advisory role, he is involved in insurance sales through positions with OneDigital and David Berkley Insurance Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Gregory Terhune is a CFP® and Series 66 licensed financial advisor with Edward Jones in Cuyahoga Falls, OH, bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Woods is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Ruben Avila is a financial advisor with Primerica Advisors in Medina, OH. He holds Series 63 and Series 65 licenses and has recent experience at PFS Investments Inc. and Primerica Financial Services beginning in 2025. Prior to his advisory career, he worked at UPS for 34 years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

Matthew Jandziszak is a Financial Consultant at the Fairlawn Investor Center with Fidelity Investments. He specializes in working with local clients to provide comprehensive financial planning resources aimed at helping them achieve their financial goals. Matthew focuses on assisting families and individuals in building and maintaining financial plans that promote long-term security and allow clients to concentrate on their personal interests. Matthew's career in financial services began in 2018 and includes roles such as Financial Service Account Executive at Nationwide, Retirement Plan Services Account Executive at Charles Schwab, and various positions at Fidelity Investments, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant since 2025. Originally from Northeast Ohio, Matthew currently resides in the area with his wife and their dog. Outside of work, his interests include cooking and baking, football, golf, movies, pets, and traveling.

Peter Wojanowski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in financial industry wealth management and advisory services. Peter is a FINRA registered representative holding Series 7, 63, and 66 registrations, as well as licenses in life, annuity, and health insurance. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Senior Portfolio Advisor title, enabling him to manage custom investment strategies on a discretionary basis. His professional background includes providing personalized financial, retirement, and wealth management strategies to a diverse client base, including executives, attorneys, accountants, medical professionals, and small business owners. Throughout his career, Peter has worked in various locations including Newport Beach, California; Dallas, Texas; and Cleveland, Ohio, and is licensed to work with clients in multiple states. His areas of expertise encompass family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, individual and corporate investment strategies, and retirement income. He emphasizes a personalized approach to developing financial strategies that align with clients' long-term goals. Peter attended The Ohio State University and The University of Akron with a major in finance. He holds a high school diploma from Archbishop Hoban. He is involved in his community through volunteer work and is affiliated with St. Basil the Great Church in Brecksville, Ohio. Outside of his professional work, his interests include biking, music, reading, skiing, traveling, and the arts. Peter lives with his spouse, Nelli, and their daughter Heather, an alumna of Case Western University.

John Carpas is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Merrill since 1990 and has been with Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Comstock is a Series 66-licensed financial advisor at Stifel with 37 years of industry experience. He has been with Stifel Nicolaus since 2006. Outside of his advisory role, he serves as a board member and trustee of Bluecoats Inc of Summit County, an organization that supports injured or fallen first responders and safety forces through donations and fundraising. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Pallo is a financial advisor with Edward Jones in Stow, Ohio. He holds the CFP® designation and Series 66 license and has eight years of industry experience, all with Edward Jones following a 19-year career at Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.