Amanda Primozic is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2013, including a period at Charles Schwab Bank from 2015 to 2018. Outside of her advisory role, she serves on the board of the nonprofit organization I'm In Ministry, where she volunteers with inventory and organization of donated materials. 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

Janeanne Gregg is a Series 66-licensed financial advisor with Robert Baird & Co. in Akron, OH, and has seven years of experience with the firm. Before joining Robert Baird, she worked at Ken Stewarts Lodge and Flemings Prime Steakhouse and was involved with Spring Garden Waldorf School. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, managing approximately $394 billion in assets as of December 2025.

Derwood Miller is a CFP® professional with 30 years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory career, he owns Wildlife Limited, Ltd., a business unrelated to investments, and is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Jess Hurst II is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera. His career includes roles at Impel Wealth Management and Cetera Advisors LLC, among others. Hurst serves on several nonprofit boards and committees in the Akron, Ohio area and is an author and publisher of financial-related books. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base that includes individuals, retirement plans, charitable organizations, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and ongoing supervision across multiple program and custodian structures.

Nancy Lauren is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors since 2017, following experience at Primerica Financial Services and Smith Foods. She serves on the board of Wincleveland, a nonprofit organization. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, offering model-based investment strategies supported by third-party asset managers and custodial services.

Colin Burdette is a financial advisor at Cetera with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Prosperity Advisors and other firms, as well as experience in legal support and customer service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors and provides access to model portfolios, third-party managers, and customized strategies across multiple program structures.

Paul Storm is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2021. Outside of his advisory role, he serves on the finance committee of Wadsworth United Methodist Church and is owner of PS Wealth Strategies LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various tailored strategies and platform arrangements.

Joseph Betts Jr. is a financial advisor with LPL Financial in Hartville, OH, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at Avantax Insurance Agency, Avantax Investment Services, and M.J. Miller & Co., CPA's LLC, where he is involved in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting services supported by proprietary research, third-party subadvisors, and technology-driven portfolio management.

Amelia Urbanik is a financial advisor with Thrivent Investment Management who holds the Series 66 designation and has 10 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Outside of her advisory role, she serves as President of the Journey of Faith Lutheran Church Council. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics, offering both one-time and ongoing planning engagements without discretionary portfolio management.

Ruby Jain is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of advisory work, Jain receives compensation for referrals related to home security and automation products, as well as mortgage loan products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets.

Hannah Magrum is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing 14 years of industry experience. She has been with Thrivent and Thrivent Financial for Lutherans since 2012 and 2013 respectively. Outside of her advisory role, she is involved in several community and nonprofit activities, including serving as head chair of Kids First Medina, a nonprofit board member for Rising Heights, and owner of HKMagrum Consulting, which focuses on disability services planning and advocacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based planning without discretionary trading authority, emphasizing comprehensive recommendations across a range of financial topics.

Michael Hageman is a financial advisor at Charles Schwab in Richfield, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles in education and management, as well as a position at Hyde Park Prime Steakhouse. Charles Schwab 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Frank Culkar III is a financial advisor with Cetera in North Royalton, OH, holding Series 63 and Series 65 registrations and over 26 years of industry experience. His career includes long-term roles at Culkar Stachowicz Financial Services, Inc. and 1ST Global Advisors, Inc., among others. He is also the president of a CPA firm, Culkar, Stachowicz & Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers diversified portfolio management and consulting services through a multi-manager platform, providing a range of program options from model portfolios to bespoke strategies.

Michael Rufo is a financial advisor with Equitable Advisors in Akron, OH, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked with Equitable Advisors since 1999, including the period when the firm operated as Axa Advisors. Rufo serves as a board member of St. Paschal Baylon in Highland Heights, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advisory programs through a network of Investment Adviser Representatives and third-party asset managers, focusing on tailored risk assessment and model matching without sponsoring its own wrap fee program.

Pamela Kiltau is a financial advisor at Robert W. Baird & Co. in Akron, OH, holding Series 63 and Series 65 credentials with 47 years of industry experience. She worked at Merrill from 2001 to 2016 before joining Baird in 2016. Outside of her advisory role, she serves as treasurer for Boy Scout Troop #45 in Hartville, Ohio. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with in-house research and technological tools.

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 Series 63 and Series 65 designations and 43 years of industry experience. Her career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and an earlier tenure at Merrill. She is based in Akron, OH. Merrill, together 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.