Adam Gill is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he held roles at Ohio State University and Kroger, as well as positions related to education and sustainable transformations. Charles Schwab serves a large client base primarily consisting 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 a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Ryan Galmarini is a financial advisor with Charles Schwab, holding a Series 66 designation and 22 years of industry experience. He has worked at various Charles Schwab entities since 2005, including Schwab Retirement Plan Services Inc. Outside of finance, Galmarini owns an audio consulting and engineering business and serves as Vice President of Technical Operations for a sound reinforcement company. Charles Schwab & Co., Inc. serves a large client base, mainly 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 portfolios and offers multi-asset model portfolios supported by centralized custody and supervisory infrastructure.

Terrence Regan is a financial advisor with RBC Capital Markets in Akron, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2013 to 2024. Regan serves on the board of The Cure Starts Now Foundation, where he is chairman of the investment policy committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies and a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

James Gehring is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2024 after nine years at First Responders Financial Advisors and Planmember Securities Corporation. Gehring is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary strategies.

Thomas D'anniballe is a financial advisor at Ameriprise in Akron, OH, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at The Huntington Investment Company, Huntington National Bank, and several other financial firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using proprietary research and tools to provide clients with tailored written recommendations and ongoing advice.

Brian Rowe is a financial advisor with Charles Schwab & Co., Inc. in Richfield, OH. He holds the Series 66 designation and has nine years of industry experience, including ten years with Charles Schwab. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Joelle Cooke is a financial advisor with Morgan Stanley in Akron, OH, holding Series 66 and Series 63 licenses and seven years of industry experience. Her prior experience includes roles at KeyBank and Citizens Bank affiliates from 2015 to 2025. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning without individual security recommendations as part of standalone plans.

Nancy Flogge is a financial advisor with Ameriprise in Stow, Ohio, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 1986. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Steven Scherer is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, J.P. Morgan Securities, and Chase Investment Services. Outside of his advisory role, he coaches for Dover City Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad range of investment strategies supported by research and technology tools.

Joseph Goebel is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing eight years of industry experience. His career includes roles at Charles Schwab Bank since 2019 and Charles Schwab since 2017, with prior experience at CSX Transportation from 2015 to 2017. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large client base supported by a centralized operational structure.

Marques Williams is a financial advisor with J.P. Morgan Securities in Akron, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Huntington National Bank, and Chase. He serves as a board member and finance committee member for Art Therapy Studio, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a structured advisory program.

Patricia Papes is a financial advisor with Merrill in Akron, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Merrill since 1987 and also has experience with Bank of America since 2009. Outside of her advisory role, she is a general partner of 1820 LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Finn is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PNC Wealth Management, Natcity Investments, and Ameriprise. He is based in Akron, Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Dan Barylak is a Vice President and Wealth Planner with experience in financial consulting. He currently works in this role and has been a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as a Senior Financial Consultant at Charles Schwab from 2012 to 2022. His professional background includes a decade of experience at Charles Schwab and a current position at Fidelity Investments, providing financial consulting services. Dan focuses on understanding clients' unique circumstances to develop financial plans and investment strategies. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Kelly Pierce is a financial advisor with J.P. Morgan Securities in Akron, Ohio, holding a Series 66 designation and 22 years of industry experience. His career includes roles at JP Morgan Chase Bank N.A. and Chase Investment Services Corp. He is also an owner and partner of FLOH Enterprises, a real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and risk assessment.

Donald Cass is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses. He has 28 years of industry experience, all with Charles Schwab since 1998. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Kenneth Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 37 years of experience in the financial services industry. Since joining Merrill in 2009, he has focused on developing tailored financial strategies and investment portfolios to help individuals, families, and businesses achieve their short- and long-term financial goals. Ken and his team serve high net worth clients with an emphasis on living a worry-free retirement through a holistic and personalized approach. Ken holds a bachelor's degree in Finance from Kent State University and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, socially responsible investing, tax minimization, and retirement income planning. He is involved in his community through support of the Brecksville-Broadview Heights High School Boys Basketball program. Outside of work, Ken enjoys basketball, fishing, football, golfing, music, soccer, spending time with his family, traveling, and watching movies.

Rodney Morris is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has ownership interests in Life Journey Investments, LLC and Morris GP, LLC, a merchant partnership based in Palm Beach Gardens, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and offers specialized planning services for clients who meet certain net-worth criteria.

Brian Follen is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2014. 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 a formal alternative-investment onboarding process and cash-sweep features.

Sean Mc Coy is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at firms including Axa Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs with a focus on matching clients to suitable investment models and managers.