Robert Sherman Jr. is a financial advisor with Ameriprise in Cuyahoga Falls, OH, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside advisor input to tailor retirement strategies.

Todd Loughry is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in mortgage lending and automotive sales, and he serves as a Board of Education member for Tallmadge City Schools in Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

James Orwig is a Series 66-licensed financial advisor with Equitable Advisors in Akron, OH, where he has worked since 2004. He has 21 years of industry experience and previously worked with Axa Advisors. Outside of his advisory role, Orwig serves as Secretary of the Hudson Kiwanis and is involved with the Discipleship Board at Gloria Dei Lutheran Church, as well as chairing the Sponsor Committee for The Taste of the Hall of Fame at the Akron Canton Regional Food Bank. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various advisory programs, often leveraging third-party managers and model portfolios.

Eric Shafran is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked with Charles Schwab since 2022 and previously spent a decade at Flour Restaurant and nearly a decade at Datassist, LTD. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage and custody services. The firm provides multi-asset model portfolios, alternative investment options, and centralized operational support across a large client base.

John Kuss III is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Outside of his advisory role, he meets periodically with Intersky Precision Instruments in the aerospace industry to review business strategy and performance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kaitlyn Kovac is a Financial Consultant at Fidelity Investments, where she is a dedicated advisor on a Wealth Management Team. She focuses on developing financial plans centered around her clients' priorities and their families' needs. Kaitlyn aims to create flexible plans that empower clients to pursue their goals with confidence and peace of mind. Her professional experience at Fidelity Investments includes roles as a Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2022 to the present. This progression reflects her growing expertise in financial planning and client relationship management. Outside of her professional work, Kaitlyn has interests in art, food, reading, snowboarding, soccer, and traveling.

Daniel Simon is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2012, including a role at Schwab Retirement Plan Services since 2017. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operational infrastructure.

Mary Lalli is a financial advisor with Ameriprise in Northfield, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is an author of several books, including titles such as "Shrinking Buddha," "101 Bible Riddles," and "Dvorah--Prophetess, Judge, Warrior King Solomon, Master Builder, and Queen of Sheba, Savior of Marib Dam: Two Lives Intertwined Blood Moon." Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory support and emphasizes the use of Ameriprise-managed accounts within its planning approach.

Ziggy McPeters is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with individuals, families, and professionals to help them make informed financial decisions. He focuses on creating personalized strategies by understanding what matters most to each client. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Ziggy takes the time to get to know his clients and collaborates with them to develop plans that align with their goals. He holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from The University of Akron. Beyond his professional role, Ziggy is involved in the Magic City Kiwanis community organization. In his personal time, he enjoys activities such as football, golfing, hiking, pickleball, reading, running, skiing, spending time with his family, and writing.

Randi Rich is a financial advisor with UBS Financial Services in Hudson, Ohio. She holds the Series 66 designation and has seven years of industry experience, including prior work at Joanne Stores. She has been with UBS since 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a comprehensive suite of financial products and services.

Zachary Lewis is a Series 66-licensed financial advisor with Ameriprise in Avon Lake, Ohio, with 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is a co-owner of Sua Sponte Partners, LLC, which supports and manages his financial planning practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Hugh Mcmichael Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Merrill, Bank of America, and Morgan Stanley. Based in Barberton, OH, he is also involved with DGL Financial Services, where he works as a financial advisor assisting clients with wealth management and portfolio monitoring. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical and modeling tools, and supports municipal and public-finance work through a municipal advisor affiliation.

Brian Large is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab and Charles Schwab Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies.

Dennis Jackson is a financial advisor with LPL Financial who holds 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc., and has operated his own legal services business since 1993. Outside of his advisory role, he has a small sailboat rental business. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house research and third-party strategies.

Annie Zhang is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Zhang also owns Annie Zhang & Associates LLC, a business retirement plan operation. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Zack Clifton is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients and their families to help them navigate and work toward their financial goals, focusing on building lasting relationships based on trust, respect, and integrity. Zack and his team collaborate with clients to explore opportunities and shape a path toward their financial future. Zack's experience in the financial industry spans over a decade. Prior to his current role, he was a Financial Consultant at Fidelity Investments from 2021 to 2025. He also served as a Senior Financial Consultant at Charles Schwab from 2015 to 2021, a Vice President Private Client Advisor at JP Morgan Chase from 2014 to 2015, and a 401k Consultant at Charles Schwab from 2011 to 2014.

Joseph Doman Jr. is a financial advisor with UBS Financial Services in Hudson, OH, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Amber Roane is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Cetera and has prior experience at Comprehensive Retirement Solutions, LLC. Outside of her advisory role, she is registered with Prosperity Advisors LLC and serves as a notary public. Cetera Investment Advisers LLC is a national SEC-registered firm serving 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 money managers.

Wanda Amstutz is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Douglas Crandall is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he is an investor and member of an LLC for a local business called What's the Scoop?. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing manager-traded and model-traded strategies, tax-management, and unified fee arrangements.