Daniel Imfeld is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. Before joining UBS in 2018, he worked at Deloitte & Touche LLP for five years. Outside of his advisory role, he owns and manages an LLC that holds several residential rental properties in Cleveland, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

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.

Jason Varner is a financial advisor with Cambridge Investment Research Advisors, holding 22 years of industry experience. He has worked with Cambridge since 2019 and previously spent 18 years with Nationwide Securities and the David Varner Agency. Outside of his advisory role, he is a part owner of Kyler and Company, which provides tax and legal liability services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple account platforms and proprietary model strategies while providing both discretionary and non-discretionary management options.

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 at Charles Schwab with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2022 and Charles Schwab Bank since 2025. Prior to his advisory career, he spent ten years at Flour Restaurant and nine years at Datassist, LTD. 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 both non-discretionary guidance and access to discretionary separately managed accounts, combining diverse investment solutions with centralized custody and operational support.

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.

Stephen Bergman is a financial advisor with Primerica Advisors in Akron, OH, holding a Series 63 designation and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of his advisory role, Bergman has been involved with Sand Run Travel since 2001. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors.

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.

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 over 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Charles Schwab, where he spent nearly 15 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm is notable for its registration as a commodity pool operator, advisory role to registered investment companies, and use of AI-driven research methods.

Dennis Jackson is a financial advisor with LPL Financial in Broadview Heights, Ohio, holding 24 years of industry experience. His prior experience includes seven years with Securities America Advisors, Inc. and managing his own legal services firm, Dennis C. Jackson Co LPA, since 1993. Outside of advisory work, he operates a sailboat rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools for operational and research support.

Annie Zhang is a financial advisor with Ameriprise in Fairlawn, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. She is also the owner of Annie Zhang & Associates LLC, which operates a business retirement plan. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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.