Rebecca Windsor is Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to partnering with clients to strengthen their financial futures. She has been with Fidelity Investments since 2016, serving in various roles including Assistant Branch Leader, Financial Consultant, and Relationship Manager. Prior to joining Fidelity, Rebecca held positions in the mortgage industry as a Loan Counselor and Loan Processor at SIRVA Mortgage, Inc. She also has experience in banking, having worked as a Co-Manager at Huntington National Bank and as a Banker at Charter One Bank.

Timothy Adkins is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 designations and has worked at several firms including W&S Brokerage Services and Western & Southern Financial Group. His background includes roles in both financial services and education. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

David Shaffer is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at J Rayl and Wells Fargo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices. The firm 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.

Judith Owens is a financial advisor with Primerica Advisors in Akron, OH, holding 10 years of industry experience. She has been with Primerica Advisors since 2015 and Primerica Financial Services since 2012. Outside of her advisory role, Owens owns and operates Owens Cleaning Services, a cleaning business she has managed since 1984. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Frederick Berndt is a financial advisor with LPL Financial, holding a Series 63 license and bringing 49 years of industry experience. His career includes roles at Summit Capital Inc and Investment Network, Inc., and he has operated Berndt & Associates since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Nicholas Bryant is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering focused on term life insurance. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients’ retirement planning, with a focus on assets managed within Ameriprise accounts.

Quentin Peters is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Symmetry Financial Group for two years and held positions at Bev Smith Toyota and Bev Smith Kia. His background also includes four years at the University of Mount Union and four years at Lincoln Park Academy. 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, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Amy Adelman is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2019 and operates her own advisory business, Amy L. Adelman Retirement Services LLC, which focuses on qualified plan business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools, with a notable presence in municipal advisory and recent expansions into SIMPLE IRA Employer Advisory & Consulting Services.

Misty Rogers is a financial advisor at Edward Jones in Canton, OH, with eight years of industry experience. She holds a Series 66 designation and previously worked for Citizens Bank for 20 years before joining Edward Jones in 2025. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Connor Lind is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His previous work includes roles at Fischer Homes and The Ohio State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing multiple registered investment companies and delivering model portfolios through systematic methodologies.

Madison Brown is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, Madison worked at Victory Capital Management and held academic positions at the University of Texas at San Antonio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a research-driven investment process that combines fundamental and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Jared Peters is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works with clients and families to uncover and work toward their financial goals through holistic financial planning. His approach aims to bring clarity to the complexities that wealth planning can involve. Prior to his current position, Jared served as a Financial Advisor at Prudential from 2022 to 2024. His experience in these roles has centered on assisting clients with comprehensive financial strategies tailored to their individual needs.

John Toth is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in tax preparation and accounting through a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Rojek is a financial advisor with Raymond James Financial in Massillon, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial since 2009 and concurrently works with Stoll Financial Group LLC and teaches at Walsh University, both since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work alongside specialized advisory programs.

Teresa Loll is a financial advisor at Cetera with 14 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at firms including Merrill and Bank of America. Teresa is also a financial professional with Vita Advisors, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports more than 10,000 advisors and roughly 800,000 clients.

Jessica Boling is a financial advisor with Edward Jones in Canal Fulton, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Edward Jones since 2016 and previously worked at PNC Bank from 2000 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Robert Seaman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a total of 15 years. He serves on the finance committee of Habitat for Humanity in Akron, Ohio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Aaron Hayn is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at United Parcel Service and operated a lawn care business. He serves on the Board of Directors for Next Life - Arko Jiwan. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

Danny Ehmer Jr. is a financial advisor with Primerica Advisors, holding 16 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2012 and 2002, respectively. Outside of his advisory role, he serves as president of the International Referral Network, a non-investment-related organization based in Akron, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, operating primarily through a tiered wrap-fee structure.

Marc Servodio is a CFP® with 17 years of experience in the financial services industry, currently affiliated with Cetera. His prior roles include positions at Vita Advisors, Prosperity Advisors, Springside Partners, and Cetera Advisors. He is involved in several nonprofit and community organizations, serving on the board of Goodwill Industries and as an operating committee member of the C.A.M.P. youth mentoring program, as well as participating on the advisory board for the University of Akron's Department of Economics. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures.