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.

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.

Bryce Miller is a financial advisor with LPL Financial in North Canton, Ohio, holding a Series 66 designation and nine years of industry experience. He previously worked at Nationwide Financial and Nationwide Securities LLC from 2016 to 2017 before joining LPL Financial in 2017. Outside of his advisory role, he operates Ken Boldt Financial Group, Inc., an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Bryan Mc Inerney is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at New York Life and Gwfs Equities, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

George Aussem is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a formal due diligence process for alternative investments.

Thomas Marchese is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds a Series 63 license and is based in Uniontown, OH. Outside of his advisory work, he serves as the Indian Princess/Green YMCA Chapter Chief of Shawnee. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory services and maintains a large national footprint of advisors and branch offices.

Jeffrey Lash is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lash & Company, CPAS, Inc., and a long tenure at UPS. He also engages in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs an independent due-diligence process for asset manager selection and uses a tiered wrap fee structure.

Dennis Kelley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and with affiliated firms since 2013. Outside of his advisory work, he serves as president and board member of Wishes Can Happen, a charitable organization that raises funds and grants wishes to children with life-threatening illnesses. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides diverse investment solutions including proprietary models and third-party strategies, with both discretionary and non-discretionary options tailored to client objectives.

Nicholas Martin is a financial advisor with Primerica Advisors based in Fairlawn, Ohio, holding four years of industry experience. His background includes roles in education with organizations such as Akron Public Schools, McKeon Education Group, and Main Prep Academy. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Timothy Malone II is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has prior experience at Verizon Wireless. Outside of advising, he is a sports official for volleyball and basketball contests. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and maintains a tiered wrap-fee structure for its services.

Hannah Walsh is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones. Her prior roles include positions at Hasenberg Financial Group, CliftonLarsonAllen Wealth Advisors LLC, and THRIVENT FINANCIAL for Lutherans. Outside of her advisory work, she owns a residential rental properties business in Pepin, Wisconsin. 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 over $1 trillion in assets and offers a range of investment strategies through a nationwide network of more than 23,000 financial advisors.

Antoniella Varrasso Smith is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Merrill and Cetera, as well as a position with First National Bank of PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a distinctive role with advisory responsibilities that include commodity pool operations and the use of AI in research.

Kathryn Jesser is a financial advisor with Primerica Advisors in Akron, OH, holding 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Benjamin Brauneck is a financial advisor with Charles Schwab in Richfield, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program offering both non-discretionary and discretionary managed account options. The firm provides integrated advisory, brokerage, custody, and financial planning services supported by its proprietary research and multi-asset investment models.

Christine Danko is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Charles Schwab & Co. since 2016, including a two-year period with Schwab Retirement Plan Services. 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, offering multi-asset model portfolios, strategic asset allocation, and a formal alternative investment onboarding process.