Gentry Dean is a financial advisor at Charles Schwab with eight years of industry experience. He has worked at Charles Schwab since 2018 and previously held a position at Pepsi Bottling Co from 2013 to 2018. He holds a Series 66 designation. 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 options supported by centralized custody and order-routing infrastructure.

Walter Sokira is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at UBS Financial and JJB Hilliard W.L. Lyons, as well as operating WALT ST WSIM Ltd for 16 years. Robert Baird & Co. serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, wrap programs, and custody and brokerage services, with a focus on manager selection, tax management, and the use of internal research tools.

Joshua Delesk is a financial advisor with Equitable Advisors in Cuyahoga Falls, OH. He holds a Series 66 designation and has six years of industry experience. Prior to joining Equitable Advisors, he spent time with Axa Advisors and worked in the health and fitness equipment sector. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers, with a client approach centered on risk assessment and customized investment solutions.

Michael Gregg is a financial advisor with Ameriprise in Massillon, Ohio, holding a Series 66 designation and over 26 years of industry experience. He has been with Ameriprise and its predecessor firms since 1993. Outside of his advisory role, he serves as a City Councilman for Ward 3 in Massillon. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Timothy Schneider is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2008 and currently works at Charles Schwab Bank, SSB. 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 and discretionary investment management, delivering guidance through multi-asset model portfolios and offering clients access to alternative investments via a centralized operational structure.

Harold Bindreiter is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007, following a two-year tenure at KeyBanc Capital Markets Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Heather Mc Master is a financial advisor at LPL Financial with seven years of industry experience. She previously worked at Edward Jones and for Dr. Alex Difilippo. In addition to her advisory role, she is a dental hygienist working part-time at a dental office in Akron, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mike Leffard is a Financial Consultant currently working at Fidelity Investments since 2024. He has a professional background in financial services, having held roles such as Investment Consultant and Planning Consultant at Fidelity Investments from 2022 to 2024, as well as Financial Advisor and Premier Advisor at Citizens Securities between 2020 and 2022. Prior to that, he worked as a Senior Licensed Relationship Banker at Citizens Bank from 2016 to 2020. Mike's approach involves partnering with clients to understand their unique financial situations and providing education to help build tailored financial plans and investment strategies. He was born and raised in Northeast Ohio and is a dedicated Cleveland sports fan. Outside of work, he enjoys cooking and baking, fishing, fitness, football, hiking, and spending time with his wife and son.

Brian Hinkle is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Huntington Investment Company and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Adam Gill is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Charles Schwab, he worked in various roles including at Ohio State University and Kroger. 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 both non-discretionary and discretionary investment options, combining centralized custody and order-routing with a multi-asset model portfolio approach.

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.

Miranda Sullivan is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and five years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked in the Lorain City School District and at Miami University. Outside of her advisory role, she is the founder of Club ONO Networking in Peninsula, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

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® with 11 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. He previously worked at First Responders Financial Advisors and Planmember Securities Corporation from 2015 to 2024. Gehring also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

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 at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Key Investment Services and Citizens Bank. Cooke is based in Akron, Ohio. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of investment and financial solutions.

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.

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 credentials and four years of industry experience. His prior roles include positions at Chase, Fifth Third Securities, and Huntington National Bank. He serves on the board of trustees and finance committee for Art Therapy Studio, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.