Michael Crandall is a financial advisor at Robert Baird & Co. He holds the Series 66 designation and has four years of industry experience. Prior to joining Baird, he had roles with Whats the Scoop, Padua Franciscan High School, and Sweet Ceces. Robert Baird & Co. is a large institution serving 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 both internal research and external partnerships.

Ryan Dauterman is a financial professional with 25 years of industry experience, currently affiliated with OSAIC since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in insurance sales and serves as co-trustee of a family irrevocable trust. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various tools and platforms to support portfolio construction and management across multiple asset classes.

Daniel Rasper is a financial advisor with Edward Jones in Akron, OH, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience with Organogenesis, Inc. and Good Place Holdings. He has also worked with Vector Marketing/Cutco Cutlery since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Austin Dillon is a financial advisor with Ameriprise in Fairlawn, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at The Huntington Investment Company, The Prudential Insurance Company of America, and First Responder Financial Advisors. Outside of finance, he has experience working with Hoppin' Frog Brewery and the University of Akron. 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 written recommendation reports and ongoing planning advice focused on income reliability and tax-aware withdrawal strategies.

Tiffany Safran is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she provides financial advisory services to clients, leveraging her expertise in wealth management. She holds the professional designation of Personal Investment Advisor (PIA), which supports her advisory capabilities. Tiffany earned her Bachelor's Degree from The University of Akron. Further details regarding her experience, personal interests, or community involvement have not been provided.

Curtis Reynolds II is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America, among other financial institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Cory Kocher is a financial advisor with Charles Schwab in Richfield, OH, holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2013, including Schwab Retirement Plan Services, Inc. from 2021 to 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within an integrated and large-scale platform.

Nicholas DePalma is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He builds relationships with clients to understand their unique situations, enabling him to co-create financial plans that help clients work towards their overall financial goals. Nicholas has a progressive career at Fidelity Investments, having held roles including Investment Consultant (2020-2022), Relationship Manager (2019-2020), Investor Center Financial Representative (2018-2019), Investment Solutions Representative (2017-2018), and Financial Representative (2016-2017). This experience has provided him with a comprehensive understanding of investment and financial advisory services. Outside of his professional work, Nicholas enjoys baseball, football, golf, spending time with friends at social events, and caring for his pets.

James Moore is a financial advisor with Edward Jones in Northfield Center, OH, holding a Series 63 designation and 35 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1993. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Micaela Amburgey is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with Ameriprise Financial Services since 2016, serving in advisory roles across different Ameriprise entities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, utilizing investment research, third-party data, and algorithmic tools.

Alexander Moore is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked for Union Home Mortgage for three years and has held various roles in nonprofit organizations and education. Moore’s background includes involvement with Montana Campus Compact and Missoula Interfaith Collaborative/Family Promise. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Dominic Russo is a financial advisor with Thrivent Investment Management in Copley, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2015 and briefly at Allstate Insurance Company in 2018. Outside of his advisory role, he is authoring a book on stretching and strengthening for golfers and is involved in a family business related to restaurant retail sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers planning across various topics, allowing clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Karen Flege is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 21 years of industry experience. She has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 1998. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure for its services.

Todd Guilliam is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2020. He previously worked within other Wells Fargo entities from 2009, spanning Wells Fargo Advisors LLC and Wells Fargo Clearing. Guilliam has a role as co-trustee for a wealth management 401(k) plan. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through meetings and summary letters.

Yury Fridman is a financial advisor with Ameriprise in Solon, Ohio, holding a Series 66 designation and bringing 20 years of industry experience. His career includes eight years at Axa Advisors and continued service with Ameriprise since 2019. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Wendi Devan Glovna is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Charles Schwab since 1998. 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 advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Nicholas Manson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 18 years of industry experience. He has been with Charles Schwab since 2008 and with Charles Schwab Bank since 2013. Manson serves as an Honorary Advisory Council Member for Marietta College's Business & Economics department, providing curriculum guidance and support to students. 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 offers both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Elizabeth Rowles is a financial advisor with Edward Jones in Aurora, OH, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, she worked at Kent State University and the Streetsboro City School District, and she was self-employed for seven years. Rowles also earns royalties from publishing books through Amazon KDP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of households and organizations. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Brett Boling is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 33 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering advisory services primarily through model-delivery strategies created by unaffiliated asset managers.

Dean Brennan is a financial advisor with Robert W. Baird & Co. in Wadsworth, Ohio. He holds the Series 66 designation and has seven years of industry experience. Prior to his current role at Baird, he worked at NOW Valet Co. and Kent State University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex and non-traditional investments.