Austin Brenner is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and is based in Norton, Ohio. Outside of his advisory role, Brenner serves as an athletic chaplain at Ashland University, working with student athletes through the Fellowship of Christian Athletes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports a broad network of advisors across various sectors, including municipal and public finance.

Matthew Nieschwitz is a CFP® professional with six years of industry experience, currently an advisor at Raymond James Financial in Canton, OH. His prior roles include positions at Key Investment Services, KeyBank, Citizens Bank, and PNC Bank. Outside of his advisory work, he is associated with PortfolioVision, a support company where he serves as an associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports institutional consulting through a large network of advisors and affiliated firms.

Paul Brady is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the investment advisory business. He specializes in family wealth management strategies, legacy planning, managing new wealth, portfolio management services, retirement income, and providing services for endowments, foundations, and non-profits. Paul’s approach centers on listening to clients and helping them make informed decisions to develop personalized wealth management strategies. Paul holds a Bachelor’s Degree from Franklin Pierce University and the Personal Investment Advisor (PIA) designation. Throughout his career, he has worked closely with individual clients as well as institutions and charitable foundations, often supporting multiple generations within families. Outside of his professional work, Paul enjoys boating, fishing, gymnastics, and spending time with his family.

Robert Wright Jr. is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1984 and holds Series 63 and Series 65 credentials. Outside of advising, he is the owner of KHM Travel Group, an independent travel agency. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Erika Schrade is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Canton, OH. She has two years of industry experience, including prior roles at Raymond James. Before entering financial services, she worked in fitness and salon environments and attended the University of Akron. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

William Kiick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals and families to develop and implement personalized financial strategies aimed at achieving their long-term goals, focusing on areas such as wealth management and investment strategy, asset and liability management, and wealth transfer and legacy planning. He also serves as a Retirement Benefits Consultant, assisting corporate clients in designing and managing 401(k) and retirement plans. Kiick holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) certification. He earned a bachelor's degree in Economics and Finance from York College of Pennsylvania. He is an active member of Christ the Redeemer Lutheran Church, the Humane Society of Summit County, and the Rotary Club of Lakewood/Rocky River Sunrise. He also participates in community organizations including the American Red Cross and the Rotary Club of Lakewood/Rocky River Sunrise.

Sean O'Connor is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its affiliates since 2008, including positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a trustee and financial advisor for the MG O'Neil Family Foundation and is the secretary of the Portage Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs structured planning tools and offers access to diverse investment strategies while managing approximately $2.74 trillion in client assets.

Micah Czirr is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 credentials. He has been with PFS Investments Inc. and Primerica Financial Services since 2025. Outside of advising, Micah has been involved with Malone University since 2017 and previously worked with Boys Town from 2015 to 2017. Primerica Advisors sponsors a wrap-fee asset management program primarily 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, delivering advisory services through model-based strategies managed by third-party asset managers.

Michael Piechowiak is a financial advisor with Mass Mutual Investors Services in Medina, OH, holding 13 years of industry experience. He has been with MML Investors Services and MassMutual since 2012 and served with the Medina Township Fire Department from 2004 to 2017. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using firm-approved tools and offers specialized programs including estate settlement and employer-sponsored planning.

Ian Golias is a Series 66-licensed financial advisor with J.P. Morgan Securities. He has held various roles in the financial services industry since 2021, including positions at Huntington National Bank, Wells Fargo, and Equitable Advisors. Outside of his advisory work, he teaches chess classes for a nonprofit organization in Northeast Ohio. 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 delivered through a select group of Wealth Advisors.

Joseph Mirocke Jr. is a financial advisor at Edward Jones with 25 years of industry experience, including over 26 years at Edward Jones. He holds a Series 63 designation. Outside of his advisory role, he serves as Treasurer on the North Canton Area Chamber of Commerce Board of Directors and is an executive producer for the recording artists The Shootouts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Barry Olszewski is a Series 63 licensed financial advisor with Edward Jones in Canton, Ohio, with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Daniel Ishee is a financial advisor with LPL Financial in Wadsworth, Ohio, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he volunteers at Wadsworth High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a large national network. The firm offers a wide range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Derek Crihfield is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones from 2015 to 2019 before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of his advisory role, he is involved in a staffing business, Eclipse Dental Solutions. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Welker is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is currently with Edward Jones in Medina, OH, having joined in 2025 after prior roles at Huntington Private Bank, North Point Portfolio Managers Corporation, Raymond James & Associates, and Morgan Stanley. Outside of his advisory work, he manages a rental property in Cleveland, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Mahoney is a financial advisor with Ameriprise Financial Services in North Lawrence, Ohio, holding CFP® and Series 66 credentials and bringing 33 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory work, he teaches art classes and participates in plein air painting events. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Aaron Smith is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at Dollar Bank and US Bank from 2007 to 2015. Throughout his career, Aaron has focused on assisting clients in making informed investment decisions by leveraging his experience and knowledge. He partners with clients to build and maintain financial plans tailored to their unique needs and goals. His approach centers on understanding each client's financial situation and aligning strategies and products accordingly. Outside of his professional work, Aaron’s interests include family activities, fitness, football, music, outdoor adventures, and pets.

Richard Doyle is a financial advisor at LPL Financial with 24 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with LPL Financial since 2010. Outside of his advisory role, Doyle is involved in artistic pursuits through Doyle Arts, where he shares his artwork and non-financial writings via an online blog and gallery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services supported by research and diverse management strategies.

Scott Wilson is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones since 2014 and has also been associated with Sentrx Financial since 2013. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Jared Mathie is a financial advisor with Equitable Advisors in Canton, Ohio, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable, as well as positions outside the financial sector, such as at Swensons Drive-In, Louisville YMCA, Green Acres, Naturescapes Landscaping & Design, and Bistro of Oakwood. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party sponsors.