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.

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.

Marci Stewart is a financial advisor at Charles Schwab with 26 years of industry experience. She has been with Charles Schwab since 1999 and holds Series 63 and Series 66 licenses. Charles Schwab 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 options, utilizing multi-asset model portfolios and a comprehensive alternative investments program.

Michelle Vance is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 1996. Outside of her advisory role, she serves as executor for the Estate of Teddy R Vance. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

Kim Robinson 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 also worked at Primerica Financial Services starting in 2013. Outside of her advisory role, Robinson is involved in the sale of home security and automation products through affiliated companies and operates as an independent provider in Kent, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary 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, with portfolio implementation delegated to BNY Mellon Advisors.

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.

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.”

Melissa Knotts is a Series 66-licensed financial advisor with Ameriprise in Canal Fulton, OH, with seven years of industry experience. She has been with Ameriprise since 2019 and previously worked at Edward Jones from 2008 to 2019. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services, emphasizing managed accounts and using algorithmic tools alongside personalized reviews.

Steven Schroll is a CFP® and ChFC® with 18 years of experience in financial planning. He currently works with Cetera and has held roles at Everence Trust Company and One Resource Group, among others. Outside of financial services, he teaches a high school personal finance class and drives a school bus for athletics and field trips at Lake Center Christian School. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program options through a nationwide network of independent advisors.

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.