Elizabeth Nemeth is a financial advisor at Charles Schwab with 15 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2012. Outside of her advisory role, she is a fitness instructor leading group classes and personal training sessions through her involvement with RP Fitness. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Ian Golias is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Huntington National Bank, Wells Fargo, and Equitable Financial Life Insurance. Outside of finance, he works as a chess instructor for Progress With Chess, a nonprofit organization that offers chess classes and tournaments in Northeast Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by both quantitative and qualitative research.

Jennifer Grant is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2019. Her prior experience includes positions at Citigroup Global Markets and Natcity Investments, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools.

James Hatton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior firms include Equitable Advisors LLC and SII Investments, Inc. Hatton also operates an insurance agency in Brecksville, 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 offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a wide network of over 22,800 advisors.

Sarah Horn is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has previously worked at firms including LPL Financial and Global Retirement Partners. Horn is an associate board member of The Hunger Network, a nonprofit organization in Cleveland, OH. 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 investment guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

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 with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Charles Schwab since 1999. Charles Schwab 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 solutions supported by centralized custody and operational resources.

Jonathan Sias is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent seven years at ChemSpec Ltd. Jonathan is based in Uniontown, Ohio. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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 advisor with OSAIC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked with Walnut Street Securities, Inc. and Walnut Street Advisers Inc. prior to joining OSAIC in 2013. Outside of advising, he is involved in insurance sales and serves as president of an S-corp established for tax purposes. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process and supports various managed account strategies, with a notable scale and complex network of affiliates.

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 at Ameriprise with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Huntington Investment Company, Prudential Insurance Company of America, and First Responder Financial Advisors. He also worked at Hoppin' Frog Brewery and the University of Akron. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources 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 in Akron, OH, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo, Bank of America, Merrill, and The Huntington Investment Company. 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 offers a range of advisory and brokerage services with various investment approaches, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Cory Kocher is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2013, including Schwab Retirement Plan Services. 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 operates a dual-registered broker-dealer and investment adviser model offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

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.