Kathryn Jesser is a financial advisor with Primerica Advisors in Akron, OH, holding 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Michael Field is a CFA® charterholder affiliated with LPL Financial and has one year of experience as a financial advisor. Prior to joining LPL Financial in 2025, he worked at Bank of America Private Bank for a total of nine years and served in the United States Army for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Brauneck is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves a large client base, 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 discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized supervisory and custody arrangements.

Christine Danko is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Charles Schwab & Co. since 2016, including a two-year period with Schwab Retirement Plan Services. 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, offering multi-asset model portfolios, strategic asset allocation, and a formal alternative investment onboarding process.

Thomas Pfeiffer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of his advisory role, he operates TP Marketing Solutions as a self-employed marketing consultant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering various model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a percentage-based, tiered wrap fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Thomas Clark is a CFP® with 49 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2020, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory role, he serves as chairman of the Greater Akron Musical Association Foundation and the Summit County Historical Society, and he teaches personal financial planning as an adjunct instructor at the University of Akron. 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 business-owner transition planning. Advisors at the firm use proprietary research and tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Neal Chiprean is a financial advisor with Primerica Advisors in Stow, Ohio, holding a Series 63 designation and seven years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Primerica Financial Services and Verizon Wireless. Outside of finance, Neal is a musician and serves as a low brass instructor with Crossmen Productions. Primerica Advisors is a sponsor and discretionary portfolio manager of 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 accounts. The firm offers model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Mark Mcginnis is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, previously spending ten years at Citizens Securities, Inc. Mcginnis’s background includes roles outside of finance, such as employment at Lowe’s and the United States Postal Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of funds and model portfolios, incorporating systematic methodologies and long-term asset allocation benchmarks.

Brandon DeCastro is a Benefits & Planning Consultant with Executive Services at Fidelity Investments, a position he has held since 2021. In this role, he focuses on helping clients maximize their relationship with Fidelity by utilizing the full range of tools and resources available to build effective financial plans aimed at achieving their goals and dreams. Brandon's professional experience spans various roles in financial services, including Relationship Manager at Prosperity Advisors, Retirement Planner at TTG Financial, LLC, and Senior Financial Advisor positions at Key Investments Services, JP Morgan Chase, and Firstmerit Financial Services. He also worked as a Financial Specialist at Allstate Insurance Company. Outside of his professional career, Brandon enjoys family activities, fitness, golf, movies, and spending time with his pets.

Isaac Vitu is an Investment Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans tailored to their goals and objectives. His approach focuses on point-in-time planning and strategies to address the complexities of clients' financial situations. Isaac joined Fidelity Investments in 2025 as a Financial Representative before becoming an Investment Consultant in 2026. Prior to that, he gained experience as a Financial Planning Intern at Symphony Financial Services, Inc. in 2025. Outside of his professional work, Isaac has personal interests that include cars, family activities, fitness, football, movies, and outdoor adventures.

Ryan Mc Cauley is a financial advisor at Raymond James Financial with six years of industry experience. He previously worked at Bank of America for six years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he works as a DoorDash driver. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

John Dewitt is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 63 designation and over 43 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2007. Outside of his advisory role, Dewitt is a partner in a real estate investment business focused on single-family properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from the Global Investment Committee. The firm manages approximately $2.74 trillion in assets and combines broad retail and institutional services with specialized investment activities.

Kristen Warren is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab since 2014, including eight years with 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance delivered through multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Jeffrey Wiley is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Charles Schwab since 2008, including roles at Charles Schwab Bank and Charles Schwab Trust Bank since 2023. 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 client advisory with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and a formal alternative investment program.

Mark Williams is a financial advisor with LPL Financial in Fairlawn, OH, holding a Series 66 credential and 36 years of industry experience. He has worked at Flagstar Bank N.A. and LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options, supported by research and model portfolios.

Evan Reinhart is a financial advisor at Charles Schwab with Series 66 registration and less than one year of industry experience. His prior work includes roles at University Hospitals, TrAk Athletics, and Rubbermaid Inc. before joining 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, offering a combination of advisory, brokerage, custody, and financial planning services with both non-discretionary and discretionary investment options.

Kristen Fleischer is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has been with UBS since 2019. Outside of her advisory role, she is involved in real estate investing, managing residential properties in Ohio alongside her spouse. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing a model-driven investment approach supported by proprietary research and institutional trading capabilities.

Jeremy Heldman is a Series 66-licensed financial advisor with Charles Schwab, based in Richfield, OH, with 14 years of industry experience. He has been with Charles Schwab since 2011 and is currently affiliated with Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s model emphasizes non-discretionary guidance alongside access to discretionary separately managed accounts, supported by multi-asset portfolio strategies and a dedicated alternative investments platform.

Michael Montgomery is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2019, following eight years at Travelex Currency Services Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm’s approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and alternative investments supported by Schwab Center for Financial Research.

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.