Broderick Haer is a financial advisor with Equitable Advisors in Canal Fulton, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors. Outside of his advisory role, he serves on the board of the St Philips and James Church Endowment Fund. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers, delivering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Angela Anderson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2004, including its prior affiliation as AXA Advisors. Anderson serves as a director for the National Association of Women Business Owners in Cleveland, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and objectives.

James Carps is a CFP® professional with over 33 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s proprietary investment methodology, developed by its Investment Strategy Group, supports its financial planning and asset allocation guidance.

Jordan Nelson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Jordan was a Senior Financial Consultant at TD Ameritrade from 2015 to 2020 and a Financial Specialist at PNC Investments from 2012 to 2015. Jordan focuses on understanding the goals of the families he advises and provides guidance to create and maintain financial plans. He is committed to serving families in Northeast Ohio, where he is a native and currently resides with his wife and two daughters. Outside of his professional work, Jordan enjoys traveling, physical fitness, running, and following all things related to Cleveland sports.

Karla Kaforey is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has previously worked at The Huntington Investment Company and LPL Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

William Ahonen is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including roles at Metropolitan Life Insurance Co and METLIFE SECURITIES Inc. Outside of his advisory work, he has been involved in insurance sales through Advise Financial Solutions since 1989. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning.

Gina Betti is a financial advisor with Edward Jones in Fairlawn, OH, holding the CFP®, ChFC®, and Series 66 designations. She has 17 years of experience at Edward Jones. Outside of her advisory work, she and her husband operate an organic farm in Medina, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Timothy Brenner is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 32 years of industry experience. He has been with Raymond James Financial since 1994 and operates an affiliated support company, timothy d brenner & assoc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals, and it offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Logan Huffman is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Medina, Ohio, with five years of industry experience. Prior to his current role starting in 2021, he worked at Jpmorgan Chase Bank and spent eight years working at Huffman Plumbing. He also has a background in education from his time at Hiram College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers a range of strategies, including those incorporating an ESG framework.

Liam O'rourke is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and AXA Advisors. Outside of finance, he has experience working with Everest Soccer Club and in education at Firestone High School and Kent State University. 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, pension plans, corporations, and charitable organizations.

Nancy Patterson is a financial advisor with Raymond James & Associates in Fairlawn, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves as an officer and secretary on the board of Public Safety Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering tailored financial planning and non-discretionary investment consulting through various specialized services.

Robert Krenz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to joining Raymond James in 2022, he worked at UBS Financial Services for 15 years and KeyBanc Capital Markets for eight years. He is an associate and managing partner at Momentum Wealth Partners LLC and RWK Capital LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal advisory and SIMPLE IRA employer consulting.

Eric Tata is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company, Citizens Securities, Inc., and Edward Jones. Outside of his advisory work, he is the owner of a rental duplex property. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Deanna Barnhart is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her career includes roles at Merrill and Wells Fargo Clearing prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques within its financial planning process.

Ethan Courtad is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Courtad Group since 2018. He specializes in multi-generational wealth management, estate planning services, and financial planning, providing customized strategies that support long-term financial success. His areas of focus include corporate executive services, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ethan graduated from The Ohio State University in 2014 with a Bachelor's Degree in Materials Science and Engineering. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His background in engineering contributes to his structured and analytical approach to financial planning. He resides in Copley, Ohio with his wife Amanda and their two children. Outside of his professional work, Ethan volunteers with the Northeast Ohio chapter of the Juvenile Diabetes Research Foundation and participates in the Ohio State Summit County Alumni Club.

Sarah Norris is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at Raymond James Financial Services from 2019 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Jamiee Hough is a financial advisor at Raymond James Financial with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Zufall Financial Services and Buckeye Activity Center. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network with a focus on municipal advisory work and customized retirement plan services.

Eric Simeonoglou is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. His previous work includes roles at Mid-West Forge Corporation, SIFCO Industries, and Arconic Inc. Outside of financial advising, he owns Simeonoglou, LLC, a general engineering and 3D printing services business. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Matthew Mize is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 15 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2010 and 2008, respectively. In addition to advisory services, he is involved in sales 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 selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services managed by Pershing and Primerica Brokerage Services.

John Kraft is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2012. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized municipal and public-finance advisory services.