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 Shields is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2025, he worked at Edward Jones from 2018 to 2025 and has experience in other business ventures, including ownership roles in real estate and managing his own business, Shields Strategic Wealth, LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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.

Ryan Lehuta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan in various capacities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Ashe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Guilliam is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2020. He previously worked within other Wells Fargo entities from 2009, spanning Wells Fargo Advisors LLC and Wells Fargo Clearing. Guilliam has a role as co-trustee for a wealth management 401(k) plan. 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 niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through meetings and summary letters.

Yury Fridman is a financial advisor with Ameriprise in Solon, Ohio, holding a Series 66 designation and bringing 20 years of industry experience. His career includes eight years at Axa Advisors and continued service with Ameriprise since 2019. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Wendi Devan Glovna is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Charles Schwab since 1998. 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 advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Nicholas Manson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 18 years of industry experience. He has been with Charles Schwab since 2008 and with Charles Schwab Bank since 2013. Manson serves as an Honorary Advisory Council Member for Marietta College's Business & Economics department, providing curriculum guidance and support to students. 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 offers both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Bradley Shook is a financial advisor with Edward Jones in Medina, OH, holding a Series 63 designation and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a partner in oil and gas royalty ventures, including Killbuck Creek Partners and Killbuck Creek Outdoors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs. The firm has a large national presence, with approximately 23,701 financial advisors and over $1 trillion in assets under management.

Brett Boling is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 33 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program 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, offering advisory services primarily through model-delivery strategies created by unaffiliated asset managers.

Andrew Shrock is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.

Dean Brennan is a financial advisor with Robert W. Baird & Co. in Wadsworth, Ohio. He holds the Series 66 designation and has seven years of industry experience. Prior to his current role at Baird, he worked at NOW Valet Co. and Kent State University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex and non-traditional investments.

Michael Clark is a Planning Consultant at the Fairlawn Investor Center. In this role, he assists clients with designing and updating their financial plans and ensures they have the appropriate resources as they progress toward their retirement goals. Michael works closely with the Wealth Management Team to support clients throughout their retirement journey. He has held several positions at Fidelity Investments, including Planning Consultant since 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. This experience has contributed to his understanding of client needs and financial planning strategies. Outside of his professional responsibilities, Michael's personal interests include board games, cooking and baking, hiking, outdoor adventures, puzzles, and traveling.

Eiad Hasan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked within various divisions of JPMorgan Chase since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.