Christiana Blakeslee is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and with one year of industry experience. Prior to joining Equitable Advisors, she worked at Independence Wealth Advisors and has also been involved with the Maverick Warriors Volleyball Club. Outside of financial advising, she works as an independent contractor for Door Dash and Rover. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models, including third-party sponsored programs and discretionary management through its network of Investment Adviser Representatives.

Kelly Pariso is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise in Akron, OH since 2005. She holds the Series 66 designation and has been with Ameriprise and its affiliates for over 18 years. Outside of her advisory role, Pariso is president of the Portage Lakes Polar Bear Club, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, delivering written recommendations and ongoing advice that incorporate asset allocation, withdrawal strategies, and Social Security options.

Kevin Mace is a CFP® and ChFC® with 11 years of industry experience. He is currently with Thrivent Investment Management and has prior experience at Ameriprise, The Huntington Investment Company, and Prudential. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on topics such as retirement, tax, estate, and business continuation without managing client portfolios directly.

Jason Byers is a financial advisor with Edward Jones in Massillon, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Paul Frey is a financial advisor with Edward Jones in Massillon, OH, holding a ChFC® designation and a Series 66 license. He has eight years of industry experience, including nine years at Edward Jones and 24 years at Bob Evans prior to that. Outside of finance, he performs as a drummer for a local band, the Twanglers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Sydney Campbell is a financial advisor with Equitable Advisors holding Series 63 and Series 66 credentials. Based in Canton, OH, Campbell began their advisory career in 2026 after prior experience in various industries including physical therapy and veterinary services. Equitable Advisors serves a broad client base that includes individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives using both proprietary and third-party investment solutions.

Michael Macko is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing financial services aimed at helping clients plan for and pursue their personal financial goals. His professional approach emphasizes connecting all aspects of clients' financial lives to prioritize and support the goals that matter most to them. Michael’s areas of expertise include divorce transition planning, education planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. He is proactive in guiding clients through wealth and investment management, working to make complex financial planning processes transparent and manageable. He holds a Bachelor’s degree from the University of Nevada - Las Vegas and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael is also involved in his community through the Medina County Office for Older Adults. Outside of work, he enjoys biking, golfing, hiking, pickleball, and spending time with his family.

Jeffrey Lathrop is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advising, he is a partial owner of Cabot Oil & Gas Corporation and serves as trustee for a family mineral rights trust receiving oil and gas royalties. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jacob Kline is a financial advisor at Edward Jones in Canton, Ohio, holding a Series 66 credential. He joined Edward Jones in 2026 and has prior experience working with Robert Half Inc. Outside of finance, he has been involved with Mustangs Baseball LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kevin Sokira is a financial advisor with Robert Baird & Co. in Akron, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Baird in 2021, he worked at Ohio Machinery - Ohio CAT and Turf Trimmers. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

David P. Staats is a financial advisor at UBS Financial Services in Akron, Ohio, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with UBS since 1992. Outside of his advisory role, he teaches a course on investing at the University of Akron. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates both as a broker-dealer and an investment adviser, offering a range of capital markets and wealth management services.

Roger Piper is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various divisions of Morgan Stanley since 2007. Outside of his advisory role, he serves as a Faithful Trustee for the Bishop Massillon Fourth Degree Knights of Columbus, overseeing the charitable financial operations of the Assembly. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory process.

Robert Abramson is a CFP® with 32 years of experience in the financial industry. He is currently with Wells Fargo Advisors, having been with Wells Fargo-affiliated firms since 2009. He holds ownership interests in several investment-related entities, including Sagemark Financial, LLC and Abramson GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing proprietary research and tools, with planning engagements tailored to client needs and optional implementation through various brokerage and advisory programs.

George Williams is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2015. Prior to that, his work history includes positions at Eliza Bryant Housing and Robert Half. He is also involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-driven strategies primarily managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Brian Sutphin is a CFP® professional with 20 years of industry experience, currently with Ameriprise Financial Services, LLC since 2020. His prior roles include positions at Cambridge Investment Research Advisors and Equitable Advisors. Outside of advisory services, he is involved in independent insurance brokering with Symetra. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with tailored, non-discretionary retirement income planning recommendations based on proprietary research and third-party data.

Michael Knop is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds the Series 63 designation and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of advising, he serves as a fitness instructor for the YMCA and operates a small hobby farm where he grows and sells hay. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Dennis Liddle Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James Financial Services since 2002 and Raymond James Financial since 2009. Liddle serves as a committee member on the Barberton Community Foundation’s Finance, Investment, and Economic Development committees. He is also the owner and president of DGL Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large network of advisors.

Erin Sardich is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2013. Outside of her advisory role, she serves as treasurer and board member for the St. Christine All Sports Boosters, a nonprofit supporting athletic development for students in grades K-8. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Norman Mays is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 11 years of industry experience. He has been associated with PFS Investments Inc. since 2012 and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap fee structure distinct from fixed-fee billing options.

Chelsie Gibson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 19 years of industry experience. She has worked at Morgan Stanley and its affiliates from 2013 to 2023 before joining Raymond James in 2023. Outside of her advisory role, she is a partner in Bull Run Ventures LLC, an entity created to develop office space for her Raymond James practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting and supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA consulting services.