David Konopinski is a financial advisor with LPL Financial in Medina, Ohio, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various risk management technologies.

Sheryl Kaur is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018, including a prior position at The Vanguard Group. Outside of her advisory role, she is involved with retail assistance at a convenience store. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management alongside brokerage and custody services.

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.

Leisa Scott is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 33 years of industry experience. She previously worked at Metlife Securities Inc. for 21 years before joining Mass Mutual Life Insurance Company in 2016 and its Investors Services division in 2017. Outside of financial advising, she is also a licensed real estate agent and an insurance agent specializing in life, disability, long-term care, and property and casualty insurance. Mass Mutual Investors Services, LLC 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 seminars, structuring engagements as annual, collaborative relationships with a focus on recommending investment categories and strategies.

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.

Larry Rubenstein is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked with Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He serves as trustee of a family revocable living trust, overseeing investment decisions and responding to family inquiries. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and multiple investment platforms to construct diversified portfolios for individual and institutional investors.

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.

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.

Norman Mulder is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Topucu, LLC and Topucu Corrections, LLC, and he founded the Topucu Foundation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure.

Kent Downing is a financial advisor with Wells Fargo Clearing in Akron, OH, holding Series 63 and Series 65 licenses and 54 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans through an IPS-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Mark Ruby is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Raymond James in 2022. Outside of his advisory role, he is involved as an owner in two businesses, Five Ruby's LLC and Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to help clients evaluate potential outcomes and supports a broad network of advisors and affiliated firms.

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.

Brian Esten is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. He has worked at Schwab Retirement Plan Services, Inc. for five years and has been with Charles Schwab since 2011. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational resources.

Matthew Loveless is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Fee is a Wealth Management Advisor with over 35 years of experience in the financial services industry. He has worked with several investment management firms, focusing on creating customized portfolios tailored to each client's specific needs. Gary delivers a comprehensive approach to wealth management that begins with understanding clients' life priorities and financial aspirations. Gary holds the Certified Investment Management Analyst (CIMA) certification and the Personal Investment Advisor (PIA) designation. He graduated from Miami University with a Bachelor's Degree in Business Management and was a four-year varsity letter winner on the wrestling team. He is affiliated with the professional organization Wrestlers in Business. Gary leverages the resources and advisory services of Merrill Lynch Wealth Management to assist clients with complex financial decisions. His client focus areas include college education planning, family wealth management strategies, legacy planning, portfolio management, tax minimization, retirement income, and socially responsible investing. Outside of work, Gary enjoys spending time with his family and participating in various outdoor activities and sports.

Roddy Loveless is a CFP® with 23 years of industry experience and has been with Edward Jones since 2010. He holds Series 63 and Series 65 licenses and is based in Wadsworth, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated products through a large nationwide network of financial advisors and branch offices.

Matthew Long is a CFP® with 18 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at UBS Financial Services and Strategic Advisers, Inc. He is also associated as an employee with Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through its unique affiliation with a municipal advisor.

Mark Vlacovsky is a financial advisor at Cetera with Series 63 and Series 65 credentials and three years of industry experience. His work history includes multiple roles within Cetera-affiliated firms as well as independent financial management. Outside of advising, he has been involved in several business management activities spanning over a decade. Cetera Investment Advisors LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and affiliated model providers, supporting over 10,000 advisors and managing assets in excess of $256 billion.

Daniel Derrig is a CFP® with 11 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including Huntington Investment Company, FirstMerit Bank, and LPL Financial. Derrig is also involved with Prosperity Advisors LLC and refers clients to Prosperity Tax Center, LLC for tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Conor Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he worked at Portage Country Club and Miami University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.