Andrew Harding is a financial advisor with Merrill, holding a Series 66 credential and over 21 years of industry experience. He has worked at Merrill since 2015 and is also affiliated with Bank of America, N.A. since 2016. Outside of his advisory role, Harding serves as a trustee for Old Trail School, a charitable organization focused on primary education in Bath, Ohio. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leonides Pena Jr. is a financial advisor with Primerica Advisors in Fairlawn, OH, holding Series 65 and Series 63 designations with three years of industry experience. His prior roles include positions at Robert Half and Lorain County Children and Families First Council. He has also been involved with Hispanic UMADAOP, a community organization. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm relies on model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through established partners.

Chad Immel is a financial advisor at Edward Jones in Fairlawn, Ohio, holding a Series 63 credential with 24 years of industry experience, all spent at Edward Jones since 2002. Outside of his advisory role, he serves as president and coach of a youth basketball team, Stark County Basketball, LLC, in Massillon, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Bethany Brenner is a financial advisor with Raymond James Financial Services, Inc., holding 10 years of industry experience. She has been with Raymond James since 2016 and is also associated with Timothy D. Brenner and Associates, where she works in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing analytical tools and tailored strategies to support client goals.

Toni Francis is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Jjb Hilliard Wl Lyons, LLC and UBS Financial Services Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

William Conte is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Avantax Advisory Services. Conte also operates Conte Co., CPA Inc., a tax preparation and accounting firm. Ameriprise Financial Services serves both individual and institutional clients, providing a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Brant Giere is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2012 and 2015, respectively. Outside of his advisory role, he assists with bookkeeping and maintenance on his family farming operation in Akron, Ohio, and manages administrative tasks for a car racing-related business, Goat Powered LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its offering.

Kay Auwerter is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. She previously worked at Stratos Wealth Partners, Ltd for 14 years and Equitable Advisors for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by research and technology tools.

Ryan Brennan is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Barbara Thacker is a financial advisor with Wells Fargo Advisors in Akron, Ohio, holding a Series 63 designation and bringing 40 years of industry experience. She has worked at Wells Fargo Advisors and related entities since 2009. Outside of her advisory role, she serves as trustee of her father's irrevocable trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning areas such as business-owner transitions and special-needs analysis.

Cassandra Jackson is a financial advisor with Ameriprise in Medina, OH, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and Hfs Wealth Advisors. She has been with Ameriprise since 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Louis Stachowicz is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and 1ST Global Advisors. Outside of advisory work, he is a CPA involved in accounting and tax preparation through his firm Culkars Stachowicz & Co. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Meredith Marchand is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with advisors utilizing a variety of investment strategies and technology tools to support client account management.

June Bolton is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. She has 41 years of industry experience, including roles at First Allied Advisory Services and First Allied Securities. She is also president of Bolton Capital Management, a holding company focused on tax and bill payment services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Ethan Field is a financial advisor with LPL Financial holding a Series 66 credential and beginning his advisory career in 2026. His prior work experience includes positions at The Brookhaven Group and Ohio Eagle, as well as roles outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a variety of advisory and brokerage services.

Vasana Lipke is a Financial Advisor with Merrill Lynch Wealth Management, where she has been a part of the team since September 2014. Prior to joining Merrill, she gained experience in the banking industry. Vasana holds FINRA Series 7, SIE, and 66 registrations, as well as the Personal Investment Advisor (PIA) designation. She collaborates with a team dedicated to providing personalized wealth management services tailored to the unique needs of individuals, families, and businesses. Her expertise encompasses college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Vasana emphasizes building deep rapport with clients to understand what matters most to them and to create customized wealth management approaches that adapt to changing life circumstances and market conditions. Outside of her professional role, Vasana is involved with the National Kidney Foundation. She enjoys activities such as antiquing, biking, camping, gardening, hiking, ice hockey, painting, spending time with her family, and traveling.

Ronald Dunk is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at OSAIC since 2024, following prior roles at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and Securities Service Network, Inc. Outside of his advisory work, he owns a hobby farm where he raises and sells lambs and chicken eggs. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios using firm-provided tools and access to third-party money managers.

James Martin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera, he worked at Woodforest National Bank and AML Rightsource. He also serves as an assistant at Pathway Financial Advisors, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutional accounts. The firm operates a multi-manager platform with a large nationwide network of advisors and manages over $256 billion in assets.

Justin Plunkett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. since 2013. Outside of his advisory role, he serves as Vice President of the Cedar Ridge Cross Country Booster Club, assisting with fundraising and operational management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational structure.

David Konopinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2009, following prior roles at RBC Capital Markets and Ferris, Baker Watts, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of investment strategies.