Anne Marie Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools to assist clients in developing tailored plans.

James Shubert is a financial advisor with Equitable Advisors in Akron, Ohio, holding Series 65 and Series 63 licenses and bringing 49 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he holds various contracts related to health insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of representatives, utilizing both proprietary and third-party investment programs.

Heather Katzenmeyer is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked at The Huntington Investment Company, Raymond James Financial Advisors, and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice.

Linda Reall is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 40 years of industry experience, including prior roles at B. Riley Wealth Management and Capital Securities of America, where she also holds an ownership interest. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and supports proprietary and third-party model strategies.

Colin Hammer is a financial advisor at Morgan Stanley in Akron, OH, holding a Series 66 license and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of Bluecoats, Inc., a charitable nonprofit based in Clinton, OH. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with diversified investment activities.

Timothy Holdsworth is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Equitable Advisors and its predecessor entities since 2003, including AXA Advisors and Signator Investors. He serves on the board of A Kid Again, a nonprofit organization supporting children with life-threatening conditions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives using both proprietary and third-party programs, covering a range of investment products and fiduciary services.

Rachel Stahl is a financial advisor with Ameriprise in Clinton, OH, holding a Series 66 designation and 10 years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2023. Outside of her advisory role, she is a co-owner of a real estate business and serves as a soccer club director and coach in Homer, AK. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Collin Brooks is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Julie Miller is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at First Command Insurance Services and Sanofi. She is also the owner of a single residential rental property in Lyndhurst, Ohio. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of investment advisory programs and affiliated products. The firm operates nationwide with over 23,000 financial advisors and focuses on both discretionary and non-discretionary strategies under a fiduciary standard.

Mark Fryer is a financial advisor with Ameriprise in Akron, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts and affiliated investment products.

John Randall is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools to manage their financial lives and choose platforms that suit their needs. John holds the Professional Investment Advisor (PIA) designation and has a High School Diploma/GED from Chagrin Falls. His personal philosophy centers on helping clients uncover what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Victor Perez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Hartville, OH. He has worked within various J.P. Morgan affiliated entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Carter Camper is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, he played professional hockey with multiple teams including IK Oskarshamn, Tappara, and the New Jersey Devils organization. Outside of his advisory role, Camper is involved as an employee in 3ICE, a 3-on-3 hockey league based in Pittsburgh. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools.

Erin Machado is a financial advisor with J.P. Morgan Securities in Akron, OH, holding Series 63 and Series 66 licenses and with 15 years of industry experience. She has worked with various J.P. Morgan entities since 2011. Outside of her advisory role, she is a general partner at KEN, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Lucero Forrest is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and eight years of industry experience. Prior to joining Schwab in 2017, Lucero worked at Fidelity Investments and Sedgwick Claims Management. Outside of advising, Lucero is involved in managing a rental property through an LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm’s investment approach includes multi-asset model portfolios, non-discretionary and discretionary management options, and access to alternative investments through a centralized and integrated platform.

Michael Murphy is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009. 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Preston Milstead is a Planning Consultant at Fidelity Investments, where he supports high net-worth clients by understanding their family wealth systems and assisting them in making decisions that promote family-wide financial harmony. He has been with Fidelity since 2021, progressing through roles as a Financial Representative and Relationship Manager before assuming his current position in 2023. Prior to joining Fidelity, Preston worked in Retirement Participant Services at Charles Schwab from 2019 to 2021. His experience spans client relationship management and retirement services, with a focus on financial planning for affluent families. Outside of his professional work, Preston has interests in board games, cooking and baking, gardening, playing musical instruments, and reading.

Corey Jones is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has worked exclusively with JP Morgan entities since 2016, including roles at JP Morgan Securities LLC and JP Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Genevieve Adelman is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has worked at Edward Jones since 2012. Outside of her advisory role, she operates a photography business specializing in senior portraits, community theater productions, and acting headshots. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Gillian Boone is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 66 and Series 63 designations and has been affiliated with Raymond James Financial Services, Inc. since 2019. Outside of her advisory role, she serves as Vice President and Treasurer at Western Reserve Resources Corporation, where she acts as Branch Office Manager. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals and supports advisory programs through a broad network of affiliated firms.