John Trecaso is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2012. Outside of his advisory role, he owns several businesses, including a consignment furniture store and an answering service company. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides customized planning and ongoing advice focused on retirement income strategies and tax-aware withdrawals.

Jonathan Kurcsak is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2020 before joining Ameriprise in 2020. 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 retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Maegan Francis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Her prior roles include positions at CNO Services LLC and Bankers Life Advisory Services, Inc. Outside of finance, she has experience working in the hospitality industry. 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 and investment management capabilities.

Ashley Ivons is a Senior Financial Advisor at Merrill Lynch Wealth Management. She assesses the financial needs of individuals and their families to help them make decisions aligned with their short and long term goals. Ashley serves as the main contact for performance forecasting tools that assist with income planning in retirement and potential long-term care costs. Ashley holds a Bachelor's degree in Business Administration with a focus in Corporate Finance from The University of Akron and is a Personal Investment Advisor (PIA). Her expertise includes family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. In addition to her professional work, Ashley is involved with community organizations such as Keep Akron Beautiful and The Autism Society of Greater Akron. Outside of work, she enjoys boating, camping, cooking, golfing, hiking, music, spending time with her family, volleyball, and yoga.

Adam Yekin is a financial advisor with Ameriprise in Buckeye, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2013 to 2017 before joining Ameriprise Financial Advisors Inc., where he served from 2017 to 2020. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Harmony Campbell is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise, Campbell worked at Edward Jones for 10 years. Outside of advisory work, Campbell owns HFC Enterprises, LLC, a business related to managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Mark Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Samantha Heisley is a financial advisor at Edward Jones in Massillon, OH, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked eight years in the automotive sector with Waikem Auto and Diehl Auto. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and fiduciary-standard advisory services, supported by a large network of financial advisors and branch offices nationwide.

Josh Kaluzne is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Wayne Homes from 2016 to 2019. He is also a co-owner of J & C Management Holdings LLC, where he manages mortgage payments and property repairs. 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 strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including trust, mutual funds, and securities-based lending.

Bo Fisher is a financial advisor with LPL Financial based in Hartville, Ohio. He holds the Series 66 designation and has recently transitioned into the advisory field following a career that includes six years at The J.M. Smucker Co and eleven years of service in the United States Marine Corps. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios and research from LPL Research and third-party subadvisors.

Evan McCauley is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Merrill Lynch from 2014 to 2017. McCauley serves as a board member and finance committee member for the Great Trail Council of the Boy Scouts of America. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and an affiliate network.

Theodore Sadar is a CFP® with 41 years of industry experience currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and transitioned to Cetera in 2024. He also owns Sadar Financial, a consulting business focused on business development and cash flow coordination. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jeffrey Clifford is a financial advisor with Osaic Wealth, Inc. in Akron, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. Before joining Osaic in 2023, he worked at The Huntington Investment Company for six years and simultaneously held roles at FirstMerit Bank and LPL Financial for eight years. Outside of his advisory work, he serves as a collegiate baseball umpire with the Collegiate Baseball Umpires Alliance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm’s investment approach incorporates asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of securities, offering both discretionary and non-discretionary portfolio management options.

David Courtad is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in January 1986, navigating major market events such as the 1987 market sell-off, the dot-com bubble from 1995 to 2000, and the Great Recession of 2008. These experiences have contributed to his risk-aware approach to financial counseling. In 2016, David founded The Courtad Group Wealth Management team along with his daughter Sarah, later joined by his son Ethan in 2018. The group focuses on advising families regarding multi-generational wealth through a consultative and experience-driven approach. David holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from The Ohio State University. Outside of his professional work, David and his wife Kathy participate in community projects including the Akron Food Bank and the Juvenile Diabetes Research Foundation. He is also a member of the Summit County Ohio State Alumni Club. His interests include baseball, football, gardening, golfing, skiing, swimming, traveling, and spending time with his family.

William Koch is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Koch is a co-owner of Oazvath Investments LLC and serves as an employee and coach for the University of Akron Ice Hockey Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without individual security recommendations as part of its standalone financial planning program.

Brian Fitting is a CFP® with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His professional background includes roles at H.D. Vest Advisory Services and running his own firm, Fitting Tax & Financial LLC, where he provides tax preparation and accounting services alongside financial advising. He is also a CPA and enrolled agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing various portfolio management platforms and a mix of proprietary and third-party investment strategies.

Kris Brenneman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 10 years. Outside of his advisory role, Brenneman is the owner of the Brenneman Group, a support company based in Uniontown, Ohio. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored strategies supported by extensive research and a broad affiliate network.

Christian Lashbrook is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Cengage Group, Apex Systems, and Bearing Distributors Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and advisory services under a fiduciary standard.

Lisa Loughry is a financial advisor with Ameriprise in Tallmadge, Ohio, holding Series 65 and Series 63 designations and 14 years of industry experience. She previously worked with Mutual of America Securities LLC and Mutual of America Life Insurance Company from 2014 to 2025 before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Gregory Terhune is a CFP® and Series 66 licensed financial advisor with Edward Jones in Cuyahoga Falls, OH, bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.