James Shubert is a financial advisor with Equitable Advisors in Akron, OH, holding Series 65 and Series 63 credentials and 49 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, he has various outside insurance contracts related to health insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of third-party program sponsors and proprietary tools.

Branden Vachon is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America, Merrill, American Income and Life Insurance Co., CrossCountry Mortgage, Rocket Mortgage, Ruffalo Noel Levitz, Deck Rescue, and Meijer. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Linda Reall is a financial advisor with Cambridge Investment Research Advisors in Hartville, OH, holding a Series 63 designation and 40 years of industry experience. Her career includes positions at Cambridge Investment Research Advisors since 2016, B. Riley Wealth Management from 2007 to 2016, and Capital Securities of America from 1999 to 2007. She is also the owner of a separately registered advisory business affiliated with Capital Securities of America. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies across multiple custody platforms.

Melissa Longsdorf is a financial advisor with Raymond James Financial, holding the Series 66 designation and 11 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent four years at Merrill. She is also associated with PortfolioVision in a support role outside of investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports both advisory programs and institutional consulting, with unique offerings in municipal and public finance.

Brenda Fogle is a Series 66 registered financial advisor with STIFEL, based in Canton, OH, and has 26 years of industry experience. She has been with STIFEL since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

James Craig Jr. serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Canton, OH. Since beginning his financial services career in 1984 and joining Merrill Lynch in 1991, he has focused on assisting individuals, families, and businesses with disciplined planning and investment experiences. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. James holds a Certified Investment Management Analyst® (CIMA®) designation and a Personal Investment Advisor (PIA) certification. He earned a bachelor's degree in Business from Ohio University and a master's degree from Ashland University. As a qualified Portfolio Manager, he manages personalized and defined investment strategies on a discretionary basis. Outside of his professional work, James is involved with the United Way of Central Stark County and The Pegasus Farm as part of his community involvement. He is a member of The Congress Lake Club. His personal interests include golfing, spending time with family, and traveling.

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.

Claus Meyer is a CFP®-certified financial advisor with Raymond James & Associates, based in Medina, Ohio, and has 22 years of industry experience. He has been with Raymond James & Associates since 2012. Meyer serves as a committee member for Leadership of Medina County, a nonprofit organization, where he reviews quarterly finances and participates in budget and economic discussions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with a diverse client base, including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services, employs a variety of portfolio management styles, and provides municipal advisory services uncommon among peers of its size.

Timothy Stephan is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked since 2005 at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. In addition to his advisory role, he is involved in real estate through a co-owned office property. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, brokerage products, and access to model portfolios and third-party asset management services. The firm’s integrated platform combines advisory programs with insurance and lending products through affiliated entities.

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.

Samuel Kirkbaumer is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held positions in various industries including hospitality, landscaping, and technology. His work background also includes roles at academic institutions such as Kent State University and Stark State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Tornabene is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Johnson & Johnson for 14 years. Outside of his advisory role, he owns and manages two rental property LLCs in Canton, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with an emphasis on fiduciary standards and tax-efficient services.

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.

Michael Lindsey is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2020. Lindsey is based in Canton, Ohio. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Victor Perez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan since 2015. J.P. Morgan Securities 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 recommendations.

Erin Machado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with J.P. Morgan Chase Bank and its affiliated entities since 2011. Outside of her advisory role, she is a general partner at KEN, LLC, a private investment entity. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Sara Larocco is a financial advisor at Merrill with 11 years of experience at the firm and holds a Series 66 designation. She has been based in Canton, OH, and has worked in the industry for three years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Corey Jones is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he worked at Fyzical Therapy & Balance Centers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.