John Aigler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he operates Aigler Financial Group as a DBA and sells non-variable life, long-term care, group and individual health insurance in Akron, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both proprietary and third-party research, and employs a variety of portfolio management strategies including discretionary and non-discretionary approaches.

William Haak is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 41 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also maintains affiliations with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company dating back to 1991. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analysis tools.

Sumana Sarkar is a financial advisor at Robert W. Baird & Co. Incorporated with 10 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2016. The DDK Group, where Sumana works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with a focus on research and technological tools in its advisory approach.