Matt Franklin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His prior roles include positions at United Planners' Financial Services of America and SSN Advisory, Inc. Outside of his advisory work, he owns Standardbred racehorses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary portfolio management options.

Ashlee Tatum is a financial advisor with Cetera holding a Series 66 designation. She has professional experience beginning in 2024, including roles at Cetera Advisors LLC, Ramsier Financial Services, and PNC Bank. Cetera Investment Advisers LLC is an SEC-registered adviser distributing services through a nationwide network of independent advisors, serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that incorporates affiliated and third-party managers along with customizable strategies.

Loni Weaver is a Series 66-licensed financial advisor with Edward Jones, based in Orrville, Ohio, with five years of industry experience. She has been with Edward Jones since 2020 and previously worked at the firm from 2006 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors and 15,000 branch offices. The firm 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.

Cody Austin is a financial advisor at Austin Wealth Solutions with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Retirement Wealth Advisors, L.M. Kohn & Company, and the University of Akron, among others. Outside of advising, he is involved with the Troy Miller Agency, where he provides insurance sales and financial management consulting. Austin Wealth Solutions offers discretionary portfolio management and third-party adviser selection for individuals, corporations, and charitable organizations. The firm integrates investment management with insurance and employee benefits coaching, utilizing an asset-allocation approach and actively monitoring portfolios through Altruist LLC’s Model Marketplace.