Eric Schwieterman is a financial advisor with Commonwealth Financial Network in Willard, Ohio, holding 11 years of industry experience. He has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a variety of advisory programs and back-office support, including investment management, trading, compliance, and practice-management services.

Andrew Elgin is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He has been with Janney Montgomery Scott since 2007 and holds Series 63 and Series 65 registrations. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Richard Steury is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott in various capacities since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plans, charities, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Lauretta Burkhart is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Her client focus areas include family wealth management strategies, personal retirement planning, and women and wealth. With a background as an economist, Lauretta reads economic reports and charts daily to assist in portfolio construction. She emphasizes active portfolio management based on economic conditions to aim for better short- and long-term returns. Her approach helps clients live full lives both before and after retirement by addressing their goals and risk tolerance, including alleviating common fears about financial security in retirement. Lauretta holds a Bachelor's Degree from Ohio State University and a High School Diploma from Colonel Crawford High School. She has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, she spends time volunteering with community organizations and enjoys biking, cooking, hiking, and yoga.

Thomas Wilson is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining Janney in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also a trustee of the Wilson Charitable Remainder Trust. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Charles Hahn is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Lincoln Financial Advisors for 21 years. Outside of his advisory role, Hahn serves on the governance council of local hospitals in Mansfield, Ohio, and participates in several community committees focused on local government operations and neighborhood development. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Scott Mcdougal is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial during two periods, totaling 18 years, as well as H. Beck, Inc. and Buckeye Central Local Schools. Outside of advising, he serves as a for-profit board member of The Union Banking Company and is involved with the New Washington Fire and EMS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment and financial planning solutions through a large network of advisors and utilizes both proprietary research and third-party strategies.

Jammi Mc Clead is a Senior Financial Advisor with the Eichinger-Brafford-McClead Group at Merrill Lynch Wealth Management. She joined Merrill in 2018 and focuses on client relations and thematic investing. Jammi provides access to the investment insights of Merrill and the banking services of Bank of America to develop financial strategies aimed at helping clients achieve their wealth management goals. She works closely with clients' other advisors using a consultative approach to tailor recommendations based on each client's financial situation, preferences, and objectives. Jammi holds the Series 7 and Series 66 FINRA registrations and has earned a Bachelor of Science from Lincoln Memorial University and a Master of Science from Utah State University. She also holds the Personal Investment Advisor (PIA) designation. Her client focus areas include college education planning, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, personal retirement planning, philanthropic planning, socially responsible investing, special needs planning, and women and wealth. Outside of her professional work, Jammi is involved in coaching soccer as a volunteer assistant coach at the College of Wooster, a state team coach for the Ohio Soccer Association Olympic Development Program, and a coach educator for US Soccer. She is an active member of the Rotary Club of Mansfield and serves on the Walk to End Alzheimer's Planning Committee in Mansfield and North Central Ohio. Jammi resides in Mansfield, Ohio with her husband, son, and family pets. Her personal interests include gardening, golfing, soccer, and spending time with family.

Shannon Bauer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019 and previously at Fifth Third Securities and Fifth Third Bank from 2016 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to support client decision-making.

John Stewart is a financial advisor with LPL Financial in Mansfield, OH, holding the CFP® and Series 66 designations and possessing 24 years of industry experience. He has been with LPL Financial since 2009 and also operates his own legal and tax preparation practice, Jack P. Stewart, Inc. In addition, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Michael Roberts is a financial advisor with Ameriprise in Lexington, Ohio, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns MVX Incorporated, an S-corp that manages an Ameriprise franchise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver personalized, research-driven retirement income recommendations.

Cara Howard is a financial advisor with Edward Jones in Shelby, OH, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Thirty-One Gifts, selling products through home and book parties. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Ryan Kanz is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 an ESG eligibility framework. The firm’s Institutional Consulting Services program operates on a non-discretionary basis, with clients maintaining final decision-making authority.

Jeffrey Morris is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2019. Prior to this, he spent over three decades at Merrill and has experience at Bank of America. Outside of his advisory role, Morris is the owner of Morris Land and Cattle LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across diverse platforms.

Conner Darsee is a financial advisor at Cetera with five years of industry experience. He has previously worked at Mechanics Bank and Infinex Investments, Inc. Darsee serves as board treasurer for both the YMCA of North Central Ohio and IDEA Works, where he is involved in resource committee leadership and dual-capacity check writing. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, employing a multi-manager platform with various discretionary and non-discretionary program options.

Andrew Hackney is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at CUSO Financial Services, LP and Directions Credit Union. Outside of advisory activities, he manages Directions Financial Solutions, a business related to his LPL responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools for operational and research purposes.

Keith Cawrse is a Series 63-registered advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2014, and previously at Lincoln Investment. Outside of his advisory role, Cawrse serves as a board member of Catalyst Life Services, a trustee of The University Club in Mansfield, Ohio, and treasurer for the Mansfield City Schools Levy Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services, with investment strategies that include proprietary models under the Founders Gate Capital brand and access to unaffiliated strategists.

Debbie Rowlands is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Edward Jones, she worked for Key Investment Services LLC for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Robert Knapp is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2016 and previously worked at RWK Group, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG framework when recommending strategies.

Dakota Durbin is a CFP® professional with 13 years of industry experience, currently advising at Cetera. Prior to joining Cetera in 2022, Durbin worked at Mechanics Bank and Infinex Investments, Inc. He also serves as a private banker at Mechanics Bank, assisting clients with traditional banking deposit accounts. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients with a range of investment management and financial planning services across discretionary and non-discretionary program structures.