David Polly is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Key Investment Services since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates to offer a range of investment and risk management capabilities.

Nate Holley is a financial advisor with PNC Wealth Management in Medina, OH, holding a Series 66 designation and 13 years of industry experience. He has been with PNC in various roles since 2016, including positions at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

David Ebner is a financial advisor with Independent Financial Group, LLC in Wadsworth, OH, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior work includes roles at New England Securities, Equitable Advisors, Invest Financial Corporation, and Charter One Securities. Outside of his advisory work, he serves as a financial and business advisor and CFO for a family-owned retail business. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, and institutional entities. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies across various risk profiles.

Dillon Peterson is a financial advisor with Ameriprise in Medina, Ohio, holding a Series 66 credential. He has been with Ameriprise since 2025 and previously worked at Shields Strategic Wealth, Park Place Technologies, Oakview Dermatology, and Ohio University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning for clients approaching or in retirement, incorporating asset allocation, tax-aware withdrawal strategies, and Social Security claiming options.

Keith Deimling is a financial advisor with Cetera in Medina, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC for 22 years. Outside of advisory services, he assists clients with health insurance, Medicare supplements, group long-term care insurance, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Donald Moss is a financial advisor with Raymond James & Associates in Burbank, Ohio, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Jason M. Orsky Wealth Management, and over two decades at the Elyria Police Department. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by comprehensive research and multiple portfolio management strategies.

Kevin Gundrum is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked previously at Valmark Securities, PNC Investments, BNY Mellon Securities Corporation, and Russell Investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services, supported by a nationwide adviser network and a range of portfolio management and research resources.

David Brindley is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company for 22 years and Morgan Stanley DW Inc. for 3 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Artrip is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2013 and is a part owner and secretary of Ramsier Financial Services, Inc. He also conducts educational seminars on retirement planning at Wayne County Schools Career Center and volunteers pro bono financial education services for Wings for Widows. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a network of over 10,000 advisors and roughly 800,000 clients.

Michelle Lance is a financial advisor at Charles Schwab with 22 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2015. Prior to Schwab, she worked at JC Penny from 2009 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Tiffany Troyer is a financial advisor with Ameriprise in Orrville, Ohio, holding a Series 66 designation and 10 years of industry experience. She previously worked at Kestra Advisory Services, Kestra Investment Services, and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team and investment recommendations that leverage proprietary research and external data.

Robin Gray is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a four-year tenure at A. G. Edwards & Sons, Inc. Since 2022, he has also served as a board member on the Medina Township, Ohio Board of Zoning Appeals. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversified investment strategies and offers both brokerage and advisory solutions.

Daniel Fagert is a financial advisor with Edward Jones in Wooster, Ohio, holding a Series 63 designation and having 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Amelia Urbanik is a financial advisor with Thrivent Investment Management in Medina, Ohio, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with Thrivent since 2015 and serves as president of her local church council. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary portfolio management, and allows clients to combine planning with managed-account programs under consolidated billing.

Hannah Magrum is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing 14 years of industry experience. She has been with Thrivent and Thrivent Financial for Lutherans since 2012 and 2013 respectively. Outside of her advisory role, she is involved in several community and nonprofit activities, including serving as head chair of Kids First Medina, a nonprofit board member for Rising Heights, and owner of HKMagrum Consulting, which focuses on disability services planning and advocacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based planning without discretionary trading authority, emphasizing comprehensive recommendations across a range of financial topics.

John Munka is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Investacorp Advisory Services, Inc. and Investacorp, Inc. for over two decades. Munka is also involved with Wadsworth Retirement Group, LLC, a business entity focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

James Jones is a CFP® and Series 66-licensed financial advisor with Edward Jones in Wooster, OH, with 18 years of industry experience. He has been with Edward Jones since 2015. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Mc Master is a financial advisor at LPL Financial with seven years of industry experience. She previously worked at Edward Jones and for Dr. Alex Difilippo. In addition to her advisory role, she is a dental hygienist working part-time at a dental office in Akron, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Miranda Sullivan is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and five years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked in the Lorain City School District and at Miami University. Outside of her advisory role, she is the founder of Club ONO Networking in Peninsula, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Jessica Nethero is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities as well as Wells Fargo Clearing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated and unaffiliated sub-advisers in its management process.