Anthony Anderson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2023. Anderson serves as a director for Club Molisani Charities, a nonprofit organization where he helps organize activities and oversees member engagement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, drawing on diverse portfolio management styles and firm research, with a notable presence in municipal advisory services.

Jason Satir is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2016. 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 discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized supervisory and custody arrangements.

Evan Mccauley is a CFP® with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, he worked at Merrill Lynch from 2014 to 2017. Outside of his advisory role, he is a board member and finance committee participant for the Great Trail Council of the Boy Scouts of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Theodore Sadar is a CFP® with 41 years of industry experience currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and transitioned to Cetera in 2024. He also owns Sadar Financial, a consulting business focused on business development and cash flow coordination. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jeffrey Clifford is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at The Huntington Investment Company, Firstmerit Bank, and LPL Financial. Outside of his advisory role, he serves as a collegiate baseball umpire with the Collegiate Baseball Umpires Alliance. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.

David Courtad is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his wealth management career in January 1986, gaining extensive experience through significant market events such as the 1987 market sell-off, the dot-com bubble from 1995 to 2000, and the Great Recession of 2008. These experiences have influenced his risk-aware approach to financial counseling. In 2016, David founded The Courtad Group Wealth Management team, which includes his children. The team focuses on advising families on multi-generational wealth, utilizing a consultative approach to provide personalized strategies. His areas of expertise include executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, and tax minimization among others. David holds a Bachelor's Degree from The Ohio State University and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through volunteering with organizations such as the Akron Food Bank, the Juvenile Diabetes Research Foundation, and the Summit County Ohio State Alumni Club. David and his wife Kathy participate in various community projects and are members of the Summit County Ohio State Alumni Club.

Anthony Van Keuren is a financial advisor with LPL Financial who holds a Series 63 designation and has 20 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities America, Inc. He is also involved in legal services through his ownership interest in Dennis C Jackson Co., a business he has been associated with since 2006. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Timothy Porter Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Raymond James since 2015 and is also employed by Wentz Financial Group as an associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

William Koch is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Koch is a co-owner of Oazvath Investments LLC and serves as an employee and coach for the University of Akron Ice Hockey Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without individual security recommendations as part of its standalone financial planning program.

Maison Ross is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has worked with Wentz Financial Group and Raymond James Financial Services Advisors, Inc. Ross’s background includes roles in investment strategy and financial advising. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Fitting is a CFP® with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His professional background includes roles at H.D. Vest Advisory Services and running his own firm, Fitting Tax & Financial LLC, where he provides tax preparation and accounting services alongside financial advising. He is also a CPA and enrolled agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing various portfolio management platforms and a mix of proprietary and third-party investment strategies.

Mason Linderbaum is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and possessing 22 years of industry experience. He has worked at both Retirement Plan Services, Inc. and Charles Schwab since 2003. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Lisa Loughry is a financial advisor with Ameriprise in Tallmadge, Ohio, holding Series 65 and Series 63 designations and 14 years of industry experience. She previously worked with Mutual of America Securities LLC and Mutual of America Life Insurance Company from 2014 to 2025 before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Marie Chiarucci is a financial advisor at Ameriprise with 20 years of industry experience. She has been with Ameriprise and its predecessor entities since 2005. Outside of her advisory role, she serves as secretary on the board of the Riverwoods Homeowners Association and volunteers to provide free financial advice to widows through Wings for Widows. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Gregory Terhune is a CFP® and Series 66 licensed financial advisor with Edward Jones in Cuyahoga Falls, OH, bringing 10 years of industry experience. He has been with Edward Jones since 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Woods is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Aaron Harbaugh is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors and various positions outside the financial sector. 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 discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Dylan Lanning is a Series 66-credentialed financial advisor at Raymond James Financial with three years of industry experience. He is also an associate and senior relationship manager at Western Reserve Resources Corporation. Prior to his financial services career, he held roles at various retail companies including Dunkin Donuts and Polo Ralph Lauren. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary investment consulting and supports a broad network of affiliated advisory firms.

Alex Mckenna is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he provides general operations support for Align K9 Training, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers, providing a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Jandziszak is a Financial Consultant at the Fairlawn Investor Center with Fidelity Investments. He specializes in working with local clients to provide comprehensive financial planning resources aimed at helping them achieve their financial goals. Matthew focuses on assisting families and individuals in building and maintaining financial plans that promote long-term security and allow clients to concentrate on their personal interests. Matthew's career in financial services began in 2018 and includes roles such as Financial Service Account Executive at Nationwide, Retirement Plan Services Account Executive at Charles Schwab, and various positions at Fidelity Investments, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant since 2025. Originally from Northeast Ohio, Matthew currently resides in the area with his wife and their dog. Outside of work, his interests include cooking and baking, football, golf, movies, pets, and traveling.