Courtney Wolf is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, she focuses on helping clients understand how their financial planning affects their future and legacy, providing them with the knowledge to make informed financial decisions in everyday life. Prior to this, she worked as a Private Client Investment Associate at JP Morgan Chase from 2013 to 2021. Her professional experience encompasses client-focused financial planning and investment advisory services. Courtney's commitment lies in delivering value by enhancing clients' understanding of their financial situations and decision-making processes. Outside of her professional work, Courtney enjoys cooking and baking, participating in social events with friends, listening to music, scuba diving, and volunteering.

Sarah Lance Welch is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Clint Nethero is a Financial Consultant at Fidelity Investments, where he has been working since 2017. He collaborates with individuals and families to develop financial plans that are flexible and straightforward, taking into account multiple outcomes. Clint emphasizes building strong relationships with his clients to serve as a dedicated financial professional throughout various life events. Clint's professional experience at Fidelity Investments spans several roles, including Investment Consultant (2015-2016), Relationship Manager (2014-2015), and Financial Representative (2012-2013). He holds a California Insurance License, which supports his work in financial consulting and planning. Outside of his professional responsibilities, Clint enjoys spending time at the beach, engaging in family activities, reading, running, playing soccer, and traveling.

Lewis Wentz is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hudson, Ohio, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2015 and is also the owner of Hummer Entertainment, a holding company for a car collection. He founded Fear the Roo Collective LLC, a nonprofit supporting Akron University basketball, and serves as a director of the Wentz Family Foundation, involved in charitable donation decisions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to assist clients in achieving their goals and supports municipal and public finance work through unique affiliations.

Kenneth Frost Jr. is a financial advisor with Edward Jones in Tallmadge, OH, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides 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.

Keith Smith is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 20 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Smith is the sole proprietor of AMK Hudson Realty, LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and a wide range of investment services. The firm employs a structured financial planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Michele Cicciari is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, Michele worked at Wells Fargo Advisors LLC for seven years. She serves as a board member of the Turnberry Homeowners Association in Medina, OH. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Jeroen Heijnen is a financial advisor with LPL Financial in Akron, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked at Cantella & Co., Inc. for six years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Steven Mowry is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2004. He collaborates closely with individuals and businesses, offering guidance throughout different stages of their financial life cycles. His practice emphasizes a planning-based approach to wealth management, helping clients build a strong foundation to make informed financial decisions. Steven holds a Bachelor's degree from Youngstown State University and earned his CERTIFIED FINANCIAL PLANNER® certification in 2006. He also holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout his career, he has received recognition in Forbes' "Best-in-State Top Wealth Advisor" list for multiple years. Beyond his professional work, Steven is involved in various philanthropic activities at Seton Catholic School. He resides in Aurora with his family and holds personal interests in chess, gardening, golfing, hiking, spending time with family, and tennis.

Casey Kittridge is a financial advisor at Edward Jones in Uniontown, OH, holding a Series 66 designation. Casey has prior experience working at Huntington National Bank and U.S. Bank, as well as positions outside the financial industry at Victoria's Secret. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with more than 23,700 financial advisors and provides services under a fiduciary standard.

Dominic Ruby is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Raymond James in 2022. Outside of his advisory work, he serves with the Ohio State Alumni Association of Medina County and is the owner of Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting services.

Raffaella Owens is a financial advisor with Primerica Advisors in Fairlawn, OH, holding 10 years of industry experience. She has been associated with Primerica Financial Services since 2011 and currently operates under Primevision Financial Group, conducting sales of investment-related products and referring home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities while offering a tiered wrap fee structure.

Janet Keener is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Samantha Ridenour is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, following a prior role at Kent Apartments/College Towers. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Logan Cingel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Ohio University, Hudson Country Club, Sunrun Inc., Antonio's Pizzeria, and Solon City Schools. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers diverse investment implementation options across multiple platforms and employs both proprietary and third-party strategies.

Nathan Hershman is a financial advisor at Edward Jones in Uniontown, OH, holding the ChFC® and Series 66 designations with 19 years of industry experience, all spent at Edward Jones since 2007. He serves as a Hope Ambassador for Akron Children's Hospital. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Vincent Rosnack is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Frederick Prillaman is a financial advisor with Ameriprise in Tallmadge, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at National Interstate Insurance Company, U.S. Bank, Valmark Financial Group, Verizon, 24 Hour Fitness, and service in the U.S. Navy. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team.

Matthew Thomas is a Wealth Management Advisor serving as a Merrill Resident Director. He began his career in financial services in 2005 and most recently worked with JP Morgan as a private client advisor. Matthew specializes in developing personalized financial strategies that address individual clients’ needs and goals, and he acts as a Portfolio Manager by managing discretionary investment strategies that may include individual stocks and bonds, model portfolios, and third-party strategies. Matthew holds a Master of Science degree and a Bachelor's degree from Indiana Wesleyan University. He also earned an Undergraduate Certificate in Investment Management from Yale University. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, along with the Accredited Asset Management Specialist™ (AAMS) and Accredited Wealth Management Advisor™ (AWMA) designations from the College for Financial Planning Institutes Corp. Committed to community involvement, Matthew participates in local volunteer organizations and maintains an active lifestyle including golf, soccer, and volleyball.

Michael Sheppard is a financial advisor with Edward Jones in Richfield, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ganley Honda from 2010 to 2018. Sheppard has served as a past president and volunteer board member for the Broadview Heights Lion’s Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a national network of more than 23,700 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.