Jennifer Malta is a financial advisor with Edward Jones in Akron, OH, holding a Series 63 designation and 29 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm provides a variety of investment strategies and affiliated offerings, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Pebble Willoughby is a financial advisor at Merrill with 23 years of industry experience. They hold a Series 66 designation and have been with Merrill Lynch Pierce Fenner & Smith since 1998. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader platform includes access to a wide range of products and services beyond typical investment management.

Becky Loggins is a financial advisor at Stifel with 35 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Robert Powers is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and having 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and operates under the Primevision Financial Group. Outside of his advisory work, Powers owns and creates content for a YouTube channel focused on non-investment-related topics. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts through custodianship by Pershing, offering a range of strategic and tactical investment models.

Ronald Smith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 33 years of industry experience. His prior career includes long tenure at Nationwide Insurance and Nationwide Securities, spanning over four decades. In addition to his advisory role, he serves as an independent insurance agent and consultant, including executive roles in consultative insurance and insurance merger specialist firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Scott Lepa is a financial advisor with LPL Enterprise LLC, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Mgo Inc. and Cerity Partners LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products on an integrated platform.

Daphne Inman is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she is a partner in The Juice Plus+ Company, a plant-based dietary products business, where she occasionally participates in meetings and promotes products. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Harrison Orendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to simplify and organize their financial lives by identifying and prioritizing their goals and developing personalized plans to help achieve them. Harrison is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor's degree and Master's degree in Business Administration with a focus on accounting from the University of Dayton. Outside of his professional work, Harrison values spending time with his family and engages in personal interests such as golfing and skiing. He also maintains a commitment to community involvement, volunteering with local organizations.

Karen Prebonick is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. She holds Series 63 and Series 65 licenses and is based in Akron, Ohio. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Mark Peterson is a CFP® with 43 years of industry experience, currently serving at LPL Financial since 2025. He previously worked at Cadaret, Grant & Co., Inc. for 34 years and has operated Peterson Financial Services since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Alan Rodrigues is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at Kent State University and Pet Supplies Plus from 2013 to 2016. Charles Schwab & Co., Inc. serves a large client base, 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

John Lostoski is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and BrightEdge Technologies. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through third-party program sponsors and managers, providing both discretionary and non-discretionary advisory solutions.

Kathleen Graham is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with OSAIC since 2024, previously working at Securities America Advisors and Securities America Inc for 12 years. She also holds an insurance life license as a Senior RSSP at Securities America as part of her job duties. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with various advisory platforms, utilizing tools like asset-allocation models and risk-tolerance questionnaires to manage portfolios across multiple asset classes.

Elizabeth Loveman is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2018. Prior to her current role, she volunteered with the Tanglewood Community for ten years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and an integrated operational structure.

David Peterson is a Series 66-licensed financial advisor with Equitable Advisors, based in Strongsville, OH, where he has worked since 2010. He has 15 years of industry experience, including a decade at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to execute client recommendations.

Matthew Adkins is a financial advisor at Edward Jones in Brunswick, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for nine years at the family business, Adkins Building Company, in commercial construction. He serves as an elder at Trinity Church PCA and acts as a mentor coordinator for a business networking group in Akron, OH. He also maintains a Professional Engineer's license and occasionally reviews design work for a water service company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Harlynn J M Hobbs is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2002, including a role at Charles Schwab Trust Bank since 2021. Outside of his advisory work, he occasionally works as a cook at various functions. Charles Schwab 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 and discretionary investment management services supported by centralized custody, brokerage, and due diligence resources.

James Mc Crone is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Carpenter & Associates and Highland Consulting Associates, and he is also involved in the food service industry as a server and runner at Panini's Bar and Grill in Willoughby, OH. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored financial solutions.

George Oschman is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2001, holding roles including Financial Consultant (2001-2006), Vice President Financial Consultant (2006-2018), and Vice President Wealth Management Advisor (2018 to present). With over 24 years of experience in wealth management, he focuses on helping clients make decisions to build, preserve, and transfer wealth. He and his team provide personalized service, broad wealth planning capabilities, and a wide array of investment options to address the complexities that come with wealth. Outside of his professional work, George enjoys beach activities, boating, concerts, cooking and baking, and golf.

Michael Leonakis is a financial advisor at Equitable Advisors with 13 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years and OSAIC for one year before joining Equitable Advisors. He holds a Series 66 designation and is also the managing member of Cleveland Executive Consulting, LLC, a business established for payroll and business expenses. Additionally, he is an independent agent involved in outside fixed insurance sales. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.