Mark Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

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.

Josh Kaluzne is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Wayne Homes from 2016 to 2019. He is also a co-owner of J & C Management Holdings LLC, where he manages mortgage payments and property repairs. 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. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including trust, mutual funds, and securities-based lending.

Carmen Monaco is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Monaco worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of the firm, Monaco has significant ownership interests in investment-related businesses, including a 50% stake in Blue Ocean Investment Group, LLC, and a 90% stake in Monaco GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Evan McCauley is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Merrill Lynch from 2014 to 2017. McCauley serves as a board member and finance committee member for the Great Trail Council of the Boy Scouts of America. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and an affiliate network.

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.

Joseph Magee is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at Primerica Advisors since 2024 and previously spent time at PFS Investments Inc and SRI. Magee has been associated with Primerica Financial Services since 1998. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale and delivers advisory services through model-driven strategies managed by third-party asset managers.

Jeffrey Clifford is a financial advisor with Osaic Wealth, Inc. in Akron, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. Before joining Osaic in 2023, he worked at The Huntington Investment Company for six years and simultaneously held roles at FirstMerit Bank and LPL Financial for eight years. Outside of his advisory work, he serves as a collegiate baseball umpire with the Collegiate Baseball Umpires Alliance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm’s investment approach incorporates asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of securities, offering both discretionary and non-discretionary portfolio management options.

David Courtad is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in January 1986, navigating major 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 contributed to his risk-aware approach to financial counseling. In 2016, David founded The Courtad Group Wealth Management team along with his daughter Sarah, later joined by his son Ethan in 2018. The group focuses on advising families regarding multi-generational wealth through a consultative and experience-driven approach. David holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from The Ohio State University. Outside of his professional work, David and his wife Kathy participate in community projects including the Akron Food Bank and the Juvenile Diabetes Research Foundation. He is also a member of the Summit County Ohio State Alumni Club. His interests include baseball, football, gardening, golfing, skiing, swimming, traveling, and spending time with his family.

Timothy Porter Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2018 and Raymond James Financial Services, Inc. since 2015. Outside of his primary role, he is also employed as a financial advisor at Wentz Financial Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to clients including individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and public entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and integrates municipal and public finance expertise through its affiliated Public Financing department.

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 with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Ross has been affiliated with Wentz Financial Group and has work experience spanning financial advisory and investment strategy roles. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and public entities. The firm offers customized advisory solutions, including its SIMPLE IRA Employer Advisory & Consulting Services program for small businesses, and maintains a notable involvement in municipal and public finance activities.

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.

Lee Framer is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 47 years of industry experience. He previously worked at Next Financial Group Inc for 16 years. Outside of advisory work, he is involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Kris Brenneman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 10 years. Outside of his advisory role, Brenneman is the owner of the Brenneman Group, a support company based in Uniontown, Ohio. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored strategies supported by extensive research and a broad affiliate network.

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.

Christian Lashbrook is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Cengage Group, Apex Systems, and Bearing Distributors Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and advisory services under a fiduciary standard.

Matthew Kemsuzian is a financial advisor with Mass Mutual Investors Services in Medina, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2008. Outside of his advisory role, he is involved in insurance sales through positions with OneDigital and David Berkley Insurance Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

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.