Gavin Shindeldecker is a financial advisor at Charles Schwab with four years of industry experience. He holds the CFP® and Series 66 designations. Before joining Charles Schwab, his work history includes roles at Equitable Advisors, LPL Financial, and Navigation Wealth Management, among others. Charles Schwab serves a large client base primarily composed of 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 provides a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational support.

Quinn Alberty is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities, he worked at Robert Baird & Co. and Fidelity Investments. His background also includes roles outside finance, such as positions at the University of Dayton Advancement Records Office and in landscaping. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates an ESG eligibility framework within its investment recommendations.

Mark Minns is a financial advisor with Primerica Advisors based in Brimfield, OH, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1998 and previously spent over three decades with Sterling Inc. Minns also has involvement in non-investment related activities, including referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets under management.

Brian Mccarty is a financial advisor with Thrivent Investment Management in Copley, OH, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as president of his neighborhood homeowners association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Andrew Harding is a financial advisor with Merrill, holding a Series 66 credential and over 21 years of industry experience. He has worked at Merrill since 2015 and is also affiliated with Bank of America, N.A. since 2016. Outside of his advisory role, Harding serves as a trustee for Old Trail School, a charitable organization focused on primary education in Bath, Ohio. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leonides Pena Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has three years of industry experience and has held positions at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory career, he has served on the Lorain County Children and Families First Council and has been involved with Hispanic UMADAOP. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through established providers, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Chad Immel is a financial advisor at Edward Jones in Fairlawn, Ohio, holding a Series 63 credential with 24 years of industry experience, all spent at Edward Jones since 2002. Outside of his advisory role, he serves as president and coach of a youth basketball team, Stark County Basketball, LLC, in Massillon, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Bethany Brenner is a financial advisor with Raymond James Financial Services, Inc., holding 10 years of industry experience. She has been with Raymond James since 2016 and is also associated with Timothy D. Brenner and Associates, where she works in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing analytical tools and tailored strategies to support client goals.

John Malloy is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked with firms including Stratos Wealth Partners, PNC Wealth Management, Natcity Investments, and Wells Fargo Clearing. Malloy operates Malloy Wealth Management LLC as a related business activity. 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 offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

Toni Francis is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Jjb Hilliard Wl Lyons, LLC and UBS Financial Services Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

William Conte is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Avantax Advisory Services. Conte also operates Conte Co., CPA Inc., a tax preparation and accounting firm. Ameriprise Financial Services serves both individual and institutional clients, providing a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Thomas Leonardi is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation and Strategic Capital Advisors, Inc., where he also serves as President/CEO. Outside of his advisory roles, he is involved in insurance sales through his leadership at Strategic Capital Advisors, Inc. OSAIC serves a diverse client base including retail, institutional, retirement plan sponsors, and charitable organizations. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization.

Brant Giere is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Morgan Stanley since 2012, including time with Morgan Stanley Private Bank, and previously spent 15 years at Merrill. Outside of his advisory role, he assists with bookkeeping and maintenance on his family farming operation and manages administrative tasks for a car racing-related business, Goat Powered LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Alissa Hitchcock is a financial advisor at Edward Jones in Stow, OH, holding CFP®, Series 66, and Series 65 designations with three years of industry experience. She previously worked at Sequoia Financial Group, LLC for four years and has a background that includes roles at Ohio University, Hastings Waterworks, and Hudson School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts, operating under a fiduciary standard.

Kay Auwerter is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. She previously worked at Stratos Wealth Partners, Ltd for 14 years and Equitable Advisors for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by research and technology tools.

Barbara Thacker is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors in 2022. Outside of her advisory role, she serves as trustee of her father's irrevocable trusts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations supported by firm research and planning tools. The firm’s services include a broad range of planning areas and integrate advisory services with other financial products and referral channels.

Spencer Chippi is a financial advisor at UBS Financial Services with Series 66 credentials. He joined UBS in 2024 and has prior work experience in various industries including food service and manufacturing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking solutions.

Paul Sheeks III is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Sheeks serves on the finance committee of Grace House Akron, a nonprofit organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Meredith Marchand is a financial advisor with LPL Financial in Akron, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group. 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 through a large network of investment adviser representatives, offering various investment approaches including model portfolios, third-party management, and customized strategies.

Isabella Marshall is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, she worked at DRB Systems, Lowe's, and has a background that includes education and involvement with a local homemade ice cream business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.