Terry Hitchcock is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Shannon Waggoner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Raymond James, Shannon spent 12 years with Morgan Stanley Smith Barney LLC. Shannon also works as an associate at Brenneman Group, a support company based in Uniontown, OH. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Thomas Kefalos is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 credential and 9 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and previously worked at Major Facility Solutions. Outside of advising, he is involved in property management as a landlord. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment due diligence within a large, integrated operational framework.

Patton Teagle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Smith is a financial advisor with Raymond James & Associates in Medina, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Denise Marko is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Morgan Stanley in 2025, she spent 12 years with Wells Fargo Advisors and Wells Fargo Clearing in various advisory roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Kimberley Parsons is a financial advisor at Primerica Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at firms including Financial America Securities and Primerica Financial Services. Parsons also works as a substitute teacher at the Educational Service Center of Northeast Ohio. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody.

William Smith is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Bank of America, Fidelity Investments, and PNC Bank. Outside of finance, he works part-time as a sales associate for Indochino, a men’s tailored clothing retailer. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Ashley Watson is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2025. In this position, she partners with individuals and their families to understand their goals and creates customized financial plans centered on their priorities. Prior to this, she held several positions at Fidelity Investments, including Financial Consultant (2024-2025), Investment Consultant (2023-2024), Planning Consultant (2021-2023), Relationship Manager (2020-2021), and Financial Representative (2018-2020). Throughout her career at Fidelity Investments, Ashley has developed expertise in wealth planning, financial consulting, investment consulting, and client relationship management. She is dedicated to helping families work toward financial security to provide peace of mind and flexibility. Outside of work, Ashley is married with two young children. She enjoys spending time with her family, gardening, golfing, and traveling.

Gavin Shindeldecker is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Charles Schwab in Richfield, OH, having previously worked at Equitable Advisors, LPL Financial, and Navigation Wealth Management. Prior to his financial career, he held roles at Walmart, Kent State University, and Snow Trails Winter Resort. Charles Schwab & Co., Inc. primarily serves 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 both non-discretionary and discretionary investment management options, integrating brokerage, custody, and advisory services within a large-scale, centralized operational structure.

Quinn Alberty is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Robert Baird & Co. and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Mark Minns is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1998 and previously spent over three decades at Sterling Inc. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

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 at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, concurrently affiliated with Bank of America since 2016. Harding serves as a trustee on the board of Old Trail School, a charitable organization in Bath, Ohio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Leonides Pena Jr. is a financial advisor with Primerica Advisors in Fairlawn, OH, holding Series 65 and Series 63 designations with three years of industry experience. His prior roles include positions at Robert Half and Lorain County Children and Families First Council. He has also been involved with Hispanic UMADAOP, a community organization. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm relies on model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through established partners.

Chad Immel is a financial advisor with Edward Jones in Fairlawn, OH, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is president and coach of Stark County Basketball, a youth basketball team in Massillon, OH. 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 programs and investment solutions, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors.

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 at LPL Financial with 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Stratos Wealth Partners, Ltd. He holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.