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 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Her prior roles include positions at Wells Fargo Advisors LLC and A.G. Edwards & Sons, Inc. She serves as a board member for the Turnberry Homeowners Association in Medina, OH. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of individual, corporate, and institutional clients.

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.

Kevin Gilligan is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and The Ohio State University. LPL Financial is a national SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third‑party subadvisors, and technology-driven strategies.

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.

Alexandria Hodge is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes multiple roles within J.P. Morgan entities since 2021, as well as prior experience at Mgo Inc. and Kent State University. J.P. Morgan Securities LLC 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, distribution, and investment management capabilities.

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.

Louis Wargo is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior work includes 20 years at FSC Securities Corporation and three years at OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Kyle Holdsworth is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Equitable Advisors, where he has worked since 2023, following three years at Fidelity Investments. Outside of his advisory role, he is involved as an independent agent for fixed insurance products and participates in a financial services LLC. Equitable Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a mix of proprietary and third-party advisory models to tailor investment solutions.

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.

Ryan Radonich is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including prior experience with Axa Advisors, LLC. Outside of his advisory role, Radonich serves as Chief Operations Officer at Chagrin Valley Dental and is involved in several business ventures, including ownership of Lakeside Holdings, LLC and a tree farm in Novelty, Ohio. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach emphasizes personalized assessment and matches clients to proprietary and third-party advisory programs.

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 financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities. Outside of his advisory role, he serves as a professor teaching business courses at Ohio Business College. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates its investment management with Bank of America affiliates and emphasizes manager-selection capabilities and tax-focused strategies.