Liam O'rourke is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and AXA Advisors. Outside of finance, he has experience working with Everest Soccer Club and in education at Firestone High School and Kent State University. 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, pension plans, corporations, and charitable organizations.

Nancy Patterson is a financial advisor with Raymond James & Associates in Fairlawn, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves as an officer and secretary on the board of Public Safety Services. 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, pension plans, charitable organizations, and municipal entities, offering tailored financial planning and non-discretionary investment consulting through various specialized services.

Kelli Phillips Zaleski is a financial advisor with Ameriprise in Canton, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliate since 2000. Zaleski also operates an S-corp, Zaleski and Associates Inc., through which she conducts her business as a self-employed contractor. Ameriprise serves clients primarily through its retirement-income planning service, Ameriprise Premier Retirement Income, which targets individuals with substantial investable assets and provides detailed, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to support retirement income strategies and offers a broad range of advisory, brokerage, and insurance solutions.

Cameron Guild is a Wealth Management Advisor with The HK Group at Merrill Lynch Wealth Management. He specializes in providing tailored financial advice and guidance designed to support each client's current lifestyle as well as their short- and long-term needs and goals. Cameron and his team emphasize simplicity, transparency, and a disciplined wealth management process to help clients measure their progress toward financial and life objectives. They prioritize direct access and personalized service, avoiding impersonal communication channels to maintain close client relationships. Cameron began his career in financial planning in Akron before joining Merrill Lynch in 2013. He holds a Bachelor of Science degree in Finance with a concentration in Financial Planning from The University of Akron. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Cameron's expertise spans areas such as college education planning, retirement income, legacy planning, philanthropic planning, socially responsible investing, and liquidity management. Outside of his professional work, Cameron resides in Copley, Ohio. He is an active member and past president of the Rotary Club of Fairlawn. His personal interests include camping, skiing, and spending time with his family.

Ethan Courtad is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Courtad Group since 2018. He specializes in multi-generational wealth management, estate planning services, and financial planning, providing customized strategies that support long-term financial success. His areas of focus include corporate executive services, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ethan graduated from The Ohio State University in 2014 with a Bachelor's Degree in Materials Science and Engineering. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His background in engineering contributes to his structured and analytical approach to financial planning. He resides in Copley, Ohio with his wife Amanda and their two children. Outside of his professional work, Ethan volunteers with the Northeast Ohio chapter of the Juvenile Diabetes Research Foundation and participates in the Ohio State Summit County Alumni Club.

Joshua Marks is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. With over 23 years of experience, he specializes in areas including divorce transition planning, investment consulting for defined contribution plans, employee financial health, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from Washington and Jefferson College and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joshua is affiliated with Merrill Lynch and actively participates in community involvement through organizations such as Mash Factory. Joshua approaches financial advising by developing personalized strategies tailored to each client's long-term goals. Outside of his professional role, he enjoys baseball, fishing, football, hunting, and spending time with his family.

Jamiee Hough is a financial advisor with Raymond James Financial in Medina, OH, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. She has worked at Raymond James since 2016 and has been involved with the Buckeye Activity Center since 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and models to support client goals and has a notable affiliation with a municipal advisor to enhance its public finance services.

Eric Simeonoglou is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. His prior work includes roles at Mid-West Forge Corporation, SIFCO Industries, Arconic Inc., and Alcoa Corp. Outside of finance, he owns Simeonoglou, LLC, which provides general engineering services and 3D printing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers, offering a range of investment approaches and supporting trade execution and custody through BNY Mellon Advisors and Pershing.

Matthew Mize is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 15 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2010 and 2008, respectively. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services managed by Pershing and Primerica Brokerage Services.

John Kraft is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized municipal and public-finance advisory services.

Brent Malone is a financial advisor at UBS Financial Services in Akron, OH, holding a Series 66 designation with nine years of industry experience. He has been with UBS since 2016. Outside of advising, he is president and owner of DeMarc Properties, a marketing and retail sales business, and he oversees the A/V team and speaks at City Church AC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and manages fee-based financial planning with a fiduciary standard.

Robert Ruggeri is a financial advisor with Primerica Advisors in Akron, OH, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors since 2007 and affiliated with Primerica Financial Services since 2006. Outside of advisory work, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which uses model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Ashlee Tatum is a financial advisor with Cetera holding a Series 66 designation. She has professional experience beginning in 2024, including roles at Cetera Advisors LLC, Ramsier Financial Services, and PNC Bank. Cetera Investment Advisers LLC is an SEC-registered adviser distributing services through a nationwide network of independent advisors, serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that incorporates affiliated and third-party managers along with customizable strategies.

Kevin Downes is a financial advisor with OSAIC in Coventry, OH, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Sii Jhfn. Downes is also a partner at Boston Partners Wealth Management and serves as an assistant vice president in a life insurance brokerage. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, utilizing asset-allocation tools, risk assessment, and third-party managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Brian Davin is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, and The Huntington Investment Company. Outside of his advisory role, he serves on the Board of Directors for the Game Changers Leadership and Peer Mentoring Initiative and is an advisory board member for the Cortland Community Foundation. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lucy O'Connell is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Freeman O'Connell Thomas Wealth Management Group. She began her financial services career with Merrill in 2002 and supports clients in Northeast Ohio and Akron communities. Her focus areas include family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Lucy holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in Industrial Business Management from the University of Akron and previously attended John Carroll University on an academic scholarship. She is married with two children and three grandchildren. Lucy enjoys spending time outdoors, watching soccer, reading, biking, boating, dancing, gardening, hiking, running, and traveling. She is involved with community organizations such as Akron Children's Hospital and Akron Zoo.

Mihai Stan is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following five years at MetLife Securities Inc. Stan is based in North Canton, Ohio. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning relationships and uses proprietary software tools to help analyze client goals.

Rebecca Windsor is Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to partnering with clients to strengthen their financial futures. She has been with Fidelity Investments since 2016, serving in various roles including Assistant Branch Leader, Financial Consultant, and Relationship Manager. Prior to joining Fidelity, Rebecca held positions in the mortgage industry as a Loan Counselor and Loan Processor at SIRVA Mortgage, Inc. She also has experience in banking, having worked as a Co-Manager at Huntington National Bank and as a Banker at Charter One Bank.

Timothy Adkins is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 designations and has worked at several firms including W&S Brokerage Services and Western & Southern Financial Group. His background includes roles in both financial services and education. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

David Shaffer is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at J Rayl and Wells Fargo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices. The firm offers 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.