Teresa Loll is a financial advisor at Cetera with 14 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at firms including Merrill and Bank of America. Teresa is also a financial professional with Vita Advisors, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports more than 10,000 advisors and roughly 800,000 clients.

Joseph Close is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at KeyBank, Northwest Bank, and First National Bank of Pennsylvania. Outside of finance, he previously worked at Whirley Drinkworks. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Danny Ehmer Jr. is a financial advisor with Primerica Advisors, holding 16 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2012 and 2002, respectively. Outside of his advisory role, he serves as president of the International Referral Network, a non-investment-related organization based in Akron, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 delegates trading responsibilities, operating primarily through a tiered wrap-fee structure.

Matthew Dean is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase bank since 2013. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Marc Tanner is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Charles Schwab since 2014. 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 employs a multi-asset model portfolio approach supported by in-house research and a formal alternative investment selection process.

Tim Papp is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the position of Senior Vice President and focuses on providing personalized wealth management strategies tailored to individual goals. His approach involves developing flexible financial strategies that align with the client's full financial picture and changing market conditions. Tim specializes in legacy planning, personal retirement planning, philanthropic planning, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Retirement Plans Specialist (CRPS) designations, as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from The University of Akron. In addition to his professional work, Tim participates in community activities and serves in various roles including with the Akron Children's Hospital - Hope Ambassador program, the Magical Theatre Company as Board President, St Francis de Sales Church, Summa Health as Charles Deering Legacy Advisor Leadership, and the YMCA's Heritage Club.

Anastasios Kountis is a financial advisor at Morgan Stanley with 15 years of industry experience. His background includes roles at Key Investment Services, PNC Bank, and Patrick Capital Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and secular return estimates in its process.

Alexa Bleiweis is a financial advisor at Charles Schwab with Series 63 and Series 66 designations. She has five years of experience at Charles Schwab & Co., Inc. Prior to her current role, she held positions in consulting, education, and event management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services, offering a combination of non-discretionary and discretionary investment options supported by comprehensive research and centralized operational infrastructure.

Marc Servodio is a CFP® with 17 years of experience in the financial services industry, currently affiliated with Cetera. His prior roles include positions at Vita Advisors, Prosperity Advisors, Springside Partners, and Cetera Advisors. He is involved in several nonprofit and community organizations, serving on the board of Goodwill Industries and as an operating committee member of the C.A.M.P. youth mentoring program, as well as participating on the advisory board for the University of Akron's Department of Economics. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures.

Justin Ellis is a Financial Consultant currently working at Fidelity Investments since 2026. Prior to this, he served as a Financial Consultant Partner at Charles Schwab from 2024 to 2025. His career in financial services began with various roles including 401(k) Participant Services Specialist at Charles Schwab, Advisor Intern at Lifetime Financial Growth, Financial Intern at Symphony Financial Services, and Investment Operations Intern at Valmark Financial Group. Justin focuses on partnering with clients to understand their financial goals and overall financial picture, aiming to develop clear financial plans. He emphasizes thoughtful planning conversations and education to help clients comprehend their options, make informed decisions, and build confidence in the strategies they develop together. Outside of his professional work, Justin has interests that include cars, golf, military service, scuba diving, snowboarding, and soccer.

Matthew Hale is a financial advisor with Charles Schwab in Richfield, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm provides both non-discretionary and discretionary investment solutions through integrated advisory, brokerage, custody, and cash-sweep services.

Sumana Sarkar is a financial advisor at Robert W. Baird & Co. Incorporated with 10 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2016. The DDK Group, where Sumana works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with a focus on research and technological tools in its advisory approach.

Andrew Hudson is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. He has worked in various roles within Charles Schwab and Morningstar Investment Management. Outside of advisory work, he co-founded a podcast focused on accountability in fitness, motivation, charity, and work-life balance, and assists as a football game announcer assistant for Cuyahoga Valley Christian Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.

Daniel Blanchette is a financial advisor with Charles Schwab & Co., Inc. He holds Series 65 and Series 63 credentials and has one year of industry experience. Prior to joining Charles Schwab, he worked in the hospitality sector with firms such as Columbia Sussex, Schulte Hospitality Group, General Hotels Corporation, and Crestline Hotels Corporation. 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 a non-discretionary client relationship model with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.