Vasana Lipke is a Financial Advisor with Merrill Lynch Wealth Management, where she has been a part of the team since September 2014. Prior to joining Merrill, she gained experience in the banking industry. Vasana holds FINRA Series 7, SIE, and 66 registrations, as well as the Personal Investment Advisor (PIA) designation. She collaborates with a team dedicated to providing personalized wealth management services tailored to the unique needs of individuals, families, and businesses. Her expertise encompasses college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Vasana emphasizes building deep rapport with clients to understand what matters most to them and to create customized wealth management approaches that adapt to changing life circumstances and market conditions. Outside of her professional role, Vasana is involved with the National Kidney Foundation. She enjoys activities such as antiquing, biking, camping, gardening, hiking, ice hockey, painting, spending time with her family, and traveling.

Henry Paul is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he is a majority stockholder in LEP LLC, a commercial real estate management company, and his wife is a minority stockholder in the firm; he also owns Hep of Gville, LLC, which builds and sells residential spec homes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining a tiered wrap fee structure and oversight of its investment models.

Michael Lahiff is a Series 66 credentialed financial advisor with Edward Jones in Streetsboro, OH, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Ronald Dunk is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at OSAIC since 2024, following prior roles at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and Securities Service Network, Inc. Outside of his advisory work, he owns a hobby farm where he raises and sells lambs and chicken eggs. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios using firm-provided tools and access to third-party money managers.

Matthew Lewis is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Christiana Blakeslee is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and with one year of industry experience. Prior to joining Equitable Advisors, she worked at Independence Wealth Advisors and has also been involved with the Maverick Warriors Volleyball Club. Outside of financial advising, she works as an independent contractor for Door Dash and Rover. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models, including third-party sponsored programs and discretionary management through its network of Investment Adviser Representatives.

Justin Plunkett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. since 2013. Outside of his advisory role, he serves as Vice President of the Cedar Ridge Cross Country Booster Club, assisting with fundraising and operational management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational structure.

Kelly Pariso is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise in Akron, OH since 2005. She holds the Series 66 designation and has been with Ameriprise and its affiliates for over 18 years. Outside of her advisory role, Pariso is president of the Portage Lakes Polar Bear Club, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, delivering written recommendations and ongoing advice that incorporate asset allocation, withdrawal strategies, and Social Security options.

Jason Du Bois is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. The firm provides full-service wealth management to more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. Edward Jones is notable for its extensive advisor and branch network, as well as its affiliated mutual funds and trust services.

Kevin Mace is a CFP® and ChFC® with 11 years of industry experience. He is currently with Thrivent Investment Management and has prior experience at Ameriprise, The Huntington Investment Company, and Prudential. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on topics such as retirement, tax, estate, and business continuation without managing client portfolios directly.

Sheryl Kaur is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018, including a prior position at The Vanguard Group. Outside of her advisory role, she is involved with retail assistance at a convenience store. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management alongside brokerage and custody services.

Michael Macko is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing financial services aimed at helping clients plan for and pursue their personal financial goals. His professional approach emphasizes connecting all aspects of clients' financial lives to prioritize and support the goals that matter most to them. Michael’s areas of expertise include divorce transition planning, education planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. He is proactive in guiding clients through wealth and investment management, working to make complex financial planning processes transparent and manageable. He holds a Bachelor’s degree from the University of Nevada - Las Vegas and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael is also involved in his community through the Medina County Office for Older Adults. Outside of work, he enjoys biking, golfing, hiking, pickleball, and spending time with his family.

Jeffrey Lathrop is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advising, he is a partial owner of Cabot Oil & Gas Corporation and serves as trustee for a family mineral rights trust receiving oil and gas royalties. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Meghan Bradish is a financial advisor with UBS Financial Services in Hudson, Ohio, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Colin Bell is a financial advisor with Thrivent Investment Management in Stow, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. 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 planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Kevin Sokira is a financial advisor with Robert Baird & Co. in Akron, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Baird in 2021, he worked at Ohio Machinery - Ohio CAT and Turf Trimmers. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Larry Rubenstein is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked with Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He serves as trustee of a family revocable living trust, overseeing investment decisions and responding to family inquiries. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and multiple investment platforms to construct diversified portfolios for individual and institutional investors.

David P. Staats is a financial advisor at UBS Financial Services in Akron, Ohio, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with UBS since 1992. Outside of his advisory role, he teaches a course on investing at the University of Akron. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates both as a broker-dealer and an investment adviser, offering a range of capital markets and wealth management services.

Robert Abramson is a CFP® with 32 years of experience in the financial industry. He is currently with Wells Fargo Advisors, having been with Wells Fargo-affiliated firms since 2009. He holds ownership interests in several investment-related entities, including Sagemark Financial, LLC and Abramson GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing proprietary research and tools, with planning engagements tailored to client needs and optional implementation through various brokerage and advisory programs.

George Williams is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2015. Prior to that, his work history includes positions at Eliza Bryant Housing and Robert Half. He is also involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-driven strategies primarily managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.