Lisa Loughry is a financial advisor with Ameriprise in Tallmadge, Ohio, holding Series 65 and Series 63 designations and 14 years of industry experience. She previously worked with Mutual of America Securities LLC and Mutual of America Life Insurance Company from 2014 to 2025 before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Marie Chiarucci is a financial advisor at Ameriprise with 20 years of industry experience. She has been with Ameriprise and its predecessor entities since 2005. Outside of her advisory role, she serves as secretary on the board of the Riverwoods Homeowners Association and volunteers to provide free financial advice to widows through Wings for Widows. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Gregory Terhune is a CFP® and Series 66 licensed financial advisor with Edward Jones in Cuyahoga Falls, OH, bringing 10 years of industry experience. He has been with Edward Jones since 2016. 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 and 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.

James Woods is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Aaron Harbaugh is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors and various positions outside the financial sector. 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, supported by centralized custody and operational infrastructure.

Ruben Avila is a financial advisor with Primerica Advisors in Medina, OH. He holds Series 63 and Series 65 licenses and has recent experience at PFS Investments Inc. and Primerica Financial Services beginning in 2025. Prior to his advisory career, he worked at UPS for 34 years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

Dylan Lanning is a Series 66-credentialed financial advisor at Raymond James Financial with three years of industry experience. He is also an associate and senior relationship manager at Western Reserve Resources Corporation. Prior to his financial services career, he held roles at various retail companies including Dunkin Donuts and Polo Ralph Lauren. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary investment consulting and supports a broad network of affiliated advisory firms.

Matthew Jandziszak is a Financial Consultant at the Fairlawn Investor Center with Fidelity Investments. He specializes in working with local clients to provide comprehensive financial planning resources aimed at helping them achieve their financial goals. Matthew focuses on assisting families and individuals in building and maintaining financial plans that promote long-term security and allow clients to concentrate on their personal interests. Matthew's career in financial services began in 2018 and includes roles such as Financial Service Account Executive at Nationwide, Retirement Plan Services Account Executive at Charles Schwab, and various positions at Fidelity Investments, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant since 2025. Originally from Northeast Ohio, Matthew currently resides in the area with his wife and their dog. Outside of work, his interests include cooking and baking, football, golf, movies, pets, and traveling.

David Gossett III is a Series 66-licensed financial advisor with Morgan Stanley in Hudson, Ohio, and has 10 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the boards of a publishing company in Cleveland and the CFA Society Cleveland, and he also streams video games on Twitch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Peter Wojanowski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in financial industry wealth management and advisory services. Peter is a FINRA registered representative holding Series 7, 63, and 66 registrations, as well as licenses in life, annuity, and health insurance. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Senior Portfolio Advisor title, enabling him to manage custom investment strategies on a discretionary basis. His professional background includes providing personalized financial, retirement, and wealth management strategies to a diverse client base, including executives, attorneys, accountants, medical professionals, and small business owners. Throughout his career, Peter has worked in various locations including Newport Beach, California; Dallas, Texas; and Cleveland, Ohio, and is licensed to work with clients in multiple states. His areas of expertise encompass family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, individual and corporate investment strategies, and retirement income. He emphasizes a personalized approach to developing financial strategies that align with clients' long-term goals. Peter attended The Ohio State University and The University of Akron with a major in finance. He holds a high school diploma from Archbishop Hoban. He is involved in his community through volunteer work and is affiliated with St. Basil the Great Church in Brecksville, Ohio. Outside of his professional work, his interests include biking, music, reading, skiing, traveling, and the arts. Peter lives with his spouse, Nelli, and their daughter Heather, an alumna of Case Western University.

John Carpas is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Merrill since 1990 and has been with Bank of America, N.A. since 2009. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Ward II is a financial advisor with Primerica Advisors in Elyria, Ohio, holding a Series 63 designation and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and also works with the US Postal Service. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Donald Moore is a Series 66-licensed financial advisor with Charles Schwab in Richfield, Ohio, and has 11 years of industry experience. He has been with Charles Schwab since 2014, including roles at Charles Schwab Trust Bank and Schwab Retirement Plan Services, Inc. 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 offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Joshua Dautovic is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning that incorporates broad investment perspectives and structured scenario modeling.

Nathan Smith is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked with various Schwab entities since 2012, including Schwab Retirement Plan Services, Inc. and Charles Schwab Bank, SSB. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by an integrated structure that includes centralized custody and a formal alternative investment program.

Justin Hamlin is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research since 2016 and has been with HFS Wealth Advisors since 2014. Hamlin holds several volunteer and leadership roles, including Vice President at the Cleveland Ronald McDonald House and Treasurer of the Richfield Chamber of Commerce, and participates in financial wellness education through Junior Achievement. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a variety of portfolio management approaches and custody arrangements.

Richard Comstock is a Series 66-licensed financial advisor at Stifel with 37 years of industry experience. He has been with Stifel Nicolaus since 2006. Outside of his advisory role, he serves as a board member and trustee of Bluecoats Inc of Summit County, an organization that supports injured or fallen first responders and safety forces through donations and fundraising. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Pallo is a financial advisor with Edward Jones in Stow, Ohio. He holds the CFP® designation and Series 66 license and has eight years of industry experience, all with Edward Jones following a 19-year career at Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Shannon Biehl is a financial advisor at Charles Schwab based in Richfield, OH, holding a Series 66 credential with 19 years of industry experience. Biehl has been with Charles Schwab since 2006 and has also worked at Charles Schwab Trust Bank and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, utilizing multi-asset model portfolios and a centralized operational structure.

Andrae Hampton is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions with PNC Funds Distributor LLC and PNC Capital Advisors, LLC. Outside of his advisory work, he is involved with Dreams Academy, a mentorship program for young men, and serves as a wedding officiant. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including registered investment companies and model portfolios.