Danny Fox is a Financial Consultant currently affiliated with Fidelity Investments. In this role, he collaborates with individuals and their families to develop financial plans tailored to their unique situations and needs. He emphasizes understanding each client's circumstances and values to create a plan that they comprehend and feel comfortable with. Danny has accumulated professional experience since 2019, serving as a Brokerage Services Manager at Charles Schwab from 2019 to 2024. He then joined Fidelity Investments as an Investment Consultant from 2024 to 2026, before advancing to his current position as Financial Consultant in 2026. Outside of his professional responsibilities, Danny is interested in fitness, social events with friends, hiking, outdoor adventures, pets, and traveling.

Robert Mccarron Jr. is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Mark Pylypiak is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to each client’s unique financial goals and priorities. His expertise encompasses legacy planning, retirement income, philanthropic planning, socially responsible and ESG investing, tax minimization, and portfolio management services. Mark is committed to providing unbiased, professional advice while maintaining open and honest communication with his clients. With a focus on understanding the full financial picture, Mark works closely with clients to assess liquidity, evaluate risks, and develop long-term investment strategies. He emphasizes the importance of disciplined investing and the timely adjustment of portfolio holdings based on market conditions and individual circumstances. Mark holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Cleveland State University. Outside of his professional work, Mark participates in youth sports in his community. He enjoys baseball, fishing, and spending time with his family. His approach is guided by the principle that understanding a client’s life priorities is essential to delivering financial strategies designed around their goals and aspirations.

Bradford Burgess is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2006, including roles at Charles Schwab Trust Bank and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

David Heffley is a financial advisor with LPL Enterprise, holding 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1992 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Barbara Semisorow is a financial advisor with LPL Financial, based in Middleburg Heights, OH, with 34 years of industry experience. She has been with Linsco/Private Ledger Corp., a predecessor entity to LPL Financial, for 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Michael Gracie is a financial advisor at Fidelity with Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Triad Advisors, Lineweaver Wealth Advisors, Lincoln Investment Planning, and other financial services firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Elena Mayanja is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor advice. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

David Barth is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC from 2016 to 2020. Barth serves on the board of directors for The Upside of Downs of Northeast Ohio and is a partner in Lakeside Holdings LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver its advisory solutions.

Michael Gabriel is a financial advisor with Edward Jones in Seven Hills, OH, holding Series 66 and Series 63 designations and one year of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and held various positions in manufacturing and corporate roles, including at nVent Erico and Lubrizol Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Jennifer Lemassena is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Cetera Advisors LLC since 2013 and continued her affiliation with Cetera after 2024. Outside of advising, she also works as an administrative assistant at Legacy Financial Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Luke Vincer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Independence, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Wentz Financial Group and LongView Financial Partners, where he served as CEO. Vincer is also a board member and chair of the investment committee for Walsh University. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary advisory services and leverages a broad affiliate network to support institutional and municipal clients.

Peter Calleri is a Senior Resident Director and Wealth Management Advisor with Merrill, bringing over 30 years of experience in financial services. Since beginning his career in 1992, Peter has specialized in managing individual wealth through complex market cycles, focusing on investment planning for retirement and comprehensive wealth management strategies. He works with high net worth individuals, families, professionals, business owners, and corporate executives to develop personalized financial plans aligned with their goals. Peter holds a bachelor's degree from Kent State University, where he was recruited as a Division 1 hockey player. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, Peter is a member of the Financial Planning Association. His approach emphasizes understanding clients’ life priorities and delivering tailored strategies to meet their retirement, investment, and tax minimization needs. Outside of his professional work, Peter enjoys spending time with his wife and three sons, coaching high school hockey, golfing, biking, and traveling. He has lived in the Akron area since attending Kent State University and remains committed to applying consistent, disciplined portfolio management and clear communication in his client relationships.

Hannah Daubenmire is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors and Axa Equitable. Daubenmire serves on the Associate Board of The City Mission, a homeless shelter in Cleveland, OH. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Cole Blagg is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Equitable Advisors and Tony Maloney's, as well as diverse experience outside finance including work at Carrabba's Italian Grill and Fatheads Brewery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and model strategies.

Noel Zickefoose is a financial advisor at Edward Jones located in Medina, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at OverDrive, Inc. for nine years, Mobile Hyperbaric Centers for one year, and Fleet Feet for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Robert Kaluza is a financial advisor at Merrill with 17 years of industry experience, holding a Series 66 designation. He has worked at Merrill since 2009 and Bank of America, N.A. since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm operates as part of Bank of America’s broader corporate platform, providing access to a wide range of investment products and services.

Paula Chesser is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2000. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and consolidated reporting.

Stephanie Mccarty is a Series 66-licensed financial advisor with 26 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 financial planning focused on a broad range of topics, with planning services delivered separately from portfolio management.

Matthew Frazier is a CFP® with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He also has a longstanding association with JPMorgan Chase Bank, N.A., dating back to 2004. Outside of his advisory work, Frazier serves as a board member of the Scottish American Cultural Society of Ohio, where he helps oversee the Ohio Scottish Games & Celtic Festival and the Ohio Scottish Arts School. 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 team of Wealth Advisors.