Michelle Shaheen Wires is a financial advisor with LPL Financial in Canton, OH, holding a Series 66 designation and 27 years of industry experience. She has been affiliated with Linsco/Private Ledger Corp. since 2006. Outside of her advisory work, she serves as treasurer of the Phoenician Auxiliary, a church group, where she manages the checkbook and writes checks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management along with research-backed model portfolios.

Andrew Wright is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Wright serves on the board of a charitable organization, Rayl Charitable Organization, outside of his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with financial product sales.

Lea Herman is a financial advisor at Edward Jones in Cuyahoga Falls, OH, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she works as an audiobook narrator and runs a blog focused on work/life balance, travel, health, time management, and related personal topics. 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 network of financial advisors and branch offices nationwide.

Zachary Bush is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at JP Morgan Securities, TD Ameritrade, PNC Wealth Management, and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

John Aigler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he operates Aigler Financial Group as a DBA and sells non-variable life, long-term care, group and individual health insurance in Akron, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both proprietary and third-party research, and employs a variety of portfolio management strategies including discretionary and non-discretionary approaches.

David Haney is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 63 designation and 14 years of industry experience. He has worked at Primerica Financial Services since 2010 and is involved with PFS Investments Inc. and RNR Technologies. Outside of investment services, he also engages in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with nearly 3,700 advisors, offers a range of investment models including those with cryptocurrency ETFs, and provides custody and trade execution through Pershing and BNY Mellon Advisors.

William Haak is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 41 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also maintains affiliations with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company dating back to 1991. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analysis tools.

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.