Chad Immel is a financial advisor at Edward Jones in Fairlawn, Ohio, holding a Series 63 credential with 24 years of industry experience, all spent at Edward Jones since 2002. Outside of his advisory role, he serves as president and coach of a youth basketball team, Stark County Basketball, LLC, in Massillon, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Bethany Brenner is a financial advisor with Raymond James Financial Services, Inc., holding 10 years of industry experience. She has been with Raymond James since 2016 and is also associated with Timothy D. Brenner and Associates, where she works in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing analytical tools and tailored strategies to support client goals.

John Malloy is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked with firms including Stratos Wealth Partners, PNC Wealth Management, Natcity Investments, and Wells Fargo Clearing. Malloy operates Malloy Wealth Management LLC as a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

Toni Francis is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Jjb Hilliard Wl Lyons, LLC and UBS Financial Services Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

William Conte is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Avantax Advisory Services. Conte also operates Conte Co., CPA Inc., a tax preparation and accounting firm. Ameriprise Financial Services serves both individual and institutional clients, providing a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Thomas Leonardi is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation and Strategic Capital Advisors, Inc., where he also serves as President/CEO. Outside of his advisory roles, he is involved in insurance sales through his leadership at Strategic Capital Advisors, Inc. OSAIC serves a diverse client base including retail, institutional, retirement plan sponsors, and charitable organizations. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization.

Peter Kaplan is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and American General Securities Incorporated. Kaplan is president of PK Financial Group Inc., where he manages day-to-day operations including wealth management and retirement plan services. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary investment models.

Brant Giere is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Morgan Stanley since 2012, including time with Morgan Stanley Private Bank, and previously spent 15 years at Merrill. Outside of his advisory role, he assists with bookkeeping and maintenance on his family farming operation and manages administrative tasks for a car racing-related business, Goat Powered LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Alissa Hitchcock is a financial advisor at Edward Jones in Stow, OH, holding CFP®, Series 66, and Series 65 designations with three years of industry experience. She previously worked at Sequoia Financial Group, LLC for four years and has a background that includes roles at Ohio University, Hastings Waterworks, and Hudson School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts, operating under a fiduciary standard.

Kay Auwerter is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. She previously worked at Stratos Wealth Partners, Ltd for 14 years and Equitable Advisors for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by research and technology tools.

Ryan Brennan is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Barbara Thacker is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors in 2022. Outside of her advisory role, she serves as trustee of her father's irrevocable trusts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations supported by firm research and planning tools. The firm’s services include a broad range of planning areas and integrate advisory services with other financial products and referral channels.

Spencer Chippi is a financial advisor at UBS Financial Services with Series 66 credentials. He joined UBS in 2024 and has prior work experience in various industries including food service and manufacturing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking solutions.

Paul Sheeks III is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Sheeks serves on the finance committee of Grace House Akron, a nonprofit organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Meredith Marchand is a financial advisor with LPL Financial in Akron, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various investment approaches including model portfolios, third-party management, and customized strategies.

Michael Krupa is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and Key Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through detailed Recommendation Reports and ongoing advice. The firm’s approach uses internal research, third-party data, and algorithmic tools to support asset allocation and withdrawal strategies within a framework influenced by affiliated product relationships.

Isabella Marshall is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, she worked at DRB Systems, Lowe's, and has a background that includes education and involvement with a local homemade ice cream business. 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.

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.

Katrina Russo is a financial advisor at Ameriprise with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including The Huntington National Bank, The Huntington Investment Company, and PNC Investments. Russo is based in Ravenna, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.