Joseph Li Puma is a financial advisor with Edward Jones in Strongsville, OH, holding a Series 66 designation and seven years of industry experience. He previously worked at Quicken Loans for ten years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Shane Skuhrovec is a financial professional at Cetera with three years of industry experience. His prior work includes four years at PricewaterhouseCoopers and roles at Cetera Wealth Services and Cetera Investment Advisers. He is a Series 66 credential holder. Outside of advisory work, he is involved in rental property management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Mary Jo Gilligan is a financial advisor with LPL Financial, holding a Series 63 license and bringing 22 years of industry experience. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities Inc. She is also involved as an agent in non-variable insurance products. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Porter Campbell is a financial advisor with Edward Jones in Richfield, OH, holding the Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at E-9 Corporation, Front Street Cafe, ATSG Corporation, OneFederalSolution, and Vista/CSTI. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Harmony Campbell is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise, Campbell worked at Edward Jones for 10 years. Outside of advisory work, Campbell owns HFC Enterprises, LLC, a business related to managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Brian Valore is a financial advisor at Charles Schwab with 25 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009, including service at Charles Schwab Bank since 2025. 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, offering multi-asset model portfolios and alternative investment options supported by centralized supervisory and custody arrangements.

Phyllis Richards is a financial advisor with Primerica Advisors in Hudson, OH, holding nine years of industry experience. She has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. Outside of her advisory role, Richards is the publisher and owner of Vision and View Media, LLC, a newspaper serving African American and Hispanic communities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Mark Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked at Morgan Stanley since 2013 and at Merrill from 1995 to 2013. Outside of his advisory role, he is involved in managing rental property businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through various financial planning and investment platforms.

Anthony Anderson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2023. Anderson serves as a director for Club Molisani Charities, a nonprofit organization where he helps organize activities and oversees member engagement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, drawing on diverse portfolio management styles and firm research, with a notable presence in municipal advisory services.

Jason Satir is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2016. 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 alongside centralized supervisory and custody arrangements.

Carmen Monaco is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Monaco worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of the firm, Monaco has significant ownership interests in investment-related businesses, including a 50% stake in Blue Ocean Investment Group, LLC, and a 90% stake in Monaco GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Evan Mccauley is a CFP® with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, he worked at Merrill Lynch from 2014 to 2017. Outside of his advisory role, he is a board member and finance committee participant for the Great Trail Council of the Boy Scouts of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Theodore Sadar is a CFP® with 41 years of industry experience currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and transitioned to Cetera in 2024. He also owns Sadar Financial, a consulting business focused on business development and cash flow coordination. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Joseph Magee is a financial advisor at Primerica Advisors in Medina, OH, with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PFS Investments Inc and SRI. He has been associated with Primerica Financial Services since 1998. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies from unaffiliated managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Hunt is a financial advisor with Cambridge Investment Research Advisors, holding 20 years of industry experience. He has been affiliated with Cambridge since 2010. Outside of his advisory role, Hunt teaches a basic financial planning course at Polaris Career Center and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple custody platforms.

Jeffrey Clifford is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at The Huntington Investment Company, Firstmerit Bank, and LPL Financial. Outside of his advisory role, he serves as a collegiate baseball umpire with the Collegiate Baseball Umpires Alliance. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.

David Courtad is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his wealth management career in January 1986, gaining extensive experience through significant market events such as the 1987 market sell-off, the dot-com bubble from 1995 to 2000, and the Great Recession of 2008. These experiences have influenced his risk-aware approach to financial counseling. In 2016, David founded The Courtad Group Wealth Management team, which includes his children. The team focuses on advising families on multi-generational wealth, utilizing a consultative approach to provide personalized strategies. His areas of expertise include executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, and tax minimization among others. David holds a Bachelor's Degree from The Ohio State University and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through volunteering with organizations such as the Akron Food Bank, the Juvenile Diabetes Research Foundation, and the Summit County Ohio State Alumni Club. David and his wife Kathy participate in various community projects and are members of the Summit County Ohio State Alumni Club.

Anthony Van Keuren is a financial advisor with LPL Financial, holding a Series 63 designation and 20 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2013 to 2020. He is also involved in legal services through Dennis C Jackson Co., where he holds a 20% interest. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Porter Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Raymond James since 2015 and is also employed by Wentz Financial Group as an associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

William Koch is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Koch is a co-owner of Oazvath Investments LLC and serves as an employee and coach for the University of Akron Ice Hockey Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without individual security recommendations as part of its standalone financial planning program.