Ruby Jain is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of advisory work, Jain receives compensation for referrals related to home security and automation products, as well as mortgage loan products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets.

Kevin Buzek is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc. and Securities America in various roles from 2006 to 2022. Outside of his advisory work, he is involved with the American Legion, assisting with event setup and breakdown. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing planning advice focused on income stability and tax-aware withdrawal strategies, with a selective enrollment process that includes a range of managed account options.

Hannah Magrum is a financial advisor with Thrivent Investment Management in Medina, OH, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Thrivent and its affiliated entities since 2012. Outside of her advisory role, she is involved in community and nonprofit activities, including serving as Head Chair of Kids First Medina, a nonpartisan organization focused on supporting local schools, and as a board member of Rising Heights, a faith-based nonprofit serving individuals with disabilities. She also owns HKMagrum Consulting, which provides advocacy and consulting services related to disability services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning across various topics, without discretionary trading authority, and allows clients to combine planning with managed-account programs through an optional consolidated billing service.

Anthony Searcy is a financial advisor with OSAIC who holds a Series 63 designation and has 36 years of industry experience. He previously worked at Signator Investors Inc and Raymond James & Associates. He serves as Board Chair for Cleveland Catholic Charities and is a member of the Finance Committee for the Benedictine Trust High School Endowment. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios.

Michael Hageman is a financial advisor at Charles Schwab in Richfield, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles in education and management, as well as a position at Hyde Park Prime Steakhouse. Charles Schwab 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Frank Culkar III is a financial advisor with Cetera in North Royalton, OH, holding Series 63 and Series 65 registrations and over 26 years of industry experience. His career includes long-term roles at Culkar Stachowicz Financial Services, Inc. and 1ST Global Advisors, Inc., among others. He is also the president of a CPA firm, Culkar, Stachowicz & Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers diversified portfolio management and consulting services through a multi-manager platform, providing a range of program options from model portfolios to bespoke strategies.

Michael Rufo is a financial advisor with Equitable Advisors in Akron, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, following a concurrent tenure at Axa Advisors, LLC. Outside of his advisory work, Rufo serves as a board member for St. Paschal Baylon in Highland Heights, OH. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions.

William Tuchek is a financial advisor with Edward Jones in Strongsville, Ohio. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. Outside of his advisory work, he facilitates a monthly book club and networking group in the Strongsville area. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors, offering a variety of advisory programs and affiliated investment products.

Pamela Kiltau is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. She serves as treasurer for Boy Scout Troop #45 in Hartville, OH. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients including individuals, families, and institutional investors. The group offers tailored financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Lois Gregory is a financial advisor with Cetera based in Akron, OH, holding a Series 66 designation and bringing 16 years of industry experience. She has previously worked at Morgan Stanley and JPMorgan Securities among other firms. Gregory serves as an unpaid board member of Trinity-Love Inc, a nonprofit focused on assisting impoverished communities in developing countries. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Kevin Longanecker is a financial advisor with Primerica Advisors in Fairlawn, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2011 and currently conducts sales activities under the PrimeVision Financial Group DBA. Outside of his advisory work, he is a sales representative for Tee Time Golf Pass, a discount golf program. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Elizabeth Goldthwaite is a financial advisor at Merrill with 43 years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Redinger is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services for 15 years before joining Stifel Nicolaus & Co Inc in 2022. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Steven Milvet is a financial advisor with Robert W. Baird & Co. in Lodi, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory role, he serves as a zoning board member for the Chatham Township Zoning Commission. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies and overlays to meet client goals and risk tolerances.

Wayne Gray is a financial advisor at Primerica Advisors with 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. His credentials include the Series 63 designation. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on client account management rather than institutional or pension plan services.

Scott Vollrath is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and its affiliates for over two decades. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services supported by its integrated platform and a combination of proprietary and third-party investment solutions.

Izac Coleman is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Paloma and Northwestern Mutual. He also has experience related to John Carroll University and has worked in events coordination and retail. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm’s model emphasizes LPL-sponsored programs and endorsed TAMPs, providing a mix of discretionary and non-discretionary advisory services.

Laura Lewis is a financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio. She holds a Series 63 designation and has five years of industry experience, including four years at Green and Spiegel Midwest LLC. She joined Charles Schwab in 2020 and has worked there since. 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 guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Richard Schulz is a CFP® and holds a Series 66 license with five years of industry experience. He is currently associated with Raymond James Financial and LongView Financial Partners. Prior to these roles, he worked at Northern Trust Company and has experience at Mass Mutual Life Insurance and MML Investors Services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and state and municipal government entities. The firm’s offerings include a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses, alongside customized investment solutions and risk-based reviews.

Jacob Engel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has work history including both Fidelity Investments and Courtside Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios across mutual funds, ETFs, and ETPs.