Alyssa Strayer is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked at MasterBrand Cabinets and The Goodyear Tire & Rubber Company. 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 programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Joseph Grimsic is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Independence Wealth Advisors, among others. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and institutional entities, utilizing primarily model-driven portfolios and offering access to third-party asset managers and insurance products through affiliated entities.

Brian Follen is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2014. 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 affiliated discretionary separately managed accounts and offers a formal alternative-investment onboarding process and cash-sweep features.

Jonathon Kehres is a financial advisor at Ameriprise Financial Services with a Series 66 designation. He has one year of industry experience and previously held positions in education and local businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Chad Gerzeny is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has experience at several firms including Key Investment Services and KeyBank. Outside of finance, he has been involved with the Cleveland Cornhole Co. for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Rachal Tate is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise. She previously worked at Edward Jones and has additional experience at Bellefaire JCB. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sean Mc Coy is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at firms including Axa Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs with a focus on matching clients to suitable investment models and managers.

Justin Maciak is a financial advisor with LPL Financial, holding a Series 63 designation and 20 years of industry experience. Prior to joining LPL Financial in 2023, he spent a decade at Cetera Advisor Networks LLC and Vantage Financial Group Inc. Outside of his advisory role, he has been involved with Out of the Woods Tree Service since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

David Toth is a financial advisor with Osaic Wealth, Inc. based in Strongsville, Ohio. He holds a Series 63 designation and has 29 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors, Inc. and owns Comprehensive Financial Solutions, Inc., where he has provided financial planning services since 1999. Outside of his advisory role, he is a licensed fixed insurance agent. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Christopher Madrigal is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2026. Prior to his current role, he spent time working at Kent State University and Akron Public Schools. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Catherine Jackson is a financial advisor at Cetera with 11 years of industry experience. She has been associated with Cetera Advisors LLC and FRC Financial since 2015. Outside of financial advising, she is involved in tax preparation and office management through her other business activity under FRC Financial Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Kaleb Hupp is a financial advisor with Ameriprise in Rocky River, OH, holding a Series 66 credential and six years of industry experience. Prior to joining Ameriprise in 2019, he worked at ZS Associates and spent time at Northwestern University. Outside of his advisory role, he co-owns an LLC that manages the real estate property used for his financial planning practice and is involved in a business entity supporting his Ameriprise practice. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Corree Kaylor is a financial advisor with Ameriprise in Medina, OH, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its related entities since 2016. Outside of financial advising, Kaylor owns Aureum Tan, a beauty service specializing in spray tanning. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Orwig is a Series 66-licensed financial advisor with Equitable Advisors in Akron, OH, where he has worked since 2004. He has 21 years of industry experience and previously worked with Axa Advisors. Outside of his advisory role, Orwig serves as Secretary of the Hudson Kiwanis and is involved with the Discipleship Board at Gloria Dei Lutheran Church, as well as chairing the Sponsor Committee for The Taste of the Hall of Fame at the Akron Canton Regional Food Bank. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various advisory programs, often leveraging third-party managers and model portfolios.

Eric Shafran is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at Charles Schwab Bank, SSB, and has a decade of experience in the restaurant industry with Flour Restaurant. 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 a large-scale, integrated structure with a primarily non-discretionary client relationship model, offering both advisory recommendations and access to discretionary separately managed accounts.

Kaitlyn Kovac is a Financial Consultant at Fidelity Investments, where she is a dedicated advisor on a Wealth Management Team. She focuses on developing financial plans centered around her clients' priorities and their families' needs. Kaitlyn aims to create flexible plans that empower clients to pursue their goals with confidence and peace of mind. Her professional experience at Fidelity Investments includes roles as a Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2022 to the present. This progression reflects her growing expertise in financial planning and client relationship management. Outside of her professional work, Kaitlyn has interests in art, food, reading, snowboarding, soccer, and traveling.

Paul Martin is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera and its affiliates since 2013. In addition to his advisory role, Martin maintains a legal practice focused on trust, estate planning, and income tax, and serves on the board of the nonprofit Cleveland Velodrome. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a broad range of portfolio management options and financial planning services.

Daniel Simon is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2012, including a role at Schwab Retirement Plan Services since 2017. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operational infrastructure.

Margaret Feiler is a Series 66 licensed financial advisor with Edward Jones, based in Medina, OH, and has five years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment options, operating under a fiduciary standard.

Luke Swaddling is a financial advisor with Equitable Advisors who holds a Series 66 designation and has four years of industry experience. He previously worked at SportRadar and Infinity Fitness, and serves as a board member of the St. Edward Alumni Association in Lakewood, Ohio. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.