Norman Mays is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 11 years of industry experience. He has been associated with PFS Investments Inc. since 2012 and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap fee structure distinct from fixed-fee billing options.

Chelsie Gibson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 19 years of industry experience. She has worked at Morgan Stanley and its affiliates from 2013 to 2023 before joining Raymond James in 2023. Outside of her advisory role, she is a partner in Bull Run Ventures LLC, an entity created to develop office space for her Raymond James practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting and supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Megan Morrison is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for CrossCountry Mortgage LLC from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Andrew Falce is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he was involved with Zoyhofski Financial Services and served at the National Inventors Hall of Fame. His background also includes roles in education and the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and model portfolios.

Casey Beswick is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation overseen by a dedicated team to deliver tailored retirement advice.

Connor Jarvis is a CFP®-credentialed financial advisor with 10 years of industry experience, currently associated with Raymond James Financial in North Canton, OH. He has previously worked at Merrill and served in advisory roles at firms including JFS LLC dba Wright, LaHaie, Jarvis Wealth Advisors and Darrell W. Wright CFP, Financial Services Inc. Outside of his advisory work, he is involved as a finance and engagement committee member for Stark County Young Life. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools, and it supports municipal and public finance advising through a unique affiliation with a municipal advisor.

Matthew Loveless is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Fee is a Wealth Management Advisor with over 35 years of experience in the financial services industry. He has worked with several investment management firms, focusing on creating customized portfolios tailored to each client's specific needs. Gary delivers a comprehensive approach to wealth management that begins with understanding clients' life priorities and financial aspirations. Gary holds the Certified Investment Management Analyst (CIMA) certification and the Personal Investment Advisor (PIA) designation. He graduated from Miami University with a Bachelor's Degree in Business Management and was a four-year varsity letter winner on the wrestling team. He is affiliated with the professional organization Wrestlers in Business. Gary leverages the resources and advisory services of Merrill Lynch Wealth Management to assist clients with complex financial decisions. His client focus areas include college education planning, family wealth management strategies, legacy planning, portfolio management, tax minimization, retirement income, and socially responsible investing. Outside of work, Gary enjoys spending time with his family and participating in various outdoor activities and sports.

Roddy Loveless is a CFP® with 23 years of industry experience and has been with Edward Jones since 2010. He holds Series 63 and Series 65 licenses and is based in Wadsworth, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated products through a large nationwide network of financial advisors and branch offices.

Jerome Rieke is a financial advisor with Edward Jones in Akron, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Yago Gonzalez is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is a co-owner of a rental property business in Pittsburgh. 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 and profit-sharing plans, corporations, and charitable organizations.

Matthew Long is a CFP® with 18 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at UBS Financial Services and Strategic Advisers, Inc. He is also associated as an employee with Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through its unique affiliation with a municipal advisor.

Bonita Haubert is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 40 years of industry experience. She has worked with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to her advisory role, she is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and manages third-party asset managers with oversight from BNY Mellon Advisors for model implementation.

Michael Darby is a financial advisor with Raymond James Financial in Cuyahoga Falls, OH, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with Raymond James Financial since 2005 and is involved in the Cuyahoga Falls City School Finance Committee, where he consults on strategies to increase outside revenues for the local school board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and a non-discretionary approach tailored to client goals, and it maintains specialized municipal advisory capabilities and innovative employer advisory programs.

Derek Carmichael is a financial advisor at Stifel in Canton, Ohio, holding a Series 66 designation with one year of industry experience. He has coached high school baseball since 2022, currently serving as the head baseball coach at Archbishop Hoban High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Anthony Nicodemo is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds a Series 63 designation and has worked at MML Investors Services, LLC since 2017 and MassMutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in life insurance sales through his own business activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations.

Kenneth Sharrock is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and bringing 25 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and continues with Cetera. Sharrock is also a licensed fixed insurance agent and operates a financial services business under the name Foster-Sharrock and Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with discretionary and non-discretionary account options.

Sungki Leemaster is a financial advisor with OSAIC in Akron, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Royal Alliance since 2016 and has been involved in life insurance sales since 2000. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and access to third-party money managers.

Carol Hoffman is a Series 66-licensed financial advisor with Morgan Stanley in Canton, Ohio, with 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to model financial outcomes.

Daniel Derrig is a CFP® with 11 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including Huntington Investment Company, FirstMerit Bank, and LPL Financial. Derrig is also involved with Prosperity Advisors LLC and refers clients to Prosperity Tax Center, LLC for tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.