Thomas Minnick is a financial advisor with LPL Financial in Hudson, Ohio, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Ameriprise, Blackstone Wealth Management, Inc., and Legacy Investment Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing strategic and tactical investment approaches alongside technology tools to support client solutions.

Kent Downing is a financial advisor with Wells Fargo Clearing in Akron, OH, holding Series 63 and Series 65 designations and bringing 54 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with Prudential Equity Group, LLC. Outside of his advisory role, he serves as a power of attorney for his spouse. Wells Fargo Advisors is a national securities firm that provides a wide range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Codi Pizer is a financial advisor at Ameriprise with 17 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2026, Pizer worked at The Huntington Investment Company and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Sutphin is a CFP® professional with 20 years of industry experience, currently with Ameriprise Financial Services, LLC since 2020. His prior roles include positions at Cambridge Investment Research Advisors and Equitable Advisors. Outside of advisory services, he is involved in independent insurance brokering with Symetra. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with tailored, non-discretionary retirement income planning recommendations based on proprietary research and third-party data.

Diana Meller is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Diana earned her Bachelor's Degree from the University of Phoenix. Her role focuses on providing financial planning and investment advisory services to clients.

Mark Ruby is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Raymond James in 2022. Outside of his advisory role, he is involved as an owner in two businesses, Five Ruby's LLC and Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to help clients evaluate potential outcomes and supports a broad network of advisors and affiliated firms.

Nathan Thomas is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He is the owner of Marathon Financial Services and serves on the board of Achieve Adoption as treasurer. Thomas is also a co-author of a book and is involved with the Kent State Community Board as a volunteer and board member. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a diverse clientele including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of program structures and investment options.

Dennis Liddle Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James Financial Services since 2002 and Raymond James Financial since 2009. Liddle serves as a committee member on the Barberton Community Foundation’s Finance, Investment, and Economic Development committees. He is also the owner and president of DGL Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large network of advisors.

Andrew Petros is a financial advisor with Osaic, holding a Series 66 designation and two years of industry experience. He has worked at Osaic since 2024 and is also affiliated with PK Financial. Osaic Wealth serves a broad range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach combines model-based asset allocation with portfolio optimization tools and offers a variety of discretionary and third-party management options.

Norman Mays is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 1997. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Kyle Langerman is a financial advisor at Morgan Stanley with Series 63 and Series 65 designations and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support clients’ planning needs.

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.

Gregory Pospichel is a financial advisor at OSAIC with six years of industry experience and holds the Series 66 credential. His prior roles include positions at Cullen Financial Advisors, Sagepoint Financial, and EisnerAmper LLP. Outside of advising, he owns a CPA practice providing tax preparation and planning services. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and a range of investment programs and platforms.

David Metzger is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc., serving clients for seven years before joining LPL Financial in 2020. In addition to his advisory role, Metzger is involved with Dennis C. Jackson Co., LPA, where he provides legal services including estate planning. 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 various advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Brian Esten is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. He has worked at Schwab Retirement Plan Services, Inc. for five years and has been with Charles Schwab since 2011. 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 a multi-asset investment approach supported by centralized custody and operational resources.

Sean Dobbins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2016, with prior experience at Chase Investment Services Corp. and Advance Capital Management Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Heather Johancen is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advisory role, she has worked as a delivery driver for DoorDash. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jerome Rieke is a financial advisor with Edward Jones in Akron, Ohio, holding a Series 63 designation and bringing 25 years of industry experience, all with Edward Jones since 2001. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Naples is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.