Brett Robson is a financial advisor with Primerica Advisors in Milan, Ohio, holding 11 years of industry experience. He has worked at Primerica Financial Services since 2013 and PFS Investments Inc. since 2014. Outside of advising, he owns Robson & Associates, LLC, which provides tax return preparation and bookkeeping services for small business owners. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts in a wrap-fee structure.

Ziggy McPeters is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with individuals, families, and professionals to help them make informed financial decisions. He focuses on creating personalized strategies by understanding what matters most to each client. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Ziggy takes the time to get to know his clients and collaborates with them to develop plans that align with their goals. He holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from The University of Akron. Beyond his professional role, Ziggy is involved in the Magic City Kiwanis community organization. In his personal time, he enjoys activities such as football, golfing, hiking, pickleball, reading, running, skiing, spending time with his family, and writing.

Zachary Lewis is a Series 66-licensed financial advisor with Ameriprise in Avon Lake, Ohio, with 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is a co-owner of Sua Sponte Partners, LLC, which supports and manages his financial planning practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Thomas Shaw is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Chuck Sramek is a Planning Consultant at Fidelity Investments, where he collaborates with Fidelity Wealth Planners to assist families in creating, implementing, and monitoring comprehensive wealth plans tailored to their unique needs and priorities. He has been in this role since 2022. Prior to his current position, Chuck worked as an Investment Consultant at Fidelity Investments from 2021 to 2022. His experience also includes roles as an Associate Financial Advisor at Bishop Financial Advisors from 2018 to 2021 and as a Financial Professional at AXA Advisors from 2017 to 2018. Outside of his professional career, Chuck has interests in cars, concerts, cooking and baking, food, social events with friends, and music.

Sasha Dietsche is a financial advisor with Equitable Advisors, holding a Series 66 license and 11 years of industry experience. Prior to joining Equitable Advisors in 2023, Dietsche worked at Wells Fargo Clearing Services LLC and WELLS FARGO Advisors, LLC. Outside of advisory work, Dietsche is involved in sales with Paperpie in Tulsa, Oklahoma. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Dennis Jackson is a financial advisor with LPL Financial in Broadview Heights, Ohio, holding 24 years of industry experience. His prior experience includes seven years with Securities America Advisors, Inc. and managing his own legal services firm, Dennis C. Jackson Co LPA, since 1993. Outside of advisory work, he operates a sailboat rental business. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools for operational and research support.

Matthew Petersen is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been associated with J.P. Morgan entities since 2016, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Annie Zhang is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Zhang also owns Annie Zhang & Associates LLC, a business retirement plan operation. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Holmes is a financial advisor with Primerica Advisors in Milan, Ohio, holding seven years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Grundfos Pumps Corp. and Weir Minerals North America. Outside of his advisory work, Holmes owns and operates TMH Services, LLC, a general handyman and repair services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Seth Workman is a financial advisor with LPL Enterprise in Independence, Ohio, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and CrossCountry Mortgage, Inc. Outside of advising, he is the owner of HighDive Partners LLC, a business providing culinary expertise and assistance in securing funding for business owners. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and provides access to third-party asset managers, financial planning, and various non-securities products and services.

Christopher Roborecki is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in tree farming, managing The Roborecki Tree Farm in Boston Heights, Ohio. Ameriprise serves individuals approaching or in retirement with a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Marcus Werther is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Nuveen. Outside of his advisory work, he owns a single-family real estate rental property. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, primarily utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Zack Clifton is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients and their families to help them navigate and work toward their financial goals, focusing on building lasting relationships based on trust, respect, and integrity. Zack and his team collaborate with clients to explore opportunities and shape a path toward their financial future. Zack's experience in the financial industry spans over a decade. Prior to his current role, he was a Financial Consultant at Fidelity Investments from 2021 to 2025. He also served as a Senior Financial Consultant at Charles Schwab from 2015 to 2021, a Vice President Private Client Advisor at JP Morgan Chase from 2014 to 2015, and a 401k Consultant at Charles Schwab from 2011 to 2014.

John Collier is a financial advisor with Ameriprise in Independence, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Collier serves as an advisory board member for the University of Akron Economics Department. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients with specialized retirement income planning, providing written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Simonitis Jr. is a financial advisor with LPL Financial in North Royalton, OH, holding a Series 63 designation and over 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in a tax preparation service through his business, Investing Solutions & Financial Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Amber Roane is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Cetera and has prior experience at Comprehensive Retirement Solutions, LLC. Outside of her advisory role, she is registered with Prosperity Advisors LLC and serves as a notary public. Cetera Investment Advisers LLC is a national SEC-registered firm serving 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 money managers.

Steven Thompson is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and previously worked at SagePoint Financial, Inc., MML Investors Services, Inc., and MassMutual. Outside of his advisory work, Thompson serves on the boards of Empower Sports and the Common Goal Foundation, both nonprofits supporting individuals with special needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

Wanda Amstutz is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Douglas Crandall is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he is an investor and member of an LLC for a local business called What's the Scoop?. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing manager-traded and model-traded strategies, tax-management, and unified fee arrangements.