Samuel Gondek is a financial advisor with Fifth Third Securities, Inc. in Akron, OH, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and has worked at Fifth Third Bank since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate relationships.

Cory Nutter is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with BDS Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform for operations, trading, technology, compliance, and practice management.

Anthony Bucceri is a financial advisor at Principal Financial Services with 8 years of industry experience. He holds the Series 66 designation and has worked previously at Guardian Life Insurance Company, Park Avenue Securities, and Valic Financial Advisors. Outside of traditional advisory roles, Bucceri has experience in fixed insurance sales and service, including fixed life, fixed annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christian Mc Entire is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory Inc., Charles Schwab, J.P. Morgan Securities, JP Morgan Chase Bank, and Fidelity in various advisory roles. Mc Entire is currently based in Richfield, Ohio. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools, with final trading decisions made by clients.

Julee Mott is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial, RBC Capital Markets Corporation, and Merrill. Mott is based in Hudson, Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

William Carroll is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to his advisory role, he worked at Texas de Brazil for four years. In addition to his advisory activities, Carroll is a licensed insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities, emphasizing periodic rebalancing and performance reviews.

Melissa Aiken is a Series 66 credentialed financial advisor with Valic Financial Advisors in Independence, Ohio, bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2012 and also holds a role with Agia since 2022. Outside of her advisory work, she serves on the board of directors for After School Discovery, a nonprofit providing educational and enrichment opportunities to at-risk children, and previously served as vice president of the Madison Band Patrons, a nonprofit supporting local school band programs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models for portfolio construction and management.

Victor Roach is a financial advisor with TIAA-CREF in Beachwood, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Roach umpires youth baseball games for boys aged 9 to 20 in Ohio. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm offers a range of advisory services that include model portfolios, customized portfolio management, and fiduciary services with a vertically integrated approach.

Jules Blakely is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. Blakely has also been a student since 2009. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.

Laura Kiick is a CFP® professional with 19 years of experience in the financial services industry, currently serving at Sequoia Financial Group, L.L.C. since 2016. She holds Series 63 and Series 66 licenses and works in Akron, OH. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Dexter James is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. He previously worked for 17 years at Ameriprise Financial Services, Inc. James holds the Series 66 designation. Outside of his advisory role, he serves as an alternate member of The City of Hudson Tax Incentive Review Council and is involved with the Hudson Community Foundation. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional investors. The firm manages a wide range of strategies through both in-house and third-party managers, integrating financial planning and tax services into many client relationships.

Connor Fife is a Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Royal Alliance Associates, Inc. and NCA Financial Planners. His activities have included assistant duties at Financial Planners of Cleveland Inc, involving client meeting coordination and customer service. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers a range of investment options and trustee support services.

James Sophia Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. In addition to his advisory work, he is a 1099 insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Christopher Walters is a financial advisor with CWM, LLC, holding a Series 66 designation and over 26 years of industry experience. His career includes positions at Morgan Stanley Smith Barney, Wells Trecaso Financial Group, Cabot Lodge Securities LLC, and other firms. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts using discretionary model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of services including portfolio management, financial planning, and retirement plan solutions.

Kent Mosher is a financial advisor at Stratos Wealth Partners, Ltd with 27 years of industry experience. He holds a Series 63 designation and has worked at Stratos since 2010, with prior experience at LPL Financial and Osaic FA, Inc. In addition to his advisory work, Mosher is the author of a book published in 2024. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, and retirement plan consulting through a broad network of investment adviser representatives, utilizing a combination of proprietary and third-party investment strategies.

Deborah Solomon is a financial advisor with Empower Advisory Group located in Woodmere, OH. She holds Series 63 and Series 66 licenses and has nine years of industry experience, including roles at GWFS Equities, Advised Assets Group, Charles Schwab, TD Ameritrade, Key Private Bank, Bank of America, Merrill, and Wells Fargo Advisors. Outside of her advisory work, she is the owner of Valiente Ventures, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns and operates through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Meghan Smith is a CFP® professional with six years of experience at MAI Capital Management, LLC. She previously worked at Aurum Wealth Management and has experience in roles outside finance, including positions at Chipotle Mexican Grill and the University of Akron. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers integrated financial planning and trust and insurance services.

Servaas Fick is an investment advisor representative at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Partners Financial Group and has held positions at The Ohio State University, Cleveland State University, Emerald Resource Group, and Wepex Geotechnical. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by technology tools and centralized due diligence.

Joshua Anglin is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and Signator Investors. He is based in Independence, Ohio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions and third-party strategists.

Zachary Dahmen is a Series 66-licensed financial advisor at Primerica Advisors with four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been associated with Guardian Life Insurance Company since 2019. Dahmen also has experience with Lifetime Financial Growth and studied at The Ohio State University from 2015 to 2019. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.