Irene Zurowski is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Cetera and has previously worked at firms including Impel Wealth Management and Valmark Advisers. Zurowski is also a licensed insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Becky Loggins is a financial advisor at Stifel with 35 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Robert Powers is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and having 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and operates under the Primevision Financial Group. Outside of his advisory work, Powers owns and creates content for a YouTube channel focused on non-investment-related topics. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts through custodianship by Pershing, offering a range of strategic and tactical investment models.

Ronald Smith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 33 years of industry experience. His prior career includes long tenure at Nationwide Insurance and Nationwide Securities, spanning over four decades. In addition to his advisory role, he serves as an independent insurance agent and consultant, including executive roles in consultative insurance and insurance merger specialist firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Scott Lepa is a financial advisor with LPL Enterprise LLC, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Mgo Inc. and Cerity Partners LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products on an integrated platform.

Daphne Inman is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she is a partner in The Juice Plus+ Company, a plant-based dietary products business, where she occasionally participates in meetings and promotes products. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Harrison Orendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to simplify and organize their financial lives by identifying and prioritizing their goals and developing personalized plans to help achieve them. Harrison is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor's degree and Master's degree in Business Administration with a focus on accounting from the University of Dayton. Outside of his professional work, Harrison values spending time with his family and engages in personal interests such as golfing and skiing. He also maintains a commitment to community involvement, volunteering with local organizations.

Karen Prebonick is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. She holds Series 63 and Series 65 licenses and is based in Akron, Ohio. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Mark Peterson is a CFP® with 43 years of industry experience, currently serving at LPL Financial since 2025. He previously worked at Cadaret, Grant & Co., Inc. for 34 years and has operated Peterson Financial Services since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Alan Rodrigues is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at Kent State University and Pet Supplies Plus from 2013 to 2016. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

John Lostoski is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior work experience at BrightEdge Technologies and Charles Schwab. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and offers a range of third-party advisory models and services.

Mitchell Mcallister is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 21 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. 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 additional brokerage and investment management capabilities.

Elizabeth Loveman is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2018. Prior to her current role, she volunteered with the Tanglewood Community for ten years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and an integrated operational structure.

David Peterson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2010. 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 various asset-management programs, utilizing a combination of proprietary and third-party investment solutions.

Matthew Adkins is a financial advisor at Edward Jones in Brunswick, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for nine years at the family business, Adkins Building Company, in commercial construction. He serves as an elder at Trinity Church PCA and acts as a mentor coordinator for a business networking group in Akron, OH. He also maintains a Professional Engineer's license and occasionally reviews design work for a water service company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Brian Petros is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023. Prior to that, he spent 14 years at Sagepoint Financial, Inc. and has been associated with American General Securities Incorporated since 2003. Outside of his advisor role, he is a partner at PK Financial Group Inc., which provides individual wealth management and retirement plan management services. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, and offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers.

Harlynn J M Hobbs is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2002, including a role at Charles Schwab Trust Bank since 2021. Outside of his advisory work, he occasionally works as a cook at various functions. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment management services supported by centralized custody, brokerage, and due diligence resources.

James Mc Crone is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Carpenter & Associates and Highland Consulting Associates, Inc. Outside of finance, he is employed at Panini's Bar and Grill in Willoughby, OH. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separate accounts, and select alternative investments.

George Oschman is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2001, holding roles including Financial Consultant (2001-2006), Vice President Financial Consultant (2006-2018), and Vice President Wealth Management Advisor (2018 to present). With over 24 years of experience in wealth management, he focuses on helping clients make decisions to build, preserve, and transfer wealth. He and his team provide personalized service, broad wealth planning capabilities, and a wide array of investment options to address the complexities that come with wealth. Outside of his professional work, George enjoys beach activities, boating, concerts, cooking and baking, and golf.

Daniel Leugers is a CFP® with 26 years of industry experience, currently affiliated with Osaic Wealth Inc. He previously worked at VALIC Financial Advisors for 22 years and holds Series 66 registration. Leugers also owns BlueHaven Wealth Management, operating as a financial advisor under that firm. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple portfolio management platforms to deliver customized investment solutions.