Kenneth Sharrock is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Cetera and its affiliate Cetera Advisors LLC since 2013 and had a prior role at Vestax Securities Corporation. Outside of advisory services, he is a licensed insurance agent. Cetera Investment Advisers LLC is a nationally registered investment advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

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.

Conor Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he worked at Portage Country Club and Miami University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Paul Bertsch is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 63 designation and over 55 years of industry experience. He has been with Wells Fargo Advisors and its affiliated firms since 2009. Outside of his advisory role, he serves as president of 1004 Partners LLC, a company involved in property management in Hilton Head Island, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Edward Balaj is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He previously worked for The Huntington Investment Company for 31 years before joining Ameriprise. Outside of finance, he is a co-owner and instructor at a ballroom dance studio. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored planning and ongoing advice focused on dependable retirement income and tax-aware withdrawal strategies.

Patrick Hammer is a financial advisor with Cambridge Investment Research Advisors in Richfield, Ohio, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, he is involved in independent insurance agency activities and owns a farm business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and estates, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementation options across various custody platforms, maintaining proprietary models and access to unaffiliated strategists, with a focus on tailored client strategies.

Gurpreet Reen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase and JP Morgan Securities LLC since 2017, with prior experience at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Beth Randall Dodd is a CFP® with 11 years of experience in financial advising, currently with Cambridge Investment Research Advisors since 2017. She has held roles at Cambridge Investment Research, Inc. and Elsass Financial Group since 2013 and 2014, respectively, and was previously involved with Avenues of Counseling and Mediation, LLC. She serves as treasurer for the Ridgewood Lakes Homeowners Association and has authored work in her spare time. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various platforms and strategies tailored to client objectives.

Matthew Junstrom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held roles at PNC Investments and PNC Bank from 2011 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Richard Grissom is a financial advisor with Primerica Advisors in Hartville, Ohio, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1988. Outside of his advisory role, he manages 20 acres of land where he raises cattle and sells hay. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure in its operational model.

Nancy Kropko is a financial advisor at Equitable Advisors with 28 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. 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 delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Beth Young is a financial advisor with Stifel in Fairlawn, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and guidance for asset allocation, retirement, insurance, and estate planning.

Eric Fuller is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He joined his father's practice, The Fuller Group, in 2005 and has since focused on helping clients plan for their futures and legacies. Eric serves as a Portfolio Manager and manages personalized or defined investment strategies on a discretionary basis, including the use of individual stocks and bonds, as well as various model portfolios. Eric holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). These credentials support his comprehensive approach to wealth management and investment planning. He graduated cum laude with a Bachelor of Science degree in Finance from Miami University in Oxford. A lifelong resident of Northeast Ohio, Eric lives with his wife, Lauren, a primary care physician, and their three children. Outside of his professional work, he enjoys golfing, skiing, and following Cleveland sports teams.

Kyle Utrup is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Kohl's and the Office of First-Year & Student services. 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 offers a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and maintains a large-scale, integrated operational structure.

Scott Wolf is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan in various capacities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Donald Kuntzman is a financial advisor with Mass Mutual Investors Services in Uniontown, OH, holding 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following 26 years at Metlife Securities Inc. He serves as Vice President on the Board of Directors for the Coach Home V Home Owners Association, assisting with meetings and financial statements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations, offering structured, ongoing planning engagements and educational seminars.

Mark Hawald is a Series 66-licensed financial advisor with 19 years of industry experience. He currently works at OSAIC and previously spent 14 years at American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as assistant wrestling coach at John Carroll University and holds executive positions in manufacturing and business services companies. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and offers discretionary and non-discretionary portfolio management, with access to third-party money managers and multiple investment platforms.

Delores Elliott is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes firm-approved tools and modeling techniques, focusing on tailored plans without individual security recommendations as part of standalone planning.

Robert Och is a financial advisor with Raymond James Financial in Medina, OH, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has worked at Raymond James Financial since 2007 and owns the Navancer Group, which manages group insurance and non-variable life insurance elements of his practice. 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 offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals while also providing specialized municipal advisory and SIMPLE IRA employer consulting services.