Tobias Oster is a financial advisor with Ameriprise in Strongsville, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the board of directors for South Suburban Montessori School and is involved with the Hawken Swim & Dive Boosters. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rosalie Scafidi is a financial advisor with Ameriprise in Willowick, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate since 2001. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

George Aussem is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a formal due diligence process for alternative investments.

Michael Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC during the same period. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, offering a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternatives.

Jeffrey Lash is a financial advisor with Primerica Advisors in Medina, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes a long tenure at UPS and roles at Lash & Company, CPAS, Inc. He also engages in sales of investment-related products and part-time referrals for home security and automation services affiliated with PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors serves primarily individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Dennis Kelley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and with affiliated firms since 2013. Outside of his advisory work, he serves as president and board member of Wishes Can Happen, a charitable organization that raises funds and grants wishes to children with life-threatening illnesses. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides diverse investment solutions including proprietary models and third-party strategies, with both discretionary and non-discretionary options tailored to client objectives.

Nicholas Martin is a financial advisor with Primerica Advisors based in Fairlawn, Ohio, holding four years of industry experience. His background includes roles in education with organizations such as Akron Public Schools, McKeon Education Group, and Main Prep Academy. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Timothy Malone II is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has prior experience at Verizon Wireless. Outside of advising, he is a sports official for volleyball and basketball contests. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and maintains a tiered wrap-fee structure for its services.

Antoniella Varrasso Smith is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Merrill and Cetera, as well as a position with First National Bank of PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a distinctive role with advisory responsibilities that include commodity pool operations and the use of AI in research.

Michael Field is a CFA® charterholder currently with LPL Financial, bringing experience from prior roles at Bank of America Private Bank and seven years of service in the United States Army. He has been with LPL Financial since 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Benjamin Brauneck is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank since 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized supervisory and custody arrangements.

Christine Danko is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Charles Schwab & Co. since 2016, including a two-year period with Schwab Retirement Plan Services. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, offering multi-asset model portfolios, strategic asset allocation, and a formal alternative investment onboarding process.

Brian Degross is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked extensively with Prudential Insurance Company of America since 1980 and was affiliated with Pruco Securities, LLC. prior to joining LPL Enterprise. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated trust, insurance, and lending services.

Thomas Clark is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. He previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he is an adjunct instructor in Personal Financial Planning at the University of Akron and holds leadership positions in several local nonprofit organizations, including chairing the Greater Akron Musical Association Foundation and the Summit County Historical Society. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, and special-needs planning, delivering tailored recommendations through a combination of research, planning tools, and client meetings.

James Jack is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. James is also active as a musician with The Jimmy Jack Band. 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 financial planning and portfolio management solutions supported by a large network of advisors and advanced research tools.

Eugene Schaffer is a financial advisor with Primerica Advisors, holding a Series 63 designation and four years of industry experience. He has been with Primerica Advisors since 2021 and has a long tenure at Pepperidge Farm Inc. dating back to 1987. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Isaac Vitu is an Investment Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans tailored to their goals and objectives. His approach focuses on point-in-time planning and strategies to address the complexities of clients' financial situations. Isaac joined Fidelity Investments in 2025 as a Financial Representative before becoming an Investment Consultant in 2026. Prior to that, he gained experience as a Financial Planning Intern at Symphony Financial Services, Inc. in 2025. Outside of his professional work, Isaac has personal interests that include cars, family activities, fitness, football, movies, and outdoor adventures.

Zachary Karason is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently affiliated with LPL Enterprise and has held prior roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Bank of America, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, utilizing model-driven portfolios and offering access to third-party asset managers and affiliated insurance products.

Nicholas Rimac is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Huntington Investment Company, Equitable Advisors, and Key Investment Services. Prior to his advisory career, he spent four years at Brunswick Auto Mart. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Mc Cauley is a financial advisor at Raymond James Financial with six years of industry experience. He previously worked at Bank of America for six years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he works as a DoorDash driver. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.