Chris Gnandt is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he has been involved in independent insurance brokering and was previously associated with Finn Financial, Inc. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Matthew Whitson is a ChFC® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked with several firms including Lincoln Financial Advisors Corporation and MetLife Securities Inc. Whitson is also involved in fixed insurance sales. Osaic Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and advisory platforms. The firm offers a variety of investment and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

George Hoose is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was affiliated with Heese Inc dba Floor Coverings International of Medina and OEC. Outside of advising, he is involved in managing a long-term rental property through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options and operates under a fiduciary standard.

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.

Joseph Schindel is a financial advisor at Equitable Advisors in Canton, OH, with 12 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors since 2014, including the period when the firm operated as Axa Advisors. Schindel serves as Treasurer and board member for the nonprofit organization Caring and Serving Together (CAST) in Canton. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its advisory services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and firm-offered programs, focusing on personalized investment strategies without sponsoring its own wrap fee program.

Benjamin Kirksey is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 20 years of industry experience in wealth management. He began his career with Merrill in Canton, Ohio, in 2007, later joined UBS in 2015 to expand his expertise, and has since returned to Merrill where he continues to assist clients in managing and preserving their wealth. His expertise encompasses areas such as divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and serving clients in sports and entertainment. Benjamin focuses on connecting clients to appropriate resources and plans tailored to their individual goals, including funding education, retirement lifestyle planning, and addressing potential healthcare costs. He holds a Bachelor's Degree from The Ohio State University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Benjamin has interests in cooking, horseback riding, music, pickleball, reading, spending time with his family, tennis, and watching movies.

Robert Och is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Raymond James Financial since 2009. Och is also the owner of 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 emphasizes tailored planning and consulting using analytical tools to support client goals and offers specialized services such as municipal and public-finance advisory work.

Balaram Kaimal is a financial advisor with Ameriprise in Copley, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement income plans, with an emphasis on assets held in Ameriprise-managed accounts.

Timothy Rice is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996 and Bank of America, N.A. since 2010. Outside of his advisory work, he holds power of attorney in a non-investment-related capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Stephanie Demuesy is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 31 years of industry experience, including long-term roles at Metropolitan Life Insurance Company and MetLife Securities Inc. outside of her current positions. She is also involved in an individual life and fixed annuities sales business. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, educational seminars, and event-driven planning programs, delivering collaborative, goal-based financial plans without discretionary investment management.

Lisa Szucs is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is an independent contractor selling microfiber cloths and cleaning solutions through Norwex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Larry Fitting is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 license, with 29 years of industry experience. He has been with Cambridge since 2020 and also operates Fitting Tax & Financial, providing tax preparation and accounting services. He is a licensed CPA and has a history of offering independent insurance services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through various platforms and combines proprietary strategies with access to unaffiliated managers.

Rebecca Sarno is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and PNC Investments. Outside of her advisory role, she owns and operates a hazelnut orchard through Grand River Orchard LLC. 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 consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Jon Heddleson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Cetera and related entities since 2023 and previously spent a decade at LifeMark Securities. In addition to his advisory role, he teaches Management 2100 at Ohio University and operates an insurance agency offering fixed insurance products. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Laurie Thompson is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and offering 29 years of industry experience. Her prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. She is also a licensed Notary Public and offers notary services to clients. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client solutions.

Broderick Haer is a financial advisor with Equitable Advisors in Canal Fulton, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors. Outside of his advisory role, he serves on the board of the St Philips and James Church Endowment Fund. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers, delivering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Angela Anderson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2004, including its prior affiliation as AXA Advisors. Anderson serves as a director for the National Association of Women Business Owners in Cleveland, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and objectives.

Kirk Hunter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1997 and follows a disciplined process to assist clients in achieving their financial objectives. Kirk provides traditional advice and guidance and is a qualified Portfolio Manager who manages personalized or defined discretionary strategies, which may include individual stocks and bonds, model portfolios, and third-party investment strategies. Kirk holds a Bachelor's Degree from Indiana University and completed an Accredited Certificate Program at the Wharton School of Business. He earned the Chartered Retirement Planning Counselor™ designation in 2007 and the Certified Investment Management Analyst® (CIMA®) designation in 2008. Additionally, he holds the Personal Investment Advisor (PIA) designation. Residing in Jackson Township, Ohio, Kirk is active in his community and participates in church activities, youth sports, and serves underprivileged children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement income, and services for endowments, foundations, and non-profits.

James Carps is a CFP® professional with over 33 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s proprietary investment methodology, developed by its Investment Strategy Group, supports its financial planning and asset allocation guidance.