Stan Holladay is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2007 and has also been self-employed and affiliated with Working Solutions since 2009. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by centralized operational and supervisory infrastructure.

Jake Gilliam is a CFA® charterholder with 16 years of industry experience. He has worked at Charles Schwab in various roles since 2015. Gilliam serves as an advisory board member for the Finance Advisory Council at Ohio University's College of Business. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a formal alternative-investment onboarding process.

John Brayer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. He has been affiliated with PFS Investment Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies and operates John Brayer and Associates Inc. for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, utilizing a tiered wrap fee structure.

Matthew Mize is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 15 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2010 and 2008, respectively. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services managed by Pershing and Primerica Brokerage Services.

John Kraft is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2012. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized municipal and public-finance advisory services.

Brent Malone is a financial advisor at UBS Financial Services in Akron, OH, holding a Series 66 designation with nine years of industry experience. He has been with UBS since 2016. Outside of advising, he is president and owner of DeMarc Properties, a marketing and retail sales business, and he oversees the A/V team and speaks at City Church AC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and manages fee-based financial planning with a fiduciary standard.

Robert Ruggeri is a financial advisor with Primerica Advisors in Akron, OH, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors since 2007 and affiliated with Primerica Financial Services since 2006. Outside of advisory work, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which uses model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Megan Grant is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.

Kevin Downes is a financial advisor with OSAIC in Coventry, OH, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Sii Jhfn. Downes is also a partner at Boston Partners Wealth Management and serves as an assistant vice president in a life insurance brokerage. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, utilizing asset-allocation tools, risk assessment, and third-party managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Lucy O'Connell is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Freeman O'Connell Thomas Wealth Management Group. She began her financial services career with Merrill in 2002 and supports clients in Northeast Ohio and Akron communities. Her focus areas include family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Lucy holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in Industrial Business Management from the University of Akron and previously attended John Carroll University on an academic scholarship. She is married with two children and three grandchildren. Lucy enjoys spending time outdoors, watching soccer, reading, biking, boating, dancing, gardening, hiking, running, and traveling. She is involved with community organizations such as Akron Children's Hospital and Akron Zoo.

Rebecca Windsor is Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to partnering with clients to strengthen their financial futures. She has been with Fidelity Investments since 2016, serving in various roles including Assistant Branch Leader, Financial Consultant, and Relationship Manager. Prior to joining Fidelity, Rebecca held positions in the mortgage industry as a Loan Counselor and Loan Processor at SIRVA Mortgage, Inc. She also has experience in banking, having worked as a Co-Manager at Huntington National Bank and as a Banker at Charter One Bank.

Timothy Adkins is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 designations and has worked at several firms including W&S Brokerage Services and Western & Southern Financial Group. His background includes roles in both financial services and education. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Derek Mantel is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones in Brunswick, OH since 2013. Outside of his advisory role, he is the owner of Spruce Wood, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

De Anna Jenkins is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has been associated with Charles Schwab and its affiliated entities since 2012, including roles at Charles Schwab Bank, SSB and Schwab Retirement Plan Services, Inc. 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 options, utilizing multi-asset model portfolios and a formal alternative-investment process within a large, integrated operational platform.

Judith Owens is a financial advisor with Primerica Advisors in Akron, OH, holding 10 years of industry experience. She has been with Primerica Advisors since 2015 and Primerica Financial Services since 2012. Outside of her advisory role, Owens owns and operates Owens Cleaning Services, a cleaning business she has managed since 1984. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Paul Corbeil is a financial advisor at Raymond James & Associates with 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for The Villas at Westin Pointe Owners Association. Raymond James & Associates is a large, nationally supported firm managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that rely on tailored analyses and a range of investment strategies.

Frederick Berndt is a financial advisor with LPL Financial, holding a Series 63 license and bringing 49 years of industry experience. His career includes roles at Summit Capital Inc and Investment Network, Inc., and he has operated Berndt & Associates since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Raymond Dietz Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at Royal Alliance Associates Inc. for 23 years before joining OSAIC in 2023. Outside of his advisory role, he is a basketball camp coach and owns a tax preparation service. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of investment options and platforms. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios tailored to client preferences and supports multiple advisory platforms and third-party services.

Christian Silva is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 66 credential and four years of industry experience. He has been with Wells Fargo Advisors since 2023, following a role at Wells Fargo Clearing from 2022 to 2023, and previously worked at the University of California, Davis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Nicholas Bryant is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering focused on term life insurance. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients’ retirement planning, with a focus on assets managed within Ameriprise accounts.