Andrew Wright is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Wright serves on the board of a charitable organization, Rayl Charitable Organization, outside of his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with financial product sales.

Lea Herman is a financial advisor at Edward Jones in Cuyahoga Falls, OH, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she works as an audiobook narrator and runs a blog focused on work/life balance, travel, health, time management, and related personal topics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

John Aigler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he operates Aigler Financial Group as a DBA and sells non-variable life, long-term care, group and individual health insurance in Akron, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both proprietary and third-party research, and employs a variety of portfolio management strategies including discretionary and non-discretionary approaches.

Jennifer Bowen is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2018. Bowen holds the Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Annette Oliver is a financial advisor with Edward Jones in Hudson, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Haak is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 41 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also maintains affiliations with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company dating back to 1991. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analysis tools.

Sumana Sarkar is a financial advisor at Robert W. Baird & Co. Incorporated with 10 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2016. The DDK Group, where Sumana works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with a focus on research and technological tools in its advisory approach.

Andrew Hudson is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. He has worked in various roles within Charles Schwab and Morningstar Investment Management. Outside of advisory work, he co-founded a podcast focused on accountability in fitness, motivation, charity, and work-life balance, and assists as a football game announcer assistant for Cuyahoga Valley Christian Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.

Daniel Blanchette is a financial advisor with Charles Schwab & Co., Inc. He holds Series 65 and Series 63 credentials and has one year of industry experience. Prior to joining Charles Schwab, he worked in the hospitality sector with firms such as Columbia Sussex, Schulte Hospitality Group, General Hotels Corporation, and Crestline Hotels Corporation. 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 a non-discretionary client relationship model with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.