Vincent Rosnack is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Ryan Radonich is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including prior experience with Axa Advisors, LLC. Outside of his advisory role, Radonich serves as Chief Operations Officer at Chagrin Valley Dental and is involved in several business ventures, including ownership of Lakeside Holdings, LLC and a tree farm in Novelty, Ohio. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach emphasizes personalized assessment and matches clients to proprietary and third-party advisory programs.

Frederick Prillaman is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at National Interstate Insurance Company, U.S. Bank, and Valmark Financial Group, among others. Prillaman’s background also includes service in the U.S. Navy. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Benjamin Whitley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Preferred Wireless and various hospitality and outreach organizations prior to joining J.P. Morgan. J.P. Morgan Securities LLC 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 eligibility framework when recommending strategies.

Matthew Thomas is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities. Outside of his advisory role, he serves as a professor teaching business courses at Ohio Business College. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates its investment management with Bank of America affiliates and emphasizes manager-selection capabilities and tax-focused strategies.

Michael Sheppard is a financial advisor with Edward Jones in Richfield, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ganley Honda from 2010 to 2018. Sheppard has served as a past president and volunteer board member for the Broadview Heights Lion’s Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a national network of more than 23,700 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Budzik is a financial advisor with Primerica Advisors based in Strongsville, OH. He holds a Series 65 designation and has 20 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services since 2005 and 2006, respectively, and a 27-year tenure with North Royalton City Schools. In addition to advisory services, he has involvement in the sale of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets with a large network of advisors and offices.

Terry Hitchcock is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kevin Meek is a financial advisor with Ameriprise in Medina, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, FirstMerit Securities, and Osaic FA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Thomas Kefalos is a financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio. He holds a Series 66 designation and has nine years of industry experience, including ten years with Charles Schwab. Outside of his advisory role, he is involved in managing rental properties. 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 solutions, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Patton Teagle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Smith is a financial advisor with Raymond James & Associates in Medina, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Denise Marko is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Morgan Stanley in 2025, she spent 12 years with Wells Fargo Advisors and Wells Fargo Clearing in various advisory roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

William Smith is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill and Bank of America in 2023, he held positions at Fidelity Investments, PNC Bank, and several other firms. Outside of his financial advisory role, he works part-time as a sales associate at Indochino, a men's tailored clothing retailer. 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, pension plans, corporations, and charitable organizations.

Jon Parkhurst is a CFP® licensed financial advisor with 24 years of industry experience. He is associated with Cambridge Investment Research Advisors and Duncan Financial Planning Advisors, and he also operates Parkhurst Financial Services. Outside of his advisory work, he maintains a role as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm utilizes multiple custody platforms and investment strategies, including proprietary models under the Founders Gate Capital brand, while providing both discretionary and non-discretionary portfolio management options.

Ashley Watson is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2025. In this position, she partners with individuals and their families to understand their goals and creates customized financial plans centered on their priorities. Prior to this, she held several positions at Fidelity Investments, including Financial Consultant (2024-2025), Investment Consultant (2023-2024), Planning Consultant (2021-2023), Relationship Manager (2020-2021), and Financial Representative (2018-2020). Throughout her career at Fidelity Investments, Ashley has developed expertise in wealth planning, financial consulting, investment consulting, and client relationship management. She is dedicated to helping families work toward financial security to provide peace of mind and flexibility. Outside of work, Ashley is married with two young children. She enjoys spending time with her family, gardening, golfing, and traveling.

Gavin Shindeldecker is a financial advisor at Charles Schwab with four years of industry experience. He holds the CFP® and Series 66 designations. Before joining Charles Schwab, his work history includes roles at Equitable Advisors, LPL Financial, and Navigation Wealth Management, among others. Charles Schwab 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 provides a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational support.

Quinn Alberty is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Robert Baird & Co. and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Gregory Forsythe is a financial advisor with Ameriprise in Strongsville, OH, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at The Huntington Investment Company and Fifth Third Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Brian Mccarty is a financial advisor with Thrivent Investment Management in Copley, OH, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as president of his neighborhood homeowners association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.