Corree Kaylor is a financial advisor with Ameriprise in Medina, OH, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its related entities since 2016. Outside of financial advising, Kaylor owns Aureum Tan, a beauty service specializing in spray tanning. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Margaret Feiler is a Series 66 licensed financial advisor with Edward Jones, based in Medina, OH, and has five years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment options, operating under a fiduciary standard.

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.

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.

Kaleb Reed is a financial advisor at Edward Jones in Wooster, Ohio, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Dalton Local Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of portfolios. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Michael Piechowiak is a financial advisor with Mass Mutual Investors Services in Medina, OH, holding 13 years of industry experience. He has been with MML Investors Services and MassMutual since 2012 and served with the Medina Township Fire Department from 2004 to 2017. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using firm-approved tools and offers specialized programs including estate settlement and employer-sponsored planning.

Richard Fox is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2015. Fox serves on the Board of Directors for the Wooster Citizens Police Academy Alumni Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Lauri Mackey is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, Mackey worked for Contact at Once! A LivePerson Company from 2013 to 2018. 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, offering a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Daniel Ishee is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2007 and previously at Raymond James Financial Services from 2000 to 2007. Outside his advisory role, he volunteers at Wadsworth High School. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Welker is a financial advisor at Edward Jones in Medina, OH, holding the CFP® and CFA® designations with 19 years of industry experience. His prior roles include positions at Huntington Private Bank, North Point Portfolio Managers Corporation, Raymond James & Associates, and Morgan Stanley DW Inc. Outside his advisory work, he manages a rental property in Cleveland, OH. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Jason Netherton is a financial advisor with Ameriprise in Medina, Ohio, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns Sustainable Significance LLC, a business focused on organic farming education and the sale of organic produce and gardening supplies. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Doyle is a ChFC®-designated financial advisor with 24 years of industry experience, currently serving clients through LPL Financial since 2010. Prior to joining LPL, he worked at Merrill from 2005 to 2010. Outside of his financial advisory work, Doyle is involved in the arts as an artist and writer through his venture Doyle Arts, which features his artwork and non-financial writings online. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Steven Shields is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2025, he worked at Edward Jones from 2018 to 2025 and has experience in other business ventures, including ownership roles in real estate and managing his own business, Shields Strategic Wealth, LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Bradley Shook is a financial advisor with Edward Jones in Medina, OH, holding a Series 63 designation and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a partner in oil and gas royalty ventures, including Killbuck Creek Partners and Killbuck Creek Outdoors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs. The firm has a large national presence, with approximately 23,701 financial advisors and over $1 trillion in assets under management.

Claus Meyer is a CFP®-certified financial advisor with Raymond James & Associates, based in Medina, Ohio, and has 22 years of industry experience. He has been with Raymond James & Associates since 2012. Meyer serves as a committee member for Leadership of Medina County, a nonprofit organization, where he reviews quarterly finances and participates in budget and economic discussions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with a diverse client base, including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services, employs a variety of portfolio management styles, and provides municipal advisory services uncommon among peers of its size.

Lindsay Kolek is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in recommending strategies.

Ryan Wilk is a financial advisor with J.P. Morgan Securities in Medina, OH, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to 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.

Austin Mims is a Series 66 registered advisor with Edward Jones in Medina, OH, where he has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an owner of Leeward Zephyr, a holding company based in Hinckley, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Sean Dodd is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He has been with the firm since 2025 and has prior experience in communications at the University of Dayton. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Brian Hawkins is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise, he worked at Huntington Investment Company for nine years and PNC Bank and PNC Investments for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning advice through a written Recommendation Report and ongoing support.