Sean Dobbins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2016, with prior experience at Chase Investment Services Corp. and Advance Capital Management Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Heather Johancen is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advisory role, she has worked as a delivery driver for DoorDash. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Stacey Bertrand is a financial advisor at Merrill with 36 years of industry experience. She has held her current role since 1991. Her credentials include Series 63 and Series 66 licenses. 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, pensions, corporations, and charitable organizations.

Logan Adler is a financial advisor at OSAIC with a Series 66 license and one year of industry experience. Prior to joining OSAIC, he worked at Stratos Wealth Partners and held roles at Miami University and Waldon Country Club. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and model-based portfolio management supported by advanced asset allocation and rebalancing tools.

Jaime Zarlenga Siegler is a financial advisor with Wells Fargo Advisors, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 25 years of industry experience, including 16 years at UBS Financial Services and three years at KeyBanc Capital Markets Inc. He owns JZ Wealth Management LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services that address various client needs, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

Christopher Naples is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Aleksandra Delic Milanovic is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years before joining Raymond James in 2024. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Emily Evans is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. In this role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients with long-term financial planning. Prior to her current role, Emily worked at Fidelity Investments as a Financial Consultant from 2014 to 2020 and as an Investment Representative from 2013 to 2014. She also served as a Financial Consultant at Citizens Republic Bancorp from 2008 to 2013. Emily's professional experience centers on financial consulting and investment representation, with a commitment to helping clients achieve financial well-being. Outside of her career, she enjoys activities such as spending time at the beach, family activities, watching movies, outdoor adventures, caring for pets, and running.

Mason Schmitt is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2020 and previously held roles at Ameriprise Financial and the City of Aurora. 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.

Thomas O'neil Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. from 2010 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Alan Leitson is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, SagePoint Financial, CAMBRIDGE INVESTMENT RESEARCH Advisors, KeyBanc Capital Markets, and Robert Baird & Co. Outside of advisory work, he has served as a precinct election official and is involved in a local business networking organization, BNI International. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research technologies.

Michael Darby is a financial advisor with Raymond James Financial in Cuyahoga Falls, OH, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with Raymond James Financial since 2005 and is involved in the Cuyahoga Falls City School Finance Committee, where he consults on strategies to increase outside revenues for the local school board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and a non-discretionary approach tailored to client goals, and it maintains specialized municipal advisory capabilities and innovative employer advisory programs.

Thaddeus Hogue is a financial advisor at Merrill with 25 years of industry experience. He has held his current position since 2015 and holds a Series 63 designation. Merrill, along 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 strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Sonderman is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Sonderman serves as a board member and treasurer for Orange Patrionaires, a nonprofit focused on education and youth. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alec Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized wealth management strategies that address their unique financial situations and goals. Alec focuses on connecting all aspects of his clients' financial lives to help prioritize and pursue what matters most to them. His expertise includes areas such as college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income planning. Alec's planning process involves assessing clients' current financial information, identifying their life goals, and creating strategies to help fund those goals through savings and investments. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alec earned his high school diploma from Medina High School and holds a Bachelor's Degree from Ohio University. He aligns with Merrill's tradition of community involvement and spends time volunteering with local organizations. Outside of his professional work, Alec has interests in basketball, football, golfing, music, running, and tennis.

Nicholas Mcdonald is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Multi Track Productions and several other short-term positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in portfolio management.

Edward Balaj is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He previously worked for The Huntington Investment Company for 31 years before joining Ameriprise. Outside of finance, he is a co-owner and instructor at a ballroom dance studio. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored planning and ongoing advice focused on dependable retirement income and tax-aware withdrawal strategies.

Elisabeth Salopeck is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. She previously spent seven years at Wells Fargo Clearing. In addition to her advisory role, she is a commissioned notary public in Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad planning menu that includes specialized areas such as business-owner transition and special-needs planning. The firm combines research-driven recommendations with multiple financial product offerings and referral channels.

Bryson Joy is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Bentley Advisors LLC and Zimmer Biomet. He is also a business owner of Bentley Advisors LLC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gurpreet Reen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017, following a year at PNC Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.