Ed Karam II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jordan Nelson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Jordan was a Senior Financial Consultant at TD Ameritrade from 2015 to 2020 and a Financial Specialist at PNC Investments from 2012 to 2015. Jordan focuses on understanding the goals of the families he advises and provides guidance to create and maintain financial plans. He is committed to serving families in Northeast Ohio, where he is a native and currently resides with his wife and two daughters. Outside of his professional work, Jordan enjoys traveling, physical fitness, running, and following all things related to Cleveland sports.

Steven Tadayon is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY llc, and Key Investment Services. Outside of his advisory role, he is involved in a watch buying and selling business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialty activities such as private fund relationships and commodity pool operations.

Philip Geissinger is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked as an independent contractor and spent 15 years at OrthoUnited. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party advisory models and discretionary management options.

William Ahonen is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including roles at Metropolitan Life Insurance Co and METLIFE SECURITIES Inc. Outside of his advisory work, he has been involved in insurance sales through Advise Financial Solutions since 1989. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning.

Jeffrey Kota is a CFP® with 27 years of industry experience and is currently with Ameriprise in Canton, Ohio, where he has worked since 1998. He also serves on the boards of several local organizations, including the Wooster Noon Lions, the Izaak Walton League Wayne County Chapter, and the Wooster Duck Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gina Betti is a financial advisor with Edward Jones in Fairlawn, OH, holding the CFP®, ChFC®, and Series 66 designations. She has 17 years of experience at Edward Jones. Outside of her advisory work, she and her husband operate an organic farm in Medina, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Timothy Brenner is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 32 years of industry experience. He has been with Raymond James Financial since 1994 and operates an affiliated support company, timothy d brenner & assoc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals, and it offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Lahaie is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and works as a wealth advisor at Wright LaHaie Jarvis Wealth Advisors. Outside of advisory work, he is the owner of CJL Real Estate LLC. 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a broad network of advisors.

Logan Huffman is a financial advisor with J.P. Morgan Securities in Medina, Ohio, holding a Series 66 designation and five years of industry experience. His background includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, as well as four years at Hiram College and eight years at Huffman Plumbing. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Liam O'rourke is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and AXA Advisors. Outside of finance, he has experience working with Everest Soccer Club and in education at Firestone High School and Kent State University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nancy Patterson is a financial advisor with Raymond James & Associates in Fairlawn, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves as an officer and secretary on the board of Public Safety Services. Raymond James & Associates 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, pension plans, charitable organizations, and municipal entities, offering tailored financial planning and non-discretionary investment consulting through various specialized services.

Kelli Phillips Zaleski is a financial advisor with Ameriprise in Canton, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliate since 2000. Zaleski also operates an S-corp, Zaleski and Associates Inc., through which she conducts her business as a self-employed contractor. Ameriprise serves clients primarily through its retirement-income planning service, Ameriprise Premier Retirement Income, which targets individuals with substantial investable assets and provides detailed, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to support retirement income strategies and offers a broad range of advisory, brokerage, and insurance solutions.

Robert Krenz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 15 years at UBS Financial Services. He is also involved as a managing partner and financial advisor at Momentum Wealth Partners LLC and RWK Capital LLC in Akron, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting implementation through advisory programs or other providers.

Cameron Guild is a Wealth Management Advisor with The HK Group at Merrill Lynch Wealth Management. He specializes in providing tailored financial advice and guidance designed to support each client's current lifestyle as well as their short- and long-term needs and goals. Cameron and his team emphasize simplicity, transparency, and a disciplined wealth management process to help clients measure their progress toward financial and life objectives. They prioritize direct access and personalized service, avoiding impersonal communication channels to maintain close client relationships. Cameron began his career in financial planning in Akron before joining Merrill Lynch in 2013. He holds a Bachelor of Science degree in Finance with a concentration in Financial Planning from The University of Akron. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Cameron's expertise spans areas such as college education planning, retirement income, legacy planning, philanthropic planning, socially responsible investing, and liquidity management. Outside of his professional work, Cameron resides in Copley, Ohio. He is an active member and past president of the Rotary Club of Fairlawn. His personal interests include camping, skiing, and spending time with his family.

Colin Wymer is a financial advisor with LPL Financial in Kent, Ohio, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at Tax and Financial Strategies and SpyGlass LLC before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Deanna Barnhart is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and analytical tools such as Monte Carlo simulations.

Ethan Courtad is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Courtad Group since 2018. He specializes in multi-generational wealth management, estate planning services, and financial planning, providing customized strategies that support long-term financial success. His areas of focus include corporate executive services, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ethan graduated from The Ohio State University in 2014 with a Bachelor's Degree in Materials Science and Engineering. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His background in engineering contributes to his structured and analytical approach to financial planning. He resides in Copley, Ohio with his wife Amanda and their two children. Outside of his professional work, Ethan volunteers with the Northeast Ohio chapter of the Juvenile Diabetes Research Foundation and participates in the Ohio State Summit County Alumni Club.

Sarah Norris is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at Raymond James Financial Services from 2019 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Joshua Marks is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. With over 23 years of experience, he specializes in areas including divorce transition planning, investment consulting for defined contribution plans, employee financial health, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from Washington and Jefferson College and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joshua is affiliated with Merrill Lynch and actively participates in community involvement through organizations such as Mash Factory. Joshua approaches financial advising by developing personalized strategies tailored to each client's long-term goals. Outside of his professional role, he enjoys baseball, fishing, football, hunting, and spending time with his family.