Phillip Ameduri is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company and LPL Financial LLC. Outside of his advisory role, he serves as a volunteer team member on the board and committee of a non-denominational, independent church. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

William Kurtz is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior work experience at Chagrin Saddlery, Canterbury Golf Club, Northwestern Mutual, Doordash, and Kent State University. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Harding is a financial advisor with Merrill, holding a Series 66 credential and over 21 years of industry experience. He has worked at Merrill since 2015 and is also affiliated with Bank of America, N.A. since 2016. Outside of his advisory role, Harding serves as a trustee for Old Trail School, a charitable organization focused on primary education in Bath, Ohio. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leonides Pena Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has three years of industry experience and has held positions at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory career, he has served on the Lorain County Children and Families First Council and has been involved with Hispanic UMADAOP. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through established providers, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Chad Immel is a financial advisor at Edward Jones in Fairlawn, Ohio, holding a Series 63 credential with 24 years of industry experience, all spent at Edward Jones since 2002. Outside of his advisory role, he serves as president and coach of a youth basketball team, Stark County Basketball, LLC, in Massillon, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Bethany Brenner is a financial advisor with Raymond James Financial Services, Inc., holding 10 years of industry experience. She has been with Raymond James since 2016 and is also associated with Timothy D. Brenner and Associates, where she works in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing analytical tools and tailored strategies to support client goals.

Toni Francis is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Jjb Hilliard Wl Lyons, LLC and UBS Financial Services Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

William Conte is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Avantax Advisory Services. Conte also operates Conte Co., CPA Inc., a tax preparation and accounting firm. Ameriprise Financial Services serves both individual and institutional clients, providing a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Thomas Leonardi is a Certified Financial Planner® with 45 years of industry experience. He is currently with OSAIC and has previously worked at FSC Securities Corporation and Strategic Capital Advisors, Inc., where he also serves as President and CEO. Outside of his advisory work, he is involved in insurance sales and financial planning through his own firms. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a range of securities and alternative investments.

Peter Kaplan is a financial advisor with Osaic Wealth, Inc. in Twinsburg, Ohio, holding Series 63 and Series 66 licenses and having 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Sagepoint Financial, Inc. for 14 years. He is president of PK Financial Group Inc., a wealth management and retirement plan management business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of advisors and uses various tools and third-party platforms to construct and manage diversified portfolios.

Brant Giere is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Morgan Stanley since 2012, including time with Morgan Stanley Private Bank, and previously spent 15 years at Merrill. Outside of his advisory role, he assists with bookkeeping and maintenance on his family farming operation and manages administrative tasks for a car racing-related business, Goat Powered LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Alissa Hitchcock is a CFP®-certified financial advisor with two years of industry experience, currently with Edward Jones in Stow, OH. She previously worked at Sequoia Financial Group, LLC for four years and has a background that includes roles at Ohio University, Hastings Waterworks, and Hudson School District. 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, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices.

Kay Auwerter is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. She previously worked at Stratos Wealth Partners, Ltd for 14 years and Equitable Advisors for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by research and technology tools.

Ryan Brennan is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Barbara Thacker is a financial advisor with Wells Fargo Advisors in Akron, Ohio, holding a Series 63 designation and bringing 40 years of industry experience. She has worked at Wells Fargo Advisors and related entities since 2009. Outside of her advisory role, she serves as trustee of her father's irrevocable trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning areas such as business-owner transitions and special-needs analysis.

Spencer Chippi is a financial advisor at UBS Financial Services with Series 66 credentials. He joined UBS in 2024 and has prior work experience in various industries including food service and manufacturing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking solutions.

Cassandra Jackson is a financial advisor with Ameriprise in Medina, OH, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and Hfs Wealth Advisors. She has been with Ameriprise since 2017. 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 written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Louis Stachowicz is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and 1ST Global Advisors. Outside of advisory work, he is a CPA involved in accounting and tax preparation through his firm Culkars Stachowicz & Co. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Paul Sheeks III is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Sheeks serves on the finance committee of Grace House Akron, a nonprofit organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Meredith Marchand is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with advisors utilizing a variety of investment strategies and technology tools to support client account management.