Savon Johnson is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, he has been involved in entrepreneurial ventures including car detailing services and ecommerce businesses, serving as president and CEO of multiple companies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and emphasizes personalized risk assessment and program matching in its advisory approach.

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.

Aaron Veal is an advisor at LPL Financial with a Series 66 designation and experience dating from 2022. Prior to his current role, he has worked in various capacities including at East of Chicago Barberton and Door Dash. 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 financial planning and advisory services through a large network of investment adviser representatives, utilizing diverse investment strategies and operational support tools.

David Gardner is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has one year of industry experience. His prior roles include positions at Elevate Financial Professionals and Huntington National Bank. He has also been involved with North Eaton Baptist Church and North Royalton Baptist Church. 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 that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

James Hatton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior firms include Equitable Advisors LLC and SII Investments, Inc. Hatton also operates an insurance agency in Brecksville, Ohio. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a wide network of over 22,800 advisors.

Sarah Horn is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has previously worked at firms including LPL Financial and Global Retirement Partners. Horn is an associate board member of The Hunger Network, a nonprofit organization in Cleveland, OH. 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 investment guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Walter Goggans Sr. is a financial advisor with Ameriprise who holds a Series 63 designation and has 27 years of industry experience. He has been with Ameriprise and its affiliated entity since 1998. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.

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, OH, holding a Series 66 designation and over 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in Sustainable Significance LLC, a business focused on organic farming education and sales of organic produce and gardening supplies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice based on research, algorithmic tools, and collaborative client-advisor engagement.

Randal Lupi is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor firms Axa Advisors and Waddell & Reed. Outside of advising, he is an owner and partner in Student Loan Tech Inc. and serves as a member and vice president of Student Loan Gurus LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of proprietary and third-party advisory models, offering mutual funds, ETFs, separately managed accounts, and select alternatives while providing ERISA fiduciary services to qualified plans.

Aaron Smith is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at Dollar Bank and US Bank from 2007 to 2015. Throughout his career, Aaron has focused on assisting clients in making informed investment decisions by leveraging his experience and knowledge. He partners with clients to build and maintain financial plans tailored to their unique needs and goals. His approach centers on understanding each client's financial situation and aligning strategies and products accordingly. Outside of his professional work, Aaron’s interests include family activities, fitness, football, music, outdoor adventures, and pets.

Marci Stewart is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Charles Schwab since 1999. Charles Schwab 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 centralized custody and operational resources.

Kimberly Hudak is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. She has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of her advisory role, Hudak volunteers with the Fire Fighters Memorial Ride, where she presents scholarships to the families of firefighters. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with a range of program options and affiliations.

Michelle Vance is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill Lynch since 1996. In addition to her advisory role, she serves as the executor of the Estate of Teddy R Vance. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Crandall is a financial advisor at Robert Baird & Co. He holds the Series 66 designation and has four years of industry experience. Prior to joining Baird, he had roles with Whats the Scoop, Padua Franciscan High School, and Sweet Ceces. Robert Baird & Co. is a large institution serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both internal research and external partnerships.

Jeffrey Miller is a financial advisor with Raymond James & Associates in Elyria, Ohio, holding a Series 66 credential and 19 years of industry experience. He previously worked at PNC Investments LLC for nine years before joining Raymond James in 2023. Outside of his advisory role, he owns and manages two duplexes, residing in one of them. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and proprietary research.

Austin Dillon is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Huntington Investment Company, Prudential Insurance Company of America, and First Responder Financial Advisors. He also worked at Hoppin' Frog Brewery and the University of Akron. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Tiffany Safran is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she provides financial advisory services to clients, leveraging her expertise in wealth management. She holds the professional designation of Personal Investment Advisor (PIA), which supports her advisory capabilities. Tiffany earned her Bachelor's Degree from The University of Akron. Further details regarding her experience, personal interests, or community involvement have not been provided.

Curtis Reynolds II is a financial advisor with LPL Financial in Akron, OH, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo, Bank of America, Merrill, and The Huntington Investment Company. 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 with various investment approaches, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.