Paul Corbeil is a financial advisor at Raymond James & Associates with 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for The Villas at Westin Pointe Owners Association. Raymond James & Associates is a large, nationally supported firm managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that rely on tailored analyses and a range of investment strategies.

Raymond Dietz Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at Royal Alliance Associates Inc. for 23 years before joining OSAIC in 2023. Outside of his advisory role, he is a basketball camp coach and owns a tax preparation service. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of investment options and platforms. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios tailored to client preferences and supports multiple advisory platforms and third-party services.

Christian Silva is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 66 credential and four years of industry experience. He has been with Wells Fargo Advisors since 2023, following a role at Wells Fargo Clearing from 2022 to 2023, and previously worked at the University of California, Davis. 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 financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Nicholas Bryant is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering focused on term life insurance. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients’ retirement planning, with a focus on assets managed within Ameriprise accounts.

James Yurak is a financial advisor at Raymond James & Associates with 25 years of industry experience. Prior to joining Raymond James in 2025, he worked for UBS Financial Services Inc. for 16 years. He holds the Series 66 designation. Yurak serves as Treasurer and Board Member for Hudson Community First, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tammy Ford is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and has been with UBS since 2007. Prior to UBS, she worked at Mcdonald Investments Inc. and KEY BANK. Outside of her advisory work, she serves as secretary for Edwards Systems Distributor Inc., a privately held company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets resources.

Connor Lind is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His previous work includes roles at Fischer Homes and The Ohio State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing multiple registered investment companies and delivering model portfolios through systematic methodologies.

Madison Brown is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, Madison worked at Victory Capital Management and held academic positions at the University of Texas at San Antonio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a research-driven investment process that combines fundamental and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Sarah Wolff is a Wealth Management Advisor with over 14 years of experience in the financial services industry. She began her career at Merrill Edge in Jacksonville, Florida, focusing on probate work after graduating from law school. Sarah later helped establish a team of Merrill Lynch Wealth Management financial advisors in Providence, Rhode Island, and returned to Ohio in 2017 to join The Fuller Group. She serves clients with a focus on personalized wealth management strategies that align with their individual goals and lifestyles. Her expertise spans areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible investing, and small business strategies. Sarah holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from the University of Akron and a Juris Doctorate from Florida Coastal School of Law. Outside of her professional work, Sarah is involved in community activities including volunteering with the Girl Scouts of America and Highland Youth Soccer. She enjoys camping, hiking, photography, reading, soccer, and spending time with her family.

Jared Peters is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works with clients and families to uncover and work toward their financial goals through holistic financial planning. His approach aims to bring clarity to the complexities that wealth planning can involve. Prior to his current position, Jared served as a Financial Advisor at Prudential from 2022 to 2024. His experience in these roles has centered on assisting clients with comprehensive financial strategies tailored to their individual needs.

Bruce Carter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

Teresa Loll is a financial advisor at Cetera with 14 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at firms including Merrill and Bank of America. Teresa is also a financial professional with Vita Advisors, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports more than 10,000 advisors and roughly 800,000 clients.

Aaron Hayn is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at United Parcel Service and operated a lawn care business. He serves on the Board of Directors for Next Life - Arko Jiwan. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

Danny Ehmer Jr. is a financial advisor with Primerica Advisors, holding 16 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2012 and 2002, respectively. Outside of his advisory role, he serves as president of the International Referral Network, a non-investment-related organization based in Akron, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, operating primarily through a tiered wrap-fee structure.

Melissa Hamilton is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked previously at The Huntington Investment Company and Charles Schwab & Co., Inc. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Dean is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase bank since 2013. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Marc Tanner is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Charles Schwab since 2014. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and a formal alternative investment selection process.

Tim Papp is a Wealth Management Advisor at Merrill Lynch Wealth Management, holding the position of Senior Vice President. He works closely with clients to create personalized financial strategies that consider their comprehensive financial picture and help them pursue their long-term goals. Tim's areas of focus include legacy planning, personal retirement planning, philanthropic planning, and retirement income. He holds the professional designations of Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He earned his bachelor's degree from The University of Akron. Tim is also involved in community activities, including volunteering with organizations such as Akron Children's Hospital through the Hope Ambassador program, serving as Board President of the Magical Theatre Company, participating at St Francis de Sales Church, contributing as a Charles Deering Legacy Advisor Leader at Summa Health, and being a member of the YMCA Heritage Club.

Anastasios Kountis is a financial advisor at Morgan Stanley with 15 years of industry experience. His background includes roles at Key Investment Services, PNC Bank, and Patrick Capital Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and secular return estimates in its process.

Alexa Bleiweis is a financial advisor at Charles Schwab with Series 63 and Series 66 designations. She has five years of experience at Charles Schwab & Co., Inc. Prior to her current role, she held positions in consulting, education, and event management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services, offering a combination of non-discretionary and discretionary investment options supported by comprehensive research and centralized operational infrastructure.