Marc Servodio is a CFP® with 17 years of experience in the financial services industry, currently affiliated with Cetera. His prior roles include positions at Vita Advisors, Prosperity Advisors, Springside Partners, and Cetera Advisors. He is involved in several nonprofit and community organizations, serving on the board of Goodwill Industries and as an operating committee member of the C.A.M.P. youth mentoring program, as well as participating on the advisory board for the University of Akron's Department of Economics. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures.

Justin Ellis is a Financial Consultant currently working at Fidelity Investments since 2026. Prior to this, he served as a Financial Consultant Partner at Charles Schwab from 2024 to 2025. His career in financial services began with various roles including 401(k) Participant Services Specialist at Charles Schwab, Advisor Intern at Lifetime Financial Growth, Financial Intern at Symphony Financial Services, and Investment Operations Intern at Valmark Financial Group. Justin focuses on partnering with clients to understand their financial goals and overall financial picture, aiming to develop clear financial plans. He emphasizes thoughtful planning conversations and education to help clients comprehend their options, make informed decisions, and build confidence in the strategies they develop together. Outside of his professional work, Justin has interests that include cars, golf, military service, scuba diving, snowboarding, and soccer.

Matthew Hale is a financial advisor with Charles Schwab in Richfield, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm provides both non-discretionary and discretionary investment solutions through integrated advisory, brokerage, custody, and cash-sweep services.

Andrew Wright is a financial advisor with LPL Enterprise in Uniontown, Ohio, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Wright serves as a board member for the Rayl Charitable Organization, a nonprofit. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Lea Herman is a financial advisor at Edward Jones in Cuyahoga Falls, OH, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she works as an audiobook narrator and runs a blog focused on work/life balance, travel, health, time management, and related personal topics. 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, supported by a large network of financial advisors and branch offices nationwide.

Zachary Bush is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at JP Morgan Securities, TD Ameritrade, PNC Wealth Management, and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

John Aigler Jr. is a financial advisor with LPL Financial in North Canton, OH, holding a Series 63 designation and bringing 43 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he sells non-variable life, long-term care, group, and individual health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a network of investment adviser representatives and a variety of strategic and tactical investment options.

Annette Oliver is a financial advisor with Edward Jones in Hudson, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Edward Jones since 2005. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Haak is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 41 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also maintains affiliations with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company dating back to 1991. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analysis tools.

Sumana Sarkar is a financial advisor at Robert W. Baird & Co. Incorporated with 10 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2016. The DDK Group, where Sumana works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with a focus on research and technological tools in its advisory approach.

Andrew Hudson is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. He has worked in various roles within Charles Schwab and Morningstar Investment Management. Outside of advisory work, he co-founded a podcast focused on accountability in fitness, motivation, charity, and work-life balance, and assists as a football game announcer assistant for Cuyahoga Valley Christian Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.

Daniel Blanchette is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Columbia Sussex and multiple hospitality companies. He is based in Richfield, Ohio. Charles Schwab & Co., Inc. serves a large client base of 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational capabilities.