Todd Guilliam is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2020. He previously worked within other Wells Fargo entities from 2009, spanning Wells Fargo Advisors LLC and Wells Fargo Clearing. Guilliam has a role as co-trustee for a wealth management 401(k) plan. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through meetings and summary letters.

Yury Fridman is a financial advisor with Ameriprise in Solon, Ohio, holding a Series 66 designation and bringing 20 years of industry experience. His career includes eight years at Axa Advisors and continued service with Ameriprise since 2019. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Wendi Devan Glovna is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Charles Schwab since 1998. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Nicholas Manson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 18 years of industry experience. He has been with Charles Schwab since 2008 and with Charles Schwab Bank since 2013. Manson serves as an Honorary Advisory Council Member for Marietta College's Business & Economics department, providing curriculum guidance and support to students. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Elizabeth Rowles is a financial advisor with Edward Jones in Aurora, OH, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, she worked at Kent State University and the Streetsboro City School District, and she was self-employed for seven years. Rowles also earns royalties from publishing books through Amazon KDP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of households and organizations. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Brett Boling is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 33 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering advisory services primarily through model-delivery strategies created by unaffiliated asset managers.

Dean Brennan is a financial advisor with Robert W. Baird & Co. in Wadsworth, Ohio. He holds the Series 66 designation and has seven years of industry experience. Prior to his current role at Baird, he worked at NOW Valet Co. and Kent State University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex and non-traditional investments.

Michael Clark is a Planning Consultant at the Fairlawn Investor Center. In this role, he assists clients with designing and updating their financial plans and ensures they have the appropriate resources as they progress toward their retirement goals. Michael works closely with the Wealth Management Team to support clients throughout their retirement journey. He has held several positions at Fidelity Investments, including Planning Consultant since 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. This experience has contributed to his understanding of client needs and financial planning strategies. Outside of his professional responsibilities, Michael's personal interests include board games, cooking and baking, hiking, outdoor adventures, puzzles, and traveling.

Eiad Hasan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked within various divisions of JPMorgan Chase since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Amy Wyse is a financial advisor with Primerica Advisors in Stow, Ohio. She holds a Series 63 designation and has eight years of industry experience. Her prior work includes positions at PFSI Investments Inc., Primerica Financial Services, Welcome Wagon, and PartyLite Gifts. In addition to advisory services, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Jason Haines is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in designing business applications for the Apple iPad through his ownership of IPAD Mobile Solutions. Morgan Stanley Wealth Management serves both 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 uses structured planning tools and modeling techniques in their financial planning process.

Melanie Mathis is a financial advisor with Robert W. Baird & Co. in Akron, Ohio, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Baird since 2018 and previously held roles at Hancock Mortgage Partners and Lifecenter Plus. Outside of her advisory work, she is an independent sales consultant with Tastefully Simple, a direct sales company offering easy-to-prepare food products. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional investments to complex allocations, along with municipal advisory and public finance services.

Emily Coudriet is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple firms, including KeyBank and First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party money managers.

Anne Marie Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools to assist clients in developing tailored plans.

James Shubert is a financial advisor at Equitable Advisors in Akron, OH, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he maintains various outside insurance contracts for health insurance. Equitable Advisors serves a diverse client base, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, focusing on advisory and brokerage solutions through program sponsors and third-party managers.

Colin Hammer is a financial advisor at Morgan Stanley in Akron, OH, holding a Series 66 license and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of Bluecoats, Inc., a charitable nonprofit based in Clinton, OH. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with diversified investment activities.

Timothy Holdsworth is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC. Outside of his advisory work, he serves on the board of A Kid Again, a nonprofit supporting children with life-threatening conditions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Mark Wilson is a Series 66-credentialed financial advisor with LPL Enterprise in Independence, OH. He has been with LPL Enterprise since 2025. Outside of his advisory role, he is involved with Brick House Realty and Baldwin Wallace University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a comprehensive platform that integrates investment advice with insurance and lending products.

Claus Meyer is a CFP®-certified financial advisor with Raymond James & Associates, based in Medina, Ohio, and has 22 years of industry experience. He has been with Raymond James & Associates since 2012. Meyer serves as a committee member for Leadership of Medina County, a nonprofit organization, where he reviews quarterly finances and participates in budget and economic discussions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with a diverse client base, including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services, employs a variety of portfolio management styles, and provides municipal advisory services uncommon among peers of its size.

Ryan Woodman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, and at JPMorgan Chase Bank, N.A. since 2007. Woodman is also the owner of Limoncello Investments LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations and delivers advisory services on a non-discretionary basis.