Robert Mcclain is a financial advisor with Ameriprise in Seven Hills, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise since 2006, including his current tenure starting in 2020, and previously worked at McGro & Associates. Outside of his advisory role, he is involved in business ownership through 2uercus Operations LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michelle Bissler is a financial advisor with LPL Financial, holding a Series 66 credential and having 13 years of industry experience. She has been with LPL Financial since 2010. In addition to her advisory role, she operates a separate tax preparation and accounting business under her CPA designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Joel Mille is a financial advisor with Edward Jones in Broadview Heights, OH, holding CFP® and Series 66 designations and possessing 19 years of industry experience. He has been with Edward Jones since 2006. He is associated with the Mille Family Partnership, which manages stocks, bonds, and mutual funds. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates a large nationwide network of financial advisors and branches, and provides affiliated capabilities beyond advisory services.

Brian Schlotter is a financial advisor with LPL Financial in Aurora, OH, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Cetera and Payroll Advisors, and he has been associated with Rossi, Schlotter & Co. since 1988. Schlotter is also involved in tax preparation and accounting through Walter & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Denise Ward is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she serves as a power of attorney for a fiduciary entity based in Burton, Ohio. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Kelley IV is a financial advisor at Equitable Advisors in Independence, Ohio, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Door Dash, Elon College, and several other employers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Ryan O'Malley is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing financial plans that address both their immediate needs and long-term goals. He has held various roles at Fidelity Investments since 2022, including Investment Consultant, Relationship Manager, and Financial Representative, gaining experience across different facets of financial advising and client relationship management. Ryan's professional background reflects a steady progression within the financial services sector, emphasizing client-focused financial planning and investment consulting. Outside of his professional responsibilities, he engages in baseball, cooking and baking, family activities, fitness, golf, and traveling.

Clinton Samuel is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab since 2018. Prior to joining Schwab, he worked at Wentz Financial Group and Raymond James Financial Services from 2016 to 2018. Outside of his advisory role, he is the Membership Chair for The Circle, YP Group within The Cleveland Orchestra, where he focuses on membership growth and participation. Charles Schwab serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Jennifer Malta is a financial advisor with Edward Jones in Akron, OH, holding a Series 63 designation and 29 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm provides a variety of investment strategies and affiliated offerings, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

John Boone is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and previously served as president of Western Reserve Resources Corporation, an independent Registered Investment Adviser. Boone has worked with Raymond James since 2005. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Pebble Willoughby is a financial advisor at Merrill with 24 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith since 1998 and holds a Series 66 designation. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Becky Loggins is a financial advisor at Stifel with 35 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Scott Lepa is a financial advisor with LPL Enterprise LLC, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Mgo Inc. and Cerity Partners LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products on an integrated platform.

Nicholas Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he owns rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Grace Mc Bride is a CFP® with four years of industry experience, currently affiliated with Charles Schwab in Orange Village, OH. Her prior work experience includes roles at Charles Schwab Bank and various positions at Miami University, as well as work with Mitchell's Homemade Ice Cream. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within an integrated operational structure.

Ian Lippert is a financial advisor with Charles Schwab, holding a Series 66 credential and 17 years of industry experience. He has been with Charles Schwab since 2009 and with Charles Schwab Bank, SSB since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Thomas Gross is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at RBC Capital Markets, Fifth Third Bank, TD Ameritrade, and Scottrade. 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 offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daphne Inman is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she is a partner in The Juice Plus+ Company, a plant-based dietary products business, where she occasionally participates in meetings and promotes products. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Rogers is a financial advisor at Ameriprise in Canfield, Ohio, holding a Series 66 designation with seven years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-efficient withdrawal strategies and Social Security claiming options.

Harrison Orendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to simplify and organize their financial lives by identifying and prioritizing their goals and developing personalized plans to help achieve them. Harrison is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor's degree and Master's degree in Business Administration with a focus on accounting from the University of Dayton. Outside of his professional work, Harrison values spending time with his family and engages in personal interests such as golfing and skiing. He also maintains a commitment to community involvement, volunteering with local organizations.