Joseph Beebe Jr. is a financial advisor with Primerica Advisors in Independence, OH, holding 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and Primerica Financial Services since 2014. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies created by unaffiliated asset managers and provides custodial and trade execution support through BNY Mellon Advisors and Pershing.

Julie Seeley is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and 21 years of industry experience. She has worked with Primerica Financial Services since 2003 and is currently affiliated with Primevision Financial Group and PFS Investment Inc. Outside of advisory services, she is involved with In His Service Equipment LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Katrina Perez is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. She has been with Morgan Stanley since 2010. Outside of her advisory role, she works as a delivery driver for DoorDash and provides customer service for Instacart. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Steven Biltz is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors in 2024, he worked at Republic Finance and has diverse work experience including roles at Youngstown State University and Westlake Tool & Die. 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 asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Kristen Skotko is a financial advisor at Morgan Stanley in Akron, OH, holding a Series 66 designation with nine years of industry experience. She previously worked at Sanford C. Bernstein & Co., LLC. for seven years before joining Morgan Stanley in 2021. In addition to her advisory role, she serves as an executor or co-executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and supports a wide range of investment and planning strategies.

Benjamin Bury is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides both non-discretionary and discretionary investment options using multi-asset model portfolios, supported by centralized custody, trading, and operational infrastructure.

Mackenzie Marshall Flynn is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Maria Schneider is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2018. Prior to that, she worked at Tiaa and TIAA-CREF from 2011 to 2018. 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, supported by centralized custody and operational structures.

Allison Cassell is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding a Series 66 designation and four years of industry experience. She has worked at Robert W. Baird since 2019, following roles at JJB Hilliard WL Loyns, LLC, Raymond James, and Hahn Loeser & Parks. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and complex investment strategies.

Blake Baker is a financial advisor with Equitable Advisors in Youngstown, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including at Arby's Restaurant and Mass Mutual. He has also been involved with educational and athletic organizations such as Austintown Fitch High School and the Ohio High School Athletic Association. 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 asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Raquel Russell is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Schwab Retirement Plan Services since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, using multi-asset model portfolios and a formal alternative-investment selection process.

Sarah Courtad is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Courtad Group, a team specializing in Goals Based Wealth Management. She collaborates closely with high net worth families to develop customized wealth management strategies addressing college education planning, retirement income, legacy planning, tax minimization, and other areas central to clients' financial goals. Sarah holds a Bachelor's Degree from The Ohio State University and carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach focuses on creating tailored financial plans that align with clients' lifetime goals, emphasizing long-term planning and personalized portfolio management. Active in her community, Sarah participates in organizations such as the Junior League of Cleveland, Akron-Canton Regional Foodbank, and Blessings in a Backpack. Outside of work, she enjoys soccer, attending Ohio State football games, traveling, cooking, and spending time with her family.

Jack Cooper is a financial advisor at Robert Baird & Co. in Akron, OH, holding a Series 66 designation. He joined Baird in 2025 and has prior experience at Abbott Labs. His background includes various roles in education and logistics. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management strategies.

John Thompson is a Series 66-licensed financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio. He has 11 years of industry experience and has been with Charles Schwab since 2014. 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 a combination of non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and in-house research, supported by centralized operational and supervisory infrastructure.

Thomas Jewett is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2014. Jewett serves as Treasurer and Board Member of the Treasure Cay Community Foundation, a nonprofit managing $1.4 million in assets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services, supported by a comprehensive range of portfolio management styles and affiliated research.

Michael Batu is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He has held various roles within Wells Fargo entities since 2009. Batu also owns Kirkland Wealth Advisors, LLC, a private practice based in Cuyahoga Falls, OH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Karen Wagner is a CFP® professional with 25 years of industry experience, currently advising at Charles Schwab in Richfield, OH. She has been with Charles Schwab since 2015 and also holds the Series 63, 65, and 66 designations. Charles Schwab & Co., Inc. serves a large high- and ultra-high-net-worth client base 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 portfolio management with multi-asset model portfolios and access to alternative investments through a centralized, integrated platform.

Matthew La Fountain is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 65 and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Tracy Morgan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with various Fidelity entities since 2017. Prior to his finance career, he worked for two years at Blue Door Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and plays a formal advisory role to multiple registered investment companies.

Timothy Matanick is a financial advisor with Robert Baird & Co. in Akron, OH. He holds the Series 66 designation and has experience working at Sherwin Williams and the City of Bay Village prior to joining Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with consulting and portfolio services tailored to client goals and risk tolerances.