Margaret Kennedy is a financial advisor with LPL Enterprise holding a Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience working for Cardinal Health from 2016 to 2026. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Brandy Mickens is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and working in the industry for 23 years. She has been with Equitable Advisors since 2002 and previously associated with Axa Advisors, LLC through 2020. Mickens serves as a board director for FINSECA. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage/insurance services.

William Koch is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Koch is a co-owner of Oazvath Investments LLC and serves as an employee and coach for the University of Akron Ice Hockey Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without individual security recommendations as part of its standalone financial planning program.

Carol Briggs is a financial advisor with Primerica Advisors who holds seven years of industry experience. Her career includes roles at Primerica Financial Services and Primerica Advisors, as well as work with the Veterans Administration and various healthcare professionals. Outside of financial advising, she is involved with Malleys Chocolates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wendy Swantek is a financial advisor at Ameriprise with 18 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she serves on the Board of Directors for the Buckeye Music Boosters of Medina County and is the treasurer for Boy Scout Troop 500. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Jacobs is a financial advisor with Cambridge Investment Research Advisors in North Olmsted, OH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with Cambridge. Jacobs also operates under the trade name Szarka Financial and works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm offers various investment implementation options tailored to client objectives through a network of independent financial professionals.

Leslie Szarka is a CFP® with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. She previously worked at FSC Securities Corporation for 15 years and has operated Szarka Financial Management since 1987. Szarka is also an author of financial books. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides a range of portfolio management options and utilizes both proprietary and third-party investment strategies.

Mason Linderbaum is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and possessing 22 years of industry experience. He has worked at both Retirement Plan Services, Inc. and Charles Schwab since 2003. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Matthew Kemsuzian is a financial advisor with Mass Mutual Investors Services in Medina, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2008. Outside of his advisory role, he is involved in insurance sales through positions with OneDigital and David Berkley Insurance Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Kevin Applegate is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Christina Taylor is a financial advisor with Ameriprise in Independence, OH, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Golden Reserve RIA, Bank of America, and Merrill Lynch. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing tax-aware retirement planning advice. The firm’s approach combines internal research and third-party data to focus on dependable income sources and asset allocation strategies within a defined investment universe.

Jack Langhals is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Central Insurance. Outside of finance, he is involved in his family’s real estate and auction company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Kristy Wise is a financial advisor with Primerica Advisors in Independence, OH. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her advisory role, she worked at Extreme Networks and Fortune Brands Innovations. She is also involved in selling loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third parties and supported by custodial services from Pershing. The firm operates at scale with nearly 4,000 advisors and approximately $15.5 billion in assets under management.

James Woods is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Aaron Harbaugh is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors and various positions outside the financial sector. 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 infrastructure.

Ruben Avila is a financial advisor with Primerica Advisors in Medina, OH. He holds Series 63 and Series 65 licenses and has recent experience at PFS Investments Inc. and Primerica Financial Services beginning in 2025. Prior to his advisory career, he worked at UPS for 34 years. Primerica Advisors manages 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 offers model-driven investment strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

Michael Cunningham is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cetera and its related entities since 2018. His prior experience includes roles at Foresters Financial Services and Foresters Advisory Services. Cunningham also serves as an OSJ principal and compliance principal for other financial and advisory businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment and retirement services with various portfolio management options, leveraging multiple program structures and third-party managers.

Alex Mckenna is a financial advisor with Equitable Advisors in Grafton, OH, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Equitable Advisors since 2013, including during the firm's affiliation with Axa Advisors. Outside of his advisory role, Mckenna provides operational support for Align K9 Training, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services with a focus on individualized client assessments and a broad range of program options.

Sarah Canitia is a financial advisor with Ameriprise in Columbia Station, OH, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2022 and previously spent eight years as a stay-at-home mother. Outside of her advisory role, she is involved with 2Uercus Operations LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.

Matthew Jandziszak is a Financial Consultant at the Fairlawn Investor Center with Fidelity Investments. He specializes in working with local clients to provide comprehensive financial planning resources aimed at helping them achieve their financial goals. Matthew focuses on assisting families and individuals in building and maintaining financial plans that promote long-term security and allow clients to concentrate on their personal interests. Matthew's career in financial services began in 2018 and includes roles such as Financial Service Account Executive at Nationwide, Retirement Plan Services Account Executive at Charles Schwab, and various positions at Fidelity Investments, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant since 2025. Originally from Northeast Ohio, Matthew currently resides in the area with his wife and their dog. Outside of work, his interests include cooking and baking, football, golf, movies, pets, and traveling.