Lloyd Wright Jr. is a financial advisor at Edward Jones in Amherst, OH, holding a Series 66 designation with eight years of industry experience. He previously worked at IntelliNet Corporation from 2014 to 2018 before joining Edward Jones in 2018. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

James Mcaleese is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial since 2025 and previously worked at Next Financial Group Inc. for 11 years. He is also affiliated with Cornerstone Consultants, Inc., which he has been involved with since 1996. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to model portfolios, research, and various investment management options.

Tamara Schaefer is a financial professional with 31 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has been with Cetera Advisors LLC since 2013. Outside of her advisory role, she is involved in operating Sharky Limousine Service LLC and TNT Enterprises LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

James Bingham is a financial advisor with Ameriprise in Amherst, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he is involved in media through Cluck Media, LLC, which focuses on golf lifestyle and architecture. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jacob Butler is a financial advisor with Fidelity Investments in Norwalk, Ohio, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Fidelity in 2022, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2020 to 2022, and at Northwestern Mutual from 2017 to 2020. He has also held roles at Purdue University Global and NYLife Securities. Fidelity's Strategic Advisers LLC, where Butler is based, offers investment management and advisory services to retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for registered investment companies and fund-of-funds.

Thomas Chaplin is a financial advisor at Edward Jones in Vermilion, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and provides additional services including tax-efficient strategies, overlay services, and a fiduciary standard advisory approach.

Lisa Kopco is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She previously worked at Key Investment Services LLC and KeyBank NA, with tenures spanning from 2007 to 2022. She is also a member of REK Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Mohammad Khalil is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked in various roles at PNC Wealth Management, PNC Bank, and his own firm, MK Khalil LLC. He also has experience at Best Buy earlier in his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Robert Donofrio is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 12 years with AXA Advisors, LLC. His outside activities include involvement with AXA Equitable in non-variable insurance and a minor investment-related real estate rental activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Bradford is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he spent six years at Saber Healthcare Group LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment options, operating under a fiduciary standard.

Paul Hoffman is a financial advisor at Edward Jones with 10 years of industry experience. He served in the United States Air Force from 2013 to 2019 before joining Edward Jones in 2019. Hoffman is also an officer in the Ohio Air National Guard, where he manages a medical clinic. Additionally, he serves as trustee of the Hurt Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.