Phillip Ameduri is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company and LPL Financial LLC. Outside of his advisory role, he serves as a volunteer team member on the board and committee of a non-denominational, independent church. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

Heather Wilson is a financial advisor with Cetera in Cleveland, OH, holding 21 years of industry experience. She has served in advisory and supervisory roles at Vantage Financial Group since 2014 and is also an advisory representative at FM Strategies. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, utilizing various program structures and affiliations.

Andrew Harding is a financial advisor with Merrill, holding a Series 66 credential and over 21 years of industry experience. He has worked at Merrill since 2015 and is also affiliated with Bank of America, N.A. since 2016. Outside of his advisory role, Harding serves as a trustee for Old Trail School, a charitable organization focused on primary education in Bath, Ohio. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leonides Pena Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has three years of industry experience and has held positions at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory career, he has served on the Lorain County Children and Families First Council and has been involved with Hispanic UMADAOP. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through established providers, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Chad Immel is a financial advisor at Edward Jones in Fairlawn, Ohio, holding a Series 63 credential with 24 years of industry experience, all spent at Edward Jones since 2002. Outside of his advisory role, he serves as president and coach of a youth basketball team, Stark County Basketball, LLC, in Massillon, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Toni Francis is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Jjb Hilliard Wl Lyons, LLC and UBS Financial Services Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Brant Giere is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Morgan Stanley since 2012, including time with Morgan Stanley Private Bank, and previously spent 15 years at Merrill. Outside of his advisory role, he assists with bookkeeping and maintenance on his family farming operation and manages administrative tasks for a car racing-related business, Goat Powered LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Gary Peterson is a financial advisor with Cetera, holding a Series 63 designation and 39 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has a background that includes tax preparation through his seasonal business, Financial Resource Center. In addition, he holds a Notary Public commission. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Kay Auwerter is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. She previously worked at Stratos Wealth Partners, Ltd for 14 years and Equitable Advisors for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by research and technology tools.

Ryan Brennan is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Barbara Thacker is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors in 2022. Outside of her advisory role, she serves as trustee of her father's irrevocable trusts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations supported by firm research and planning tools. The firm’s services include a broad range of planning areas and integrate advisory services with other financial products and referral channels.

Maureen Beno is a financial professional with Cetera who holds a Series 63 designation and has 26 years of industry experience. She has worked with Cetera Wealth Services, LLC since 2013 and Vantage Financial Group from 2007 to 2020. Outside of her advisory role, Beno serves as treasurer for the nonprofit organization Super Heroes to Kids in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering model portfolios, third-party managers, and customized strategies across various program structures.

Cassandra Jackson is a financial advisor with Ameriprise in Medina, OH, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and Hfs Wealth Advisors. She has been with Ameriprise since 2017. 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 recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Louis Stachowicz is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and 1ST Global Advisors. Outside of advisory work, he is a CPA involved in accounting and tax preparation through his firm Culkars Stachowicz & Co. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Jon Sedlacek is a financial advisor at Primerica Advisors with 20 years of industry experience. He has been with Primerica Advisors since 2002 and involves in related business activities including the sale of loan products and home security services through affiliated companies. Sedlacek is also the owner of Jon Sedlacek & Associates, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates through a large network of advisors and delivers model-based investment recommendations supported by unaffiliated asset managers and custodial services.

Meredith Marchand is a financial advisor with LPL Financial in Akron, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various investment approaches including model portfolios, third-party management, and customized strategies.

June Bolton is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. She has 41 years of industry experience, including roles at First Allied Advisory Services and First Allied Securities. She is also president of Bolton Capital Management, a holding company focused on tax and bill payment services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Sara Rodriguez is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe, and it serves both discretionary and non-discretionary advisory roles.

Ethan Field is a financial advisor with LPL Financial holding a Series 66 credential and beginning his advisory career in 2026. His prior work experience includes positions at The Brookhaven Group and Ohio Eagle, as well as roles outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a variety of advisory and brokerage services.

Nancy Radzyminski is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. She has been with LPL Financial since 1995. In addition to her advisory role, she serves as secretary for the Idlewood Condominium Association #7 board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.