William Smith is a financial advisor with Raymond James & Associates in Medina, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Denise Marko is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides a broad range of advisory programs to 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 delivers services through both direct and corporate financial planning agreements.

Justin Yates is a financial advisor with Edward Jones in Chagrin Falls, OH, holding a Series 63 designation and 23 years of industry experience, all with Edward Jones since 2003. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

Niniek Sulandari is a financial advisor with Edward Jones in Seven Hills, OH, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she owns and operates World Bee Candle Co, a candle-making business that raises funds for student education on honey bees and pollinators. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services with a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

William Smith is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill and Bank of America in 2023, he held positions at Fidelity Investments, PNC Bank, and several other firms. Outside of his financial advisory role, he works part-time as a sales associate at Indochino, a men's tailored clothing retailer. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Watson is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2025. In this position, she partners with individuals and their families to understand their goals and creates customized financial plans centered on their priorities. Prior to this, she held several positions at Fidelity Investments, including Financial Consultant (2024-2025), Investment Consultant (2023-2024), Planning Consultant (2021-2023), Relationship Manager (2020-2021), and Financial Representative (2018-2020). Throughout her career at Fidelity Investments, Ashley has developed expertise in wealth planning, financial consulting, investment consulting, and client relationship management. She is dedicated to helping families work toward financial security to provide peace of mind and flexibility. Outside of work, Ashley is married with two young children. She enjoys spending time with her family, gardening, golfing, and traveling.

Gavin Shindeldecker is a financial advisor at Charles Schwab with four years of industry experience. He holds the CFP® and Series 66 designations. Before joining Charles Schwab, his work history includes roles at Equitable Advisors, LPL Financial, and Navigation Wealth Management, among others. Charles Schwab 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 provides a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational support.

Bo Li is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2012. Outside of his advisory role, Bo Li is active in several community and cultural organizations, serving as president of the US China Culture & Business Association and the Ohio Chinese Golf Association, and holds leadership roles in other nonprofit and international trade groups. He is also an ordained minister and involved in business development for a restaurant. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, operating nationally through a large network of independent advisors.

Quinn Alberty is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities, he worked at Robert Baird & Co. and Fidelity Investments. His background also includes roles outside finance, such as positions at the University of Dayton Advancement Records Office and in landscaping. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates an ESG eligibility framework within its investment recommendations.

Mark Minns is a financial advisor with Primerica Advisors based in Brimfield, OH, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1998 and previously spent over three decades with Sterling Inc. Minns also has involvement in non-investment related activities, including referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets under management.

Brian Mccarty is a financial advisor with Thrivent Investment Management in Copley, OH, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as president of his neighborhood homeowners association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

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.

Thomas Leonardi is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation and Strategic Capital Advisors, Inc., where he also serves as President/CEO. Outside of his advisory roles, he is involved in insurance sales through his leadership at Strategic Capital Advisors, Inc. OSAIC serves a diverse client base including retail, institutional, retirement plan sponsors, and charitable organizations. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization.

Paul Antal is a financial advisor with J.P. Morgan Securities in Aurora, OH, holding a Series 66 designation and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc. before joining J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

Peter Kaplan is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and American General Securities Incorporated. Kaplan is president of PK Financial Group Inc., where he manages day-to-day operations including wealth management and retirement plan services. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary investment models.

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.