Zachery Cove is a Series 66-registered financial advisor with eight years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, and previously held roles at Morgan Stanley, Merrill, and Bank of America. Outside of his advisory work, he was affiliated with the Holimont Ski Club from 2011 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gregory Pospichel is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cullen Financial Advisors and EisnerAmper LLP. He is also the owner of a CPA sole proprietorship providing tax preparation and planning services. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of affiliated advisors offering brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple third-party platforms and investment products.

David Metzger is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has previously worked with Securities America Advisors, Inc. and Securities America, Inc., and maintains a legal practice at Dennis C. Jackson Co., LPA. LPL Financial is a national firm serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Brian Esten is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. He has worked at Schwab Retirement Plan Services, Inc. for five years and has been with Charles Schwab since 2011. 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 and offers a multi-asset investment approach supported by centralized custody and operational resources.

Brian Morton is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial, and First Allied Advisory Services. He is also registered as a representative for Michael Leonakis. 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 services tailored to clients’ goals, risk tolerance, and time horizon.

Sean Dobbins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. 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 applies an ESG eligibility framework when recommending strategies.

Gary Fee is a Wealth Management Advisor with over 35 years of experience in the financial services industry. He has worked with several investment management firms, focusing on creating customized portfolios tailored to each client's specific needs. Gary delivers a comprehensive approach to wealth management that begins with understanding clients' life priorities and financial aspirations. Gary holds the Certified Investment Management Analyst (CIMA) certification and the Personal Investment Advisor (PIA) designation. He graduated from Miami University with a Bachelor's Degree in Business Management and was a four-year varsity letter winner on the wrestling team. He is affiliated with the professional organization Wrestlers in Business. Gary leverages the resources and advisory services of Merrill Lynch Wealth Management to assist clients with complex financial decisions. His client focus areas include college education planning, family wealth management strategies, legacy planning, portfolio management, tax minimization, retirement income, and socially responsible investing. Outside of work, Gary enjoys spending time with his family and participating in various outdoor activities and sports.

Meredith Whitener is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 63 designation and has worked previously at Mass Mutual Life Insurance Company, JP Morgan Securities LLC, and JPMorgan Chase Bank. Outside of her advisory role, she is involved with LongView Financial Partners, supporting financial planning and marketing activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance advisory services through a related municipal advisor affiliation.

Tayshon Blackwell is a financial advisor at LPL Enterprise with one year of industry experience. Before joining LPL Enterprise, he worked at the Northeast Ohio Regional Sewer District and taught in the Finance Department at Cleveland State University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates adviser programs with sales of financial products such as insurance.

Christopher Naples is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Matthew Long is a CFP® with 18 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at UBS Financial Services and Strategic Advisers, Inc. He is also associated as an employee with Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through its unique affiliation with a municipal advisor.

Michael Darby is a financial advisor with Raymond James Financial in Cuyahoga Falls, OH, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with Raymond James Financial since 2005 and is involved in the Cuyahoga Falls City School Finance Committee, where he consults on strategies to increase outside revenues for the local school board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and a non-discretionary approach tailored to client goals, and it maintains specialized municipal advisory capabilities and innovative employer advisory programs.

Mark Vlacovsky is a financial advisor at Cetera with Series 63 and Series 65 credentials and three years of industry experience. His work history includes multiple roles within Cetera-affiliated firms as well as independent financial management. Outside of advising, he has been involved in several business management activities spanning over a decade. Cetera Investment Advisors LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and affiliated model providers, supporting over 10,000 advisors and managing assets in excess of $256 billion.

Peter Bahner is a CFP® with 12 years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a nonprofit board member for Bowling Green State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with insurance products and lending services.

Daniel Derrig is a CFP® with 11 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including Huntington Investment Company, FirstMerit Bank, and LPL Financial. Derrig is also involved with Prosperity Advisors LLC and refers clients to Prosperity Tax Center, LLC for tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Christopher Dorrance is a financial advisor with OSAIC in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years before joining OSAIC in 2024. Outside of his advisory role, Dorrance serves as treasurer for the First Presbyterian Church of Hudson and sits on the board of directors for Dorrance Supply Company, an appliance and electronics distributor. He also participates on the finance committee of Lake Forest Country Club. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various asset classes and supports both discretionary and non-discretionary account management.

Conor Pentella is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he held positions at Portage Country Club and Miami University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and modeling techniques as part of its structured planning process.

Paul Bertsch is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 63 designation and over 55 years of industry experience. He has been with Wells Fargo Advisors and its affiliated firms since 2009. Outside of his advisory role, he serves as president of 1004 Partners LLC, a company involved in property management in Hilton Head Island, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Anthony Kania is a financial advisor with LPL Enterprise holding a Series 66 credential and four years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory roles, he has been involved with Saginaw Valley University since 2017. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

Patrick Hammer is a financial advisor with Cambridge Investment Research Advisors in Richfield, Ohio, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, he is involved in independent insurance agency activities and owns a farm business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and estates, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementation options across various custody platforms, maintaining proprietary models and access to unaffiliated strategists, with a focus on tailored client strategies.