Gabriel Speidel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Amazon. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios and serves as an advisor to multiple registered investment companies.

David Courtad is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his wealth management career in January 1986, gaining extensive experience through significant market events such as the 1987 market sell-off, the dot-com bubble from 1995 to 2000, and the Great Recession of 2008. These experiences have influenced his risk-aware approach to financial counseling. In 2016, David founded The Courtad Group Wealth Management team, which includes his children. The team focuses on advising families on multi-generational wealth, utilizing a consultative approach to provide personalized strategies. His areas of expertise include executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, and tax minimization among others. David holds a Bachelor's Degree from The Ohio State University and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through volunteering with organizations such as the Akron Food Bank, the Juvenile Diabetes Research Foundation, and the Summit County Ohio State Alumni Club. David and his wife Kathy participate in various community projects and are members of the Summit County Ohio State Alumni Club.

Anthony Van Keuren is a financial advisor with LPL Financial who holds a Series 63 designation and has 20 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities America, Inc. He is also involved in legal services through his ownership interest in Dennis C Jackson Co., a business he has been associated with since 2006. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Scaravelli Jr. is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked in several roles including at Black Iron Grille, VTM Trading, LLC, and Rainbow International of Cleveland. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory models and third-party managers, providing a range of investment options and ERISA fiduciary services for qualified plans.

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 Series 66 licensed financial advisor with Equitable Advisors in Independence, Ohio, where she has worked for 24 years. Prior to Equitable Advisors, she was affiliated with Axa Advisors, LLC for 18 years. She serves as a board director for FINSECA, beginning in 2023. Equitable Advisors provides financial planning, retirement consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

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® professional with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He has operated Szarka Financial Management since 1987. Szarka is also an author of financial books. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, tailored to client objectives.

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.