Heather Johancen is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advisory role, she has worked as a delivery driver for DoorDash. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Tayshon Blackwell is a financial advisor at LPL Enterprise with one year of industry experience. He previously worked at the Northeast Ohio Regional Sewer District and the Cleveland State University Finance Department. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and various financial planning services.

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 with Cetera who holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at various Cetera affiliates and other financial services firms. Outside of advisory work, he has involvement in several business ventures spanning multiple years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform combining affiliated and unaffiliated strategies, managing over $256 billion in assets and supported by more than 10,000 advisors.

Peter Bahner is a CFP® with 12 years of industry experience, currently serving with LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Bahner is also a nonprofit board member at Bowling Green State University. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL Research and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust 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 at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he serves as treasurer for the First Presbyterian Church of Hudson and is a board member of Dorrance Supply Company. He also participates on the finance committee of Lake Forest Country Club. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports a wide range of investment programs and client preferences.

Conor Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he worked at Portage Country Club and Miami University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Paul Bertsch is a financial advisor at Wells Fargo Advisors with 55 years of industry experience. He holds a Series 63 credential and has worked with Wells Fargo Advisors since 2020, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he serves as president of 1004 Partners LLC, a property management company based in Hilton Head Island, South Carolina. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

Edward Balaj is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He previously worked for The Huntington Investment Company for 31 years before joining Ameriprise. Outside of finance, he is a co-owner and instructor at a ballroom dance studio. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored planning and ongoing advice focused on dependable retirement income and tax-aware withdrawal strategies.

Anthony Kania is a financial advisor with LPL Enterprise holding a Series 66 license and has five years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He has also been affiliated with Saginaw Valley University since 2017. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Patrick Hammer is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Cambridge since 2007 and previously worked at Equitable Advisors and Mony Securities Corporation. Outside of advising, he is involved as an independent insurance agent and owns a farm business, Mill Creek Meats. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Bryson Joy is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Bentley Advisors LLC and Zimmer Biomet. He is also a business owner of Bentley Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gurpreet Reen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017, following a year at PNC Bank. 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 searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Beth Randall Dodd is a CFP® professional with 11 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. She has also worked with Cambridge Investment Research, Inc. and Elsass Financial Group. In addition to her advisory roles, she is an author and serves as the treasurer for the Ridgewood Lakes Homeowners Association in Fairlawn, OH. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a range of platforms and proprietary model strategies.

Matthew Junstrom is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2017. Prior to that, he was with PNC Investments and PNC Bank from 2011 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative manager due diligence to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Thomas Dragar is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial. He has worked at Cetera and has been involved with Freeman Heyne Toma, LLC for several years, where he manages client relationships and supports advisor recommendations. Additionally, he holds a notary public commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions with a wide range of advisory and brokerage services.

April Mcmain is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she is a 50% member of Collier and McMain LLC, an expense-sharing business entity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise-managed accounts.