Patricia Papes is a financial advisor with Merrill in Akron, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Merrill since 1987 and also has experience with Bank of America since 2009. Outside of her advisory role, she is a general partner of 1820 LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Finn is a financial advisor with Wells Fargo Advisors in Akron, OH, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Dan Barylak is a Vice President and Wealth Planner with experience in financial consulting. He currently works in this role and has been a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as a Senior Financial Consultant at Charles Schwab from 2012 to 2022. His professional background includes a decade of experience at Charles Schwab and a current position at Fidelity Investments, providing financial consulting services. Dan focuses on understanding clients' unique circumstances to develop financial plans and investment strategies. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Mary Giardina is a financial advisor with Equitable Advisors in Lakewood, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, she worked for five years with the Cleveland Metropolitan School District. She is a board member of Hillel at Kent State University and manages an online teaching resource through Teachers Pay Teachers. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party advisory solutions.

Jessica Nethero is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2006, as well as a one-year period at Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in discretionary and non-discretionary advisory work, including fund advisory and model portfolio delivery.

Stephen Kulikowski is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and worked previously at Ohio Desk from 2003 to 2017. Kulikowski serves on the Padua Franciscan High School Endowment Board in Parma, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors.

Kelly Pierce is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank N.A. and J.P. Morgan Securities LLC since 2014. Outside of his advisory role, he is an owner and partner of FLOH Enterprises, a passive real estate business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Donald Cass is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses. He has 28 years of industry experience, all with Charles Schwab since 1998. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Kenneth Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 37 years of experience in the financial services industry. Since joining Merrill in 2009, he has focused on developing tailored financial strategies and investment portfolios to help individuals, families, and businesses achieve their short- and long-term financial goals. Ken and his team serve high net worth clients with an emphasis on living a worry-free retirement through a holistic and personalized approach. Ken holds a bachelor's degree in Finance from Kent State University and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, socially responsible investing, tax minimization, and retirement income planning. He is involved in his community through support of the Brecksville-Broadview Heights High School Boys Basketball program. Outside of work, Ken enjoys basketball, fishing, football, golfing, music, soccer, spending time with his family, traveling, and watching movies.

Christian Lucci is a financial advisor with Charles Schwab in Westlake, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management and Scottrade, Inc. Outside of his advisory duties, Lucci serves as Vice President and Secretary of New Growth Stables LLC, which is involved in horse boarding and lessons. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services. Its Schwab Wealth Advisory program combines non-discretionary investment guidance with access to discretionary separately managed accounts and a structured approach to alternative investments.

Brian Hurst is a financial advisor with Primerica Advisors in Wellington, OH, holding seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017 and has owned Custom Metal Designs LLC since 2020. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options within a wrap-fee structure.

Rodney Morris is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, Mr. Morris owns Life Journey Investments, LLC and is a merchant partner in Morris GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services using proprietary research and planning tools. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, with flexible implementation through brokerage or advisory programs.

Alyssa Strayer is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked at MasterBrand Cabinets and The Goodyear Tire & Rubber Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Joseph Grimsic is a financial advisor with LPL Enterprise in Independence, OH, holding Series 65 and Series 63 designations and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several other financial firms. He is involved in Prudential-sponsored non-variable insurance activities. 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, model portfolios, third-party asset management, and a range of brokerage and insurance products.

Brian Follen is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2014. 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 affiliated discretionary separately managed accounts and offers a formal alternative-investment onboarding process and cash-sweep features.

John Witri is a financial advisor with Primerica Advisors in Lakewood, Ohio, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advisory work, he has served as an independent contractor for 3M Cogent, Inc., a non-investment related role. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Chad Gerzeny is a financial advisor with LPL Enterprise LLC in Independence, Ohio. He holds the Series 66 designation and has professional experience at firms including Key Investment Services and KeyBank. Outside of his advisory roles, he has been involved with Cleveland Cornhole Co. since 2020. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing a platform that integrates investment advisory programs with financial product sales and lending arrangements.

Rachal Tate is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise. She previously worked at Edward Jones and has additional experience at Bellefaire JCB. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sean Mc Coy is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at AXA Advisors, MML Investors Services, Mass Mutual Life Insurance Company/Skylight Financial, and Lighthouse Wealth Solutions. He has also worked in non-financial roles, including as staff at the University of Akron and in the hospitality industry. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and a variety of third-party advisory models to deliver tailored investment solutions.

Justin Maciak is a financial advisor at LPL Financial with 20 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Vantage Financial Group Inc. for ten years and has been involved with Out of the Woods Tree Service since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various technology-driven investment strategies.