Michelle Guinan is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 license with seven years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory work, she is involved in managing a hobby farm where she participates in daily animal care. 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, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Richard Perry is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity since 2019, following eight years at Charles Schwab. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Kent Von Der Vellen is a CFP® with 17 years of industry experience, currently serving with Cetera since 2019. He is also the owner of KPV Financial Services, LLC, and involved with the Jakob F Von Der Vellen Memorial Foundation. Kent has additional roles at Cleveland Mortgage Inc. and Wealth Health, LLC. Cetera is a large SEC-registered advisory firm with over 10,000 advisors, offering a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform.

Nancy Kropko is a financial advisor at Equitable Advisors with 28 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Brent Steiner is a CFP®-certified financial advisor with 26 years of industry experience. He is affiliated with Cetera and has served clients through RamSier Financial for over two decades. Steiner is a board member of the Wayne County Community Foundation, where he participates in scholarship and grant selection and supports the endowment’s investment policy. He also conducts educational seminars at Wayne College and serves on the board of a retirement community. Cetera Investment Advisers LLC operates a multi-manager platform offering portfolio management, financial planning, and retirement services to a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm provides access to various investment strategies through affiliated and unaffiliated managers and supports multiple program structures with ongoing supervision.

Douglas Ingold is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 17 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and is also a part owner of Quills Schoolhouse, LLC. Outside of his advisory work, he serves as a treasurer for a local school district levy campaign, is a board member of the Norwayne School Board, and acts as treasurer for the Apostolic Christian Church of Canaan. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment and consulting services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Joshua Clark is a financial advisor with Primerica Advisors, holding a Series 63 credential and 14 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2012. Outside of his advisory role, he owns Free & Fearless Financial Solutions, LLC, which is used solely for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, providing model-based investment strategies supported by third-party asset managers and custodians.

Matthew Whitson is a ChFC® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked with several firms including Lincoln Financial Advisors Corporation and MetLife Securities Inc. Whitson is also involved in fixed insurance sales. Osaic Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and advisory platforms. The firm offers a variety of investment and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

George Hoose is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with eight years of industry experience. He previously worked at OEC for five years and was involved with Heese Inc dba Floor Coverings International of Medina for one year. Outside of his advisory role, he owns a long-term rental property in Bluffton, SC, managed through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Robert Och is a financial advisor with Raymond James Financial in Medina, OH, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has worked at Raymond James Financial since 2007 and owns the Navancer Group, which manages group insurance and non-variable life insurance elements of his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals while also providing specialized municipal advisory and SIMPLE IRA employer consulting services.

Logan Huffman is a financial advisor with J.P. Morgan Securities in Medina, Ohio, holding a Series 66 designation and five years of industry experience. His background includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, as well as four years at Hiram College and eight years at Huffman Plumbing. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Eric Tata is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company, Citizens Securities, Inc., and Edward Jones. Outside of his advisory work, he is the owner of a rental duplex property. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jamiee Hough is a financial advisor at Raymond James Financial with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Zufall Financial Services and Buckeye Activity Center. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network with a focus on municipal advisory work and customized retirement plan services.

Eric Simeonoglou is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. His prior work includes roles at Mid-West Forge Corporation, SIFCO Industries, Arconic Inc., and Alcoa Corp. Outside of finance, he owns Simeonoglou, LLC, which provides general engineering services and 3D printing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers, offering a range of investment approaches and supporting trade execution and custody through BNY Mellon Advisors and Pershing.

John Kraft is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized municipal and public-finance advisory services.

Ashlee Tatum is a financial advisor with Cetera holding a Series 66 designation. She has professional experience beginning in 2024, including roles at Cetera Advisors LLC, Ramsier Financial Services, and PNC Bank. Cetera Investment Advisers LLC is an SEC-registered adviser distributing services through a nationwide network of independent advisors, serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that incorporates affiliated and third-party managers along with customizable strategies.

Aaron Dorner is a financial advisor with Equitable Advisors in Medina, OH, holding Series 63, 65, and 66 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Berkshire-Hathaway Home Services and has owned ADOS LLC since 2006. Outside of financial services, he is involved with Aaron Dorner's Outside Solutions, LLC and serves as executor of his father's estate. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Tammy Ford is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and has been with UBS since 2007. Prior to UBS, she worked at Mcdonald Investments Inc. and KEY BANK. Outside of her advisory work, she serves as secretary for Edwards Systems Distributor Inc., a privately held company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets resources.