Richard Gum Jr. is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools without providing individual security recommendations as part of its standalone planning services.

Andrew Snell is a Series 66-licensed financial advisor at Morgan Stanley in Perrysburg, Ohio, with 16 years of industry experience. He has worked at Morgan Stanley and its private bank since 2017 and previously at Bank of America and Merrill. Outside of his advisory role, he serves as president of a local business networking organization. Morgan Stanley Wealth Management offers a wide range of financial advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools.

Milton McClain is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients and their families to navigate the complexities of financial planning and develop personalized plans tailored to their financial goals and family priorities. Prior to his current role, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2025 and worked as a Personal Banker at KeyBank between 2020 and 2021. Milton emphasizes building strong relationships with clients through trust, reliability, and competency. He encourages collaboration to co-create financial strategies that meet clients' unique needs. Outside of his professional work, Milton has interests in comedy, football, golf, music, and traveling.

Jaimee Streacker is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and three years of industry experience. Her previous work includes roles at Citigroup, Dana & Pariser LPA Co, and Franklin University. 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 and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Braden Dauterman is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. His career includes roles at R. L. Dauterman Wealth Management and Kathrens Insurance Agency, as well as prior work outside the financial sector. He also serves as an insurance agent and operates under the sole proprietorship Braden Dauterman - Agent. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

Nathan Lieb is a financial advisor at Edward Jones with 16 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co Inc for eight years. Outside of his advisory role, Lieb coaches 7th grade basketball for Liberty Benton Schools in Findlay, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Stephen Hoss serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has progressively advanced within Fidelity, holding roles such as Branch Leader, Team Leader for Workplace Planning & Advice, Onboarding Team Leader, Regional Center Learning Lead, High Net Worth advisor, and Customer Relationship Advocate since 2017. Throughout his tenure, Stephen has developed expertise in workplace planning and advice, team leadership, and customer relationship management. He emphasizes helping individuals grow both personally and professionally, aligning with Fidelity’s commitment to brand, ethics, and access. Outside of his professional responsibilities, Stephen has interests in fitness, food, and traveling.

Edward George Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 credential and 10 years of industry experience. He previously worked at First Financial Equity Corporation for eight years and has a background with Fox Sports spanning 17 years. Outside of finance, he serves as the head football coach at Bowling Green State University and is involved in public speaking through George Enterprises. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, typically serving clients with at least $1 million in net investable assets. The firm provides tailored, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options, delivered through a centralized consulting team.