Jamiee Hough is a financial advisor with Raymond James Financial in Medina, OH, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. She has worked at Raymond James since 2016 and has been involved with the Buckeye Activity Center since 2024. 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 consulting using analytical tools and models to support client goals and has a notable affiliation with a municipal advisor to enhance its public finance services.

Kyle Brown is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

Stan Holladay is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2007 and has also been self-employed and affiliated with Working Solutions since 2009. 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 SMAs and offers a multi-asset model portfolio approach supported by centralized operational and supervisory infrastructure.

Jake Gilliam is a CFA® charterholder with 16 years of industry experience. He has worked at Charles Schwab in various roles since 2015. Gilliam serves as an advisory board member for the Finance Advisory Council at Ohio University's College of Business. 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 and offers a formal alternative-investment onboarding process.

John Brayer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. He has been affiliated with PFS Investment Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies and operates John Brayer and Associates Inc. for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 delegates trading responsibilities to BNY Mellon Advisors, utilizing a tiered wrap fee structure.

Matthew Mize is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 15 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2010 and 2008, respectively. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services managed by Pershing and Primerica Brokerage Services.

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.

Brent Malone is a financial advisor at UBS Financial Services in Akron, OH, holding a Series 66 designation with nine years of industry experience. He has been with UBS since 2016. Outside of advising, he is president and owner of DeMarc Properties, a marketing and retail sales business, and he oversees the A/V team and speaks at City Church AC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and manages fee-based financial planning with a fiduciary standard.

Hoang Dang is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is the owner and operator of Mac Home Solutions LLC, a residential remodeling company specializing in custom bathroom and kitchen projects. 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, access to model wealth portfolios, third-party asset management, and a broad range of financial products supported by an integrated platform that includes insurance and lending programs.

Megan Grant is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.

Lucy O'Connell is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Freeman O'Connell Thomas Wealth Management Group. She began her financial services career with Merrill in 2002 and supports clients in Northeast Ohio and Akron communities. Her focus areas include family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Lucy holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in Industrial Business Management from the University of Akron and previously attended John Carroll University on an academic scholarship. She is married with two children and three grandchildren. Lucy enjoys spending time outdoors, watching soccer, reading, biking, boating, dancing, gardening, hiking, running, and traveling. She is involved with community organizations such as Akron Children's Hospital and Akron Zoo.

John Becker is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Becker is involved in several business ventures including co-ownership of retail operations and a tax preparation service, and he serves on the investment committee of the Deaconess Foundation. He also provides pro bono financial planning to disabled veterans through a nonprofit program. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rebecca Windsor is Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to partnering with clients to strengthen their financial futures. She has been with Fidelity Investments since 2016, serving in various roles including Assistant Branch Leader, Financial Consultant, and Relationship Manager. Prior to joining Fidelity, Rebecca held positions in the mortgage industry as a Loan Counselor and Loan Processor at SIRVA Mortgage, Inc. She also has experience in banking, having worked as a Co-Manager at Huntington National Bank and as a Banker at Charter One Bank.

Timothy Emmitt is a Benefits & Planning Consultant with Fidelity Executive Services. In this role, he assists clients in maximizing the benefits offered through their employers, provides education on various financial topics, and helps develop financial plans tailored to meet the needs of clients and their families. Timothy has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently serving as a Benefits & Planning Consultant since 2024. His experience encompasses client relationship management and financial planning. Outside of his professional duties, Timothy enjoys outdoor activities such as camping, fitness, hiking, kayaking, and snowboarding.

Charles Drew is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the board of directors for Casey Trees, an organization advocating for urban tree conservation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

David Jackson is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2013 with a break from 2017 to 2025 when he was with Cambridge Investment Research Advisors and The Huntington Investment Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

De Anna Jenkins is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has been associated with Charles Schwab and its affiliated entities since 2012, including roles at Charles Schwab Bank, SSB and Schwab Retirement Plan Services, Inc. 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 options, utilizing multi-asset model portfolios and a formal alternative-investment process within a large, integrated operational platform.

Paul Corbeil is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years before joining Raymond James & Associates in 2025. In addition to his advisory role, he serves as Treasurer on the Board of Directors for The Villas at Westin Pointe Owners Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services that emphasize client-directed implementation.

Raymond Dietz Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at Royal Alliance Associates Inc. for 23 years before joining OSAIC in 2023. Outside of his advisory role, he is a basketball camp coach and owns a tax preparation service. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of investment options and platforms. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios tailored to client preferences and supports multiple advisory platforms and third-party services.

Joseph Cariello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he owns a coin collection business called Joe's Coins. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.