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 with LPL Enterprise and holds a Series 66 designation. He has three years of industry experience and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, he is the owner and operator of Mac Home Solutions LLC, a residential remodeling company he has managed since 2010. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and related services.

Megan Grant is a financial advisor with UBS Financial Services in Hudson, OH, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management solutions.

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.

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 with UBS Financial Services in Aurora, OH, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Bank of America, NA for 14 years and has been associated with Merrill Lynch since 1994. Outside of his advisory role, he serves on the board of directors for Casey Trees, an organization focused on urban tree advocacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services including discretionary portfolio management and financial planning.

David Jackson is a financial advisor with LPL Financial based in Chagrin Falls, Ohio. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and The Huntington Investment Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies that can incorporate custom and third-party options.

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 at Raymond James & Associates with 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for The Villas at Westin Pointe Owners Association. Raymond James & Associates is a large, nationally supported firm managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that rely on tailored analyses and a range of investment strategies.

Raymond Dietz Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses 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 owns and operates a tax preparation service and serves as a basketball camp coach. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Christian Silva is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 66 credential and four years of industry experience. He has been with Wells Fargo Advisors since 2023, following a role at Wells Fargo Clearing from 2022 to 2023, and previously worked at the University of California, Davis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Lucas Ball is a Series 66-licensed advisor with Equitable Advisors in Independence, Ohio. He has one year of industry experience and previously held roles at Dayton Freight, ETP Capital, Kent State University, and Sheetz. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kevin Gay is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms including Allstate Insurance Company, PNC Investments, and VALIC Financial Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

James Frye is a financial advisor at LPL Financial with 53 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at firms including Sigma Planning Corporation, Woodbury Financial Services, and Questar Asset Management. Frye has been involved with the J.W. Frye Company since 1982. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

James Yurak is a financial advisor at Raymond James & Associates with 25 years of industry experience. Prior to joining Raymond James in 2025, he worked for UBS Financial Services Inc. for 16 years. He holds the Series 66 designation. Yurak serves as Treasurer and Board Member for Hudson Community First, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Connor Lind is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His previous work includes roles at Fischer Homes and The Ohio State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing multiple registered investment companies and delivering model portfolios through systematic methodologies.

Laura Radcliff is a CFP® professional with 17 years of industry experience, all with Edward Jones in Aurora, OH. She holds a Series 66 license and has been advising clients since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.