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 financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Dayton Freight, ETP Capital, Kent State University, and Sheetz. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, offering both discretionary and non-discretionary advisory services.

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. His career includes roles at Sigma Planning Corporation, Woodbury Financial Services, and Questar Asset Management. Frye is also the owner of J.W. Frye Company, a business he has operated since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

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.

Madison Brown is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, Madison worked at Victory Capital Management and held academic positions at the University of Texas at San Antonio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a research-driven investment process that combines fundamental and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Sarah Wolff is a Wealth Management Advisor with over 14 years of experience in the financial services industry. She began her career at Merrill Edge in Jacksonville, Florida, focusing on probate work after graduating from law school. Sarah later helped establish a team of Merrill Lynch Wealth Management financial advisors in Providence, Rhode Island, and returned to Ohio in 2017 to join The Fuller Group. She serves clients with a focus on personalized wealth management strategies that align with their individual goals and lifestyles. Her expertise spans areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible investing, and small business strategies. Sarah holds several 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 from the University of Akron and a Juris Doctorate from Florida Coastal School of Law. Outside of her professional work, Sarah is involved in community activities including volunteering with the Girl Scouts of America and Highland Youth Soccer. She enjoys camping, hiking, photography, reading, soccer, and spending time with her family.

Sheldon Katz is a financial advisor with Cetera and holds a Series 63 designation. He has 27 years of industry experience, including 26 years with Edward D. Jones & Co., L.P. He is also engaged as an insurance agent selling fixed insurance products and provides financial services through Vantage Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by a nationwide network of independent advisors.

Bruce Carter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

Patricia Quinonez is a financial advisor with Ameriprise in Brecksville, OH, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as President and Director on the boards of LATINA, Inc. and Carrige Hill. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of investment, brokerage, and insurance solutions.

Ivra Bassett is a financial advisor with Equitable Advisors in Independence, Ohio. She holds the Series 66 designation and has experience working at firms including Mass Mutual Investors Services, MassMutual Life Insurance Co, Allstate Financial Services, and NYLife Securities. Outside of her advisory role, she is president and owner of a business networking chapter, Connected Cleveland, LLC, and serves as a board member for Destination Geauga, a tourism organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Teresa Loll is a financial advisor at Cetera with 14 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at firms including Merrill and Bank of America. Teresa is also a financial professional with Vita Advisors, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports more than 10,000 advisors and roughly 800,000 clients.

Franco Fini is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has been associated with multiple firms, including his own practice, Franco C. Fini, since 2005 and Santagata Fini, LLC, since 2004. In addition to advising, he owns and operates a tax preparation and accounting business and works as an independent health insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Kenneth Vinikoff is a financial advisor with OSAIC in Independence, OH, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and MML Investors Services/Mass Mutual Life Insurance, where he worked for a combined 17 years. He serves as a board member of the Common Goal Foundation, a 501(c)(3) nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios with a range of investment options, managing accounts on a discretionary or non-discretionary basis.

John Marics is a financial advisor with Ameriprise in Mentor, Ohio, holding 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 1985. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations tailored to clients’ needs.

Danny Ehmer Jr. is a financial advisor with Primerica Advisors, holding 16 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2012 and 2002, respectively. Outside of his advisory role, he serves as president of the International Referral Network, a non-investment-related organization based in Akron, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, operating primarily through a tiered wrap-fee structure.

Marc Tanner is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and a formal alternative investment selection process.

Tim Papp is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the position of Senior Vice President and focuses on providing personalized wealth management strategies tailored to individual goals. His approach involves developing flexible financial strategies that align with the client's full financial picture and changing market conditions. Tim specializes in legacy planning, personal retirement planning, philanthropic planning, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Retirement Plans Specialist (CRPS) designations, as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from The University of Akron. In addition to his professional work, Tim participates in community activities and serves in various roles including with the Akron Children's Hospital - Hope Ambassador program, the Magical Theatre Company as Board President, St Francis de Sales Church, Summa Health as Charles Deering Legacy Advisor Leadership, and the YMCA's Heritage Club.