Robert Powers is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and having 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and operates under the Primevision Financial Group. Outside of his advisory work, Powers owns and creates content for a YouTube channel focused on non-investment-related topics. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts through custodianship by Pershing, offering a range of strategic and tactical investment models.

Scott Lepa is a financial advisor with LPL Enterprise LLC, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Mgo Inc. and Cerity Partners LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products on an integrated platform.

Grace Mc Bride is a CFP® with four years of industry experience, currently affiliated with Charles Schwab in Orange Village, OH. Her prior work experience includes roles at Charles Schwab Bank and various positions at Miami University, as well as work with Mitchell's Homemade Ice Cream. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within an integrated operational structure.

Ian Lippert is a financial advisor with Charles Schwab, holding a Series 66 credential and 17 years of industry experience. He has been with Charles Schwab since 2009 and with Charles Schwab Bank, SSB since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Thomas Gross is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at RBC Capital Markets, Fifth Third Bank, TD Ameritrade, and Scottrade. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daphne Inman is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she is a partner in The Juice Plus+ Company, a plant-based dietary products business, where she occasionally participates in meetings and promotes products. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Rogers is a financial advisor at Ameriprise in Canfield, Ohio, holding a Series 66 designation with seven years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-efficient withdrawal strategies and Social Security claiming options.

Harrison Orendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to simplify and organize their financial lives by identifying and prioritizing their goals and developing personalized plans to help achieve them. Harrison is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor's degree and Master's degree in Business Administration with a focus on accounting from the University of Dayton. Outside of his professional work, Harrison values spending time with his family and engages in personal interests such as golfing and skiing. He also maintains a commitment to community involvement, volunteering with local organizations.

Karen Prebonick is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. She holds Series 63 and Series 65 licenses and is based in Akron, Ohio. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Carrie Wells is a financial advisor with LPL Financial in Pepper Pike, Ohio, holding a Series 66 credential and 20 years of industry experience. She previously worked at The Huntington Investment Company for nine years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management along with research support and innovative technologies.

Alan Rodrigues is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at Kent State University and Pet Supplies Plus from 2013 to 2016. Charles Schwab & Co., Inc. serves a large client base, 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Patricia Mcgreevy Evans is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 1993. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a network of approximately 3,700 advisors.

Robert Witte is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at PNC Investments for three years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to support client financial goals.

John Lostoski is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior work experience at BrightEdge Technologies and Charles Schwab. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and offers a range of third-party advisory models and services.

Aaron Kamat is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for ten years. Kamat is a Series 66 credential holder and is based in Pepper Pike, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Mitchell Mcallister is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 21 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Theresa Holliday is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1998. Outside of her advisory role, she serves as a power of attorney for a private entity in Solon, Ohio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Loveman is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2018. Prior to her current role, she volunteered with the Tanglewood Community for ten years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and an integrated operational structure.

Francis Beam III is a CFP® professional with 32 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Lincoln Financial Corporation and Lincoln Financial Advisors Corp. In addition to his advisory work, he is involved in the sale of various insurance products including fixed annuities and long-term care insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through an extensive network of advisers and advisory platforms. The firm offers a broad range of integrated financial services, utilizing a variety of investment tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Pierre Boryczewski is a financial advisor with Ameriprise in Westlake, OH, holding a Series 66 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specified asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these recommendations through a centralized consulting team in partnership with financial advisors.