Janeanne Gregg is a Series 66-licensed financial advisor with Robert Baird & Co. in Akron, OH, and has seven years of experience with the firm. Before joining Robert Baird, she worked at Ken Stewarts Lodge and Flemings Prime Steakhouse and was involved with Spring Garden Waldorf School. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, managing approximately $394 billion in assets as of December 2025.

Darrell Claytor is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He holds the CFP® designation and Series 63 license. Claytor has worked at Osaic since 2024 and has previous experience with Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. He also has experience in income tax preparation and life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides brokerage and advisory services, financial planning, and access to multiple investment platforms, employing asset-allocation tools and third-party solutions to construct portfolios across various asset classes.

Jamie Frayman is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining the firm, he worked at Dick's Sporting Goods for three years and has a background in full-time education through 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, investment consulting, and institutional advisory services with a non-discretionary approach supported by extensive research and affiliate resources.

Catherine Foltz is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held her current position since 2015 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michelle Herman is a financial advisor with Raymond James & Associates in Beachwood, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and PNC Investments. She is also involved in sales and marketing of life, long-term care, and disability insurance through Crump Life Insurance. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored, non-discretionary financial planning and investment consulting supported by extensive research, multiple portfolio management styles, and specialized municipal advisory services.

John Hibshman is a financial advisor at Osaic Wealth, Inc. with 34 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 26 years before joining Osaic in 2025. He holds a Series 63 designation and also has an insurance agent role offering fixed insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms, utilizing various asset-allocation tools and third-party money managers.

Jordan Lefko is a financial advisor at LPL Financial with 60 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research, Cantella & Co., and Wells Fargo Advisors. Lefko serves on the boards of the Gross Schechter Day School and Menorah Park Home for the Aged. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Jeremy Di Tullio is a financial advisor at OSAIC with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2025, he spent 14 years with Lincoln Financial Advisors. Outside of his advisory role, Mr. Di Tullio manages a tax preparation business and operates a financial planning practice. OSAIC serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

Eric Roberts is a financial advisor at Edward Jones in Ravenna, OH, holding the CFP® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for T-Mobile USA for 14 years. He serves as president of a local Business Networking International (BNI) chapter, organizing and conducting weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Susan Mullins is a Series 66-registered financial advisor with Morgan Stanley, based in Pepper Pike, OH. She has 24 years of industry experience, including 15 years at Merrill and nine years with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Maxwell Miotke is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Nitor Partners. He also provides administrative support at Vantage Financial Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Jennifer Bower is a Series 66-registered financial advisor with LPL Financial, based in Independence, OH, and has 11 years of industry experience. She previously worked at Ameriprise Financial Services for 11 years before joining LPL Financial in 2023. 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, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Patrick Limbaugh is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2022, initially serving as an Investment Consultant before assuming his current role in 2024. Prior to joining Fidelity, he worked as a Financial Advisor at One America Securities from 2021 to 2022. In his professional capacity, Patrick focuses on developing holistic financial plans tailored to the specific goals and preferences of his clients. His experience spans various aspects of financial consulting and investment advising. Outside of his professional work, Patrick enjoys activities involving family and friends, as well as skiing and traveling.

Jess Hurst II is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera. His career includes roles at Impel Wealth Management and Cetera Advisors LLC, among others. Hurst serves on several nonprofit boards and committees in the Akron, Ohio area and is an author and publisher of financial-related books. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base that includes individuals, retirement plans, charitable organizations, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and ongoing supervision across multiple program and custodian structures.

Douglas Clubine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2012 and has been the principal and owner of Discovering Paths LLC since 2001. Outside of his advisory role, Clubine is involved in martial arts instruction and serves as president and founder of Lakeshore Aikido, a martial arts organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model focused on tiered wrap fees and curated investment models.

Colin Burdette is a financial advisor at Cetera with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Prosperity Advisors and other firms, as well as experience in legal support and customer service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors and provides access to model portfolios, third-party managers, and customized strategies across multiple program structures.

Kevin Buzek is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc. and Securities America in various roles from 2006 to 2022. Outside of his advisory work, he is involved with the American Legion, assisting with event setup and breakdown. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing planning advice focused on income stability and tax-aware withdrawal strategies, with a selective enrollment process that includes a range of managed account options.

David Werner is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and worked for Lincoln Financial Advisors for 19 years prior to joining OSAIC in 2025. Outside of his advisory role, he is active in community service as a committee member of the Ohio chapter of Reel Recovery, assisting men with cancer as a fishing mentor, and serves on the Cathedral of St. John the Evangelist Parish Council. Osaic Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mark Miller is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 26 years of industry experience. He has worked at Primerica Financial Services since 1999 and PFS Investments since 2000, alongside a decade-long tenure at Costco Wholesale. In addition to advisory work, he sells loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and focuses primarily on non-institutional investors.

Joseph Panariello is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans that align their personal goals and needs with their investments. He has been in his current role since 2023. Joseph has been with Fidelity Investments since 2015, progressing through several roles including Investment Consultant from 2022 to 2023, Relationship Manager from 2020 to 2022, and Service Support Group from 2015 to 2020. His experience encompasses client relationship management and investment consulting within the financial services industry.