Kevin Mace is a CFP® and ChFC® with 11 years of industry experience. He is currently with Thrivent Investment Management and has prior experience at Ameriprise, The Huntington Investment Company, and Prudential. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on topics such as retirement, tax, estate, and business continuation without managing client portfolios directly.

David Konopinski is a financial advisor with LPL Financial in Medina, Ohio, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various risk management technologies.

Timothy Edgington is a financial advisor with Edward Jones, holding a Series 63 designation and bringing 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Michael Lombardo is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 49 years of industry experience. He has been with Premier Benefit Planning Co. and General American Life Insurance Co. since 1981. Outside of his advisory work, he owns a company that sells and installs artificial turf primarily for indoor soccer facilities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party management platforms to construct portfolios across multiple asset classes.

Sheryl Kaur is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018, including a prior position at The Vanguard Group. Outside of her advisory role, she is involved with retail assistance at a convenience store. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management alongside brokerage and custody services.

David Koler is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Vitamix. Koler serves as an Endowment Board Member for Padua Franciscan High School, where he assists with analyzing the management of the school's funds. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, retirement plan consulting, and model portfolios, utilizing asset-allocation tools and automated rebalancing to construct diversified investment strategies.

Michael Macko is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing financial services aimed at helping clients plan for and pursue their personal financial goals. His professional approach emphasizes connecting all aspects of clients' financial lives to prioritize and support the goals that matter most to them. Michael’s areas of expertise include divorce transition planning, education planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. He is proactive in guiding clients through wealth and investment management, working to make complex financial planning processes transparent and manageable. He holds a Bachelor’s degree from the University of Nevada - Las Vegas and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael is also involved in his community through the Medina County Office for Older Adults. Outside of work, he enjoys biking, golfing, hiking, pickleball, and spending time with his family.

Jeffrey Lathrop is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advising, he is a partial owner of Cabot Oil & Gas Corporation and serves as trustee for a family mineral rights trust receiving oil and gas royalties. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Mark Zumack is a financial advisor with LPL Financial in Solon, OH, holding 40 years of industry experience. He previously worked at Metlife Securities Inc. and Metropolitan Life Insurance Company from 1980 to 2017, followed by roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company until 2026. Outside of his advisory role, he has involvement in Regal Financial, LLC, which offers life, health, and property and casualty insurance sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and a variety of portfolio management options.

Meghan Bradish is a financial advisor with UBS Financial Services in Hudson, Ohio, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

George Asadorian is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at AXA Advisors and as an IT technician at Cutting Systems, Inc. alongside his advisory work. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs.

Leisa Scott is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 33 years of industry experience. She previously worked at Metlife Securities Inc. for 21 years before joining Mass Mutual Life Insurance Company in 2016 and its Investors Services division in 2017. Outside of financial advising, she is also a licensed real estate agent and an insurance agent specializing in life, disability, long-term care, and property and casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships with a focus on recommending investment categories and strategies.

Colin Bell is a financial advisor with Thrivent Investment Management in Stow, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Kevin Sokira is a financial advisor with Robert Baird & Co. in Akron, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Baird in 2021, he worked at Ohio Machinery - Ohio CAT and Turf Trimmers. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Sean Sargent is a financial advisor with LPL Financial based in Parma, OH, with 24 years of industry experience. He has worked at TA-Check Financial since 2000 and was previously with SII Investments Inc from 2007 to 2018. In addition to his advisory role, he is involved in tax preparation and accounting services through TA-Check Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Shauvi Rogers is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, Rogers held roles at W & S Brokerage Services, Western & Southern Life, and Keybank, NA, among others. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Larry Rubenstein is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked with Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He serves as trustee of a family revocable living trust, overseeing investment decisions and responding to family inquiries. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and multiple investment platforms to construct diversified portfolios for individual and institutional investors.

David P. Staats is a financial advisor at UBS Financial Services in Akron, Ohio, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with UBS since 1992. Outside of his advisory role, he teaches a course on investing at the University of Akron. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates both as a broker-dealer and an investment adviser, offering a range of capital markets and wealth management services.

Robert Abramson is a CFP® with 32 years of experience in the financial industry. He is currently with Wells Fargo Advisors, having been with Wells Fargo-affiliated firms since 2009. He holds ownership interests in several investment-related entities, including Sagemark Financial, LLC and Abramson GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing proprietary research and tools, with planning engagements tailored to client needs and optional implementation through various brokerage and advisory programs.

John Schaly is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at AXA Advisors, LLC and Ashland University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for implementation.