Michael Rufo is a financial advisor with Equitable Advisors in Akron, OH, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked with Equitable Advisors since 1999, including the period when the firm operated as Axa Advisors. Rufo serves as a board member of St. Paschal Baylon in Highland Heights, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advisory programs through a network of Investment Adviser Representatives and third-party asset managers, focusing on tailored risk assessment and model matching without sponsoring its own wrap fee program.

Pamela Kiltau is a financial advisor at Robert W. Baird & Co. in Akron, OH, holding Series 63 and Series 65 credentials with 47 years of industry experience. She worked at Merrill from 2001 to 2016 before joining Baird in 2016. Outside of her advisory role, she serves as treasurer for Boy Scout Troop #45 in Hartville, Ohio. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with in-house research and technological tools.

Ali Hakim is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation. He has one year of industry experience, having joined UBS in 2026. Prior to entering the financial industry, Hakim held positions at Penske Logistics, PNC Bank, and Telemus Capital, and has a background that includes work in education and logistics. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Jay Schulman is a financial advisor at LPL Financial with 32 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with LPL Financial since 2004. Outside of his advisory role, Schulman works as a group exercise instructor at Cleveland Clinic Akron General. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and consulting services supported by research and multiple investment strategies.

Kevin Longanecker is a financial advisor with Primerica Advisors in Fairlawn, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2011 and currently conducts sales activities under the PrimeVision Financial Group DBA. Outside of his advisory work, he is a sales representative for Tee Time Golf Pass, a discount golf program. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Beth Michel is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Goldthwaite is a financial advisor at Merrill with Series 63 and Series 65 designations and 43 years of industry experience. Her career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and an earlier tenure at Merrill. She is based in Akron, OH. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Redinger is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services for 15 years before joining Stifel Nicolaus & Co Inc in 2022. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Andrea Shea is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2016, with prior experience at Citigroup Global Markets from 2005 to 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

Alexander Karius is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to develop strategies for estate planning, tax minimization, and income production in retirement, aiming to help clients secure the life they have envisioned. He serves a diverse range of clients including business owners, doctors, and teachers, addressing concerns such as investment preservation, tax impact mitigation, and financial provision for family members. Alexander employs a system called Personal Wealth Analysis®, designed to assist clients in preserving and nurturing their wealth toward their financial goals. Alexander holds a Bachelor's Degree from Mercyhurst College and a Master's Degree from the University of Akron. He is a Personal Investment Advisor (PIA) and communicates in English and Russian. Outside of his professional role, he is involved with the organizations Golden Retrievers In Need and ROTARACT. His personal interests include baseball, basketball, football, golfing, pickleball, spending time with his family, traveling, watching movies, writing, and yoga.

Jeffrey Kosek is a financial advisor with OSAIC, holding a Series 66 license and 12 years of industry experience. He previously worked at Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. In addition to his advisory role, he is involved in the sale of fixed insurance products and operates The Kosek Organization, LLC, which manages business operational expenses. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party managers. The firm employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Charles Brennan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Brennan is involved in managing investment-related activities, serving as a managing member and partner in several entities connected to real estate and recreation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while offering diverse retail and institutional investment options.

Steven Milvet is a financial advisor with Robert W. Baird & Co. in Lodi, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory role, he serves as a zoning board member for the Chatham Township Zoning Commission. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies and overlays to meet client goals and risk tolerances.

Peter Carfagna is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2012. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ciarra Brunn is a financial advisor at Cetera with a Series 66 designation and 10 years of industry experience. She is the owner of Marathon Financial Services, Inc., and serves as a poll worker and board member of the Rotary Club of Ravenna, where she coordinates community service activities. Additionally, she provides notary services as needed. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or construct bespoke strategies across various program structures and custodial relationships.

Andrea Looney is a financial advisor with UBS Financial Services in Stow, Ohio, holding a Series 66 designation and with seven years of experience at UBS following three years at Coleman Professional Services. She has worked in the financial services industry for a total of ten years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and research-based investment strategies.

Matthew Norris is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Raymond James Financial Services Advisors Inc. since 2017. In addition to his advisory role, he is involved with Wentz Financial Group, where he engages in product research and due diligence. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers a range of advisory programs, including specialized services for municipal and public finance clients.

Scott Vollrath is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and its affiliates for over two decades. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services supported by its integrated platform and a combination of proprietary and third-party investment solutions.

Izac Coleman is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Equitable Advisors and has previously worked at Paloma, Northwestern Mutual, and Glenmede Trust. Outside of financial advising, he has experience working with John Carroll University in various capacities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Laura Lewis is a financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio. She holds a Series 63 designation and has five years of industry experience, including four years at Green and Spiegel Midwest LLC. She joined Charles Schwab in 2020 and has worked there since. 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 advisory guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.