Meredith Whitener is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 63 designation and has worked previously at Mass Mutual Life Insurance Company, JP Morgan Securities LLC, and JPMorgan Chase Bank. Outside of her advisory role, she is involved with LongView Financial Partners, supporting financial planning and marketing activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance advisory services through a related municipal advisor affiliation.

Tayshon Blackwell is a financial advisor at LPL Enterprise with one year of industry experience. Before joining LPL Enterprise, he worked at the Northeast Ohio Regional Sewer District and taught in the Finance Department at Cleveland State University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates adviser programs with sales of financial products such as insurance.

Christopher Naples is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Matthew Long is a CFP® with 18 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at UBS Financial Services and Strategic Advisers, Inc. He is also associated as an employee with Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through its unique affiliation with a municipal advisor.

Michael Darby is a financial advisor with Raymond James Financial in Cuyahoga Falls, OH, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with Raymond James Financial since 2005 and is involved in the Cuyahoga Falls City School Finance Committee, where he consults on strategies to increase outside revenues for the local school board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and a non-discretionary approach tailored to client goals, and it maintains specialized municipal advisory capabilities and innovative employer advisory programs.

Mark Vlacovsky is a financial advisor at Cetera with Series 63 and Series 65 credentials and three years of industry experience. His work history includes multiple roles within Cetera-affiliated firms as well as independent financial management. Outside of advising, he has been involved in several business management activities spanning over a decade. Cetera Investment Advisors LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and affiliated model providers, supporting over 10,000 advisors and managing assets in excess of $256 billion.

Peter Bahner is a CFP® with 12 years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a nonprofit board member for Bowling Green State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with insurance products and lending services.

Daniel Derrig is a CFP® with 11 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including Huntington Investment Company, FirstMerit Bank, and LPL Financial. Derrig is also involved with Prosperity Advisors LLC and refers clients to Prosperity Tax Center, LLC for tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Christopher Dorrance is a financial advisor with OSAIC in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years before joining OSAIC in 2024. Outside of his advisory role, Dorrance serves as treasurer for the First Presbyterian Church of Hudson and sits on the board of directors for Dorrance Supply Company, an appliance and electronics distributor. He also participates on the finance committee of Lake Forest Country Club. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various asset classes and supports both discretionary and non-discretionary account management.

Conor Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he worked at Portage Country Club and Miami University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Michelle Guinan is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 license with seven years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory work, she is involved in managing a hobby farm where she participates in daily animal care. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Paul Bertsch is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 63 designation and over 55 years of industry experience. He has been with Wells Fargo Advisors and its affiliated firms since 2009. Outside of his advisory role, he serves as president of 1004 Partners LLC, a company involved in property management in Hilton Head Island, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Richard Perry is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab for eight years before joining Fidelity in 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of proprietary model portfolios, regulatory registrations, and advisory roles to multiple registered investment companies.

Kent Von Der Vellen is a CFP® with 17 years of industry experience, currently serving with Cetera since 2019. He is also the owner of KPV Financial Services, LLC, and involved with the Jakob F Von Der Vellen Memorial Foundation. Kent has additional roles at Cleveland Mortgage Inc. and Wealth Health, LLC. Cetera is a large SEC-registered advisory firm with over 10,000 advisors, offering a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform.

Anthony Kania is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He has been involved with Saginaw Valley University since 2017. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Patrick Hammer is a financial advisor with Cambridge Investment Research Advisors in Richfield, Ohio, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, he is involved in independent insurance agency activities and owns a farm business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and estates, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementation options across various custody platforms, maintaining proprietary models and access to unaffiliated strategists, with a focus on tailored client strategies.

Gurpreet Reen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase and JP Morgan Securities LLC since 2017, with prior experience at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Beth Randall Dodd is a CFP® with 11 years of experience in financial advising, currently with Cambridge Investment Research Advisors since 2017. She has held roles at Cambridge Investment Research, Inc. and Elsass Financial Group since 2013 and 2014, respectively, and was previously involved with Avenues of Counseling and Mediation, LLC. She serves as treasurer for the Ridgewood Lakes Homeowners Association and has authored work in her spare time. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various platforms and strategies tailored to client objectives.

Matthew Junstrom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held roles at PNC Investments and PNC Bank from 2011 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

April Mcmain is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she is a 50% member of Collier and McMain LLC, an expense-sharing business entity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise-managed accounts.