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.

Conor Tilow is a Securities-licensed financial advisor with UBS Financial Services, based in Pepper Pike, Ohio, and has 11 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he is involved with the West Side Catholic Center in Cleveland, volunteering to assist those in need. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets services, employing proprietary research and model-based asset allocations to tailor client strategies.

Matthew Adkins is a financial advisor at Edward Jones in Brunswick, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for nine years at the family business, Adkins Building Company, in commercial construction. He serves as an elder at Trinity Church PCA and acts as a mentor coordinator for a business networking group in Akron, OH. He also maintains a Professional Engineer's license and occasionally reviews design work for a water service company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Scott Jones is a CFP®-designated financial advisor with 17 years of industry experience, currently with Raymond James Financial in Westlake, OH. He has held roles at Raymond James Financial Services and E&M Consulting since 2013. Outside of his advisory work, he serves as Vice President at CKE Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and government entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by asset-allocation analysis and firm research.

Tyler Amos is a financial advisor with Charles Schwab in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2004 and Charles Schwab Bank since 2011. Amos serves as an advisory board member and secretary for the University of Akron Finance Advisory Board, contributing to academic programming and departmental support. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing bundled advisory, brokerage, custody, and cash-sweep services with a combination of non-discretionary and discretionary investment options.

Nathan Davis is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

Charles Thomasson is a ChFC® credentialed financial advisor with 35 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 15 years. He serves on the board of the Western Reserve Chapter of Mayflower Descendants and is involved in starting a charity focused on feeding zoo animals, farm rescue animals, and horses. Additionally, he is an amateur classical guitar player. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brent Affolter is a financial advisor with MassMutual Investors Services in Cleveland, OH, holding a Series 63 license and 22 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously held positions at MassMutual Life Insurance and MetLife Securities. Outside of advising, he is involved in insurance sales across life, health, disability, long-term care, and fixed annuities, and he owns an LLC for tax and business administrative purposes. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes collaborative, annual financial planning engagements using firm-approved software and tools, with implementation of recommendations arranged separately.

Matthew Allen is a Series 66-licensed advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities LLC since 2019 and has been associated with JPMorgan Chase Bank, N.A. since 2018. Prior to his career in finance, he spent sixteen years at Pet Supplies "Plus." 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Harlynn J M Hobbs is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2002, including a role at Charles Schwab Trust Bank since 2021. Outside of his advisory work, he occasionally works as a cook at various functions. Charles Schwab 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 and discretionary investment management services supported by centralized custody, brokerage, and due diligence resources.

James Mc Crone is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Carpenter & Associates and Highland Consulting Associates, and he is also involved in the food service industry as a server and runner at Panini's Bar and Grill in Willoughby, OH. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored financial solutions.

Joy Taylor is a financial advisor with Primerica Advisors in Lakewood, OH, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at Ganley Subaru East, Motorcars Toyota, and several retail companies. Outside of advisory activities, she receives non-investment compensation related to referrals for home security, automation products, and loan services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Jacob Schaefer is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms including PNC Investments and Citizens Securities. He is also involved with Commonwealth Capital Management, LLC as an advisor. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Kristopher Sayre is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2015. 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 brokerage, distribution, and investment management capabilities.

Scott Masters is a Series 66–licensed financial advisor with Morgan Stanley in Westlake, Ohio, where he has worked since 2015. He has 10 years of industry experience, including a role at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, incorporating advanced modeling techniques such as Monte Carlo simulations.

Caroline Adams is a Senior Financial Advisor with Williams, Jones & Associates, a wealth-management team at Merrill Lynch Wealth Management. She joined Merrill in 2021 after starting her career as a Certified Public Accountant with a large Montana-based public accounting firm. Caroline's approach to financial advising centers on developing personalized, goals-based wealth plans that address her clients' long-term ambitions. Her areas of expertise include tax-sensitive financial strategies, business planning, cash-flow analysis, higher-education savings, wealth transfer, and portfolio management services. Caroline and her team assist a diverse range of clients including executives, business owners, professionals, and multi-generational families. She emphasizes collaboration with clients' external tax and legal advisors to ensure coordinated planning. Caroline holds professional designations such as Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Caroline earned dual bachelor's degrees in Accounting and Finance from Carroll College in Helena, Montana. She is involved with the Idaho Women's Charitable Foundation. Outside of her professional work, Caroline enjoys spending time outdoors with her husband, Cole, and their golden retriever, Bo, engaging in activities such as hiking, skiing, and tennis.

Daniel Leugers is a CFP® with 26 years of industry experience, currently affiliated with Osaic Wealth Inc. He previously worked at VALIC Financial Advisors for 22 years and holds Series 66 registration. Leugers also owns BlueHaven Wealth Management, operating as a financial advisor under that firm. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple portfolio management platforms to deliver customized investment solutions.

Michael Leonakis is a financial advisor at Equitable Advisors with 13 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years and OSAIC for one year before joining Equitable Advisors. He holds a Series 66 designation and is also the managing member of Cleveland Executive Consulting, LLC, a business established for payroll and business expenses. Additionally, he is an independent agent involved in outside fixed insurance sales. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kimberly Haws Falasco is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves on the boards of the Akron Community Foundation and the Akron Urban League, focusing on investment and finance committees. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.