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.

Margaret Mcgill is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 2016. Mcgill has prior experience with Jusuru, where she worked from 2009 to 2017. She also engages in part-time sales of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages advisory relationships through model-delivery strategies and offers a range of portfolio management options supported by external asset managers and custodians.

Cameron Sanders is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and Lighthouse Advisers. Outside of finance, he has experience in small business operations including car wash and tree farm management. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Charles Snyder is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Snyder serves as chairman of the Perry Navarre Joint Economic Development District and holds board positions with local government and community organizations, including the Erie Valley Fire District and the Fairless Local School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, firm-approved planning process incorporating various modeling techniques without providing individual security recommendations as part of standalone plans.

John Organ is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. He has been affiliated with Cetera and its related entities since 2013. Outside of his advisory work, he serves as a board member of The Rotary Club of Kent, where he participates in budgeting and fundraising decisions. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and planning solutions, including access to third-party money managers and multiple program structures.

Nancy Flogge is a financial advisor with Ameriprise in Stow, Ohio, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 1986. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Imfeld is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. Before joining UBS in 2018, he worked at Deloitte & Touche LLP for five years. Outside of his advisory role, he owns and manages an LLC that holds several residential rental properties in Cleveland, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Joseph Zawistowski is a CFA® charterholder with 40 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his financial advisory work, he is a certified flight instructor and is involved in several aviation-related activities, including partial ownership of aircraft and flight instruction. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, utilizing an IPS-driven approach grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Todd Loughry is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in mortgage lending and automotive sales, and he serves as a Board of Education member for Tallmadge City Schools in Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Jason Varner is a financial advisor with Cambridge Investment Research Advisors, holding 22 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously spent 18 years with Nationwide Securities, Inc. Varner is also a part owner of Kyler and Company, which provides tax and legal liability services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of platform arrangements and proprietary as well as external model strategies.

John Kuss III is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Outside of his advisory role, he meets periodically with Intersky Precision Instruments in the aerospace industry to review business strategy and performance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mary Lalli is a financial advisor with Ameriprise in Northfield, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is an author of several books, including titles such as "Shrinking Buddha," "101 Bible Riddles," and "Dvorah--Prophetess, Judge, Warrior King Solomon, Master Builder, and Queen of Sheba, Savior of Marib Dam: Two Lives Intertwined Blood Moon." Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory support and emphasizes the use of Ameriprise-managed accounts within its planning approach.

Randi Rich is a financial advisor with UBS Financial Services in Hudson, Ohio. She holds the Series 66 designation and has seven years of industry experience, including prior work at Joanne Stores. She has been with UBS since 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a comprehensive suite of financial products and services.

Joseph Doman Jr. is a financial advisor with UBS Financial Services in Hudson, OH, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Bryan Mc Inerney is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and bringing 30 years of industry experience. His prior roles include positions at New York Life and GWFS Equities, Inc. He is currently associated with Intelligent Annuity Solutions alongside his work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Young is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 12 years of industry experience and has been with Cambridge in various capacities since 2016. Outside of his advisory role, he is co-owner and tax preparer at Young's Tax Service and also works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of portfolio management options that include proprietary models and third-party strategists.

Hannah Walsh is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones. Her prior roles include positions at Hasenberg Financial Group, CliftonLarsonAllen Wealth Advisors LLC, and THRIVENT FINANCIAL for Lutherans. Outside of her advisory work, she owns a residential rental properties business in Pepin, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies through a nationwide network of more than 23,000 financial advisors.

Thomas Pfeiffer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of his advisory role, he operates TP Marketing Solutions as a self-employed marketing consultant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering various model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a percentage-based, tiered wrap fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Neal Chiprean is a financial advisor with Primerica Advisors in Stow, Ohio, holding a Series 63 designation and seven years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Primerica Financial Services and Verizon Wireless. Outside of finance, Neal is a musician and serves as a low brass instructor with Crossmen Productions. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Mark Mcginnis is a financial advisor with Fidelity, holding a Series 66 designation and 24 years of industry experience. His prior work includes a decade at Citizens Securities, Inc., as well as roles at Allstate Insurance, the United States Postal Service, and Lowe's. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.