Michael Hewko is a financial advisor at Cetera with 27 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he spent 16 years with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, Hewko is a practicing dentist and owner of a general dental practice, Michael P Hewko DDS LLC, and manages a small accounting firm. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Ethan Courtad is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Courtad Group since 2018. He specializes in multi-generational wealth management, estate planning services, and financial planning, providing customized strategies that support long-term financial success. His areas of focus include corporate executive services, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ethan graduated from The Ohio State University in 2014 with a Bachelor's Degree in Materials Science and Engineering. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His background in engineering contributes to his structured and analytical approach to financial planning. He resides in Copley, Ohio with his wife Amanda and their two children. Outside of his professional work, Ethan volunteers with the Northeast Ohio chapter of the Juvenile Diabetes Research Foundation and participates in the Ohio State Summit County Alumni Club.

Sarah Norris is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at Raymond James Financial Services from 2019 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Jamiee Hough is a financial advisor with Raymond James Financial in Medina, OH, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. She has worked at Raymond James since 2016 and has been involved with the Buckeye Activity Center since 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and models to support client goals and has a notable affiliation with a municipal advisor to enhance its public finance services.

Kyle Brown is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

Stan Holladay is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2007 and has also been self-employed and affiliated with Working Solutions since 2009. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by centralized operational and supervisory infrastructure.

Jake Gilliam is a CFA® charterholder with 16 years of industry experience. He has worked at Charles Schwab in various roles since 2015. Gilliam serves as an advisory board member for the Finance Advisory Council at Ohio University's College of Business. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a formal alternative-investment onboarding process.

Eric Simeonoglou is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. His prior work includes roles at Mid-West Forge Corporation, SIFCO Industries, Arconic Inc., and Alcoa Corp. Outside of finance, he owns Simeonoglou, LLC, which provides general engineering services and 3D printing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers, offering a range of investment approaches and supporting trade execution and custody through BNY Mellon Advisors and Pershing.

John Brayer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. He has been affiliated with PFS Investment Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies and operates John Brayer and Associates Inc. for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, utilizing a tiered wrap fee structure.

Matthew Mize is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 15 years of industry experience. He has worked at Primevision Financial Group since 2018 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2010 and 2008, respectively. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services managed by Pershing and Primerica Brokerage Services.

John Kraft is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized municipal and public-finance advisory services.

Brent Malone is a financial advisor at UBS Financial Services in Akron, OH, holding a Series 66 designation with nine years of industry experience. He has been with UBS since 2016. Outside of advising, he is president and owner of DeMarc Properties, a marketing and retail sales business, and he oversees the A/V team and speaks at City Church AC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and manages fee-based financial planning with a fiduciary standard.

Hoang Dang is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is the owner and operator of Mac Home Solutions LLC, a residential remodeling company specializing in custom bathroom and kitchen projects. 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, access to model wealth portfolios, third-party asset management, and a broad range of financial products supported by an integrated platform that includes insurance and lending programs.

Megan Grant is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services 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 and offers proprietary research and affiliated banking programs.

Lucy O'Connell is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Freeman O'Connell Thomas Wealth Management Group. She began her financial services career with Merrill in 2002 and supports clients in Northeast Ohio and Akron communities. Her focus areas include family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Lucy holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in Industrial Business Management from the University of Akron and previously attended John Carroll University on an academic scholarship. She is married with two children and three grandchildren. Lucy enjoys spending time outdoors, watching soccer, reading, biking, boating, dancing, gardening, hiking, running, and traveling. She is involved with community organizations such as Akron Children's Hospital and Akron Zoo.

Jeff Mejac is a financial advisor with LPL Financial and holds a Series 66 designation. He has eight years of industry experience, including prior roles at AFIMAC, ExchangeBase, Carrara Companies, and VWR Manufacturing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rebecca Windsor is Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to partnering with clients to strengthen their financial futures. She has been with Fidelity Investments since 2016, serving in various roles including Assistant Branch Leader, Financial Consultant, and Relationship Manager. Prior to joining Fidelity, Rebecca held positions in the mortgage industry as a Loan Counselor and Loan Processor at SIRVA Mortgage, Inc. She also has experience in banking, having worked as a Co-Manager at Huntington National Bank and as a Banker at Charter One Bank.

Derek Mantel is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones in Brunswick, OH since 2013. Outside of his advisory role, he is the owner of Spruce Wood, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Timothy Emmitt is a Benefits & Planning Consultant with Fidelity Executive Services. In this role, he assists clients in maximizing the benefits offered through their employers, provides education on various financial topics, and helps develop financial plans tailored to meet the needs of clients and their families. Timothy has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently serving as a Benefits & Planning Consultant since 2024. His experience encompasses client relationship management and financial planning. Outside of his professional duties, Timothy enjoys outdoor activities such as camping, fitness, hiking, kayaking, and snowboarding.

Aaron Dorner is a financial advisor with Equitable Advisors in Medina, OH, holding Series 63, 65, and 66 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Berkshire-Hathaway Home Services and owns Aaron Dorner's Outside Solutions, LLC. He is also acting as an executor for his father’s estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.