Lauren Little is a financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio, holding a Series 66 credential and seven years of industry experience. She has worked at Charles Schwab since 2018, following earlier roles at Bar Louie and Fort Hays State University. Outside of advising, Little owns a family-operated party tent rental business. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated services, and combination of advisory models.

Charles Freeman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 and is a qualified Portfolio Manager. Charles provides personalized financial strategies, managing discretionary portfolios that may include individual stocks, bonds, model portfolios, and third-party investment strategies. He holds the designations of CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Charles earned a Bachelor's Degree in Finance from The University of Akron. His client focus areas include Family Wealth Management Strategies, Legacy Planning, and Personal Retirement Planning. Outside of his professional role, Charles is actively involved in his community. He has volunteered with organizations such as the Medina School Board of Education, Medina Breakfast Kiwanis Club, Akron Junior Achievement, and Goodwill Industries of Akron. Currently, he volunteers with Akron Children's Hospital. His personal interests include boating, reading, running (including marathons), and spending time with his family.

Matthew Zamorek is a financial advisor at Merrill with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at Empower Advisory Group and Empower Retirement, among other companies. Outside of his advisory work, he has experience in diverse sectors including logistics and retail. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients.

William Quayle Jr. is a financial advisor with Primerica Advisors in North Royalton, OH, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1980. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Amanda Primozic is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2013, including a period at Charles Schwab Bank from 2015 to 2018. Outside of her advisory role, she serves on the board of the nonprofit organization I'm In Ministry, where she volunteers with inventory and organization of donated materials. 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

Stephan Smelko is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Outside of his advisory role, he serves as treasurer for the Reno Rod and Gun Club in Becksville, Ohio. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Paul Fox is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2000. Outside of advisory work, he serves on the board of Cleveland Project Northern Ireland, focusing on strategic planning for the foundation’s future growth. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Caden Garrido is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Sauced Barbeque and Spirits and Lifetime Financial Growth. He also has experience working at The Ohio State University Student Union during his studies. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and third-party managers.

Steven Marks is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and Cetera Advisor Networks. Marks is also involved in fixed insurance products as an agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms.

Janeanne Gregg is a Series 66-licensed financial advisor with Robert Baird & Co. in Akron, OH, and has seven years of experience with the firm. Before joining Robert Baird, she worked at Ken Stewarts Lodge and Flemings Prime Steakhouse and was involved with Spring Garden Waldorf School. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, managing approximately $394 billion in assets as of December 2025.

Darrell Claytor is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He holds the CFP® designation and Series 63 license. Claytor has worked at Osaic since 2024 and has previous experience with Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. He also has experience in income tax preparation and life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides brokerage and advisory services, financial planning, and access to multiple investment platforms, employing asset-allocation tools and third-party solutions to construct portfolios across various asset classes.

Jamie Frayman is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining the firm, he worked at Dick's Sporting Goods for three years and has a background in full-time education through 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, investment consulting, and institutional advisory services with a non-discretionary approach supported by extensive research and affiliate resources.

Catherine Foltz is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held her current position since 2015 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

James Chippi is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 39 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Michelle Herman is a financial advisor with Raymond James & Associates in Beachwood, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and PNC Investments. She is also involved in sales and marketing of life, long-term care, and disability insurance through Crump Life Insurance. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored, non-discretionary financial planning and investment consulting supported by extensive research, multiple portfolio management styles, and specialized municipal advisory services.

John Hibshman is a financial advisor at Osaic Wealth, Inc. with 34 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 26 years before joining Osaic in 2025. He holds a Series 63 designation and also has an insurance agent role offering fixed insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms, utilizing various asset-allocation tools and third-party money managers.

Jordan Lefko is a financial advisor at LPL Financial with 60 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research, Cantella & Co., and Wells Fargo Advisors. Lefko serves on the boards of the Gross Schechter Day School and Menorah Park Home for the Aged. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Jeremy Di Tullio is a financial advisor at OSAIC with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2025, he spent 14 years with Lincoln Financial Advisors. Outside of his advisory role, Mr. Di Tullio manages a tax preparation business and operates a financial planning practice. OSAIC serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

Susan Mullins is a Series 66-registered financial advisor with Morgan Stanley, based in Pepper Pike, OH. She has 24 years of industry experience, including 15 years at Merrill and nine years with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Maxwell Miotke is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Nitor Partners. He also provides administrative support at Vantage Financial Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.