Leisa Scott is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 33 years of industry experience. She previously worked at Metlife Securities Inc. for 21 years before joining Mass Mutual Life Insurance Company in 2016 and its Investors Services division in 2017. Outside of financial advising, she is also a licensed real estate agent and an insurance agent specializing in life, disability, long-term care, and property and casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships with a focus on recommending investment categories and strategies.

Kevin Sokira is a financial advisor with Robert Baird & Co. in Akron, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Baird in 2021, he worked at Ohio Machinery - Ohio CAT and Turf Trimmers. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Darryl Visocky is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 66 designation and previously worked for THE O.N. Equity Sales Company and Ohio National Life Insurance, each for 22 years. Visocky is also involved with insurance agencies, including Maxim Financial Group LLC and Simpliterm LTD. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sean Sargent is a financial advisor with LPL Financial based in Parma, OH, with 24 years of industry experience. He has worked at TA-Check Financial since 2000 and was previously with SII Investments Inc from 2007 to 2018. In addition to his advisory role, he is involved in tax preparation and accounting services through TA-Check Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Shauvi Rogers is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, Rogers held roles at W & S Brokerage Services, Western & Southern Life, and Keybank, NA, among others. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Larry Rubenstein is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked with Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He serves as trustee of a family revocable living trust, overseeing investment decisions and responding to family inquiries. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and multiple investment platforms to construct diversified portfolios for individual and institutional investors.

Robert Abramson is a CFP® with 32 years of experience in the financial industry. He is currently with Wells Fargo Advisors, having been with Wells Fargo-affiliated firms since 2009. He holds ownership interests in several investment-related entities, including Sagemark Financial, LLC and Abramson GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing proprietary research and tools, with planning engagements tailored to client needs and optional implementation through various brokerage and advisory programs.

John Schaly is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at AXA Advisors, LLC and Ashland University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for implementation.

Satish Singh is a Certified Financial Planner® with 27 years of industry experience, currently advising at Ameriprise since 2009. He holds Series 63 and Series 65 licenses and is based in Avon, Ohio. Singh has spent over a decade with Ameriprise Financial Services, Inc. before continuing his career with Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research and modeling with personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Norman Mulder is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Topucu, LLC and Topucu Corrections, LLC, and he founded the Topucu Foundation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure.

Jennifer Ramsey is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including Stratos Wealth Partners and Key Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Julie Kidd is a financial advisor with LPL Enterprise and holds a Series 63 designation. She has 38 years of industry experience, including long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved with Stalla Insurance & Financial Services LLC as a financial planner. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a broad range of brokerage and insurance products via its integrated platform.

Kent Downing is a financial advisor with Wells Fargo Clearing in Akron, OH, holding Series 63 and Series 65 licenses and 54 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans through an IPS-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Zachary Nero is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 credential and has worked at several firms including American Global Wealth Management and 1st Responder Financial Advisors. Nero is based in Westlake, Ohio. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary portfolio management supported by centralized custody and operational services.

Amy Leamon is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has been with UBS since 2020. Prior to her advisory role, she spent twelve years at the Lake Erie Nature & Science Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Mark Ruby is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Raymond James in 2022. Outside of his advisory role, he is involved as an owner in two businesses, Five Ruby's LLC and Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to help clients evaluate potential outcomes and supports a broad network of advisors and affiliated firms.

Danny Skrbis is a financial advisor with Ameriprise in Kirtland, Ohio, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Skrbis serves on the Board of Directors for Slovenska Pristava and is the Camp Director for Camp Pristava, a Slovenian Catholic summer camp for children associated with local Slovenian schools and communities. Ameriprise is a large institutional firm providing retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Nicholas Alexander is a Series 66-registered financial advisor with UBS Financial Services, where he has worked since 2004, bringing 24 years of industry experience. He serves on the board of directors for the MetroHealth Foundation and is the treasurer of the Northern Ohio Italian American Foundation, which promotes Italian American culture in northern Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Julie Nootbaar is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Citizens Securities, Inc. and Burkhart & Co. Outside of her advisory role, she is involved in independent insurance brokering with Guardian Life Insurance Co. of America. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Steven Rini is a financial advisor with Morgan Stanley in Westlake, Ohio, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of his advisory work, he serves on the fundraising committee for the West Side Catholic Center and holds board and trustee positions in several family and healthcare-related investment entities. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm’s approach includes structured planning tools and portfolio modeling, offering a range of investment and financial solutions.