Jacob May is a CFP® and holds a Series 65 license, currently serving as a financial advisor at AWM Capital, LLC. He has three years of industry experience with previous roles at BIP Wealth, United Midwest Savings Bank, Budros, Ruhlin & Roe Inc., and Live Oak Bank. Prior to his financial services career, he worked for the Chicago White Sox from 2013 to 2018. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm offers financial planning, retirement advice, business consulting, and asset management, with a focus on liability-driven investing and diversified portfolio construction using mutual funds, ETFs, equities, bonds, and private placements.

Justin Parisi is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has spent 17 years assisting clients in defining and pursuing their financial goals, working with a range of clients including families, non-profits, endowments, and corporations. His professional experience includes roles such as Senior Financial Consultant for High Net Worth Families and Endowments at Manning & Napier Advisors from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2014 to 2020, and Regional Internal Consultant for Retirement Plans at Mutual Of Omaha and Nationwide Financial between 2008 and 2014. Justin's background supports his approach to addressing complex financial situations with customized strategies. Outside of his professional career, Justin enjoys boating, camping, classic cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.

Todd Everingham is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Huntington Investment Company and The First Citizens National Bank. Outside of his advisory role, he serves as an executor of his mother's estate. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Allison Besancon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, she worked at Luk USA from 2015 to 2017. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations to deliver comprehensive services.

Jeffrey Brooks is a financial advisor with LPL Financial in Marion, Ohio, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 2009. Brooks operates under the name Marion Wealth Management Group, Ltd. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jason Brooke is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMORGAN Chase Bank, N.A. since 2004. Outside of his advisory role, he serves as a baseball and basketball official for the Ohio High School Athletic Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due diligence framework.

Lori Seckel is a financial advisor with MWA Financial Services Inc. in Marion, Ohio, holding a Series 63 designation and 23 years of industry experience. She has been associated with Modern Woodmen of America and MWA Financial Services since 2002. Outside of her advisory work, she serves as president of the Ladies Auxiliary-VFW in Marion, overseeing meetings and coordinating fundraising events. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance through its affiliation with Modern Woodmen of America.