Melana Carbary is a CFP® professional with 21 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. She also operates a yoga instruction business and provides divorce planning workshops through Burning River Advisory Group. Additionally, she is involved in coaching related to divorce planning with EnlightenHer, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing multiple custody and platform arrangements and a mix of proprietary and third-party investment strategies.

Christian Riemenschneider is a financial advisor with Morgan Stanley in Westlake, Ohio, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a partner in a restaurant and bar business in Cleveland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment research to support its financial planning process.

Brian Gadomski is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. His prior work includes roles at Hazel Iris Boutique and PNC Funds Distributor, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Brady Wells is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work history includes roles at GreenBud, LLC and TrueGreen Global, as well as positions outside finance such as ice hockey coaching. Outside of his advisory career, Wells serves as an assistant ice hockey coach for the Cleveland Wildcats and is involved in recreational activities at Beechmont Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Tara Jones is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Intralot for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

Robert Kaluza is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Casey Treen is a Financial Consultant currently working at Fidelity Investments since 2022. He has previously held positions as an Independent Investment Advisor at Phillips Financial Advisors from 2021 to 2022 and as a Senior Financial Consultant at Charles Schwab from 2016 to 2021. His professional focus is on developing detailed and understandable financial plans tailored to his clients' individual goals. Outside of his professional work, Casey enjoys spending time with his wife and two children. His personal interests include cooking, baking, playing board games, and following football, particularly Cleveland sports. He also enjoys riding on the towpath during his leisure time.

Natalie Sutcliffe is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and 17 years of industry experience. Her career includes roles at Victory Capital Advisers, CIVISTA Bank, KEY BANK, UBS Financial Services, and Wells Fargo Clearing. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, combining quantitative analyses with various portfolio management styles, and also provides municipal advisory services alongside market-making in government bonds.

Jeremy Seck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matthew Meyer is the Resident Director and Wealth Management Advisor at Merrill's Westlake-Crocker Park office, where he also serves as a partner of CLE Wealth Management. He specializes in offering a comprehensive approach to managing wealth that begins with understanding client needs and ensuring every strategy aligns with their financial goals. His client focus areas include corporate executive services, divorce transition planning, employee benefits planning, executive and equity compensation, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Matthew holds a Bachelor's degree from the University of Kentucky and a Master of Business Administration with a concentration in Finance from Ohio Dominican University. He has earned professional designations including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and is a designated Retirement Benefits Consultant. He also holds registrations with FINRA (Series 7, 66, 9, 10) and is certified in Alternative Investments. He is involved professionally with organizations such as Pi Kappa Alpha Fraternity and has served on the board and executive committee of Towards Employment. Matthew lives in Rocky River with his wife Allison, their son Jack, and their dog Cash.

Benjamin Campbell is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity for over 27 years, providing families with straightforward planning discussions to help them navigate every chapter of their financial journey. His career at Fidelity began in 1998 as a Brokerage Equity Trader, progressing through roles including Customer Service Representative, Financial Consultant, and Vice President, Financial Consultant before his current role. Benjamin also holds a California Insurance License.

Ignatius Permadi is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Ronald Skowronsky is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 designation and has been affiliated with Cetera Advisors LLC since 2013. In addition to his advisory role, he is involved in tax preparation through FRC TAX, LLC and American Tax Service, reflecting his engagement in related financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and custodial relationships.

Robert Funk is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Novak is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2005, previously affiliated with Axa Advisors. Novak serves as a board member of Air Technical Industries. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage channels to meet client needs.

Donald Qualters is a financial advisor with LPL Financial in Westlake, OH, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including previous roles at Cambridge Investment Research Advisors and First Dominion Capital Corp. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

John Slyman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He leads Slyman Wealth Management, focusing on developing customized wealth management strategies tailored to individual client financial goals. John is a qualified Portfolio Manager who manages personalized or defined investment strategies on a discretionary basis, including individual stocks and bonds, model portfolios, and third-party investment strategies. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also designated as a Personal Investment Advisor (PIA). He graduated from Cleveland State University with a Bachelor's degree in Finance and is a graduate of St. Edward High School. From 2019 through 2024, John has been recognized on Forbes' "Best-in-State Wealth Advisors" list. He is committed to providing appropriate wealth strategies and clearly communicating these to clients, supported by an experienced team. Outside of his professional career, John is a former board member of the St. Edward High School alumni association. He resides in Westlake with his wife Elisa and their children, Jaeden and Eliana. His personal interests include baseball, fishing, football, golfing, hiking, reading, running, skiing, and spending time with his family.

Lauren D Itto is a financial advisor at Edward Jones in Avon, Ohio, holding Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2026, she worked five years with the Ohio Bureau of Criminal Investigation and five years with the Ohio State Highway Patrol. She also has experience working at Eagle Springs Golf Course. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Brennan is a Series 66-licensed financial advisor with Morgan Stanley, based in Westlake, Ohio, and has 25 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as a board member of Ronald McDonald Charities Northeast Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies.

William Theis Jr. is a financial advisor at Raymond James & Associates with 36 years of industry experience. He has been with Raymond James & Associates since 1999 and holds Series 63 and Series 65 designations. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, charitable organizations, and public entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.