Brian Degross is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, with an integrated platform that combines advisory services and brokerage products.

Thomas Clark is a CFP® with 49 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2020, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory role, he serves as chairman of the Greater Akron Musical Association Foundation and the Summit County Historical Society, and he teaches personal financial planning as an adjunct instructor at the University of Akron. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors at the firm use proprietary research and tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

James Jack is a financial advisor with LPL Financial in Independence, Ohio, holding a Series 63 designation and 34 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 1992 to 2026 before joining LPL Financial. Outside of finance, he is involved in music as a member of The Jimmy Jack Band. 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, and brokerage services with access to model portfolios, research, and technology-driven investment solutions.

Neal Chiprean is a financial advisor with Primerica Advisors in Stow, Ohio, holding a Series 63 designation and seven years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Primerica Financial Services and Verizon Wireless. Outside of finance, Neal is a musician and serves as a low brass instructor with Crossmen Productions. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Eugene Schaffer is a financial advisor with Primerica Advisors, holding a Series 63 designation and four years of industry experience. He has been with Primerica Advisors since 2021 and has a long tenure at Pepperidge Farm Inc. dating back to 1987. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Bizjak is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Solon, OH. He has been associated with DB Financial Services Inc. since 2015, where he also engages in life insurance sales and owns a support company. 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 employs tailored, non-discretionary consulting that incorporates risk profiling and advanced modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Zachary Karason is a financial advisor with LPL Enterprise holding a Series 66 designation and 11 years of industry experience. His work history includes roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Bank of America, and Merrill. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by its integrated platform and use of model portfolios, third-party asset managers, and in-house lending programs.

William Laverty is a financial advisor with Morgan Stanley in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services directly and through corporate agreements.

Julianna Miller is a financial advisor with UBS Financial Services, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

David Grossman is a financial advisor with Edward Jones in Solon, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad spectrum, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options under a fiduciary standard.

Ryan Mc Cauley is a financial advisor at Raymond James Financial with six years of industry experience. He previously worked at Bank of America for six years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he works as a DoorDash driver. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Domingo Muniz is a Planning Consultant who partners with Wealth Management Teams in Columbus, OH. He works with clients to build their own Financial Plan, focusing on leveraging Fidelity's resources to provide customized strategies for managing complex financial needs. Domingo's professional experience includes roles at Fidelity Investments as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2024. Outside of his professional work, Domingo engages in family activities and enjoys football, gardening, hiking, and running.

Christopher Travers is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Commonwealth Financial Network, and MJ Baker Financial Advisors. Outside of advising, he is involved with FutureFWD Advisors/StaffComp. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides personalized retirement income planning and tax-aware withdrawal strategies.

Jeremy Fuqua is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various positions including roles at Dave's Cosmic Subs and GNC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

John Dewitt is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 63 designation and over 43 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2007. Outside of his advisory role, Dewitt is a partner in a real estate investment business focused on single-family properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from the Global Investment Committee. The firm manages approximately $2.74 trillion in assets and combines broad retail and institutional services with specialized investment activities.

Kristen Warren is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab since 2014, including eight years with Schwab Retirement Plan Services. 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 offers a combination of non-discretionary and discretionary investment guidance delivered through multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Abigail Peterson is a financial advisor with Equitable Advisors holding a Series 66 license and two years of industry experience. Prior to joining Equitable Advisors, she worked in the finance department and events team at Ohio University College of Business. Outside of her advisory role, she serves as a non-investment committee member for the Working Women's Connection Networking Group in Westlake, OH. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Stephanie Stone is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and four years of industry experience. She is also the founder of Tyler-Stone Wealth Management, an independent registered investment advisory firm launched in 2021. Stone has been with LPL Financial since 2016 and has operated her own advisory business concurrently since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including 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, and retirement plan consulting services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Cosmoronde Danielly is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Bank of America and Merrill. He serves on multiple nonprofit boards, including Friends of Breakthrough Schools, Kappa Alpha Psi Fraternity Incorporated, Breadwinners Academy, the Museum of Contemporary Art Cleveland, and Our Hope, Our Future Giving Circle. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that relies heavily on LPL-sponsored programs and endorsed third-party managers.

Jeffrey Wiley is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Charles Schwab since 2008, including roles at Charles Schwab Bank and Charles Schwab Trust Bank since 2023. 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 client advisory with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and a formal alternative investment program.