Luke Baum is a CFP® with over 30 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Kingswood Capital Partners, Cabot Lodge Securities, and Cbiz Financial Solutions. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including discretionary portfolios and fund advisory services.

Kelly Burden is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. Prior to his current role, he held multiple positions at Miami University from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 investment strategies.

Kaitlyn Banko is a Series 66-licensed financial advisor with J.P. Morgan Securities in Cleveland, OH. She has been with J.P. Morgan since 2025, following roles at Parker Hannifin and the Duke Alumni Center. Her experience includes a variety of positions across corporate and nonprofit sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach centers on non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kenneth Vinikoff is a financial advisor with OSAIC, holding a Series 63 license and bringing 20 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., MML Investors Services, and Mass Mutual Life Insurance. Outside of his advisory work, he serves as a board member for the Common Goal Foundation, a nonprofit organization. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary strategies, third-party managers, and proprietary models.

Nathaniel Hirko is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company and J.P. Morgan Securities. Outside of financial services, he has experience working with Ohio State University’s Jesse Owens Recreational Center. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, written retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Csongor Simon Benedek is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His prior work includes roles at PNC Investments, LLC, Charlotte Russe, Cleveland State University, Cellular Technology Limited, and The Rail. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Edward Siegler is a financial advisor at Morgan Stanley with 35 years of industry experience. His background includes roles at Merrill and Bank of America, N.A., prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, utilizing structured discovery processes and firm-approved tools.

Robert Petersen is a financial advisor with LPL Financial in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Petersen is licensed to sell life, health, and long-term care insurance as well as fixed annuities, and he provides tax preparation services. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of investment adviser representatives.

John Marics is a financial advisor with Ameriprise in Mentor, Ohio, holding 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 1985. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations tailored to clients’ needs.

Ronald Hollis Jr. is a financial advisor with Primerica Advisors in Cleveland Heights, OH, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has a background that includes a decade of involvement with New Community Bible Fellowship. Outside of his advisory role, he is a partner at Ronald Hollis Jr., LLC, which engages in investment-related activities and referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Joseph Close is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at KeyBank, Northwest Bank, and First National Bank of Pennsylvania. Outside of finance, he previously worked at Whirley Drinkworks. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

William Snyder is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Merrill and Bank of America since 2021, as well as various positions at John Carroll University and other firms. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Frederick is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as a consultant for 2uercus Operations LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written retirement recommendations through a centralized consulting team.

Kathryn Bryan is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 designation and 14 years of industry experience. She has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2011. Bryan serves as secretary on the board of Connecting for Kids and is involved in board service for several nonprofit organizations focused on aging and community support. She is also a co-owner of the Bourbon Bottles & Mind Boggles podcast, which discusses bourbon and various life topics. Mass Mutual Investors Services 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 uses firm-approved software tools to analyze client goals and delivers written recommendations, with implementation requiring separate brokerage or insurance arrangements.

John Graf is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously worked at UBS Financial Services Inc. for 19 years before joining Raymond James. He holds a Series 66 designation and operates out of Beachwood, Ohio. 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 high-net-worth individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting with access to a range of portfolio management styles and affiliated research.

Douglas Harbaugh is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 65 designation and 14 years of industry experience. He previously worked at Strategic Wealth Partners, Ltd. for 10 years before joining MML Investors Services and MassMutual Life Insurance Company in 2021. Outside of advising, Harbaugh is the owner of Builders Cabling Contractors LLC, a business focused on infrastructure wiring. Mass Mutual Investors Services 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 with an emphasis on goal-based analysis and collaborative client relationships.

Kevin Alberty is a financial advisor with Robert W. Baird & Co. in Cleveland, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. for 18 years. Outside of his advisory role, he is a passive investor in G&P Construction and Bigby Coffee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research and a mix of manager-traded and model-traded strategies.

Edward Boehmer is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 41 years of experience in financial services. He specializes in strategic wealth management, growth financing, and operational efficiency, assisting individuals, families, and businesses in achieving their financial goals through thorough planning, clear documentation, and ongoing review. His areas of expertise include wealth management and estate planning, cash management and lending strategies, stock option planning, and qualified and non-qualified retirement plans. Before joining Merrill in 2002, Edward served as Chief Financial Officer and Vice President for multiple middle-market companies and began his career at Ernst & Young in Cleveland, Ohio. He has led business acquisitions, raised capital through debt and equity, and developed executive compensation and retirement plans. Edward holds a Bachelor's degree from Baldwin Wallace University and is an inactive Certified Public Accountant. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Edward has been recognized on the Forbes "Best-in-State Wealth Advisors" list for eight consecutive years from 2019 to 2026 and is a member of The Boehmer Group, which was named to the Forbes "Best-in-State Wealth Management Teams" list in 2025 and 2026. He is actively involved in community organizations, including serving on the board of New Avenues to Independence and supporting fundraising efforts for Old Trail School. Edward and his wife split their time between Cleveland, Ohio, and Scottsdale, Arizona, and enjoy activities such as biking, snowboarding, hiking, golfing, traveling, and spending time with family and friends.

James Negrelli is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with ZCA Designs LLC, a jewelry design business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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.

Brent Baumgartner is an advisor at Equitable Advisors and holds the Series 66 designation. He has been with Equitable Advisors since 2026 and has experience as an independent contractor delivery driver for Door Dash. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver various advisory models and investment options.