Delores Elliott is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes firm-approved tools and modeling techniques, focusing on tailored plans without individual security recommendations as part of standalone planning.

Larry Fitting is a CFP® professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has operated his own CPA practice since 1979 and has been involved with Fitting Tax & Financial since 2011, offering tax preparation and independent insurance services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a network of thousands of financial professionals managing multi-billion dollar assets.

Deborah Graves is a financial advisor with UBS Financial Services in Hudson, Ohio, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with UBS Financial Services since 2005. Deborah serves as the named successor trustee and beneficiary of a family trust, managing income distributions and special needs provisions for her relatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor client portfolios based on stated goals and risk tolerances.

Dane Wilson is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 63 designation and has worked at several firms including Avantax Advisory Services, 1st Global Capital Corp., and NatCity Investments. Wilson is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gary Miller is a financial advisor with Edward Jones in Ravenna, OH, holding a Series 63 designation and over 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

April Denholm is a Series 66-licensed financial advisor with Thrivent Investment Management in Aurora, Ohio, and has 10 years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across a range of topics, with the option to combine planning with managed-account services under its WealthPlan program.

Braden Krebs is a financial advisor with Edward Jones in Aurora, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved in managing commercial property as a co-owner and property manager. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Michael Wittlinger is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those goals. Michael provides ongoing advice and adjusts clients' portfolios as their situations change. His expertise includes retirement planning, wealth management, preparation for significant life events, and legacy building. Michael approaches financial strategies by first understanding what matters most to each individual, aiming to simplify complex financial decisions and offer personalized guidance. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from The Ohio State University.

David Young is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and having 40 years of industry experience. He has worked with Cambridge since 2016 and previously with Grove Point Investments. Outside of his advisory role, he owns and operates Young's Tax Service, preparing personal income tax returns. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of over 3,900 financial professionals.

Vicki Marshall is a financial advisor at LPL Financial with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2008, following prior roles at UBS Financial Services and KeyBanc Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and model portfolio programs, supported by extensive operational tools and a broad platform that includes insurance and credit products.

Colin Wymer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Tax and Financial Strategies and SpyGlass LLC before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by research tools and a comprehensive financial services platform.

Stephen Mc Laughlin is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked previously at Clifton Larson Allen, Raymond James & Associates, and other firms. Outside of advisory work, he has driven for Uber on weekends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include 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 solutions.

Megan Grant is a financial advisor with UBS Financial Services in Hudson, OH, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management solutions.

Charles Drew is a financial advisor with UBS Financial Services in Aurora, OH, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Bank of America, NA for 14 years and has been associated with Merrill Lynch since 1994. Outside of his advisory role, he serves on the board of directors for Casey Trees, an organization focused on urban tree advocacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services including discretionary portfolio management and financial planning.

Paul Corbeil is a financial advisor at Raymond James & Associates with 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for The Villas at Westin Pointe Owners Association. Raymond James & Associates is a large, nationally supported firm managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that rely on tailored analyses and a range of investment strategies.

Raymond Dietz Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at Royal Alliance Associates Inc. for 23 years before joining OSAIC in 2023. Outside of his advisory role, he owns and operates a tax preparation service and serves as a basketball camp coach. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Kevin Gay is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms including Allstate Insurance Company, PNC Investments, and VALIC Financial Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

James Frye is a financial advisor at LPL Financial with 53 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at firms including Sigma Planning Corporation, Woodbury Financial Services, and Questar Asset Management. Frye has been involved with the J.W. Frye Company since 1982. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

James Yurak is a financial advisor at Raymond James & Associates with 25 years of industry experience. Prior to joining Raymond James in 2025, he worked for UBS Financial Services Inc. for 16 years. He holds the Series 66 designation. Yurak serves as Treasurer and Board Member for Hudson Community First, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Laura Radcliff is a CFP® professional with 17 years of industry experience, all with Edward Jones in Aurora, OH. She holds a Series 66 license and has been advising clients since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.