Sarah Stratton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at UBS Financial Services for 25 years and has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

Mark Telerico is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 1997 after competing as a professional golfer and has focused his practice on executive wealth management, retirement planning, and portfolio management services. Mark works with individuals, families, and institutions, including corporate boards, foundations, endowments, and nonprofits, providing advisory services and developing strategies tailored to their financial goals. Throughout his career, Mark has advised clients through various market cycles and life transitions, emphasizing the importance of a long-term perspective and informed decision-making. He is a qualified portfolio manager and a member of the Penton-Telerico Group within Merrill Institutional Consulting, partnering to develop investment and asset management strategies for defined benefit plans and institutional clients. Mark holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark graduated from Miami University in 1991, where he was a Division I student athlete. He is involved with professional and community organizations such as the Northern Ohio Golf Association, The Turn, and the United States Golf Association. Outside of work, Mark enjoys golfing, music, photography, skiing, and spending time with his wife and their four children.

Jennifer Schuur is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding a Series 66 designation and 13 years of industry experience. She worked at UBS Financial Services from 2011 to 2017 before joining Morgan Stanley, where she has been since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

John Metcalfe III is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and has also worked at Mcdonald Investments Inc. since 1988. He holds Series 63 and Series 66 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions including model-based asset allocations, portfolio management, and proprietary research.

Roseann Divincenzo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Raymond James since 2012 and was previously affiliated with Carver Financial Services, Inc. since 2014. Outside of advising, she serves as a Registered Compliance Administrator and provides client service support at Carver Financial Services, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a unique affiliation with a municipal advisor to enhance its public finance services.

Katherine Dean is a financial advisor with Morgan Stanley in Mentor, Ohio, holding a Series 66 credential and having 11 years of industry experience. Her career includes roles at Morgan Stanley and PNC Investments spanning from 2016 to the present. Outside of her advisory work, she owns and operates Katie Beth Designs, LLC, a seamstress business. Morgan Stanley Wealth Management provides a broad range of advisory programs, serving both individual and institutional clients with tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Victoria Mannarino is a CFP® professional with 42 years of industry experience. She has been with LPL Financial since 2019 and previously worked at Raymond James Financial and Raymond James Financial Services, Inc., where she spent over two decades. Mannarino also has involvement with non-variable insurance activities outside her advisory role. 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 a range of financial planning and portfolio management services supported by a large network of advisors and advanced operational tools.

Piero Colecchia is a CFP® and ChFC® credentialed financial advisor with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. Based in Chardon, OH, he provides financial services through an established firm recognized for its institutional consulting. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Timothy Cohen is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Ameriprise, he worked at The Huntington National Bank and Huntington Investment Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and annual advice on income sources and tax-aware withdrawal strategies.

David Gottlieb is a financial advisor with Edward Jones in Pepper Pike, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Edward Jones since 1995. 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 strategies, separately managed accounts, and affiliated mutual funds.

Lisa Casper is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, she worked at Allstate Insurance and TestOil. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Vincent Dagostino is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Cambridge since 2013 and also serves as president of Mayfield Financial Services, where he provides tax preparation, planning, and business consulting services. Outside of advisory work, he manages commercial rental real estate as a managing member of multiple entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, supports discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

Sharron Shaw is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2023 and is also involved with Reserve Investment Group, Incorporated and Shaw Crosby Insurance Brokerage, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Allyn Mc Naughton is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Marchetto is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Chmura Economic & Analytics for four years and was employed by the Seattle Mariners for three years. He holds the Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Dolohanty is a financial advisor with LPL Financial in Chagrin Falls, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with LPL Financial since 1994. Dolohanty also operates a tax preparation and financial planning service under his CPA credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced tools and oversight of substantial discretionary assets.

Jeffrey Izsak is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley DW Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Jennifer Morris is a financial advisor with Merrill, holding a Series 66 designation and bringing 28 years of industry experience. She has been with Merrill since 1997. Merrill, along 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 plans, corporations, and charitable organizations.

Natalie Zinni is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Bank of America, J.P. Morgan Securities, and Coastal Credit Union. 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, and institutional investors.

Daniel Bezik is a financial advisor with Wells Fargo Advisors in Mentor, Ohio, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved as a club director for League One Volleyball, where he coaches and directs volleyball teams. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations supported by Wells Fargo research and planning tools.