Mark Driscoll is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He worked at Next Financial Group Inc for 16 years before joining LPL Financial in 2025. Driscoll is also involved with Driscoll Advisor Services Inc, a business entity he manages alongside his advisory work. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and incorporates research-driven model portfolios and alternative strategies in its offerings.

Cynthia Mchugh is a financial advisor at RBC Capital Markets with over 35 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Andrew Eyerman is a Series 66–registered financial advisor with UBS Financial Services, based in Westlake, Ohio. He has six years of industry experience, including six years at Sherwin Williams before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, using proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides access to research, banking, and capital markets platforms.

Matthew Duffy is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, he has experience with College Truckers LLC and has been involved in education through roles at Miami University and local schools. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and combines in-house and third-party investment management to tailor portfolios based on clients’ risk profiles.

George Gerges is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has focused on providing comprehensive wealth management services by taking a holistic approach to clients' financial situations. George and his team work closely with clients on a range of areas including college education planning, employee benefits planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. George earned a Bachelor's Degree in Chemical Engineering from The Ohio State University before starting his career at Merrill. He holds the Professional Investment Advisor (PIA) designation and utilizes the extensive resources and products available through one of the world's largest wealth managers to deliver consistent and objective financial advice. Residing in Rocky River, he is active in civic and charitable organizations. Outside of work, George enjoys playing golf, traveling, and spending time with his family.

Michael Jacobs is a financial advisor with Cambridge Investment Research Advisors in North Olmsted, OH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with Cambridge. Jacobs also operates under the trade name Szarka Financial and works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm offers various investment implementation options tailored to client objectives through a network of independent financial professionals.

Leslie Szarka is a CFP® professional with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He has operated Szarka Financial Management since 1987. Szarka is also an author of financial books. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, tailored to client objectives.

Zachary Woodring is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab & Co., Inc. and The Huntington National Bank. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a variety of clients, including registered investment companies and Charitable Gift Funds, and is known for its use of systematic methodologies and AI in portfolio development.

Jeffrey Brausch is a financial advisor with RBC Capital Markets in Westlake, Ohio, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He previously worked at UBS Financial Services for 11 years and Mcdonald Investments Inc. for 33 years. Brausch serves as chairman of the Black River Education & Wellness Foundation, a charitable organization focused on wellness and education in northern Ohio. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored investment solutions through various advisory programs that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Janna Kepner is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kayrene Learned is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2018, with prior experience at Cetera Investment Advisors, Cetera Investment Services LLC, and First Federal of Lakewood. 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 mix of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and research-driven guidance, supported by a large client base and integrated operational structure.

Gregory Locker is a financial advisor with Charles Schwab in Westlake, Ohio, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Charles Schwab since 1997, including over two decades with Charles Schwab Bank. Outside of his advisory role, he owns a house rental business in Avon Lake, Ohio. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm’s model combines non-discretionary advisory with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Patrick Holland is a financial advisor at UBS Financial Services in Westlake, OH, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the advisory group for the Huron Yacht Club, a private nonprofit, where he helps analyze financials and assist with budgeting and operational decisions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and research to tailor client strategies.

Emila Ashdown is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 license and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Emila is also a licensed notary in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning and multiple advisory programs through a national network of investment adviser representatives.

John Clemens is a financial advisor with RBC Capital Markets in Westlake, OH, holding Series 63 and Series 65 registrations and bringing 47 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he serves as a board member for Town Homes of Ohio City and makes appearances for the Cleveland Cavaliers as a professional athlete. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with customized investment strategies implemented through internal and third-party managers.

Ryan Roche is a financial advisor with Raymond James & Associates in Westlake, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he has worked as a musician since 2019. 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, institutions, pension plans, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and municipal advisory capabilities.

Bryan Kranek is a financial advisor with Osaic Wealth, Inc. based in Westlake, Ohio, holding a Series 66 designation and 18 years of industry experience. He previously worked at SagePoint Financial for eight years before joining Osaic in 2023. In addition to his advisory role, he is licensed to sell fixed insurance and is the owner of Kranek Capital, LLC, an entity established for expense management and legal protection. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, utilizing a variety of asset-allocation tools and investment strategies.

Nathan Wilmot is a financial advisor at Osaic Wealth, Inc. with over 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Sagepoint Financial, Lincoln Financial Advisors, Mass Mutual Investors Services, and MSI Financial Services. In addition to his advisory role, he is a partner in an LLC that manages property and offers various insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to create customized portfolios incorporating a range of securities and investment types.

Katherine White is a financial advisor with Equitable Advisors in Sheffield, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable Advisors since 2013, previously associated with Axa Advisors, LLC. Outside of her advisory role, she is a member of Epik Wealth Holdings, LLC, an entity created to purchase an office building. Equitable Advisors serves a diverse client base 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 range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Jeffrey Daney is a Series 66-licensed financial advisor with LPL Financial, based in Avon, Ohio, and has 18 years of industry experience. He previously worked for Financial Design Group, Securian Financial Services Inc., and Minnesota Life Insurance Company, all between 2007 and 2023. 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 adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.