Melis Bilski is a CFP® and Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2017 and spent one year coaching gymnastics at Great Lakes Gymnastics prior to her current role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Gus Marzavas is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. for eight years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, tax-management options, and alternative investments.

Karrie Simm is a financial advisor with Raymond James & Associates, holding a Series 66 license and having 12 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Caitlin Gall is a financial advisor at Morgan Stanley in Westlake, OH, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior work includes roles at The Ohio State University and UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct and corporate financial planning agreements.

Elliott Veenstra is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Ohio Northern University, The Union Bank Co., and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs.

Angela Marsh is a financial advisor with Merrill in Westlake, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill Lynch since 2000. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Camden Caizzo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to that, he gained experience across several roles, including at Union Home Mortgage Corp and the University of Mount Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of investment advisory services through a large nationwide network of advisors and branch offices.

Kenneth Luke is a financial advisor with Cetera, holding a Series 63 designation and 24 years of industry experience. He has been with Cetera since 2013 and is also a CPA partner at Neitzel, Luke & Associates, Inc. Additionally, he serves on the board of the West Shore Osteopathic Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with diverse investment options and program structures.

Robert Janik is a financial advisor with Thrivent Investment Management in Lorain, Ohio. He holds a Series 66 credential and has two years of industry experience. Prior to his current role, Janik worked at UPS and Doordash and spent over a decade at Panera Bread. Outside of his advisory work, he teaches pickleball clinics at Lorain County Community College for retirees and working individuals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping planning and portfolio management separate.

Ronald Smith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 33 years of industry experience. His prior career includes long tenure at Nationwide Insurance and Nationwide Securities, spanning over four decades. In addition to his advisory role, he serves as an independent insurance agent and consultant, including executive roles in consultative insurance and insurance merger specialist firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Jennifer Oxley is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and worked at Merrill from 1996 to 2023 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to support client planning.

Tom Stapel is a financial advisor with Cambridge Investment Research Advisors who has 41 years of industry experience. He previously worked at Cetera Advisor Networks LLC for nine years before joining Cambridge in 2023. Cambridge Investment Research Advisors serves a diverse client base that includes individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Meghan Latham is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets offerings.

Kevin Bukvic is the Vice President and Branch Leader at Fidelity Investments, overseeing the Cleveland Westlake Investor Center. In this role, he focuses on fostering a strong culture and providing coaching to advisors to achieve superior outcomes for clients. Kevin has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Financial Consultant, Investment Consultant, Central Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Service Representative at Charles Schwab from 2013 to 2014.

Kathleen Graham is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with OSAIC since 2024, previously working at Securities America Advisors and Securities America Inc for 12 years. She also holds an insurance life license as a Senior RSSP at Securities America as part of her job duties. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with various advisory platforms, utilizing tools like asset-allocation models and risk-tolerance questionnaires to manage portfolios across multiple asset classes.

Nick Pietrocola is a financial advisor with Ameriprise in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory work, he participates in surveys related to the financial services industry. 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 ongoing, written retirement-income planning and advice focused on dependable income sources and tax-aware withdrawal strategies.

Joel Jensen is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He previously spent 21 years at Lincoln Financial Advisors Corporation before joining Cambridge in 2024. Jensen holds a Series 63 designation and is based in Westlake, Ohio. He is also the owner of Wealthplan Partners LLC, an independent advisory business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Scott Jones is a CFP® professional affiliated with Raymond James Financial in Westlake, Ohio, with 18 years of industry experience. He holds the Series 63 designation and has worked at Raymond James Financial Services Advisors Inc. since 2013. In addition to his advisory role, Jones is Vice President at CKE Financial Services, LLC. 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, pension plans, corporations, and nonprofits. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and supports both retail and institutional clients through a large network of advisors.

Tyler Amos is a financial advisor with Charles Schwab in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2004 and Charles Schwab Bank since 2011. Amos serves as an advisory board member and secretary for the University of Akron Finance Advisory Board, contributing to academic programming and departmental support. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing bundled advisory, brokerage, custody, and cash-sweep services with a combination of non-discretionary and discretionary investment options.

Nathan Davis is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Merrill and Bank of America before joining Raymond James & Associates, where he has been since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.