Alex Stump is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Advanced Polymer Coatings, Lowes, Courtside Media Group, Vanderbilt University, and The Ohio State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Salopek is a financial advisor at Cetera with 12 years of industry experience and holds a Series 63 designation. He is a partner at Neitzel, Luke & Salopek, Inc., where he provides CPA services including taxes, assurance, bookkeeping, and payroll. Outside of his advisory role, Salopek coaches freshman basketball and manages the North Coast Basketball Academy, and serves as treasurer for The Flight to Remember Foundation, providing financial oversight for the organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Porter Vergon III is a financial advisor with Morgan Stanley in Westlake, OH, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets Inc since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jason Javers is a Financial Consultant currently working at Fidelity Investments. He has extensive experience in the financial services industry, having held various roles since 2013, including positions such as Financial Advisor-Investment Specialist at Capital Planners, Regional Vice President at Fisher Investments, and Vice President Regional Sales Director at PNC Capital Advisors. At Fidelity Investments, Jason has served in multiple capacities, including as an Investment Solutions Representative and on the Planning and Advice Help Desk before becoming a Financial Consultant. Throughout his career, Jason has focused on providing personalized financial strategies and working closely with clients to understand their priorities and goals. His approach emphasizes integrity, transparency, and attentive listening to support clients in making confident financial decisions. His experience spans client planning, investment solutions, and financial advising. No specific information regarding education, credentials, personal interests, or community involvement was provided.

Joseph Melenick is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors LLC, Citizens Securities, Inc., and LPL Financial. He is also involved in the sale of fixed insurance through JBC Companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Celenea Brewer is a financial advisor at LPL Financial with 23 years of industry experience and holds a Series 63 designation. She previously worked at Lincoln Investment and Legend Equities Corporation. Brewer is also involved with G & C Financial Services, where she acts as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Daniel Mott is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the financial services industry in 2005 following a 20-year career in engineering. His engineering background provides him with analytical and problem-solving skills that he applies to help clients achieve their financial goals. Daniel’s expertise includes personal retirement planning, portfolio management services, and retirement income. He assists families, business owners, and professionals in growing and preserving their wealth to live life on their terms. Daniel holds a Bachelor of Science degree from The Ohio State University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Daniel enjoys hiking, skiing, and traveling.

Sean Glazier is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Financial Engines Advisors L.L.C., Northern Lights Distributors, Boyd Watterson Asset Management, and E*TRADE Financial Corporation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.

Andrew Riffle is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved with GIANT, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory planning with various investment and product offerings.

Jeremy Bok is a CFP® and PFS™ with 23 years of experience in financial advisory services. He is currently with Cetera and has held roles at firms including Commonwealth Financial Network and LPL Financial. Outside of his advisory work, he provides bookkeeping and tax preparation services through JBOK CPA, LLC and owns Parkob Innovations, Inc., which facilitates insurance business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options ranging from model portfolios and third-party managers to custom strategies across various program structures.

Leonard Peffer is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carole Burns is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Merrill, Citizens Securities Inc., and PNC Capital Advisors, among others. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by affiliated research and model managers.

Kyle Healy is a financial advisor with Morgan Stanley in Westlake, OH, holding a Series 66 credential and beginning his industry career in 2025. His prior experience includes various roles in sports clubs and educational institutions. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Jon Wagner is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Morgan Stanley Private Bank. Wagner also serves on the finance committee for St. Clement Catholic Parish, advising on the use of church finances. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

Jennifer Nida is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2014. Jennifer also worked at Bank of America, N.A. starting in 2025. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Lynne Purtell is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools.

Margaret Roberts is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity, she worked at Edward Jones and has experience related to academia from her time at John Carroll University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary fundamental research with quantitative analysis and systematic methodologies, employing algorithmic portfolio construction and oversight of sub-advisers.

James Smola is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 32 years of industry experience. He has been affiliated with Cetera and its related entities since 2012 and is a part owner and registered representative of GPS Financial Group, LLC. Additionally, he serves as a liaison for the Community Foundation of Lorain County, connecting the foundation with donors. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary strategies, and manages over $256 billion in assets.

Shawn Whelan is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He collaborates with clients and their families to develop customized wealth plans aimed at controlling outcomes and aligning with their preferences. He emphasizes forming strong relationships with clients based on trust, reliability, and competency. Shawn's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2018 to 2019, Institutional Equity Sales at Northcoast Research from 2017 to 2018, Regional Advisor Consultant at Oppenheimer Funds from 2016 to 2017, Fixed Income Specialist at Fidelity Investments from 2013 to 2016, and Financial Representative at Fidelity Investments from 2010 to 2012. No information regarding Shawn's education, credentials, personal interests, or community involvement has been provided.

Anna Rodisel is a Series 66-licensed financial advisor with UBS Financial Services in Westlake, OH, where she has worked since 2016. She has 11 years of experience in the financial industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to support a broad range of client needs.