Raymond Loeser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Before joining Edward Jones, he held positions at Cedarville University, Uber, New Hire Housing Guide, and Wright State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Joshua Basen is a financial advisor with UBS Financial Services in Westlake, OH, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Basen serves on the board of directors for Cornucopia Inc., an organization providing occupational training for individuals with disabilities, and participates in investment advisory and sustainability networks connected to Cleveland State University and Sisters of Notre Dame International. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Robert Stclair Jr. is a financial advisor with Cambridge Investment Research Advisors, holding 35 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously was with Nationwide Securities and Nationwide Financial from 2010 to 2018. Outside of advisory services, he is also a Medicare insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary model strategies and access to third-party managers, delivered across multiple custody and platform arrangements.

Stephan Machovina is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2000. Outside of his advisory role, he serves on the board of the Ohio Tree Farm Committee, contributing to the organization’s finance and investment oversight. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

Amy Tanski is a financial advisor at LPL Financial with 21 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc, accumulating 21 years of experience there. She also operates Balanced Asset Management, a business affiliated with her LPL practice, and is a commissioned notary in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Brian Cahill is a financial advisor with UBS Financial Services in Westlake, OH, holding a Series 63 designation and bringing 37 years of industry experience. He has been with UBS Financial Services Inc. since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Ryan Eyerman is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has seven years of industry experience. His career history includes roles at E&M Consulting and National Interstate Insurance. He is also involved with several financial advisory support companies in Westlake, Ohio, where he works in planning, prospecting, and relationship management capacities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutions. The firm provides tailored, non-discretionary planning and emphasizes risk profiling and analytical modeling, with specialized services in municipal and public finance as well as SIMPLE IRA employer advisory programs.

Scott Giltinan is a financial advisor with RBC Capital Markets in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory work, he has served on the boards of the Mariner Village Homeowners Association and the Mariner Village Condo Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Kyle Hancharick is a CFP®-certified financial advisor with seven years of industry experience. He is currently with LPL Financial and has previously worked at Harrington Asset Management, Inc. and OSAIC. Outside of his advisory work, he operates as a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Damion Crannis is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2013 and holds the Series 63 and Series 65 designations. 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 services and offers a broad range of products supported by proprietary research and capital markets expertise.

Jeff Dodd is Vice President and Wealth Planner at Fidelity Investments. In this role, he helps clients and their families create, implement, and monitor financial plans to work toward their unique financial goals. Jeff has been with Fidelity Investments since 1997, progressing through various positions including Brokerage Services Representative, Proactive Representative, Senior Investments Representative, Financial Consultant, and Vice President Financial Consultant before assuming his current role in 2021. His extensive tenure reflects his experience in wealth planning and financial consulting.

Gregory Rustad is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. He is also president of Rustad Financial LLC, where he sells term insurance and fixed annuities to clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including portfolio management utilizing firm-provided asset-allocation tools and access to third-party money managers.

James Leone is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 45 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2012 and at Aspire Investment Management since 2018. Outside of his advisory role, he serves on the boards of SEEDNET and Legacy Boxing. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of implementation platforms and strategies tailored to client objectives.

Michelle Glass is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2022 and has owned Glass Financial Advisors since 2016. Prior to that, she was with VOYA Financial Advisors from 2014 to 2022. Glass serves on the boards of the Cleveland Fisher House and Community Resource Services, both nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary account management.

Renee Dietz is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She has previously worked at Sequoia Wealth Management and Advantage Investment Management. Outside of her advisory role, she is involved with Achieve Credit Union’s wealth management services. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Chad Klemens is a financial advisor at Charles Schwab with 26 years of industry experience. His prior roles include positions at Scottrade, Inc., TD Ameritrade, and Charles Schwab Bank. He holds Series 63 and Series 66 licenses. Charles Schwab serves a large client base, 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 combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a formal alternative-investment onboarding process.

Scott Rainey is a Planning Consultant who collaborates with a team of Financial Consultants to assist clients in planning for their financial future. In his current role, he focuses on maintaining and developing clients' relationships with Fidelity Investments by creating personalized plans that address their individual needs, concerns, goals, and aspirations. Scott's professional experience includes his current position as a Relationship Manager at Fidelity Investments since 2024. Prior to this, he worked as a Client Service Specialist at Golden Reserve from 2023 to 2024 and served as an Associate Financial Advisor at Ameriprise Financial between 2021 and 2023. Outside of his professional career, Scott has interests in cars, cooking and baking, hiking, kayaking, music, and swimming.

Christopher Nealon is a financial advisor with Cetera, holding a Series 66 designation and currently based in Avon, Ohio. He has less than one year of industry experience, with recent roles at Cetera Investment Advisors and Cetera Wealth Services. Prior to entering the financial advisory field, he held positions at Moen Incorporated and served as a Group Product Manager. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Raymond Glinka is a financial advisor at Ameriprise with 46 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its predecessor firm since 1979. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized non-discretionary advice through a centralized consulting team.

Michael Shapiro is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Ameriprise in 2026, he worked at Cetera and Cetera Wealth Services from 2013 to 2026. Outside of his advisory work, he serves as Secretary of the Finance Action Team for the Lititz Church of the Brethren. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, with services tailored to clients meeting minimum investable asset criteria.