Henry Gerlach is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is involved in dock leasing. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology.

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.

Raymond Vargo is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. Prior to joining LPL Financial in 2023, he spent 19 years at THE O.N. Equity Sales Company. He is involved in providing non-variable insurance services alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both in-house and third-party research, including discretionary and non-discretionary portfolio management options.

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.

Adam Eyerman is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 65 credential and two years of industry experience. Prior to his current role, he held various positions in the food service and creative sectors, including roles at Boom's Pizza | Spice Catering and Six Shooter Coffee. 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 institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to guide investment decisions.

Chelsea Stockhaus is a CFP® professional with six years of industry experience. She has worked at Edward Jones since 2019 and has prior experience with Cleveland Clinic, the Ohio Department of Developmental Disabilities, Lifetouch Portrait Studios, and Traveling Vineyard. Outside of her advisory role, she volunteers at a family-owned flower farm in Avon, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Mark Zody is a financial advisor with Charles Schwab in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Charles Schwab since 1995 and has held roles at Charles Schwab Bank and other firms including Arbonne International and Zody Geosciences. Charles Schwab serves a large client base of 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, combining extensive scale with an integrated operational structure.

David Frank is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Cetera since 2014 and concurrently serves at First Federal of Lakewood. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers multiple program structures and access to both affiliated and third-party money managers, managing over $256 billion in assets.

Brian Mackert is a financial advisor with Morgan Stanley in Westlake, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory work, he is involved in managing a rental property business in Isle of Palms, South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to assist clients in planning their financial futures.

Steven Bartos is a financial advisor with Stifel in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory work, Bartos owns and operates a small tree farm and is actively involved in youth wrestling programs, serving as head coach of Buckeye Youth Wrestling and president of the Buckeye Mat Club booster organization. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies. The firm provides fee-based financial planning and engages in private fund services and municipal market activities.

Brittany Rosenberger is a Financial Consultant currently working at Fidelity Investments since 2024. She focuses on creating comprehensive financial plans tailored to her clients' individual goals and aspirations, emphasizing strong, trusting relationships and empowering clients to make informed financial decisions. Her experience spans over a decade in the financial services industry, including roles such as AVP - Advisor Direct Financial Advisor at PNC Investments from 2015 to 2024, Senior Investment Services Associate at PNC Investments from 2013 to 2015, Senior Licensed Brokerage Services Representative at PNC Investments from 2011 to 2013, and Financial Professional with the Retirement Benefits Group at AXA Equitable from 2009 to 2011. Outside of her professional career, Brittany enjoys cooking and baking, participating in family activities, engaging in social events with friends, parenthood, snowboarding, and traveling.

Ashley Kahler is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. Her work history includes multiple roles at Edward Jones as well as positions at Citizen's Bank, Olson Investment Advisors, and First Allied Securities. Outside of finance, she is the owner of The Slipped Stitch 206, a business creating and shipping made-to-order crochet cat toys. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Chad Bowman is the Market Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he leads a team of financial professional leaders with a focus on prioritizing client needs. His career at Fidelity Investments began in 2006, and he has progressed through various positions including Vice President, Branch Leader; Regional Planning Consultant; Financial Consultant; Investments Representative; Financial Representative; and Service and Trading (Phones). Throughout his tenure at Fidelity Investments, Chad has gained extensive experience in financial consulting, regional planning, and market leadership. His professional journey reflects a commitment to developing financial teams and delivering client-centered services. Chad appreciates the opportunity to coach and develop leadership within his team, emphasizing a client-first approach. No additional information regarding Chad's education, credentials, personal interests, or community involvement has been provided.

Jennifer Walters is a financial advisor at Morgan Stanley with a Series 66 designation and 23 years of industry experience. She previously worked at Merrill from 1998 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 provides a variety of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and analysis.

Beverly Stiegele is a CFP®-certified financial advisor with Ameriprise in Westlake, OH, bringing 30 years of industry experience. She has been with Ameriprise since 2009, including her current role starting in 2020. Outside of her advisory work, she owns Beverly A Stiegele, LLC, a business focused on transitional planning activities. Ameriprise serves clients approaching or in retirement, primarily those with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

John Takacs is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked for Ohio National Financial Services and The O.N. Equity Sales Company from 2005 to 2023. Takacs holds a Series 63 designation. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutional entities through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Joseph Hudak is a financial advisor at RBC Capital Markets with 38 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a director for both the Westlake-Bay Village Rotary and the William J. Corley Foundation and teaches firearm and personal safety training classes. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, supported by a comprehensive suite of capital markets and asset management capabilities.

Denise Neugebauer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings over thirty years of experience in the financial services industry, focusing on managing new wealth, personal retirement planning, and portfolio management services. Denise works to develop personalized wealth management strategies tailored to clients' unique financial situations and goals. She holds FINRA Series 7, 63, and 65 registrations, Life Insurance and Variable Annuity licenses, and the CERTIFIED FINANCIAL PLANNER® (CFP) designation. Denise also earned a Bachelor's degree from the University of LaVerne and completed an Accredited Certificate Program at Nova Southeastern University. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Denise grew up in Chagrin Falls and served four years stationed at Vandenberg Space Force Base in California during her enlistment in the U.S. Air Force. Outside of her professional life, she enjoys boating, running, and traveling. She is committed to building and maintaining strong relationships with clients to help them make important financial decisions.

Angela Specht is a financial advisor with Merrill in Westlake, Ohio, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2010. Outside of her advisory role, she is involved part-time with Mary Kay Cosmetics as a representative. 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 a wide range of clients including individuals, high-net-worth clients, and institutional investors.