Logan Penton is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at various organizations including Blades of Grass and 1899 Golf and Social Club. He is involved with Team Challenger, a recreation-focused business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools.

Matthew Leamon is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at UBS Financial Services and Dick Russell Liquidations, as well as experience in education and business operations. 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, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Bishop is a CFP® professional with 27 years of industry experience, currently an advisor at LPL Financial since 2018. His prior experience includes roles at SII Investments, Inc., and FFP Advisory Services Inc. He has also operated Bishop Financial Advisors since 2001 and runs Bishop Tax Service, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions, employing discretionary and non-discretionary strategies supported by research and technology tools.

Alex Hall is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. Alex has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant from 2019 to 2025, Investment Consultant from 2018 to 2019, Investment Solutions Representative from 2017 to 2018, PAS Service & Trading from 2016 to 2017, and Customer Service & Trading from 2015 to 2016. Prior to joining Fidelity, Alex worked at Citigroup in Elite Cards & Cobrands from 2014 to 2015. Alex partners with families to build planning-based relationships that prioritize alignment of clients' goals, priorities, and use of their wealth. Alex believes that a prudent financial plan involves incorporating flexibility, financial and emotional comfort, and minimizing major risks along the way. Outside of work, Alex's personal interests include biking, attending concerts, exploring food, parenthood, and caring for pets.

Kristine Prisk is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Jill Haueter is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 19 years of industry experience, including a decade at Cantella & Co., Inc. and four years at Cambridge. She is also the owner of Bridlepath Financial, a business based in Chagrin Falls, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 independent financial professionals using a variety of portfolio management and model-based solutions.

Zachary Silbermann is a CFP® with five years of experience in the financial industry, currently affiliated with Charles Schwab. His prior experience includes roles at TD Ameritrade, Mutual of Omaha Insurance, and Charles Schwab Bank. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. Schwab operates at scale with integrated brokerage, custody, and advisory services, providing clients with multi-asset model portfolios and alternative investment options vetted by its research center.

Mark Annichine is a financial advisor with LPL Financial in Twinsburg, Ohio, holding a Series 63 designation and 26 years of industry experience. He worked at Osaic FA, Inc. from 2001 to 2007 before joining LPL Financial, where he has been since 2007. Outside of his advisory role, he serves as a varsity golf coach for the Twinsburg City School District and works as an athletic official referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Kenneth Jones is a financial advisor with LPL Financial in Aurora, Ohio, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, including prior roles at Cetera Advisors LLC and New England Securities. Outside of his advisory work, he is involved with Momentum Wealth Partners and maintains a separate financial advisory entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Michelle Bissler is a financial advisor with LPL Financial in Chagrin Falls, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with LPL Financial since 2010. In addition to her advisory role, she is a CPA involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and various operational tools.

Brian Schlotter is a financial advisor with LPL Financial in Aurora, Ohio, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Cetera for 15 years. Schlotter also maintains involvement with Payroll Advisors, LLC and Rossi, Schlotter & Co., where he has operated since 1988. Outside of his advisory role, he is associated with a tax preparation and accounting business, Walter & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, supported by various discretionary and non-discretionary strategies and technology tools.

Denise Ward is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she serves as a power of attorney for a fiduciary entity based in Burton, Ohio. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan O'Malley is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing financial plans that address both their immediate needs and long-term goals. He has held various roles at Fidelity Investments since 2022, including Investment Consultant, Relationship Manager, and Financial Representative, gaining experience across different facets of financial advising and client relationship management. Ryan's professional background reflects a steady progression within the financial services sector, emphasizing client-focused financial planning and investment consulting. Outside of his professional responsibilities, he engages in baseball, cooking and baking, family activities, fitness, golf, and traveling.

Clinton Samuel is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab since 2018. Prior to joining Schwab, he worked at Wentz Financial Group and Raymond James Financial Services from 2016 to 2018. Outside of his advisory role, he is the Membership Chair for The Circle, YP Group within The Cleveland Orchestra, where he focuses on membership growth and participation. Charles Schwab serves a large client base primarily consisting of 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

John Boone is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and previously served as president of Western Reserve Resources Corporation, an independent Registered Investment Adviser. Boone has worked with Raymond James since 2005. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Nathan Ollish is a CFP®-designated financial advisor at Cetera with 11 years of industry experience. He has previously worked at Raymond James Financial Services and Western Reserve Resources Corporation. Outside of his advisory work, Ollish serves as an officer on the board of The Well Community Development Corp, a nonprofit focused on community development in Akron, Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Irene Zurowski is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Cetera and has previously worked at firms including Impel Wealth Management and Valmark Advisers. Zurowski is also a licensed insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jennifer Pazicni is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at LPL Financial LLC and The Middlefield Banking Company. She also serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Grace Mc Bride is a CFP® with four years of industry experience, currently affiliated with Charles Schwab in Orange Village, OH. Her prior work experience includes roles at Charles Schwab Bank and various positions at Miami University, as well as work with Mitchell's Homemade Ice Cream. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within an integrated operational structure.

Ian Lippert is a financial advisor with Charles Schwab, holding a Series 66 credential and 17 years of industry experience. He has been with Charles Schwab since 2009 and with Charles Schwab Bank, SSB since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.