Clarisse Tur is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2012 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation along with the Personal Investment Advisor (PIA) credential. Clarisse offers a disciplined, four-step wealth management process tailored to individual client needs, combining time-tested investment principles with flexibility to respond to changing economic conditions. She works with a team of specialists to help families, individuals, and business owners develop long-term financial strategies that address risk management, liquidity creation, education and retirement funding, and wealth transfer. Clarisse's expertise encompasses education planning, family wealth management, legacy planning, liquidity management, and socially responsible investing, among other areas. She applies a holistic approach rooted in scientific rigor, drawn from her academic background which includes a Ph.D. in Nuclear Physics from the University of South Carolina, an Executive MBA from Cleveland State University, and a Bachelor of Science from the University of Paris. Before entering wealth management, she held roles in technical marketing and research science, producing numerous scientific publications. Fluent in English, French, Turkish, and German, Clarisse embraces Merrill’s tradition of community involvement. Her personal interests include biking, drawing and sketching, golfing, hiking, painting, reading, swimming, and traveling. She works closely with clients to develop personalized financial strategies that align with their long-term goals.

Daniel Cotter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior firms include Rehmann Wealth, Waterstone Financial Group, and WS Griffith Securities. Outside of his advisory work, he serves as a board member for the Notre Dame Club of Cleveland and the Community West Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes assessing client risk tolerance and utilizing a range of advisory models, delivered primarily through third-party asset managers and firm-sponsored programs.

Keith Deimling is a financial advisor with Cetera in Medina, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC for 22 years. Outside of advisory services, he assists clients with health insurance, Medicare supplements, group long-term care insurance, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

David Bolgar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked with Cambridge Investment Research Advisors since 2023 and has additional experience at J. Spencer Investments, Inc. and New York Community Bank/Ohio Savings Bank. Outside of advisory work, he is involved as an agent in insurance and human resources through J. Spencer Investments. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management options and both proprietary and third-party investment strategies.

Caleb Francis is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2021. Prior to his current role, he has experience in education and retail sectors. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers across traditional and non-traditional investment strategies.

Brian Brown is a financial advisor at OSAIC with 33 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he offers and services fixed insurance products including annuities, disability insurance, HSAs, long-term care, and traditional life insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and provides access to multiple third-party money managers and managed account solutions.

Jennifer Kunesh is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. She has worked primarily with Raymond James and its affiliates since 2008, with a two-year tenure at LPL Financial in between. Kunesh is also a commissioned notary. 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 consulting using analytical tools and supports municipal and public-finance activities through a unique affiliation with a municipal advisor.

Holly Rounds is a financial advisor at Charles Schwab with 26 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2000, including her current role with Schwab Retirement Plan Services, Inc. since 2014. Outside of her advisory work, she is involved in managing rental property. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory, brokerage, and custody services through its Schwab Wealth Advisory program. The firm combines non-discretionary client guidance with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on alternative investments.

Lisa Inestroza is a financial advisor at Raymond James Financial in Akron, OH, holding a Series 66 designation with two years of industry experience. She has worked with Raymond James Financial Services, Momentum Wealth Partners, and previously with Howard Hanna. Outside of finance, she is licensed as a real estate agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has unique affiliations in municipal advisory and employer retirement plan consulting.

William Smith is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has five years of industry experience, including roles at First Trust Advisors L.P. and First Trust Portfolios L.P. prior to joining Raymond James. His background also includes work at DoorDash, Dell, and Michigan State University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Alex Morgan is a Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Alex served as an Investment Consultant from 2019 to 2021, Relationship Manager from 2017 to 2019, and Financial Representative from 2015 to 2017, all within Fidelity Investments. Through these roles, Alex has developed experience in financial planning and investment portfolio creation, focusing on simplifying complex financial concepts for clients. Alex's approach centers on understanding clients' goals and preferences to create personalized financial plans that aim to support their comfort and objectives. By analyzing clients' situations collaboratively, Alex helps establish actionable plans towards financial goals. Outside of professional responsibilities, Alex engages in musical instrumentation, outdoor adventures, parenting, reading, snowboarding, and yoga.

Donald Moss is a financial advisor with Raymond James & Associates in Burbank, Ohio, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Purshe Kaplan Sterling Investments, Jason M. Orsky Wealth Management, and served 21 years with the Elyria Police Department. Raymond James & Associates, Inc. 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 advisory services that combine risk profiling and software-driven analyses with a broad range of portfolio management styles.

James Carpas is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income. James collaborates closely with clients to develop financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from the University of Akron and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his advisory role, James is actively involved in community service, volunteering with local organizations. Outside of work, he enjoys biking, running, skiing, and spending time with his family.

Brian Kljun is a CFP®-certified financial advisor with Edward Jones in Strongsville, OH, and has 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Raven Key is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Key worked at Mennonite Mutual Insurance Company and has held various roles across education, construction, and mortgage industries. Outside of finance, Key is involved in dog breeding as the sole proprietor of Fraser Bernese Mountain Dogs and serves as Vice President of the North Coast Bernese Mountain Dog Club of Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Erin Barr is a financial advisor with Raymond James Financial in Akron, Ohio, holding a Series 66 credential and bringing nine years of industry experience. Prior to joining Raymond James in 2022, she worked for six years at UBS Financial Services. Outside of her advisory role, she serves as an officer and secretary for Apex Detail & Tint, a business owned by her husband, where she manages the company's bookkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and also specializes in municipal and public finance through an affiliated municipal advisor.

Jerime Mordew is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at several firms including Citizens Investments Services and PRUCO Securities, LLC. Outside of his advisory role, he is involved in managing rental properties and acts as an independent agent for fixed insurance products. Equitable Advisors serves a broad client base including individuals, pension plans, and institutional clients, offering financial planning, retirement consulting, and asset management programs through a large network of representatives and third-party asset managers.

Emilie Wilson is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She previously worked at Cbiz for seven years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Letty Martinez is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. Her career includes a decade at UBS Financial Services and current roles at Momentum Wealth Partners LLC and Raymond James Financial Services Advisors, Inc. Outside of advising, she serves as a registered client service manager for Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Sandra Gasser is a ChFC® credentialed financial advisor with Raymond James Financial, based in Medina, OH, bringing 28 years of industry experience. She has worked with Raymond James since 2004 and serves as an officer and treasurer for Rex Gasser Electric, Inc., a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by advanced analytical tools.