Christine Weidig is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 20 years of industry experience, including roles at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joshua Croyle is a CFP®-certified financial advisor at Raymond James Financial with seven years of industry experience. He has previously worked at PNC Investments, PNC Bank, and Steris. Croyle is also associated with Carver Financial Services, where he engages in financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation.

Jarrod Tackett is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Thomas Muscenti is a financial advisor with LPL Financial, holding 36 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Invest Financial Corporation for 10 years and has been involved with Coode/Muscenti Insurance Agency since 1978. He is also president of The Corning Group, an insurance agency, and operates a wellness center in Mentor, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs and supports both discretionary and non-discretionary management, utilizing research from its in-house and third-party sources.

Bethany Schmittel is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 65 credentials and 17 years of industry experience. She has been with Wells Fargo since 2015, initially at Wells Fargo Advisors LLC and then transitioning to Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Cynthia Bassett is a financial advisor with UBS Financial Services in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 62 years of industry experience. She has been with UBS since 1992. Outside of her advisory role, she produces educational travel DVDs through her company, Cynthia Bassett Productions Inc., and serves on investment committees for the CCWA Foundation and the Cleveland Institute of Music, where she is also a trustee and involved in teaching music students. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside fee-based financial planning.

David Clarke is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co. Inc. for nearly two decades before joining Merrill. 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. The firm offers both model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Remesik is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 63 designation and has previously worked at Liberty Home Mortgage, Howard Hanna Realty, and Porsche of Beachwood. In addition to her advisory role, she is also employed as a paraplanner and client service associate at Carver Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized programs for municipal finance and employer-sponsored retirement plans.

Mary Jo Boswell is a financial advisor with Thrivent Investment Management in Mentor, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that cover various financial topics without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan.”

Stacey Bertrand is a financial advisor at Merrill with 36 years of industry experience. She has held her current role since 1991. Her credentials include Series 63 and Series 66 licenses. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Richard Vitello is a financial advisor with Primerica Advisors in Willoughby, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Outside of advisory duties, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of model selection and implementation.

Charles Schulz is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 63 designation and 22 years of industry experience. He has worked at Raymond James Financial Services since 2004 and was associated with Carver Financial Services Inc from 2017 to 2024. Schulz is also involved as a limited partner in Carver Financial Services LLC. 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 using analytical tools and supports clients through advisory programs and institutional consulting.

Tamika Thomas is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Capital Advisors and Carver Financial Services. Thomas also works as a paraplanner for Carver Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional investors, using tailored, non-discretionary strategies supported by advanced analytical tools.

Mason Schmitt is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2020 and previously held roles at Ameriprise Financial and the City of Aurora. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas O'neil Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. from 2010 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Franklin Alltop is a financial advisor at Cetera holding a Series 66 designation with one year of industry experience. His prior work experience includes roles in a variety of service and retail industries. Cetera Investment Advisers LLC is a nationwide independent advisory network 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 combining affiliated and third-party strategies.

Thaddeus Hogue is a financial advisor at Merrill with 25 years of industry experience. He has held his current position since 2015 and holds a Series 63 designation. 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. The firm offers model-based and discretionary strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Sonderman is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Sonderman serves as a board member and treasurer for Orange Patrionaires, a nonprofit focused on education and youth. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alexandria Francis is a Series 66–licensed financial advisor at Fidelity with six years of industry experience. She has previously worked at Morgan Stanley and Gilmore Jasion Mahler, Ltd. Alexandria is currently based in Orange, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to build model portfolios from mutual funds, ETFs, and ETPs, and holds distinctive registrations such as with the CFTC as a commodity pool operator.

Alec Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized wealth management strategies that address their unique financial situations and goals. Alec focuses on connecting all aspects of his clients' financial lives to help prioritize and pursue what matters most to them. His expertise includes areas such as college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income planning. Alec's planning process involves assessing clients' current financial information, identifying their life goals, and creating strategies to help fund those goals through savings and investments. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alec earned his high school diploma from Medina High School and holds a Bachelor's Degree from Ohio University. He aligns with Merrill's tradition of community involvement and spends time volunteering with local organizations. Outside of his professional work, Alec has interests in basketball, football, golfing, music, running, and tennis.