Ted Smola is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Cline is a financial advisor at Edward Jones in Hudson, OH with 24 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including Cookson Peirce & Co., Inc., Citizens Securities Inc., The Leaders Group Inc., and Allstate Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Orantek is a financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide array of investment products and services.

Keith Lucas is a CFP® with 30 years of industry experience, currently advising at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. He serves as a trustee on the board of the Tallmadge Foundation. Ameriprise is a large institutional firm offering retirement-income planning services targeted to individuals approaching or in retirement with substantial investable assets. Its approach combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team in partnership with financial advisors.

Kyle Garra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Kyle was an Assistant Manager at Huntington National Bank from 2015 to 2022. Kyle's professional experience spans various roles within the financial services industry, focusing on investment consulting and financial planning. He aims to understand clients' unique circumstances, priorities, and goals to collaborate on creating personalized financial plans. His approach considers the complete financial picture and caters to individual preferences to develop effective strategies. Further details regarding Kyle's education, credentials, personal interests, and community involvement have not been provided.

Todd Rohrer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 35 years of industry experience. His prior roles include positions at Valic Financial Advisors, Peak Brokerage Services, Blackridge Asset Management, and Prudential. He is also an independent insurance agent for various companies through HFS Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals with a range of discretionary and non-discretionary investment solutions.

William Zufall III is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors since 2009. In addition to his advisory role, Zufall serves as the Head Girls Soccer Coach at Highland Local Schools in Medina, Ohio. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

John Paul Gromofsky is a financial advisor with Cambridge Investment Research Advisors in Richfield, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Cambridge, he worked at Sotera Health Company and Sherwin Williams Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals who utilize various portfolio management and platform solutions.

Donna Longfellow is a financial advisor with UBS Financial Services in Akron, OH, holding a Series 63 designation and over 37 years of industry experience. She has been with UBS since 1980. Outside of her advisory role, she serves as president and treasurer of Wolf Creek Players Inc., a nonprofit organization that performs live theater, including children’s theater productions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Maximillian Gubanc is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. Prior to this role, he held various positions at Fidelity Investments, including Investment Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). He also worked as a Financial Services Advisor at 21st Century Financial in 2022 and as a Planner Assistant at North Coast Executive Consulting from 2020 to 2022. Maximillian partners with clients by taking the time to listen and understand their goals, preferences, and stressors, aiming to create tailored financial plans that address their unique situations. Originally from northeast Ohio, he enjoys spending time with friends and family and following Cleveland sports. His personal interests include baseball, football, movies, outdoor adventures, and social events.

Marlynn Soliwoda is a financial advisor with Primerica Advisors in Akron, OH, holding eight years of industry experience. Her prior roles include work with Stow Alliance Fellowship and Victory Life Church. She is involved in sales of loan and home security products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based investment strategies managed by third-party asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Nicholai Deshmukh is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the Series 65, Series 63, and Series 66 credentials. His prior roles include seven years at Key Bank and four years at Strategic Wealth Partners, Ltd. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides event-driven planning programs, including a standalone Divorce Planning service.

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.

Jeffrey Lewis is a Series 66 licensed financial advisor with 17 years of industry experience. He has worked at Edward Jones since 2009, with a six-year tenure at Bank of America/Merrill Lynch in between. He is currently based in Cuyahoga Falls, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Douglas Briner is a financial advisor with Edward Jones in Uniontown, Ohio. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones in 2026, he worked at Honda for ten years and Aerotek for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Daniel Cotter is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors. Outside of his advisory role, he serves on the boards of the Notre Dame Club of Cleveland and the Community West Foundation. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Marc Miller is the Vice President and Executive Planning Consultant at Fidelity Investments. In his current role, he partners with clients to support them through their critical financial decisions by leveraging a financial planning process that is comfortable, flexible, and understandable. Marc has been with Fidelity Investments since 2011, holding various positions including Vice President, Financial Consultant from 2017 to 2025, Financial Consultant from 2012 to 2017, and Investment Representative from 2011 to 2012. Prior to joining Fidelity, he held roles at Ameriprise Financial from 2002 to 2010 and at Key Bank from 2010 to 2011. He holds a California Insurance License.

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.

Linda Porter is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Morgan Stanley, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals.