Alexandra Nero is a CFP® professional with 12 years of industry experience, currently advising at Morgan Stanley in Westlake, Ohio. Her prior roles include positions at Wells Trecaso Financial Group, Cabot Lodge Securities, Bank of America, and Merrill. She serves on the investment committee of Annunciation Greek Orthodox Church in Akron, Ohio. Morgan Stanley Wealth Management is an SEC-registered adviser serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Eric Bartos is a financial advisor at Stifel with three years of industry experience and holds the Series 66 designation. Prior to joining Stifel, he worked at RSM and spent six years at Mercyhurst University. Outside of finance, Bartos is involved with Red Wagon Brewery in Columbia, Ohio, where he works as a bartender. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

David Bogart is a financial advisor with Ameriprise in Bay Village, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and the use of algorithmic automation to generate tailored recommendations.

Brandon Spitzer is a Certified Financial Planner® (CFP®) and holds a Series 66 designation, with 12 years of industry experience. He has worked at UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Katie Stefanski is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at UBS Financial Services and Unique Marketers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Andrew Kaye is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients one-on-one to define their financial goals and develop portfolio strategies designed to pursue those objectives. He provides ongoing advice and guidance, adapting strategies as clients' needs change, and offers access to specialized banking, credit, home financing, and small business solutions through Bank of America specialists. Andrew's expertise encompasses education planning, family wealth management strategies, personal retirement planning, and retirement income. He is dedicated to helping clients manage the complexities of financial priorities such as purchasing a home, funding college education, caregiving responsibilities, and healthcare planning. His approach focuses on understanding what matters to clients and their families to create tailored financial strategies. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from Cleveland State University and holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, Andrew participates in community activities including First Tee Cleveland. His personal interests include golfing, tennis, yoga, and spending time with his family.

Lauren Plesmid is a financial advisor with Cetera in Westlake, OH, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Cetera, she worked at Sea-Land Chemical Company and has experience in various roles outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to both affiliated and third-party managers.

Gary Brahler is a financial advisor with Morgan Stanley in Westlake, Ohio, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also involved with the Kent State University Foundation, where he contributes to strategy and advocacy. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Max Schmittle is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Edward Jones in 2022, his work history includes positions in the automotive industry and roles at Bowling Green State University and Lorain County Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of advisors and branch offices.

Michael Borato is a financial professional with 42 years of industry experience. He is currently affiliated with Cetera and Wealth Health, LLC, and holds a Series 63 designation. His work history includes over a decade at Cetera Advisors LLC and recent involvement with Wealth Health, LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and custodial relationships.

Monica Hays is a financial advisor at UBS Financial Services with eight years of industry experience and a Series 66 designation. She has been with UBS since 2016. Outside of her advisory role, she plans Disney, Universal, and all-inclusive vacations as a Magical Navigator. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Donn Carmel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is a partner in TDA LLC and owns TDM Financial LLC, support companies not involved in investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized services including municipal and public finance.

Lloyd Wright Jr. is a financial advisor at Edward Jones in Amherst, OH, holding a Series 66 designation with eight years of industry experience. He previously worked at IntelliNet Corporation from 2014 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Jack Boyle is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients to develop tailored financial roadmaps that align with their long-term goals. Jack focuses on understanding each client's unique expectations to guide investment strategy and financial planning efforts. He brings his expertise to the planning process by engaging in comprehensive discussions around investment guidance and strategy. Jack's approach centers on partnership with clients, ensuring that their financial plans reflect their individual needs and objectives.

James Bingham is a financial advisor with Ameriprise in Amherst, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he is involved in media through Cluck Media, LLC, which focuses on golf lifestyle and architecture. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Stuart Rayl is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he worked as an Investment Consultant and Financial Representative at Fidelity Investments during 2022 and 2023. Stuart collaborates with clients to align their investments with their goals and develops financial plans tailored to their needs and preferences. He emphasizes attention to detail, transparency, and building strong relationships with his clients. Outside of his professional work, Stuart enjoys activities such as hiking, skiing, tennis, traveling, and exploring food. He is also a pet owner.

Ronald Dziedziak is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Kyle Blinkhorn is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 65 and Series 63 licenses and eight years of industry experience. He has previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Flagship Capital Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

John Becker is a financial advisor with Ameriprise in Avon Lake, Ohio, holding a Series 63 designation and 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, Becker is involved in several business ventures including co-ownership of retail operations and a tax preparation firm, and he serves on the investment committee for the Deaconess Foundation. He also provides pro bono financial planning services to a disabled military veteran through a program sponsored by the Financial Planning Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized team producing detailed Recommendation Reports supported by proprietary research and third-party data, with implementation managed by the client or their advisor within a defined investment framework.

Dean Ducato is a Senior Financial Advisor with Merrill Lynch Wealth Management. He draws on his background in Accounting to develop financial strategies for individuals, families, and companies, addressing various aspects including assets, liabilities, estate planning, trust planning, corporate financial services, and business sales. Dean works closely with a team of professionals whose collective experience in the financial services industry exceeds 100 years, providing clients with a comprehensive and collaborative approach to wealth management. Dean's areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Cleveland State University. His professional affiliations include the Cleveland State Marketing Association, Italian American Club, and Tau Kappa Epsilon. Outside of his professional work, Dean is involved in community efforts such as the Hunger Task Force. His personal interests include adventure sports, biking, boating, fishing, gardening, golfing, scuba diving, skiing, and traveling.