Daniel Latham is a financial advisor with Wells Fargo Clearing in Olmsted Township, OH. He holds a CFP® designation along with Series 63 and 65 licenses and has 32 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. He serves as a trustee managing investments for family members outside of his advisory role. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to guide investment decisions and provides both brokerage and advisory solutions across a broad client base.

Gayle Russell is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. Her prior roles include five years at Lincoln Financial Advisors and seven years at TIAA-CREF. Outside of her advisory work, she serves as treasurer for a local chapter of a nonprofit Bible study organization and is a board member of the University of Connecticut School of Business Dean’s Advisory Cabinet. OSAIC serves a diverse client base including individual and institutional investors by offering integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools and third-party platforms to construct and manage portfolios.

Hani Istanbouli is a financial advisor with LPL Enterprise, holding over 32 years of industry experience. He has worked with firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial advising, he coaches sports at the Strongsville Recreation Center and supervises security for Cavaliers Holdings. LPL Enterprise serves a diverse client base, ranging from individuals and retirement plans to charitable organizations and corporations, offering financial planning, advisory, and brokerage services through a platform that integrates investment advice, third-party asset management, and insurance products.

Margaret Bornhorst is a financial advisor at Wells Fargo Advisors with a Series 66 designation and experience in the industry since 2025. Prior to joining Wells Fargo, she worked at Baker Tilly US LLP for four years and spent eight years in full-time education. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Sylvia Anderson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she spent eight years working with the Lorain City School District. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Lotko III is a financial advisor with LPL Financial who holds a Series 63 designation and has 35 years of industry experience. His prior work includes roles at Cetera, Cetera Wealth Services, City of Elyria, and Princor Financial Services Corporation. Outside of advising, he serves as Vice President of Sales at Parsons and Van De Voost Insurance Agency Inc., a property and casualty insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Michael Sofka is a financial advisor with Raymond James & Associates in Westlake, OH, holding a Series 66 credential and 13 years of industry experience. He previously worked at Bank of America and Merrill for ten years each. Outside of his advisory role, he is involved as a lender in a personal loan arrangement providing working capital to a business involved in GolfTec Franchise golf simulator upgrades. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joshua Marvin is a financial advisor with LPL Financial in Elyria, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Northwest Bank, Fifth Third Bank, and Citizens Bank. Outside of his advisory work, he is involved with Waste Wise LLC, a home-based business he owns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, third-party research, and advanced portfolio management services.

Conor Hartman is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Jared and has a background that includes positions at the University of Dayton and Saint Ignatius High School. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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.

Brian Novotny is a financial advisor with Fidelity in Avon Lake, OH, holding a Series 66 designation and bringing 13 years of industry experience. His career includes roles at Fidelity Investments since 2021, as well as prior positions at The Huntington Investment Company and LPL Financial. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and actively manages oversight and conflicts of interest.

Michael Duffy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior firms include Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 14 years. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering various advisory programs that provide discretionary and non-discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using both in-house and third-party managers and offers features such as tax management, responsible investing, and alternative investment options.

Christopher Turner is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses. He has one year of industry experience and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving 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 Financial Professionals, offering both discretionary and non-discretionary investment strategies across multiple platforms.

Joseph Li Puma is a financial advisor with Edward Jones in Strongsville, Ohio, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent ten years at Quicken Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Arch is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to client objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, distinguishing its product offerings among large institutional advisers.

Jason Pence is a CFP® professional with 24 years of industry experience, currently serving at Charles Schwab in Westlake, OH. He has been with Charles Schwab Bank SSB since 2005 and Charles Schwab & Co., Inc. since 2004. Outside of his advisory role, he volunteers as a board member and on the finance committee for Youth Challenge. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and supervisory arrangements.

Anthony Goldyn is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at UBS since 2007 and has been associated with Mcdonald Investments Inc. since 2000. In addition to his advisory role, he serves as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, and provides research-driven, tailored financial planning and portfolio management.

Richard Milligan is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with UBS since 2007 and has prior experience at Mcdonald Investments Inc. and Liberty Securities Corporation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Andrew Crock is a Financial Consultant at Fidelity Investments, a role he has held since 2013. He has been with Fidelity Investments since 2007, having served as a Financial Representative from 2007 to 2011 and as an Investments Representative from 2011 to 2013. With nearly 20 years of industry experience, Andrew focuses on working with individuals, families, and businesses to identify needs and address concerns through personalized financial strategies. Andrew's approach emphasizes listening and partnering with clients to develop customized strategies that align with their unique financial objectives. He aims to support clients in navigating various market conditions and adjusting their financial plans as their goals evolve over time.

Timothy Eyerman is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James and Strategic Retirement Solutions LLC since 2013. Eyerman is also the owner of CKE Financial Services, LLC, a support company based in Westlake, Ohio. 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 and profit-sharing plans, corporations, charities, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Mark Stevenhagen is a financial advisor with Charles Schwab in Westlake, OH, holding a Series 66 designation and eight years of industry experience. He has worked with Charles Schwab since 2017, including roles at Charles Schwab Bank, SSB since 2020. Prior to his financial services career, he was employed at the Indian River Juvenile Correctional Facility from 2012 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily 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 separately managed accounts and employs multi-asset model portfolios and a formal alternative-investment process.