Rickita Owens is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding a Series 63 designation and bringing 19 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Citigroup Global Markets from 2006 to 2009. Outside of her advisory role, she is a partner at Studio Elevation LLC, a recreation-related business based in Cleveland. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support its financial advisors.

Kyle Steinhauser is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for ten years. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Padma Jambunath is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley. She serves as Treasurer for the Beachwood School Foundation and is a Finance Committee member for Cleveland Moms 4 Moms, both nonprofit organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and an extensive affiliate network.

Karen Springer is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory work, she is a notary public in Painesville, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, combining advisory services with other financial products through its extensive network.

Jacob White is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Lavelle & Rittenhouse Trial Lawyers and the City of Solon. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written Recommendation Reports and ongoing retirement-income planning. The firm uses a centralized service team to develop non-discretionary advice based on comprehensive investment research and proprietary tools.

Jerwon Thomas is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, PNC Bank, and Ohio University Admissions. He is based in Orange, Ohio. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Karen Kratz is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors Financial Network since 2021, following seven years at Merrill Lynch, Lynch, Fenner & Smith Incorporated. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

James Schaffer Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with OSAIC since 1991 and also worked at Waypoint West, LLC. Outside of his advisory role, he is an insurance agent offering fixed insurance products and maintains rental property ownership in Steamboat Springs, Colorado. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.

Dennis Barba Jr. is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in scouting high school basketball players and owns several businesses related to his financial practice and other ventures, including tax preparation and basketball team ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with flexibility in implementation and multiple integrated financial product options.

Nikolaus Wearsch is a Series 66-licensed financial advisor with Raymond James Financial, based in Mentor, Ohio, and has 22 years of industry experience. He has been with Raymond James Financial Services Advisors since 2009. Outside of advisory work, he holds ownership and leadership roles in several support companies, including Carver Financial Services LLC and W4 Tetons LLC, and is involved in agricultural activities through Mauch Farms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tyler Bonar serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on creating customized financial strategies tailored to his clients' individual goals. Tyler is dedicated to helping busy professionals manage their investments and retirement planning through a proprietary financial modeling process that assesses progress toward achieving desired lifestyles. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, as well as individual and corporate investment strategies and retirement income. Tyler holds a Bachelor's Degree from The Ohio State University and maintains the Personal Investment Advisor (PIA) designation. He is affiliated with Merrill Lynch and actively participates in the Bainbridge Civic Club. Outside of his professional pursuits, Tyler enjoys basketball, golfing, hunting, and spending time with his family. He approaches wealth management as a financial GPS, aiming to guide clients from their current position toward their financial objectives.

Brandon Fritts is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Certinia (formerly FinancialForce). He also operates Johnnycake Financial, a non-investment related support company based in Mentor, OH. 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 clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and notable municipal and SIMPLE IRA advisory programs.

Debora Venzor is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Prior to UBS, she worked at The Effective Leadership Academy from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Curtis Paul is a financial advisor with Ameriprise in Chagrin Falls, OH, holding a Series 63 designation and 42 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 35 years and held roles at B. Riley Wealth Advisors and B.Riley Wealth Management. Outside of his advisory work, he serves on the Board of Directors for the Oberlin Rotary Club and participates in Rotary District 6600 activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Kozak is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing access to proprietary research and a broad range of capital markets services.

Peter Calleri is a Senior Resident Director and Wealth Management Advisor with Merrill, bringing over 30 years of experience in financial services. Since beginning his career in 1992, Peter has specialized in managing individual wealth through complex market cycles, focusing on investment planning for retirement and comprehensive wealth management strategies. He works with high net worth individuals, families, professionals, business owners, and corporate executives to develop personalized financial plans aligned with their goals. Peter holds a bachelor's degree from Kent State University, where he was recruited as a Division 1 hockey player. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, Peter is a member of the Financial Planning Association. His approach emphasizes understanding clients’ life priorities and delivering tailored strategies to meet their retirement, investment, and tax minimization needs. Outside of his professional work, Peter enjoys spending time with his wife and three sons, coaching high school hockey, golfing, biking, and traveling. He has lived in the Akron area since attending Kent State University and remains committed to applying consistent, disciplined portfolio management and clear communication in his client relationships.

Jeffrey Meeks is a financial advisor at LPL Financial with six years of industry experience. He previously worked at MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2026, and before that was employed at Umicore Specialty Materials Recycling. He holds a Series 63 license. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, providing advisors with a range of discretionary and non-discretionary strategies supported by research and operational tools.

James Levine is a financial advisor at OSAIC with 23 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 22 years. Outside of his advisory role, he is a children's chess instructor. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various tools and third-party platforms to create portfolios across multiple asset classes.

Bradley Wadsworth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2004 and specializes in working with individuals, families, and businesses to build, manage, preserve, and transition wealth through tailored financial strategies that address each client's specific needs and goals. He holds a Bachelor's Degree in Economics from Ohio Wesleyan University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His experience equips him to provide insights that help clients navigate varied and unpredictable investment environments. Outside of his professional work, Bradley is an active member of the Berkshire Booster Club. He spends time with his family and friends and is an avid sports fan who coaches youth sports.

John Clifford is a financial advisor at Fidelity with one year of industry experience. He previously worked at Charles Schwab for four years and has experience in media and photography through his roles at CTown Media and John Clifford Photography. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.