Jill Haueter is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 19 years of industry experience, including a decade at Cantella & Co., Inc. and four years at Cambridge. She is also the owner of Bridlepath Financial, a business based in Chagrin Falls, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and model-based solutions.

Zachary Silbermann is a CFP® with five years of experience in the financial industry, currently affiliated with Charles Schwab. His prior experience includes roles at TD Ameritrade, Mutual of Omaha Insurance, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. Schwab operates at scale with integrated brokerage, custody, and advisory services, providing clients with multi-asset model portfolios and alternative investment options vetted by its research center.

Mark Annichine is a financial advisor with LPL Financial, holding a Series 63 license and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves as a varsity golf coach for the Twinsburg City School District and works as an athletic official referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various portfolio management strategies.

Kenneth Jones is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Financial in 2025, he worked for Cetera and Cetera Advisors LLC from 2013 to 2025. Outside of his advisory role, he is involved with Kenneth W. Jones Financial Advisors, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by proprietary and third-party research and technology solutions.

Kery Hutner is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo in various capacities since 2009. Additionally, he owns KH Wealth Management LLC, an independent practice based in Chagrin Falls, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and trustee services.

Michelle Bissler is a financial advisor with LPL Financial, holding a Series 66 credential and having 13 years of industry experience. She has been with LPL Financial since 2010. In addition to her advisory role, she operates a separate tax preparation and accounting business under her CPA designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Brian Schlotter is a financial advisor with LPL Financial in Aurora, OH, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Cetera and Payroll Advisors, and he has been associated with Rossi, Schlotter & Co. since 1988. Schlotter is also involved in tax preparation and accounting through Walter & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Denise Ward is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she serves as a power of attorney for a fiduciary entity based in Burton, Ohio. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan O'Malley is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing financial plans that address both their immediate needs and long-term goals. He has held various roles at Fidelity Investments since 2022, including Investment Consultant, Relationship Manager, and Financial Representative, gaining experience across different facets of financial advising and client relationship management. Ryan's professional background reflects a steady progression within the financial services sector, emphasizing client-focused financial planning and investment consulting. Outside of his professional responsibilities, he engages in baseball, cooking and baking, family activities, fitness, golf, and traveling.

Clinton Samuel is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab since 2018. Prior to joining Schwab, he worked at Wentz Financial Group and Raymond James Financial Services from 2016 to 2018. Outside of his advisory role, he is the Membership Chair for The Circle, YP Group within The Cleveland Orchestra, where he focuses on membership growth and participation. Charles Schwab serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Jeffrey Polcar is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo entities since 2009. He serves as an investment committee member for The Church in Aurora, OH. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving a broad range of institutional clients.

John Boone is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He is also president of Western Reserve Resources Corporation, an independent registered investment advisor. Boone has worked with Raymond James Financial Services and affiliated firms since 2005. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jennifer Pazicni is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at LPL Financial LLC and The Middlefield Banking Company. She also serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Grace Mc Bride is a CFP® with four years of industry experience, currently affiliated with Charles Schwab in Orange Village, OH. Her prior work experience includes roles at Charles Schwab Bank and various positions at Miami University, as well as work with Mitchell's Homemade Ice Cream. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within an integrated operational structure.

Ian Lippert is a financial advisor with Charles Schwab, holding a Series 66 credential and 17 years of industry experience. He has been with Charles Schwab since 2009 and with Charles Schwab Bank, SSB since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Thomas Gross is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at RBC Capital Markets, Fifth Third Bank, TD Ameritrade, and Scottrade. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Rogers is a financial advisor at Ameriprise in Canfield, Ohio, holding a Series 66 designation with seven years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-efficient withdrawal strategies and Social Security claiming options.

Carrie Wells is a financial advisor with LPL Financial in Pepper Pike, Ohio, holding a Series 66 credential and 20 years of industry experience. She previously worked at The Huntington Investment Company for nine years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management along with research support and innovative technologies.

Patricia Mcgreevy Evans is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 1993. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a network of approximately 3,700 advisors.

Robert Witte is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at PNC Investments for three years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to support client financial goals.