Brian Gadomski is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. His prior work includes roles at Hazel Iris Boutique and PNC Funds Distributor, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Barbara Semisorow is a financial advisor with LPL Financial, based in Middleburg Heights, OH, with 34 years of industry experience. She has been with Linsco/Private Ledger Corp., a predecessor entity to LPL Financial, for 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Brady Wells is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work history includes roles at GreenBud, LLC and TrueGreen Global, as well as positions outside finance such as ice hockey coaching. Outside of his advisory career, Wells serves as an assistant ice hockey coach for the Cleveland Wildcats and is involved in recreational activities at Beechmont Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Kristen Zingale is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisors, Cetera Wealth Services, Commonwealth Financial Network, Saorsa Wealth Management, and Janney Montgomery Scott. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform, offering both discretionary and non-discretionary strategies and access to affiliated and unaffiliated managers.

Robert Kaluza is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2012. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Haley Ottelin is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked previously at Key Investment Services, Voya Financial Advisors, and Glass Financial Advisors. Prior to her advisory career, she was employed for nine years at The Cheesecake Factory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it serves a broad client base with discretionary and non-discretionary advisory services.

Casey Treen is a Financial Consultant currently working at Fidelity Investments since 2022. He has previously held positions as an Independent Investment Advisor at Phillips Financial Advisors from 2021 to 2022 and as a Senior Financial Consultant at Charles Schwab from 2016 to 2021. His professional focus is on developing detailed and understandable financial plans tailored to his clients' individual goals. Outside of his professional work, Casey enjoys spending time with his wife and two children. His personal interests include cooking, baking, playing board games, and following football, particularly Cleveland sports. He also enjoys riding on the towpath during his leisure time.

Natalie Sutcliffe is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and 17 years of industry experience. Her career includes roles at Victory Capital Advisers, CIVISTA Bank, KEY BANK, UBS Financial Services, and Wells Fargo Clearing. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, combining quantitative analyses with various portfolio management styles, and also provides municipal advisory services alongside market-making in government bonds.

Jeremy Seck is a financial advisor with Wells Fargo Clearing in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets Inc. He has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a range of clients, including individuals, corporations, and institutions. The firm combines in-house research with external data sources and applies diversification principles and modern portfolio theory to investment decisions, while offering a broad array of brokerage and advisory solutions.

Matthew Meyer is the Resident Director and Wealth Management Advisor at Merrill's Westlake-Crocker Park office, where he also serves as a partner of CLE Wealth Management. He specializes in offering a comprehensive approach to managing wealth that begins with understanding client needs and ensuring every strategy aligns with their financial goals. His client focus areas include corporate executive services, divorce transition planning, employee benefits planning, executive and equity compensation, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Matthew holds a Bachelor's degree from the University of Kentucky and a Master of Business Administration with a concentration in Finance from Ohio Dominican University. He has earned professional designations including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and is a designated Retirement Benefits Consultant. He also holds registrations with FINRA (Series 7, 66, 9, 10) and is certified in Alternative Investments. He is involved professionally with organizations such as Pi Kappa Alpha Fraternity and has served on the board and executive committee of Towards Employment. Matthew lives in Rocky River with his wife Allison, their son Jack, and their dog Cash.

Benjamin Campbell is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity for over 27 years, providing families with straightforward planning discussions to help them navigate every chapter of their financial journey. His career at Fidelity began in 1998 as a Brokerage Equity Trader, progressing through roles including Customer Service Representative, Financial Consultant, and Vice President, Financial Consultant before his current role. Benjamin also holds a California Insurance License.

Jeffrey West is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and with Alpha Retirement Solutions since 2013. He is also an independent insurance agent through Alpha Property and Casualty. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of investment approaches and custody platforms tailored to client objectives.

Christopher Murman is a financial advisor with UBS Financial Services holding a Series 66 designation. He has prior experience at Grant Thornton LLP and Miami University. Murman has been with UBS since 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial solutions.

Ronald Skowronsky is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 designation and has been affiliated with Cetera Advisors LLC since 2013. In addition to his advisory role, he is involved in tax preparation through FRC TAX, LLC and American Tax Service, reflecting his engagement in related financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and custodial relationships.

Robert Funk is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Novak is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at Axa Advisors, LLC. Novak serves as a board member of Air Technical Industries. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party managed models and proprietary services, to serve clients across various wealth levels.

Andrew Barkley is a CFP® professional with 31 years of industry experience, currently advising clients at LPL Financial since 2024. Prior to joining LPL, he worked at Ameriprise and Ameriprise Financial Services from 2014 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and research, providing both discretionary and non-discretionary management options.

George Davis is a Series 66-licensed financial advisor with one year of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held roles at several related firms since 2024. Outside of finance, he is involved with On the Rise Artisan Breads, a business he has been part of since 2022. 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 a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management and advisory platforms tailored to client objectives.

Donald Qualters is a financial advisor with LPL Financial in Westlake, OH, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including previous roles at Cambridge Investment Research Advisors and First Dominion Capital Corp. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

John Slyman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He leads Slyman Wealth Management, focusing on developing customized wealth management strategies tailored to individual client financial goals. John is a qualified Portfolio Manager who manages personalized or defined investment strategies on a discretionary basis, including individual stocks and bonds, model portfolios, and third-party investment strategies. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also designated as a Personal Investment Advisor (PIA). He graduated from Cleveland State University with a Bachelor's degree in Finance and is a graduate of St. Edward High School. From 2019 through 2024, John has been recognized on Forbes' "Best-in-State Wealth Advisors" list. He is committed to providing appropriate wealth strategies and clearly communicating these to clients, supported by an experienced team. Outside of his professional career, John is a former board member of the St. Edward High School alumni association. He resides in Westlake with his wife Elisa and their children, Jaeden and Eliana. His personal interests include baseball, fishing, football, golfing, hiking, reading, running, skiing, and spending time with his family.