Mei Chen Goodson is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Daniel Piero is a CFP® with seven years of industry experience, currently serving at Osaic Advisory Services, LLC. He has worked at several firms, including Private Client Services and Beacon Financial Group. Outside of advising, he has experience with the Pro Football Hall of Fame and The Roman Guy. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a mix of proprietary and third-party platforms for portfolio management.

Bryan Garber is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously operated as co-owner of Evexia Cafe & Market LLC. His prior work experience also includes over a decade at MT Industries DBA Sunless Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation. The firm’s approach uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs, focusing on automated portfolio management without individual security trading.

Christian Morton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Northwestern Mutual and a current affiliation with Guardian Life and Park Avenue Securities. He is involved with the St. Edward Alumni Association in a nonprofit capacity. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and nonprofit clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships through a range of proprietary and third-party models.

David Rome is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Aurum Wealth Management Group LLC, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental analysis, and offers a range of financial planning, asset management, and specialized consulting services.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

James Steinmetz is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked at Equitable Advisors, LLC, and has held roles in diverse fields including food service and mortgage lending. Outside of his advisory work, Steinmetz is involved with Western Reserve Distillers, where he assists with food preparation and service. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dennis Schwartz is a financial advisor with Raymond James & Associates in Beachwood, OH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Raymond James, he worked for Newman & Company CPAs for eight years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, and offers financial planning, investment consulting, and municipal advisory services through a broad network of advisors and affiliated entities.

Brian Cline is a financial advisor at Edward Jones in Hudson, OH with 24 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including Cookson Peirce & Co., Inc., Citizens Securities Inc., The Leaders Group Inc., and Allstate Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Sara is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various entities within JPMorgan Chase since 2007. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jesse Vitu is a Financial Consultant at Fidelity Investments, where he provides clients with a comprehensive financial planning experience that focuses on their personal and financial objectives. Since joining Fidelity Investments in 2022, he has held several roles including Investment Consultant, Planning Consultant, and Relationship Manager, gaining diverse experience within the financial services industry. Prior to his tenure at Fidelity, Jesse worked as a Wealth Management Associate at Wealth Impact Advisors and began his career as a Financial Advisor's Assistant at Bridgewater Financial Group. Throughout his career, he has developed expertise in holistic financial planning and investment consulting, supporting clients in achieving their financial goals. Outside of his professional work, Jesse enjoys activities such as board games, comedy, family activities, playing musical instruments, movies, and outdoor adventures.

Jennifer George is a Series 66 credentialed advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial and Creekside Financial Advisors LLC, she worked in education and public library services. Jennifer took two years as a stay-at-home parent before beginning her financial advising career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Darrin Plys is a financial advisor with Ameriprise in Parma, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a separate business entity formed for property management. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Alexandra Paul is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2012, progressing through positions including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she worked as a Financial Service Representative at MetLife Securities from 2011 to 2012. Throughout her career, Alexandra has focused on guiding clients through financial planning by understanding their unique aspirations and developing tailored financial strategies. She is committed to helping clients plan for a secure future and supports them in pursuing their financial goals with confidence.

Michael Murray is a financial advisor with Charles Schwab in Orange Village, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. 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 a mix of non-discretionary and discretionary investment solutions, using multi-asset model portfolios and alternative investments, supported by a centralized and integrated operational structure.

Mildred Babb Perkins is a CFP® professional with 27 years of industry experience, currently working at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is involved with Wealth Journey Advisors, LLC, a financial practice she owns. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and fees negotiated based on complexity.

Thomas Udelson is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

John Egan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Raymond James. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and consulting services, drawing on multiple portfolio management styles and affiliated research, and provides specialized municipal advisory and employer consulting programs.

Kelli Benedejcic is a financial advisor at Morgan Stanley in Pepper Pike, Ohio, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Raymond James and Associates, KeyBank, and Edward Jones Investments. Before entering the financial industry, she worked at Youngstown State University and in retail at TJMaxx and Homegoods. Morgan Stanley Wealth Management serves 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 offers planning services supported by structured discovery processes and advanced modeling tools.

Joseph Constantino is a Financial Advisor at Merrill Wealth Management based in Pepper Pike, Ohio. He provides personalized wealth management, retirement planning, and investment guidance to individuals and families. Joseph focuses on understanding clients' unique goals and priorities to implement strategies aimed at building, preserving, and transferring wealth. He serves clients throughout Northeast Ohio, including individuals, families, and business owners, with expertise in retirement income planning, wealth accumulation and preservation, tax-aware investment strategies, risk management, and corporate benefits. Joseph holds the Chartered Retirement Planning Counselor™ (CRPC) designation and the Personal Investment Advisor (PIA) designation. Joseph graduated from The Ohio State University with a Bachelor's degree in Economics. He was born and raised in the Cleveland area, where he continues to live and work. Outside of his professional responsibilities, Joseph enjoys cooking, football, music, running, and spending time with his family.