Kathleen Kesselem is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with UBS Financial Services from 2011 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide array of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides customized plans through its Financial Advisors and Estate Planning Strategies Group.

Kerry Hawkins is a Vice President and Financial Consultant at Fidelity Investments, where they have worked since 2017. In their current role, they collaborate with individuals and families to develop customized financial plans that are designed to be flexible and easy to understand, considering multiple potential outcomes. Their approach focuses on building trusting relationships to serve as a dedicated financial professional throughout various life events. Kerry's career at Fidelity Investments includes progressive experience, starting as a Financial Representative in 2017, moving through roles such as Relationship Manager and Planning Consultant, and advancing to Financial Consultant before their current position. They hold a California Insurance License, enabling them to provide insurance-related financial advice. Outside of their professional responsibilities, Kerry is interested in family activities, gardening, parenthood, pets, and reading.

Amy Gorno is a financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. She previously worked at PNC Funds Distributor, LLC and PNC Capital Advisors, LLC from 2015 to 2019. Outside of her advisory role, she operates an e-commerce business called Matteos Bazaar. 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 utilizes a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from a wide investable universe.

Shawn Liebel is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Peter Shriver is a financial advisor with OSAIC, holding 20 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 19 years before joining OSAIC in 2025. Outside of advisory work, Shriver is involved in insurance brokerage, including fixed life, health, disability insurance, and fixed annuities, and participates in life settlement transactions. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and uses a variety of asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Logan Penton is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at various organizations including Blades of Grass and 1899 Golf and Social Club. He is involved with Team Challenger, a recreation-focused business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools.

Andrew Foote is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for seven years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management with services tailored to clients’ risk profiles, utilizing both in-house and external investment resources.

Alex Hall is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. Alex has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant from 2019 to 2025, Investment Consultant from 2018 to 2019, Investment Solutions Representative from 2017 to 2018, PAS Service & Trading from 2016 to 2017, and Customer Service & Trading from 2015 to 2016. Prior to joining Fidelity, Alex worked at Citigroup in Elite Cards & Cobrands from 2014 to 2015. Alex partners with families to build planning-based relationships that prioritize alignment of clients' goals, priorities, and use of their wealth. Alex believes that a prudent financial plan involves incorporating flexibility, financial and emotional comfort, and minimizing major risks along the way. Outside of work, Alex's personal interests include biking, attending concerts, exploring food, parenthood, and caring for pets.

Domenic Paolo is a financial advisor at Raymond James & Associates with a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked at Avery Dennison for six years and at Hiram College for four years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

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.

Tristan Cullis is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank and PNC Investments before joining UBS in 2017. He serves on the board of Hopewell, a mental health rehabilitation center in Geauga County, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Les Frate is a financial advisor with Equitable Advisors in Mentor, Ohio, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 22 years and Wells Fargo Clearing for one year. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of investment adviser representatives and third-party asset managers.

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.

Jacqueline Bruce is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at T.D. Ameritrade and Charles Schwab, where she worked from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Redmond Jr. is a financial advisor with Edward Jones in Highland Heights, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he plays trombone in the Skatch Anderson Orchestra, a big band based in Parma, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

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.

Nicholas Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he owns rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.