Brian Gadomski is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has previously worked with firms including Hazel Iris Boutique, PNC Wealth Management, and Equitable Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and funds.

David Heffley is a financial advisor with LPL Enterprise, holding 34 years of industry experience. He has been with Prudential Insurance Company of America since 1992 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities, using a model-driven investment approach supported by LPL’s Research Department and third-party strategists.

Barbara Semisorow is a financial advisor with LPL Financial, holding 34 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

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.

Noel Zickefoose is a financial advisor with Edward Jones in Brunswick, OH. He holds the Series 66 designation and has one year of industry experience. Before joining Edward Jones, he worked at OverDrive, Inc. for nine years and Mobile Hyperbaric Centers for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Kristen Zingale is a financial advisor at Cetera with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network, Saorsa Wealth Management, and Janney Montgomery Scott. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party 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.

Jordan Manlet is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked in the healthcare sector at Mercy Health, Fisher Titus Medical Center, and Firelands Regional Medical Center. Outside of his advisory role, he owns and manages Smoke and Cask LLC, an online retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment programs including managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive national advisor network and comprehensive advisory capabilities.

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 at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing, UBS Financial Services, and Victory Capital Advisers. 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 diverse client base with financial planning and advisory services, offering tailored, generally non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Jeremy Seck is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third parties to evaluate investment options, offering both brokerage and advisory solutions.

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 with Cetera who holds a Series 63 designation and has 22 years of industry experience. He has previously worked with Edward Jones and has operated his own financial planning firm, DBA Wealth Health, LLC, since 2016. Skowronsky also prepares tax returns through part-time roles with FRC TAX, LLC and American Tax Service. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and reported over $256 billion in assets under management.

Robert Funk is a financial advisor with Wells Fargo Clearing in Westlake, OH, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Oppenheimer, Financial West Group, and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 Certified Financial Planner (CFP®) with 31 years of industry experience. He is currently with LPL Financial and has prior experience at Ameriprise Financial Services, Hw Financial Advisors, and Commonwealth Financial Network. Barkley is also involved with Strophic Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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.