Peter Calleri is a Senior Resident Director and Wealth Management Advisor with Merrill, bringing over 30 years of experience in financial services. Since beginning his career in 1992, Peter has specialized in managing individual wealth through complex market cycles, focusing on investment planning for retirement and comprehensive wealth management strategies. He works with high net worth individuals, families, professionals, business owners, and corporate executives to develop personalized financial plans aligned with their goals. Peter holds a bachelor's degree from Kent State University, where he was recruited as a Division 1 hockey player. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, Peter is a member of the Financial Planning Association. His approach emphasizes understanding clients’ life priorities and delivering tailored strategies to meet their retirement, investment, and tax minimization needs. Outside of his professional work, Peter enjoys spending time with his wife and three sons, coaching high school hockey, golfing, biking, and traveling. He has lived in the Akron area since attending Kent State University and remains committed to applying consistent, disciplined portfolio management and clear communication in his client relationships.

James Levine is a financial advisor at OSAIC with 23 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 22 years. Outside of his advisory role, he is a children's chess instructor. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various tools and third-party platforms to create portfolios across multiple asset classes.

John Clifford is a financial advisor at Fidelity with one year of industry experience. He previously worked at Charles Schwab for four years and has experience in media and photography through his roles at CTown Media and John Clifford Photography. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Mitchell Seelinger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2019, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Mitchell partners with clients to develop holistic financial plans that align with their goals and preferences, utilizing Fidelity's tools and resources to implement prudent long-term investment strategies. He focuses on simplifying and organizing the retirement planning process for his clients. Outside of his professional work, Mitchell enjoys cooking and baking, family activities, golf, outdoor adventures, traveling, and practicing yoga.

Daniel Freireich is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS since 2007, with prior experience at Mcdonald Investments Inc. dating back to 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Harvey Rosenberg is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial guidance since joining the firm in 1993. Prior to his career in financial services, he worked in the Consumer Products industry. Harvey focuses on goals-based wealth management, aiding affluent families, professionals, and business executives in navigating complex investment environments. Harvey's expertise includes family wealth management, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Harvey earned his bachelor's degree in Communications from Cleveland State University and graduated from Beachwood High School. Outside of his professional role, Harvey is an active member of the Bnai Yeshurun Synagogue and involved in the Bellefaire JCB Home community. He enjoys sports, particularly being a season ticket holder with the Cleveland Indians, as well as skiing in the Colorado Rockies and locally in Ellicottville, New York. He lives in Solon, Ohio, with his wife.

Yahel Hill is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan in 2025, Hill held roles at Equitable Financial Life Insurance and several logistics and management companies. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Harris is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and 25 years of industry experience. He has previously worked at UBS Financial Services and operated Tyler-Stone Wealth Management, LLC, an independent advisory firm, for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of advisors and supports its platform with advanced research tools and extensive non-advisory financial services.

Shreya Sharma is a financial advisor at Merrill with a Series 66 designation and experience in the industry since 2025. Prior to joining Merrill and Bank of America, N.A., she worked at Rabe Investment Consulting Group and other firms. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Ryan Cunningham is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. Prior to joining LPL Financial in 2020, he worked at The O.N. Equity Sales Company for ten years and has been associated with Ohio National Financial Services since 2010. He also operates Cunningham Tax and Financial Services, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

James Settle is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2013. Prior to his current roles, he was employed at Uber from 2016 to 2017. 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 related managed-account and financial planning services. The firm operates a hybrid advisory model combining non-discretionary guidance with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Adam Lulow is a Series 66-licensed financial advisor with Equitable Advisors in Concord, Ohio, where he has worked since 2007. He has 19 years of industry experience and previously worked with AXA Advisors, LLC. Outside of his advisory role, he serves as a board trustee and mentor for Leadership Lake County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and personal or plan information.

Jack Gecovich is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He has been with Raymond James since 2018 and previously worked at Enprotech Corp from 2014 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and government entities, offering a range of financial planning and investment consulting services through a variety of portfolio management styles and affiliated research.

Matea Milisic is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2024, she worked at Fidelity Investments and has held roles at Kent State University and Citizens Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and planning processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Michael Cianciolo Jr. is a CFP® professional with 34 years of industry experience, currently with Ameriprise Financial Service, LLC. He has been with Ameriprise in various capacities since 1992, including a 14-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory work, he serves as a softball umpire in Twinsburg, Ohio. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Sarah Stratton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at UBS Financial Services for 25 years and has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

Jennifer Schuur is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding a Series 66 designation and 13 years of industry experience. She worked at UBS Financial Services from 2011 to 2017 before joining Morgan Stanley, where she has been since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

John Metcalfe III is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and has also worked at Mcdonald Investments Inc. since 1988. He holds Series 63 and Series 66 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions including model-based asset allocations, portfolio management, and proprietary research.

Eric Ingerman is a CFP® professional with 25 years of industry experience, currently serving with Wells Fargo Advisors since 2022. He previously worked within other Wells Fargo entities from 2014 to 2022. Outside of his advisory role, Ingerman is the head coach of the Solon High School soccer team in Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Roseann Divincenzo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Raymond James since 2012 and was previously affiliated with Carver Financial Services, Inc. since 2014. Outside of advising, she serves as a Registered Compliance Administrator and provides client service support at Carver Financial Services, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a unique affiliation with a municipal advisor to enhance its public finance services.