Dennis Barba Jr. is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in scouting high school basketball players and owns several businesses related to his financial practice and other ventures, including tax preparation and basketball team ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with flexibility in implementation and multiple integrated financial product options.

Nikolaus Wearsch is a Series 66-licensed financial advisor with Raymond James Financial, based in Mentor, Ohio, and has 22 years of industry experience. He has been with Raymond James Financial Services Advisors since 2009. Outside of advisory work, he holds ownership and leadership roles in several support companies, including Carver Financial Services LLC and W4 Tetons LLC, and is involved in agricultural activities through Mauch Farms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tyler Bonar serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on creating customized financial strategies tailored to his clients' individual goals. Tyler is dedicated to helping busy professionals manage their investments and retirement planning through a proprietary financial modeling process that assesses progress toward achieving desired lifestyles. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, as well as individual and corporate investment strategies and retirement income. Tyler holds a Bachelor's Degree from The Ohio State University and maintains the Personal Investment Advisor (PIA) designation. He is affiliated with Merrill Lynch and actively participates in the Bainbridge Civic Club. Outside of his professional pursuits, Tyler enjoys basketball, golfing, hunting, and spending time with his family. He approaches wealth management as a financial GPS, aiming to guide clients from their current position toward their financial objectives.

Brandon Fritts is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Certinia (formerly FinancialForce). He also operates Johnnycake Financial, a non-investment related support company based in Mentor, OH. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and notable municipal and SIMPLE IRA advisory programs.

Debora Venzor is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Prior to UBS, she worked at The Effective Leadership Academy from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Michael Kozak is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing access to proprietary research and a broad range of capital markets services.

William Skomrock III is a financial advisor with Ameriprise, holding 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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 worked at LPL Financial since 2005 and founded Tyler-Stone Wealth Management, LLC in 2015, where he provides independent investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

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 27 years of industry experience. Prior to joining LPL Financial in 2020, he worked at The O.N. Equity Sales Company for 10 years and has been affiliated with Ohio National Financial Services since 2010. He is also involved in tax preparation and accounting services through Cunningham Tax and Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a variety of investment strategies.

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.