Brandon DeCastro is a Benefits & Planning Consultant with Executive Services at Fidelity Investments, a position he has held since 2021. In this role, he focuses on helping clients maximize their relationship with Fidelity by utilizing the full range of tools and resources available to build effective financial plans aimed at achieving their goals and dreams. Brandon's professional experience spans various roles in financial services, including Relationship Manager at Prosperity Advisors, Retirement Planner at TTG Financial, LLC, and Senior Financial Advisor positions at Key Investments Services, JP Morgan Chase, and Firstmerit Financial Services. He also worked as a Financial Specialist at Allstate Insurance Company. Outside of his professional career, Brandon enjoys family activities, fitness, golf, movies, and spending time with his pets.

Isaac Vitu is an Investment Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans tailored to their goals and objectives. His approach focuses on point-in-time planning and strategies to address the complexities of clients' financial situations. Isaac joined Fidelity Investments in 2025 as a Financial Representative before becoming an Investment Consultant in 2026. Prior to that, he gained experience as a Financial Planning Intern at Symphony Financial Services, Inc. in 2025. Outside of his professional work, Isaac has personal interests that include cars, family activities, fitness, football, movies, and outdoor adventures.

Ryan Mc Cauley is a financial advisor at Raymond James Financial with six years of industry experience. He previously worked at Bank of America for six years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he works as a DoorDash driver. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

John Dewitt is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 63 designation and over 43 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2007. Outside of his advisory role, Dewitt is a partner in a real estate investment business focused on single-family properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from the Global Investment Committee. The firm manages approximately $2.74 trillion in assets and combines broad retail and institutional services with specialized investment activities.

Kristen Warren is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab since 2014, including eight years with Schwab Retirement Plan Services. 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. The firm offers a combination of non-discretionary and discretionary investment guidance delivered through multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Jeffrey Wiley is a financial advisor at Charles Schwab with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Charles Schwab since 2008, including roles at Charles Schwab Bank and Charles Schwab Trust 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. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within its large-scale, centralized operational structure.

Mark Williams is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and affiliated entities since 2001. He also has a role at Flagstar Bank N.A., where he has been employed since 2010. 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 financial planning and investment management services through a large network of advisors, combining advisory platforms with non-advisory financial products and partnerships.

Evan Reinhart is a financial advisor at Charles Schwab with Series 66 registration and less than one year of industry experience. His prior work includes roles at University Hospitals, TrAk Athletics, and Rubbermaid Inc. before joining Charles Schwab. 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, offering a combination of advisory, brokerage, custody, and financial planning services with both non-discretionary and discretionary investment options.

Kristen Fleischer is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has been with UBS since 2019. Outside of her advisory role, she is involved in real estate investing, managing residential properties in Ohio alongside her spouse. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing a model-driven investment approach supported by proprietary research and institutional trading capabilities.

Jeremy Heldman is a Series 66-licensed financial advisor with Charles Schwab, based in Richfield, OH, with 14 years of industry experience. He has been with Charles Schwab since 2011 and is currently affiliated with Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s model emphasizes non-discretionary guidance alongside access to discretionary separately managed accounts, supported by multi-asset portfolio strategies and a dedicated alternative investments platform.

Michael Montgomery is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2019, following eight years at Travelex Currency Services Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm’s approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and alternative investments supported by Schwab Center for Financial Research.

Austin Brenner is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and is based in Norton, Ohio. Outside of his advisory role, Brenner serves as an athletic chaplain at Ashland University, working with student athletes through the Fellowship of Christian Athletes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports a broad network of advisors across various sectors, including municipal and public finance.

Jon Lenton is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within Raymond James since 2017. Outside his advisory role, he is also employed as a financial representative at Wentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dee Edwards III is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2014. Outside of his advisory role, Edwards serves on the board of TEMEG Holdings, a medical supply wholesaler and retailer, and owns BPL Edwards Services, a holding company for his Ameriprise practice. Ameriprise is a large institutional firm offering retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income program uses research and modeling to provide tailored, non-discretionary recommendations focused on tax efficiency and income sustainability for clients meeting specific asset criteria.

Chad Marks is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 63 designation and previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of advising, he mentors employees, originates loans, runs teller transactions, and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Christopher Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cbiz for three years and briefly at Firestone Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Kiick is a Wealth Management Advisor specializing in helping clients develop clear and practical financial plans to achieve their long-term goals. He works with individuals and families to simplify financial decisions and build personalized strategies that address wealth management, investment strategy, asset and liability management, as well as wealth transfer and legacy planning. William holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). He earned a Bachelor's Degree in Economics and Finance from York College of Pennsylvania. In addition to his advisory role, William serves as a Retirement Benefits Consultant, assisting corporate clients with the design and management of 401(k) and retirement plans. He is actively involved with the Christ the Redeemer Lutheran Church, the Humane Society of Summit County, and the Rotary Club of Lakewood/Rocky River Sunrise. His community involvement also includes work with the American Red Cross and the Rotary Club of Lakewood/Rocky River Sunrise.

Timothy Cowdrick is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation as AXA Advisors, LLC. Outside of his advisory role, he is a partner and owner of Lakeside Holdings LLC. Equitable Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.

Sean O'Connor is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its affiliates since 2008, including positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a trustee and financial advisor for the MG O'Neil Family Foundation and is the secretary of the Portage Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs structured planning tools and offers access to diverse investment strategies while managing approximately $2.74 trillion in client assets.

Micah Czirr is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 credentials. He has been with PFS Investments Inc. and Primerica Financial Services since 2025. Outside of advising, Micah has been involved with Malone University since 2017 and previously worked with Boys Town from 2015 to 2017. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by third-party asset managers.