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.

Mario Perkins is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Noble Notary and has been employed with Penske Logistics since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations across various planning areas.

Katherine Dean is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley and PNC Investments since 2016. Outside of her advisory work, she is the owner of Katie Beth Designs, LLC, a seamstress business based in Mentor, Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

Garrett Hoffman is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. In his current role, Garrett partners with clients to help align their personal goals and needs with their investments. He works with individuals and families to plan for their financial goals.

Dawn Chico is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Woodmere, Ohio, with 28 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its advisory process.

Victoria Mannarino is a CFP® professional with 42 years of industry experience. She has been with LPL Financial since 2019 and previously worked at Raymond James Financial and Raymond James Financial Services, Inc., where she spent over two decades. Mannarino also has involvement with non-variable insurance activities outside her advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services supported by a large network of advisors and advanced operational tools.

Piero Colecchia is a CFP® and ChFC® with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Timothy Cohen is a financial advisor with Ameriprise in Chardon, Ohio, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Ameriprise since 2026 and previously held roles at The Huntington National Bank, Huntington Investment Company, W&S Brokerage Services, and Western & Southern Life. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Gottlieb is a financial advisor with Edward Jones in Pepper Pike, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Edward Jones since 1995. 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.

Lawrence Di Bartolomeo is a financial advisor at OSAIC with 53 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation from 1999 to 2025. Outside of advising, he is involved in insurance sales and consulting through his ownership of DiBart Insurance Agency Corporation and manages several legal entities related to insurance and pharmacy consulting. He is also engaged in acting and modeling through his entertainment LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with access to a broad range of investment products and third-party managers.

Lisa Casper is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, she worked at Allstate Insurance and TestOil. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Lavelle is a CFP® with 31 years of industry experience, serving as a financial advisor at Edward Jones since 1993. He is based in Cleveland Heights, OH. Outside of his advisory role, he serves on the Estate Planning & Advisory Council at Case Western Reserve University and is a board member on the Advancement Committee for Ruffing Montessori School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm is noted for its extensive advisor and branch network, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Vincent Dagostino is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and founding Mayfield Financial Services in 1996. Outside of advisory work, he serves as president of Mayfield Financial Services, providing tax preparation, business consulting, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals and uses multiple portfolio management platforms with both proprietary and third-party strategies.

Taylor Stone is currently a Planning Consultant at Fidelity Investments. In this role, Taylor focuses on providing holistic financial planning services, collaborating with clients to understand their needs and plan according to their preferences. Taylor has experience at Fidelity Investments spanning several roles, starting as a Financial Representative in 2024, progressing to Relationship Manager in 2025, and advancing to the current position as Planning Consultant in 2026. This progression reflects a growing depth of expertise in client relationship management and financial planning. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Deanna Spear is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Cambridge in 2019. In addition to her advisory role, she is a partner in Chagrin Valley Business Strategies LLC, a consulting and coaching firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of portfolio management options and combines proprietary and third-party strategies to tailor solutions to client objectives.

Warren Wernick is a financial advisor with Cambridge Investment Research Advisors in Beachwood, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also a partner at Chagrin Valley Business Strategies LLC, a consulting firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of investment approaches across multiple custody platforms.

Cherie Harris is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Boenning & Scattergood, Inc. Outside of advising, she is involved as a notary and is a content creator for En Route with Chuck & Cherie LLC. 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 asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning.