Stephen Putinski is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. He serves as a finance committee member at Canterbury Golf Club, where he participates in budget and long-range planning discussions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Bradley Toth is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, JP Morgan Chase & Co, and Ruffalo Noel Levitz. Outside of his advisory work, he serves as Treasurer of the Rising Leaders Council at The Gathering Place, a charitable organization. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Connor Bechtel is a financial advisor with Fidelity Investments based in Orange, OH. He holds a Series 66 designation and has one year of industry experience. His prior work includes multiple roles at Miami University and the Great Parks of Hamilton County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory services. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Paul Antal is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Grace Church of Greater Akron, and Macy's Inc. He is based in Aurora, Ohio. 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 through a group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Peter Kaplan is a financial advisor with Osaic Wealth, Inc. in Twinsburg, Ohio, holding Series 63 and Series 66 licenses and having 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Sagepoint Financial, Inc. for 14 years. He is president of PK Financial Group Inc., a wealth management and retirement plan management business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of advisors and uses various tools and third-party platforms to construct and manage diversified portfolios.

Alissa Hitchcock is a CFP®-certified financial advisor with Edward Jones in Stow, OH, with two years of industry experience. She previously worked at Sequoia Financial Group, LLC for four years and has held roles in education and public utilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Randy Schneider is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 designation and 30 years of industry experience. He has previously worked at several firms, including Securities America Advisors, Creekside Financial Advisors, and Ash Brokerage. Schneider is also associated with MRJL Financial, where he engages in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and other institutions. The firm offers a range of investment options and utilizes various models and technologies to support its network of more than 22,800 advisors.

Mark Duricky is a Series 66-licensed financial advisor with Morgan Stanley in Pepper Pike, Ohio, and has 25 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Julie Stein is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial. She previously spent 16 years at Huntington Investment Company. 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 advanced research tools and a large network of advisors.

Spencer Chippi is a financial advisor at UBS Financial Services with Series 66 credentials. He joined UBS in 2024 and has prior work experience in various industries including food service and manufacturing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking solutions.

Paul Sheeks III is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Sheeks serves on the finance committee of Grace House Akron, a nonprofit organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Jeffrey Elman is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following eight years at Bank of America, N.A. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and allocation guidance for financial planning and retirement strategies.

Todd Williams is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He partners with clients to develop strong financial plans that provide flexibility throughout their lifetimes. Prior to his current role, Todd held positions as a Financial Advisor at Sky Light Financial from 2013 to 2015, Wells Fargo Advisors from 2009 to 2013, and Merrill Lynch from 2007 to 2009. Todd's professional experience spans over a decade in financial advisory roles. Outside of his professional work, Todd is engaged in family activities.

Douglas Lennon is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, The Vanguard Group, Inc., and Prudential Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations.

Garrit Wamelink is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with UBS and its predecessor, Paine Webber Inc., since 1989. Outside of his advisory role, he manages a private family holding company involved in collectibles and investment-related activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor strategies to client goals.

Gautam Pai is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with Cetera and Cetera Advisors LLC since 2013. Outside of advising, he is involved as a founding board member and finance committee member of The Joishy-Pai Sezary Syndrome Society, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Michael Lahiff is a Series 66 credentialed financial advisor with Edward Jones in Streetsboro, OH, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Thomas Hart is a financial advisor with Cetera, holding a Series 63 designation and 23 years of industry experience. He has worked at LPL Financial for 15 years and is currently affiliated with Farmers National Bank and Cetera since 2026. He also operates an investment-related business under MB Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures and utilizes a multi-manager platform with over $256 billion in assets under management.

Rebecca Ravida is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials. She has worked in the financial industry since 2025, including roles at J.P. Morgan Securities and Fidelity Investments. Prior to her career in finance, she spent eight years with Audi Bedford Penske Automotive. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund structures and model portfolios, with notable activities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Nicole Miles is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.