Drew Roggenburk is a CFP® professional with 30 years of experience in financial advising. He has worked at RBC Capital Markets since 2022 and previously spent nine years at UBS Financial Services Inc. Roggenburk serves in leadership roles within the lacrosse community, including Treasurer and President of the North Coast Chapter of US Lacrosse and Treasurer of the Ohio Lacrosse Hall of Fame. He also assists with cash operations for the Cleveland Oktoberfest, a family-run nonprofit event. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutions, offering customized portfolio management and financial planning through multiple advisory programs. The firm combines in-house and third-party investment resources and provides access to capital markets and alternative investment opportunities.

Jamelie Hartman is a financial advisor at Merrill with nine years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Merrill from 2004 to 2006 and Bank of America, N.A. since 2025. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Schmittle is a financial advisor with Edward Jones in Oberlin, OH, holding Series 63 and Series 65 licenses and 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Michael Bentley is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Bentley serves on the Audit Committee for the City of Lakewood. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Timothy Herling is a financial advisor with Raymond James Financial in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James Financial since 2001. Outside of his advisory role, he works as an independent contractor providing financial planning support through Creative Wealth Associates and is licensed to sell term insurance through his agency. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools to evaluate potential outcomes and supports clients through its extensive advisor network and advisory programs.

Antoniella Varrasso Smith is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Merrill and Cetera, as well as a position with First National Bank of PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a distinctive role with advisory responsibilities that include commodity pool operations and the use of AI in research.

Alexandra Pierce is a financial advisor with Edward Jones in Lakewood, OH. She holds a Series 66 designation and has six years of experience at Edward Jones following eight years at Huntington National Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

William Laverty is a financial advisor with Morgan Stanley in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services directly and through corporate agreements.

Nicholas Rimac is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Huntington Investment Company, Equitable Advisors, and Key Investment Services. Prior to his advisory career, he spent four years at Brunswick Auto Mart. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It 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.

Julianna Miller is a financial advisor with UBS Financial Services, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2013. 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 combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Mark Vavruska is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 43 years of industry experience. He previously worked at Stifel for 14 years before joining Ameriprise, where he has been since 2020. Ameriprise provides a retirement-income planning service focused on individuals with at least $1,000,000 in net investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted retirement income recommendations.

Stefanie Peoples is a financial advisor with Primerica Advisors based in Lakewood, OH, holding a Series 63 designation and 13 years of industry experience. She has been with Primerica Advisors since 2013 and also works with Kelly Services. Outside of her advisory role, she is involved in referrals for home security and automation products through an affiliated company. Primerica Advisors manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies developed by unaffiliated asset managers and offers discretionary management supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Alex Ceddia is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Alex works with clients to develop holistic financial plans aimed at helping them achieve their personal and financial objectives. Alex's professional focus is on creating comprehensive strategies tailored to individual client needs. Alex's expertise lies in financial planning, assisting clients in navigating their financial journeys. Outside of work, Alex has interests in baseball, concerts, cooking and baking, exploring culinary experiences as a foodie, gardening, and traveling.

Alex Stump is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles at Advanced Polymer Coatings, Lowes, and Courtside Media Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Salopek is a financial advisor with Cetera based in Westlake, OH, holding a Series 63 designation and 13 years of industry experience. He is a partner at Neitzel, Luke & Salopek, Inc., providing CPA services including taxes, assurance, bookkeeping, and payroll. Additionally, he coaches freshman basketball and manages the North Coast Basketball Academy, and serves as treasurer for The Flight to Remember Foundation, providing financial oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Porter Vergon III is a financial advisor with Morgan Stanley in Westlake, Ohio, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets Inc and Natcity Investments, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Daniel Chavayda is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley DW Inc. before joining Linsco/Private Ledger, now part of LPL Financial, where he has been since 2001. He is also associated with DJC Financial Management, Inc. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of over 22,800 advisors.

Jason Javers is a Financial Consultant currently working at Fidelity Investments. He has extensive experience in the financial services industry, having held various roles since 2013, including positions such as Financial Advisor-Investment Specialist at Capital Planners, Regional Vice President at Fisher Investments, and Vice President Regional Sales Director at PNC Capital Advisors. At Fidelity Investments, Jason has served in multiple capacities, including as an Investment Solutions Representative and on the Planning and Advice Help Desk before becoming a Financial Consultant. Throughout his career, Jason has focused on providing personalized financial strategies and working closely with clients to understand their priorities and goals. His approach emphasizes integrity, transparency, and attentive listening to support clients in making confident financial decisions. His experience spans client planning, investment solutions, and financial advising. No specific information regarding education, credentials, personal interests, or community involvement was provided.

Joseph Melenick is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors LLC, Citizens Securities, Inc., and LPL Financial. He is also involved in the sale of fixed insurance through JBC Companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Celenea Brewer is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. She previously worked at Lincoln Investment and Legend Equities Corporation. Brewer is also involved in an insurance agency affiliated with her advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a network of investment adviser representatives using various investment strategies and technology tools.