Brandon Fritts is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Certinia. In addition to his advisory role, he is involved with Johnnycake Financial, a support company based in Mentor, OH. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, as well as institutional clients such as pension plans and municipal entities. The firm offers tailored, primarily non-discretionary advisory solutions and has specialized programs for small businesses and public finance clients.

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.

Curtis Paul is a financial advisor with Ameriprise in Chagrin Falls, OH, holding a Series 63 designation and 42 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 35 years and held roles at B. Riley Wealth Advisors and B.Riley Wealth Management. Outside of his advisory work, he serves on the Board of Directors for the Oberlin Rotary Club and participates in Rotary District 6600 activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Jeffrey Meeks is a Series 63-licensed financial advisor with six years of industry experience. He is currently with LPL Financial in Solon, Ohio, where he has worked since 2026. Prior to joining LPL Financial, he held roles at MassMutual Life Insurance Company and MML Investors Services, LLC from 2020 to 2026, and worked in specialty materials recycling from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources along with discretionary and non-discretionary management options.

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.

Bradley Wadsworth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2004 and specializes in working with individuals, families, and businesses to build, manage, preserve, and transition wealth through tailored financial strategies that address each client's specific needs and goals. He holds a Bachelor's Degree in Economics from Ohio Wesleyan University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His experience equips him to provide insights that help clients navigate varied and unpredictable investment environments. Outside of his professional work, Bradley is an active member of the Berkshire Booster Club. He spends time with his family and friends and is an avid sports fan who coaches youth sports.

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 with UBS Financial Services, holding Series 63 and Series 66 credentials and possessing 42 years of industry experience. He has worked at UBS since 2007 and has been associated with Mcdonald Investments Inc. since 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services and proprietary research to support client strategies.

Harvey Rosenberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 1993 after several years in the Consumer Products industry and focuses on providing goals-based wealth management to affluent families, professionals, and business executives across the country. Harvey works to build lasting relationships by offering customized portfolios and disciplined investment strategies to help clients achieve their financial goals. He holds a bachelor's degree from Cleveland State University and has earned several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) certifications. In addition, Harvey serves as an arbitrator for FINRA and is affiliated with the Bnai Yeshurun Synagogue. Outside of his professional work, Harvey enjoys following Cleveland sports teams, skiing in Colorado and New York, and participates actively in his synagogue community. He is also involved with the Bellefaire JCB Home, demonstrating engagement in community activities.

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.

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 financial advisor with Equitable Advisors in Concord, Ohio, holding a Series 66 credential and 18 years of industry experience. He has been with Equitable Advisors since 2007, including time when the firm operated as Axa Advisors, LLC. Outside of his advisory work, he serves as a board trustee and mentor for Leadership Lake County in Mentor, Ohio. Equitable Advisors provides financial planning, retirement plan support, and asset management access to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model using third-party asset managers and offers both advisory and brokerage channels to implement client recommendations.

Jack Gecovich is a financial advisor with Raymond James & Associates in Beachwood, OH, 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 provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with a notable focus on municipal and public finance services.

Matea Milisic is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2024, she worked at Fidelity Investments and has held roles at Kent State University and Citizens Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and planning processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Michael Cianciolo Jr. is a CFP® professional with 34 years of industry experience, currently with Ameriprise Financial Service, LLC. He has been with Ameriprise in various capacities since 1992, including a 14-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory work, he serves as a softball umpire in Twinsburg, Ohio. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.