Lloyd Wright Jr. is a financial advisor at Edward Jones in Amherst, OH, holding a Series 66 designation with eight years of industry experience. He previously worked at IntelliNet Corporation from 2014 to 2018 before joining Edward Jones in 2018. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Jack Boyle is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients to develop tailored financial roadmaps that align with their long-term goals. Jack focuses on understanding each client's unique expectations to guide investment strategy and financial planning efforts. He brings his expertise to the planning process by engaging in comprehensive discussions around investment guidance and strategy. Jack's approach centers on partnership with clients, ensuring that their financial plans reflect their individual needs and objectives.

Khory Katz is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience, currently serving clients at Edward Jones in North Olmsted, OH since 2018. Prior to Edward Jones, he held roles at Bowling Green State University and Westfield Insurance, among others. He is also involved as an investment committee member for a local Freemason lodge and has founded a networking organization in Chagrin Falls, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of investment advisory programs with a nationwide network of advisors and branch offices, combining retail advisor reach with affiliated capabilities such as trust services and proprietary mutual funds.

James Bingham is a financial advisor with Ameriprise in Amherst, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he is involved in media through Cluck Media, LLC, which focuses on golf lifestyle and architecture. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Stuart Rayl is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he worked as an Investment Consultant and Financial Representative at Fidelity Investments during 2022 and 2023. Stuart collaborates with clients to align their investments with their goals and develops financial plans tailored to their needs and preferences. He emphasizes attention to detail, transparency, and building strong relationships with his clients. Outside of his professional work, Stuart enjoys activities such as hiking, skiing, tennis, traveling, and exploring food. He is also a pet owner.

Ronald Dziedziak is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Kyle Blinkhorn is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 65 and Series 63 licenses and eight years of industry experience. He has previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Flagship Capital Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

John Becker is a financial advisor with Ameriprise in Avon Lake, Ohio, holding a Series 63 designation and 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, Becker is involved in several business ventures including co-ownership of retail operations and a tax preparation firm, and he serves on the investment committee for the Deaconess Foundation. He also provides pro bono financial planning services to a disabled military veteran through a program sponsored by the Financial Planning Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized team producing detailed Recommendation Reports supported by proprietary research and third-party data, with implementation managed by the client or their advisor within a defined investment framework.

Dean Ducato is a Senior Financial Advisor with Merrill Lynch Wealth Management. He draws on his background in Accounting to develop financial strategies for individuals, families, and companies, addressing various aspects including assets, liabilities, estate planning, trust planning, corporate financial services, and business sales. Dean works closely with a team of professionals whose collective experience in the financial services industry exceeds 100 years, providing clients with a comprehensive and collaborative approach to wealth management. Dean's areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Cleveland State University. His professional affiliations include the Cleveland State Marketing Association, Italian American Club, and Tau Kappa Epsilon. Outside of his professional work, Dean is involved in community efforts such as the Hunger Task Force. His personal interests include adventure sports, biking, boating, fishing, gardening, golfing, scuba diving, skiing, and traveling.

Matthew Clemens is a CFP® professional with 20 years of industry experience. He is currently with RBC Capital Markets and City National Bank since 2022, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. Outside of his advisory work, he is a partner in family and commercial real estate ventures. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.

Thomas Chaplin is a financial advisor at Edward Jones in Vermilion, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and provides additional services including tax-efficient strategies, overlay services, and a fiduciary standard advisory approach.

Taylor Wolf is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 63 and Series 66 licenses and having seven years of industry experience. Prior to joining UBS in 2019, he worked in the entertainment and financial sectors, including positions at the Agency for the Performing Arts, Anschutz Entertainment Group, and The Vanguard Group. Outside of his advisory role, he also drives for Postmates, a food delivery service. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolios to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Lisa Kopco is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She previously worked at Key Investment Services LLC and KeyBank NA, with tenures spanning from 2007 to 2022. She is also a member of REK Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Ryan Myers is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is based in Strongsville, Ohio. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregg Timura is a CFP® professional with 31 years of industry experience, currently affiliated with Raymond James & Associates since 2023. Prior to this, he spent 14 years at Ameriprise Financial Services, Inc. He serves as a committee member on the Zoning Board of Appeals for Brunswick Hills Township in Ohio. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and firm research.

Michael Nieberding is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He collaborates with clients to create, implement, and monitor financial plans by understanding and educating them on both their financial and personal goals. Michael has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, High Net Worth Representative, Regional Relationship Manager, Investment Consultant, and Financial Consultant. This experience has provided him with a comprehensive understanding of financial consulting and client relationship management.

Tiffany Hackney is a CFP® and holds a Series 66 license, currently affiliated with LPL Enterprise. She has five years of experience in the financial services industry, with prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

George Michalke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Key Investment Services LLC for 13 years. He serves as a representative on the board of directors for the Cleveland Barons Hockey Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm acts as an ERISA fiduciary and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

Rebecca Murphy is a financial advisor at OSAIC with 35 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior experience includes nearly two decades at Mass Mutual and MML Investors Services, followed by three years at SagePoint Financial. Outside of her advisory role, she is owner and certified divorce financial analyst at Facilitated Divorce Solutions, LLC. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a range of tools and third-party resources to construct customized portfolios that incorporate various asset types, managing accounts on discretionary or non-discretionary bases.

Chad Dworznik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He previously worked at PNC Investments and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines extensive research and analytics with diversified investment strategies and offers a range of financial products through its bank and insurance affiliates.