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.

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.

Michael Ramer is a financial associate with Cetera and holds a Series 66 designation. He has one year of industry experience, including roles at Cetera Advisors and Balanced Financial Concepts. Outside of his advisory work, he has experience assisting with client data gathering and note-taking during client meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm provides a variety of portfolio management and financial planning services through a multi-manager platform that offers model portfolios, third-party managers, and customized strategies.

Sarah Stratton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at UBS Financial Services for 25 years and has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

Mark Telerico is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 29 years of experience in helping families, individuals, and institutions develop financial strategies tailored to their long-term goals. He specializes in a broad range of areas including executive wealth management, retirement income planning, portfolio management services, and consulting for defined benefit plans, foundations, and endowments. Mark works as part of the Penton-Telerico Group within Merrill Institutional Consulting, collaborating to develop asset management strategies for institutional clients such as foundations and endowments. Mark began his career in January 1997 after graduating from Miami University in Oxford, Ohio, where he was a Division I student athlete. His extensive experience encompasses the full wealth planning lifecycle from accumulation through retirement distribution, emphasizing transparency and disciplined guidance to help clients make informed financial decisions. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Mark enjoys golfing, music, photography, skiing, and spending time with his family. He serves on the boards of the Northern Ohio Golf Association and The Turn, organizations where he has held the position of president, and participates in his church's worship band.

Jennifer Schuur is a Series 66-licensed financial advisor at Morgan Stanley with 12 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent six years at UBS Financial Services. 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, including financial planning and estate strategies, utilizing structured discovery processes and firm-approved planning tools.

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.

Ryan Heyman is a financial advisor with Edward Jones in Solon, Ohio. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Union Home Mortgage for six years and has experience at Ohio University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

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®-designated financial advisor with over 40 years of industry experience, currently affiliated with LPL Financial since 2021. She previously worked at Raymond James Financial and Raymond James Financial Services for more than two decades. Mannarino is also involved in non-variable insurance services and operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services enhanced by model portfolios, third-party research, and advanced technologies.

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.