Bryson Joy is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Bentley Advisors LLC and Zimmer Biomet. He is also a business owner of Bentley Advisors LLC. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gurpreet Reen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase and JP Morgan Securities LLC since 2017, with prior experience at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Alec Bouria is a Financial Consultant at Fidelity Investments, where he provides guidance and supports clients in working towards their financial goals. He emphasizes attention, respect, and detailed financial planning for all clients regardless of their financial situation. He has held various roles in the financial services industry, including positions as an Investment Consultant, Financial Representative at Fidelity Investments, and Financial Advisor at Citizens Investment Services. Alec's experience also includes roles at Equity Trust Company, PNC Investments, and Fisher Investments. Alec has been working in financial advisory roles since at least 2016, progressively advancing through positions that have expanded his expertise in investment services and client financial planning.

Jonathan Blasko is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2024. Prior to joining Morgan Stanley, he was with Wells Fargo Advisors from 2014 to 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kim Caito is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he designs and sells t-shirts through his retail business, Caito Outfitters, LLC, where he also manages the company’s financial records. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Leo Rosner is a financial advisor with Cambridge Investment Research Advisors in Cleveland, OH, holding Series 65 and Series 63 licenses and 44 years of industry experience. His career includes multiple tenures at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., as well as Sagepoint Financial, Inc. Rosner is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, proprietary and third-party strategies, and institutional features such as advisor transition support and equity participation arrangements.

Douglas Breitenbach is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 13 years of experience providing wealth management advice and services. His expertise includes robust investment and financial strategies, social security analysis, and both pre- and post-retirement cash flow planning. He focuses on client areas such as college education planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and retirement income. Douglas holds a Bachelor's Degree from Miami University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the Evans Scholars professional organization. His community involvement includes work with the Jewish Big Brothers Big Sisters Association and the Evans Scholars Foundation. Outside of his professional commitments, Douglas enjoys golfing, running, and spending time with his family.

Alasdair Cooper is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he owns and operates a local support company for his business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, along with specialized services in municipal finance and employer retirement plan consulting.

Gerard Stadler is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Stadler serves on the finance committee of VASJ High School in Cleveland, reviewing financial statements and budgets. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Barry Cohn is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a board member at Beechmont Country Club in Cleveland, Ohio. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. Its investment approach relies on proprietary methodologies developed by the firm's Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Elisa Budoff is a CFP® professional with 32 years of industry experience, currently advising at Ameriprise since 2020. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she serves on the Village of South Russell Planning Commission and is a member of the Finance Council at St Joan of Arc Parish. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with significant investable assets.

Lionel Eason is a Financial Consultant at Fidelity Investments, a position he has held since 2026. His professional experience within Fidelity Investments includes roles as Investment Consultant (2025-2026), Planning Consultant (2025), Relationship Manager (2024-2025), and Financial Representative (2024). Lionel's approach to financial advisory is centered on service, partnership, and planning. He works closely with clients to understand their priorities and develop tailored financial strategies, providing ongoing support as their needs evolve. His focus extends beyond investments to consider the entire financial picture, helping clients make informed decisions throughout every stage of life. Outside of his professional responsibilities, Lionel has personal interests in golf, hiking, military service, movies, and running.

Brian Pollak is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2009. Pollak serves on the finance committee of Walsh Jesuit High School, advising on investment policies, and holds board positions at Stan Hywet Hall & Gardens and Heart to Heart Communications, a nonprofit organization focused on leadership development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial offerings and capital markets solutions.

Jeffory Harrison is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Citizens Bank, Rocket Mortgage, and Lincoln Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Romilly Taylor is a financial advisor at Morgan Stanley with 10 years of industry experience. They hold a Series 66 designation and have worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following three years at PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and models.

Mark Hawald is a Series 66-licensed financial advisor with 19 years of industry experience. He currently works at OSAIC and previously spent 14 years at American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as assistant wrestling coach at John Carroll University and holds executive positions in manufacturing and business services companies. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and offers discretionary and non-discretionary portfolio management, with access to third-party money managers and multiple investment platforms.

Delores Elliott is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes firm-approved tools and modeling techniques, focusing on tailored plans without individual security recommendations as part of standalone planning.

Brian Young is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of Merrill since 1991 and brings extensive experience in wealth management guidance, pre- and post-retirement income and cash flow planning, trust and estate planning services, and business succession strategies. His approach integrates various life priorities including family, work, philanthropy, and leisure, aiming to create customized financial strategies that reflect the unique circumstances of each client. He holds a Bachelor of Science degree in Civil Engineering from Tufts University and a Juris Doctorate degree from Cleveland State University College of Law. Brian is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). He is also affiliated with the professional organization DELTA TAU DELTA (BETA MU-1977). Brian participates actively in community organizations such as College Now Cleveland, Menorah Park-Excellence in Caring, and Fairmount Temple. Outside of his professional and community involvement, he enjoys boating, golfing, reading, skiing, and spending time with his family.

Brian Kulak is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with JPMorgan Securities since 2013. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Scott Hignite is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and Wealth Planners to provide clients with a comprehensive financial planning experience focused on their personal and financial goals. He has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Scott's professional experience encompasses client relationship management and financial representation, contributing to his current role in delivering holistic financial plans. His approach centers on aligning financial strategies with clients' individual objectives. Outside of his professional work, Scott enjoys engaging in board games, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and playing soccer.