Jeffrey Brausch is a financial advisor with RBC Capital Markets in Westlake, Ohio, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He previously worked at UBS Financial Services for 11 years and Mcdonald Investments Inc. for 33 years. Brausch serves as chairman of the Black River Education & Wellness Foundation, a charitable organization focused on wellness and education in northern Ohio. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored investment solutions through various advisory programs that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Janna Kepner is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kayrene Learned is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2018, with prior experience at Cetera Investment Advisors, Cetera Investment Services LLC, and First Federal of Lakewood. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and research-driven guidance, supported by a large client base and integrated operational structure.

Gregory Locker is a financial advisor with Charles Schwab in Westlake, Ohio, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Charles Schwab since 1997, including over two decades with Charles Schwab Bank. Outside of his advisory role, he owns a house rental business in Avon Lake, Ohio. Charles Schwab 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’s model combines non-discretionary advisory with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Patrick Holland is a financial advisor at UBS Financial Services in Westlake, OH, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the advisory group for the Huron Yacht Club, a private nonprofit, where he helps analyze financials and assist with budgeting and operational decisions. 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, offering a broad range of products and research to tailor client strategies.

Sean O'Reilly is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Westlake, OH, and has 30 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in ownership and management of several investment-related businesses, including STO Wealth Manager, LLC and Your Bridge Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored planning covering areas such as retirement, education, and niche client needs, using Wells Fargo research and tools to deliver customized recommendations.

Emila Ashdown is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 license and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Emila is also a licensed notary in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning and multiple advisory programs through a national network of investment adviser representatives.

John Clemens is a financial advisor with RBC Capital Markets in Westlake, OH, holding Series 63 and Series 65 registrations and bringing 47 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he serves as a board member for Town Homes of Ohio City and makes appearances for the Cleveland Cavaliers as a professional athlete. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with customized investment strategies implemented through internal and third-party managers.

Ryan Dorff is a financial advisor with UBS Financial Services, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining UBS in 2023, he worked for over a decade at Infinity Family Services, LLC. Outside of his advisory work, he serves on the board of Riptide Water LLC, a company that produces and sells sparkling water. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of financial products through a broad platform.

Jacob Jones is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at BrightEdge Technologies, Inc. and the Cleveland Browns. Jones is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides diverse investment implementation options, including proprietary models and access to third-party managers, tailored to client objectives.

William Murman is a financial advisor with UBS Financial Services who holds a Series 66 credential and has 36 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, Murman serves on the boards of the Diabetes Partnership of Cleveland and the Collaborative to End Human Trafficking, contributing to strategic planning and development efforts for these nonprofit organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include financial planning and portfolio management based on proprietary research and model-based asset allocations.

Ryan Roche is a financial advisor with Raymond James & Associates in Westlake, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he has worked as a musician since 2019. Raymond James & Associates 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, institutions, pension plans, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and municipal advisory capabilities.

Sanjay Beach is a CFP®-certified financial advisor with 32 years of industry experience, currently with Raymond James & Associates since 2022. His prior experience includes nine years at Bank of America and Merrill. He serves as an advisory board member for St. Edwards High School, a Catholic boys’ high school in Lakewood, Ohio. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting with access to a wide range of portfolio management styles and firm research.

Joseph Arnold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017, following eight years at National Planning Corporation. Arnold serves as President and CEO of Foundation Wealth Advisors LLC and is a board member at Lakewood Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that provides a range of services—including financial planning, investment management, and retirement plan advisory—to individuals, pension plans, charitable organizations, and other clients. The firm offers both proprietary and third-party model strategies and supports discretionary and non-discretionary investment management tailored through multiple custody and platform arrangements.

Bryan Kranek is a financial advisor with Osaic Wealth, Inc. based in Westlake, Ohio, holding a Series 66 designation and 18 years of industry experience. He previously worked at SagePoint Financial for eight years before joining Osaic in 2023. In addition to his advisory role, he is licensed to sell fixed insurance and is the owner of Kranek Capital, LLC, an entity established for expense management and legal protection. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, utilizing a variety of asset-allocation tools and investment strategies.

Richard Sonnefeld is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Vetoquinol USA. In addition to his finance career, he was involved with the Rocky River Brewing Company for ten years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Henry Gerlach is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is involved in dock leasing. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology.

Sean Stamper is a financial advisor with UBS Financial Services in Rocky River, OH, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Fidelity Investments, Insight2Profit, PNC Investments, Stratos Wealth Partners, and LPL Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital markets services to tailor financial plans to clients’ goals and risk tolerances. The firm operates as both a broker-dealer and an investment adviser, integrating institutional trading capabilities with wealth management services.

Nathan Wilmot is a financial advisor at Osaic Wealth, Inc. with over 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Sagepoint Financial, Lincoln Financial Advisors, Mass Mutual Investors Services, and MSI Financial Services. In addition to his advisory role, he is a partner in an LLC that manages property and offers various insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to create customized portfolios incorporating a range of securities and investment types.

Raymond Vargo is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. Prior to joining LPL Financial in 2023, he spent 19 years at THE O.N. Equity Sales Company. He is involved in providing non-variable insurance services alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both in-house and third-party research, including discretionary and non-discretionary portfolio management options.