John Randall is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Bank of America, The Huntington Investment Company, PNC Investments, Edward Jones, Citizens Securities Inc., and Citizens Bank. Randall also has an ownership interest in a rental property business with his father. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Rea is a financial advisor with LPL Financial in Solon, OH, holding a Series 63 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities, Inc. Rea is a partner at Regal Financial, LLC, involved in life, health, and fixed annuities insurance sales. He also serves as a board member on the finance committee of WomenSafe, a domestic violence shelter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and uses technologies such as machine learning in its investment approach.

Mark Cooperrider is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020 and previously with Ameriprise Financial Services, Inc. from 2009. He is based in Pepper Pike, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in survey-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized teams and financial advisors, using proprietary research and third-party data within a structured investment framework.

Carter Camper is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, he played professional hockey with multiple teams including IK Oskarshamn, Tappara, and the New Jersey Devils organization. Outside of his advisory role, Camper is involved as an employee in 3ICE, a 3-on-3 hockey league based in Pittsburgh. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools.

Genevieve Adelman is a financial advisor at Edward Jones in Hudson, OH, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2012, including her current role beginning in 2024. Outside of finance, she is involved in photography, specializing in senior portraits and community theatre headshots. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide advisor and branch network.

Scott Simmerer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. His career includes roles at Concurrent Advisors and Oleinik Financial, alongside a long tenure with Raymond James Financial Services since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Gillian Boone is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Raymond James Financial Services, Inc. since 2019. Outside of her advisory role, she serves as Vice President and Treasurer for Western Reserve Resources Corporation and WesRev, Inc., where she provides administrative support and manages branch office operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting services.

Jeffrey Womack is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Kent, Ohio. He has eight years of industry experience, including seven years with Chagrin Falls Exempted Village Schools prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.

Shari Wong is a financial advisor with Ameriprise in Cleveland Heights, OH, holding a Series 66 designation and 22 years of industry experience. She has worked at Ameriprise since 2017, following eight years at UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Thomas Walton is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at PNC Investments and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Connor Haskins is a financial advisor at UBS Financial Services with 8 years of industry experience. He holds a Series 66 designation and previously worked at MIM Software, Inc. for two years. Outside of his advisory role, he participates in church activities including assisting in leading services, singing, and managing musical and sound equipment. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Mackenzie Marshall Flynn is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Antoine Williams is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Dollar Bank, Fidelity Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Amazon, and PNC Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Laura Lamarca is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for eight years before joining Morgan Stanley in 2017. Outside of her advisory role, she is involved as a sales and marketing consultant for a retail and online store. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes, primarily acting in an advisory capacity for clients’ plans.

Aaron Lewis is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in North Olmsted, OH. He has 18 years of industry experience, including roles at JPMorgan Chase Bank, N.A. since 2010 and J.P. Morgan Securities since 2012. 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 large institutional advisory operations with affiliated brokerage and investment management capabilities.

Robert Venzor is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning and investment services supported by firm-approved tools and research.

John Schubert is a financial advisor at Charles Schwab with 28 years of industry experience. He holds a Series 66 credential and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Matthew La Fountain is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 65 and Series 66 designations and has been with Edward Jones since 2014. 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 manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Patrick Mckelvey is a Wealth Management Advisor with the KMM Group at Merrill Lynch Wealth Management. He provides financial advising and planning services to high net worth individuals and families, focusing on creating comprehensive family wealth plans that incorporate asset allocation and liability management as key components of the group's wealth management platform. Patrick began his career at Merrill Lynch as an intern in 2011 and joined the KMM Group as an Investment Analyst upon graduating from Elon University in 2012 with a bachelor's degree in Finance. He was promoted to Financial Advisor in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Patrick’s expertise includes family wealth management strategies, liquidity management, retirement income planning, and portfolio management services. Patrick resides in Chagrin Falls, Ohio, with his wife and two children. Outside of his professional work, he enjoys cooking, golfing, spending time with his family, and traveling. In 2022, he was named to Forbes’ “Top Next-Generation Wealth Advisors Best-in-State” list.