John Barbish is a financial advisor with Cetera, holding 17 years of industry experience. He has held roles at multiple firms including Cetera Wealth Services, Barbish Financial Group, and West Point Wealth Management. Outside of his advisory work, he co-owns Barbish Gardens, LLC, a family garden business that grows vegetables and sells spices at farmers markets. He is also a candidate for the Ohio House of Representatives. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Caroline Jones is a Series 66 licensed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2020. Her prior roles include positions at Bank of America and Merrill. Outside of finance, she is a co-author of several children's books and participates as a musician. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet certain net worth criteria. The firm provides a broad planning menu supported by Wells Fargo research and tools, integrating advisory services with other financial products and referral channels.

Rachel Jose is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and its affiliate private bank since 2019 and previously was employed by Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Brian Kurtz is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ali Hakim is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation. He has one year of industry experience, having joined UBS in 2026. Prior to entering the financial industry, Hakim held positions at Penske Logistics, PNC Bank, and Telemus Capital, and has a background that includes work in education and logistics. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Keven Prather is a financial advisor with MML Investors Services, LLC and MassMutual Life Insurance, holding a Series 63 designation and 28 years of industry experience. He has been with MML Investors Services and MassMutual since 2003. Outside of his advisory role, he is a co-author of a book with best-selling author Jack Canfield, serves as secretary for the housing corporation of the Phi Kappa Tau fraternity at the University of Idaho, and provides management consulting and administrative support services through his ownership in Liminal Partners. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using proprietary software and provides various event-driven planning programs.

Beth Michel is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. Merrill, together 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 model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jon Brausch is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he serves as a director and board member of The Tri-Motor Heritage Foundation, a historical preservation nonprofit, where he is involved in project oversight and fundraising. He works within the DDK Group at Robert W. Baird, which provides tailored wealth management services to individuals, families, institutions, and charitable organizations through a combination of consulting, portfolio management, and specialized overlay strategies.

Stephen Miles is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Based in Cleveland, OH, he has spent over a decade serving clients through this firm. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Jeffrey Kosek is a financial advisor with OSAIC, holding a Series 66 license and 12 years of industry experience. He previously worked at Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. In addition to his advisory role, he is involved in the sale of fixed insurance products and operates The Kosek Organization, LLC, which manages business operational expenses. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party managers. The firm employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Charles Brennan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Brennan is involved in managing investment-related activities, serving as a managing member and partner in several entities connected to real estate and recreation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while offering diverse retail and institutional investment options.

Peter Carfagna is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Amie Fox is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 66 designation and 21 years of industry experience. She has been with MassMutual and its affiliated companies since 2004. Outside of her advisory role, she is the owner of Palffy Financial Group, LLC and serves as an agent for various life, health, and disability insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of financial planning and asset management services, including innovative event-driven planning such as divorce and estate-settlement programs.

Chad Thompson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at firms including KeyBank NA and The Huntington Investment Company. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kurt Marlow is a CFP® professional with 28 years of industry experience, currently serving at Ameriprise Financial Services. His prior roles include positions at The Huntington Investment Company, LPL Financial, Firstmerit Advisors, Inc., Invest Financial Corporation, and National Planning Corporation. He is involved in his community as a board member overseeing field maintenance for Madison Youth Baseball & Fastpitch Softball and sits on the board of the nonprofit Deepwood Industries. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which offers tailored retirement-income planning advice based on proprietary research and algorithmic tools.

Ryan Cox is a financial advisor with Robert W. Baird & Co. in Cleveland, Ohio, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Cox serves as mayor of Waite Hill Village, Ohio, and is a board member of the Waite Hill Foundation, a charitable organization benefiting the local municipality. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and uses a range of manager-traded and model-traded strategies supported by ongoing research and monitoring.

David Freno is a CFP® professional with seven years of industry experience, currently serving at MassMutual Investors Services since 2021. His prior roles include positions at Eileen M. Burkhart & Co., LLC and The Mortgage Collaborative. Outside of his advisory work, he is involved in several nonprofit boards focused on the arts and serves as a freelance pianist. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of educational and specialized planning programs.

Kara Leventis is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at StepStone Group, HPS Investment Partners, McHenry Advisers, and JPMorgan entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence in its Institutional Consulting Services program.

Jacob Engel is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and is based in Cleveland, Ohio. Prior to his current role, he worked in the food service industry at Courtside Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Lisa Moavero is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 19 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 17 years before joining UBS in 2023. 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 services supported by proprietary research and a broad platform of capital markets and lending products.