Richard Ward II is a financial advisor with Primerica Advisors in Elyria, Ohio, holding a Series 63 designation and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and also works with the US Postal Service. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

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.

Katherine White is a financial advisor with Equitable Advisors in Sheffield, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable Advisors since 2013, previously associated with Axa Advisors, LLC. Outside of her advisory role, she is a member of Epik Wealth Holdings, LLC, an entity created to purchase an office building. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Jeffrey Daney is a Series 66-licensed financial advisor with LPL Financial, based in Avon, Ohio, and has 18 years of industry experience. He previously worked for Financial Design Group, Securian Financial Services Inc., and Minnesota Life Insurance Company, all between 2007 and 2023. 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 adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Adam Eyerman is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 65 credential and two years of industry experience. Prior to his current role, he held various positions in the food service and creative sectors, including roles at Boom's Pizza | Spice Catering and Six Shooter Coffee. 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 uses advanced analytical tools to guide investment decisions.

Chelsea Stockhaus is a CFP® professional with six years of industry experience. She has worked at Edward Jones since 2019 and has prior experience with Cleveland Clinic, the Ohio Department of Developmental Disabilities, Lifetouch Portrait Studios, and Traveling Vineyard. Outside of her advisory role, she volunteers at a family-owned flower farm in Avon, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Mark Zody is a financial advisor with Charles Schwab in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Charles Schwab since 1995 and has held roles at Charles Schwab Bank and other firms including Arbonne International and Zody Geosciences. Charles Schwab serves a large client base of 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, combining extensive scale with an integrated operational structure.

David Frank is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Cetera since 2014 and concurrently serves at First Federal of Lakewood. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers multiple program structures and access to both affiliated and third-party money managers, managing over $256 billion in assets.

Matthew Rohde is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at LPL Financial since 2020 and previously spent seven years at Cetera Advisor Networks LLC. 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 broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by in-house and third-party research and model portfolios.

Brian Mackert is a financial advisor with Morgan Stanley in Westlake, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory work, he is involved in managing a rental property business in Isle of Palms, South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to assist clients in planning their financial futures.