Michael Simmons is a financial advisor with Ameriprise in Richfield, OH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2026, he worked for The Huntington Investment Company from 2015 to 2026. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Brian Seedhouse is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has been with Cetera and its related entities since 2015. Prior to that, he worked at First Federal Savings & Loan Association starting in 2012. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with options ranging from model portfolios to bespoke strategies.

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.

Tracy Morgan is a financial advisor at Fidelity with nine years of industry experience and holds Series 65 and Series 63 licenses. Prior to joining Fidelity, Morgan worked for Blue Door Pub for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Timothy Matanick is a financial advisor with Robert Baird & Co. in Akron, Ohio. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Baird, he worked at Sherwin Williams and spent 15 years with the City of Bay Village. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and investment tools.

Nicholas Telea is a financial advisor at Charles Schwab in Richfield, OH, holding a Series 66 designation with 13 years of industry experience. He has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 employs multi-asset model portfolios supported by extensive research and a formal alternative-investment onboarding process.

Austin Mims is a Series 66 registered advisor with Edward Jones in Medina, OH, where he has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an owner of Leeward Zephyr, a holding company based in Hinckley, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

John Trecaso is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2012. Outside of his advisory role, he owns several businesses, including a consignment furniture store and an answering service company. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides customized planning and ongoing advice focused on retirement income strategies and tax-aware withdrawals.

Hani Istanbouli is a financial advisor with LPL Enterprise, bringing 32 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as involvement with Cavaliers Holdings since 2013. Outside of his advisory work, he serves as a basketball coach at the Strongsville Recreation Center and supervises security for Cavaliers Holdings during Cleveland Cavaliers events. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Meghan Foley is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and Bank of America NA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Alyssa Pinney is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley 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 employs a structured planning process utilizing firm-approved tools and modeling techniques.

Ilija Djukic is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, with prior experience at PNC Investments and Edward Jones. Outside of his advisory role, Djukic serves as treasurer and board member for the Saint Sava Eastern Orthodox Church. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative and qualitative due diligence and includes capabilities in derivatives and commodities through affiliated entities.

Sean Dodd is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and beginning his career in 2026. Prior to joining Cambridge, he worked at the University of Dayton Department of Communication and held various positions in retail and education. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple investment platforms.

Toby Easterling is a financial advisor at Charles Schwab with 17 years of industry experience. He has worked at Charles Schwab since 2008, including seven years with Schwab Retirement Plan Services, Inc. Outside of his advisory role, he is a co-owner and attendant of Welcome To The Pit, LLC, a gym in Akron, Ohio. Charles Schwab 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 affiliated discretionary models and offers integrated custody, brokerage, and alternative investment services.

Shane Mc Creery is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab in 2022, he worked briefly at Penn Station and has been involved with Drake's Landing Banquet Center since 2017. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering integrated advisory, brokerage, custody, and financial planning services with a combination of non-discretionary and discretionary investment options.

Richard Stager is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1980 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets and fiduciary services.

Douglas Hubert is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors, and he serves as president of Hubert & Hubert, Inc., a CPA firm providing accounting and tax services. Hubert is also a member of Hubert Wealth Management, LLC, a financial services referral business. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Christopher Turner is a financial advisor at Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses. He joined the firm in 2026 and has prior experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. He also worked in roles outside finance, including at LeafFilter North and Cleveland Clinic Rehab Hospital. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Mark Seward is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves as a board member at St. Paul's Episcopal Church in Akron, Ohio. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Li Puma is a financial advisor with Edward Jones in Strongsville, OH, holding a Series 66 designation and seven years of industry experience. He previously worked at Quicken Loans for ten years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.