Maison Ross is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has worked with Wentz Financial Group and Raymond James Financial Services Advisors, Inc. Ross’s background includes roles in investment strategy and financial advising. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Kiss is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked at ROCKET Mortgage for five years. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Marie Chiarucci is a financial advisor at Ameriprise with 20 years of industry experience. She has been with Ameriprise and its predecessor entities since 2005. Outside of her advisory role, she serves as secretary on the board of the Riverwoods Homeowners Association and volunteers to provide free financial advice to widows through Wings for Widows. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.

James Egan is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fifth Third Securities and Fifth Third Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Van De Motter is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2005. Outside of his advisory role, he serves as a board member of The Bicknell Foundation, where he helps oversee philanthropic gifting and the investment management of fund assets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Dylan Lanning is a Series 66-credentialed financial advisor at Raymond James Financial with three years of industry experience. He is also an associate and senior relationship manager at Western Reserve Resources Corporation. Prior to his financial services career, he held roles at various retail companies including Dunkin Donuts and Polo Ralph Lauren. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary investment consulting and supports a broad network of affiliated advisory firms.

Stephen Mihalek is a financial advisor with Morgan Stanley in Pepper Pike, OH, holding a Series 66 designation and 24 years of industry experience. Prior to his current roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024, he worked at J.P. Morgan Securities from 2012 to 2024. Morgan Stanley Wealth Management provides 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Craig George is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2025. Outside of his advisory work, he serves as Vice President of Natural Journey Farm LLC. 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 range of financial planning and advisory programs, with access to model portfolios, research, and various management options.

William Di Menna is a CFP® with seven years of industry experience. He is affiliated with LPL Financial and Tyler-Stone Wealth Management, LLC, where he provides investment advisory services. His prior work includes roles at Insight2Profit, Designer Molecules Inc, and Jalenna Capital 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 adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

Ryan Ketvertis serves as Senior Resident Director at Merrill, where he provides wealth management services tailored to the unique ambitions and priorities of his clients. He specializes in areas including divorce transition planning, family wealth management strategies, retirement income, philanthropic planning, and investment consulting for defined contribution plans, among others. Ryan utilizes a disciplined process that considers all aspects of a client's life and business to develop customized financial strategies, with a focus on regular reviews to ensure alignment with clients' evolving goals. Ryan joined Merrill in 2007 after a career in real estate and works as part of a team with over 50 years of combined industry experience. He holds a Bachelor of Science degree in Marketing from John Carroll University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Ryan is involved in coaching community youth sports programs. His personal interests include biking, golfing, spending time with family, and traveling.

David Gossett III is a Series 66-licensed financial advisor with Morgan Stanley in Hudson, Ohio, and has 10 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the boards of a publishing company in Cleveland and the CFA Society Cleveland, and he also streams video games on Twitch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

David Livingston is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. Outside of his advisory role, he serves as a trustee for a trust based in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and models.

Melissa Halloran is a financial advisor with Wells Fargo Advisors in Beachwood, OH. She holds a Series 63 designation and has 27 years of industry experience, including 11 years with Wells Fargo Advisors. Outside of her advisory role, she provides support staff services for an insurance business in Sarasota, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Matthew Rains is a financial advisor at Charles Schwab with 28 years of industry experience. He has been with Charles Schwab since 1996 and Charles Schwab Bank SSB since 2005. He holds a Series 63 designation. 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 affiliated discretionary separately managed accounts and provides a centralized structure for custody and brokerage services.

Natasha Kalas is a CFP® professional with 17 years of experience in the financial services industry. She is currently affiliated with Morgan Stanley and has prior experience at UBS Financial Services and Robert W. Baird. Outside of her advisory role, she is the sole proprietor of two businesses, Carmden Acres LLC, which focuses on technology, and Natasha Krys LTD, associated with recreation activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, leveraging structured discovery conversations and advanced planning tools as part of its investment approach.

Scott Fischer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ goals, leveraging insights from Merrill and resources from Bank of America. His client focus areas include college education planning, family wealth management, retirement planning, philanthropic planning, socially responsible investing, tax minimization, and portfolio management services. Scott joined Merrill in 2005 after a career in private industry where he served as President and CEO of a regional distribution business. He combines his business management experience with wealth management expertise to offer clients a distinctive approach to portfolio risk management. Scott holds a bachelor’s degree from Fisher College of Business at The Ohio State University and is a Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) certificant. Outside of his professional work, Scott enjoys biking, golfing, and running. He resides in Solon with his wife.

Kathleen Futey is a financial advisor with LPL Financial in Aurora, OH, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory role, she is a partner in Sonkin Cellars, a wine-making business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joshua Dautovic is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning that incorporates broad investment perspectives and structured scenario modeling.

Joseph Bevack is a financial advisor with Morgan Stanley in Pepper Pike, OH, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor and partner of Vacqua, LLC, a retail and online store business based in Highland Heights, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and asset management through a structured process supported by firm-approved tools.

Matthew Pallo is a financial advisor with Edward Jones in Stow, Ohio. He holds the CFP® designation and Series 66 license and has eight years of industry experience, all with Edward Jones following a 19-year career at Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.