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 in Westlake, OH, holding a Series 63 designation and possessing 41 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 19 years and MSI Financial Services, Inc. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

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-credentialed advisor with 18 years of industry experience. He is currently with LPL Financial and previously worked at Financial Design Group, Securian Financial Services Inc., and Minnesota Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and a variety of operational and research tools.

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 seven years of industry experience, currently advising clients at Edward Jones since 2019. Her prior roles include positions at the Cleveland Clinic and the Ohio Department of Developmental Disabilities. Outside of financial advising, she volunteers at Bloom of Avon, a family-run flower farm in Avon, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

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 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Cetera Wealth Services, and Financial Management Strategies, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on combining technology tools and comprehensive financial services.

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.

Steven Bartos is a financial advisor with Stifel in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory work, Bartos owns and operates a small tree farm and is actively involved in youth wrestling programs, serving as head coach of Buckeye Youth Wrestling and president of the Buckeye Mat Club booster organization. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies. The firm provides fee-based financial planning and engages in private fund services and municipal market activities.

Jeffrey Fallon is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1984. He is based in Strongsville, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a large nationwide network of advisors and branch offices.

Brittany Rosenberger is a Financial Consultant currently working at Fidelity Investments since 2024. She focuses on creating comprehensive financial plans tailored to her clients' individual goals and aspirations, emphasizing strong, trusting relationships and empowering clients to make informed financial decisions. Her experience spans over a decade in the financial services industry, including roles such as AVP - Advisor Direct Financial Advisor at PNC Investments from 2015 to 2024, Senior Investment Services Associate at PNC Investments from 2013 to 2015, Senior Licensed Brokerage Services Representative at PNC Investments from 2011 to 2013, and Financial Professional with the Retirement Benefits Group at AXA Equitable from 2009 to 2011. Outside of her professional career, Brittany enjoys cooking and baking, participating in family activities, engaging in social events with friends, parenthood, snowboarding, and traveling.

Ashley Kahler is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. Her work history includes multiple roles at Edward Jones as well as positions at Citizen's Bank, Olson Investment Advisors, and First Allied Securities. Outside of finance, she is the owner of The Slipped Stitch 206, a business creating and shipping made-to-order crochet cat toys. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Chad Bowman is the Market Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he leads a team of financial professional leaders with a focus on prioritizing client needs. His career at Fidelity Investments began in 2006, and he has progressed through various positions including Vice President, Branch Leader; Regional Planning Consultant; Financial Consultant; Investments Representative; Financial Representative; and Service and Trading (Phones). Throughout his tenure at Fidelity Investments, Chad has gained extensive experience in financial consulting, regional planning, and market leadership. His professional journey reflects a commitment to developing financial teams and delivering client-centered services. Chad appreciates the opportunity to coach and develop leadership within his team, emphasizing a client-first approach. No additional information regarding Chad's education, credentials, personal interests, or community involvement has been provided.

Jennifer Walters is a financial advisor at Morgan Stanley with a Series 66 designation and 23 years of industry experience. She previously worked at Merrill from 1998 to 2023 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a variety of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and analysis.

Beverly Stiegele is a CFP®-certified financial advisor with Ameriprise in Westlake, OH, bringing 30 years of industry experience. She has been with Ameriprise since 2009, including her current role starting in 2020. Outside of her advisory work, she owns Beverly A Stiegele, LLC, a business focused on transitional planning activities. Ameriprise serves clients approaching or in retirement, primarily those with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.