Charles Gavin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions at various organizations, including Xavier University and Gino's Awards, Inc. Outside of his advisory role, he works as an independent contractor providing rideshare services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Patricia Uhlir is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Shannon Holz is a financial advisor with Fidelity in Orange, Ohio, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Holz serves on the investment committee for Beaumont School for Girls. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees both affiliated and unaffiliated sub-advisers.

Ryan Woodman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, and at JPMorgan Chase Bank, N.A. since 2007. Woodman is also the owner of Limoncello Investments LLC. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations and delivers advisory services on a non-discretionary basis.

Stephen Smyntek is a financial advisor with Ameriprise in Willoughby, Ohio, holding a Series 66 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team, with an emphasis on assets managed within Ameriprise accounts.

Sean Dougherty is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Miami University and completed his high school education at Chagrin Falls Exempted Village Schools.

Aimee Caraballo is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group and provides various financial planning options typically delivered on an episodic basis.

Daniel Carter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked within various Wells Fargo entities since 2012 and owns Carter Private Wealth LLC, a private practice based in Beachwood, Ohio. Additionally, he serves as a financial advisor for Princeton Harriman Insurance Solutions in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Bradley Saunders is a financial advisor with J.P. Morgan Securities in Chagrin Falls, OH, holding a Series 66 designation and two years of industry experience. He has worked within the J.P. Morgan organization since 2016, including roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework applied in investment recommendations.

Danielle Beard is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Integrity Investments and Planning. Outside of her advisory work, she was involved with Petpeople from 2018 to 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and structured planning processes. The firm manages approximately $2.74 trillion in client assets and offers both direct financial plans and arrangements with employer-sponsored programs.

Scott Myers is a financial advisor with LPL Financial in Chagrin Falls, OH, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining LPL Financial in 2022, he spent 18 years at Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from multiple sources.

Matthew Dohar is a financial advisor with LPL Financial in Solon, OH, holding 23 years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

John Randall is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Bank of America, The Huntington Investment Company, PNC Investments, Edward Jones, Citizens Securities Inc., and Citizens Bank. Randall also has an ownership interest in a rental property business with his father. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Rea is a financial advisor with LPL Financial in Solon, OH, holding a Series 63 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities, Inc. Rea is a partner at Regal Financial, LLC, involved in life, health, and fixed annuities insurance sales. He also serves as a board member on the finance committee of WomenSafe, a domestic violence shelter. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and uses technologies such as machine learning in its investment approach.

Mark Cooperrider is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020 and previously with Ameriprise Financial Services, Inc. from 2009. He is based in Pepper Pike, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in survey-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized teams and financial advisors, using proprietary research and third-party data within a structured investment framework.

Carter Camper is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, he played professional hockey with multiple teams including IK Oskarshamn, Tappara, and the New Jersey Devils organization. Outside of his advisory role, Camper is involved as an employee in 3ICE, a 3-on-3 hockey league based in Pittsburgh. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools.

Genevieve Adelman is a financial advisor at Edward Jones in Hudson, OH, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2012, including her current role beginning in 2024. Outside of finance, she is involved in photography, specializing in senior portraits and community theatre headshots. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide advisor and branch network.

Scott Simmerer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. His career includes roles at Concurrent Advisors and Oleinik Financial, alongside a long tenure with Raymond James Financial Services since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Gillian Boone is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Raymond James Financial Services, Inc. since 2019. Outside of her advisory role, she serves as Vice President and Treasurer for Western Reserve Resources Corporation and WesRev, Inc., where she provides administrative support and manages branch office operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting services.

Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.