Brian Cahill is a financial advisor with UBS Financial Services in Westlake, OH, holding a Series 63 designation and bringing 38 years of industry experience. He has been with UBS Financial Services since 2006 and previously worked at Citigroup Global Markets from 2000 to 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

Michael Leamon is a Series 66 licensed advisor with UBS Financial Services, based in Rocky River, OH, and has 26 years of industry experience. He has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates both wealth management and institutional trading businesses, offering a wide range of capital markets and advisory services.

Jon Parkhurst is a CFP® licensed financial advisor with 24 years of industry experience. He is associated with Cambridge Investment Research Advisors and Duncan Financial Planning Advisors, and he also operates Parkhurst Financial Services. Outside of his advisory work, he maintains a role as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm utilizes multiple custody platforms and investment strategies, including proprietary models under the Founders Gate Capital brand, while providing both discretionary and non-discretionary portfolio management options.

Alexis Firment is a financial advisor with LPL Financial who holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, Alexis worked at Ohio Investment Partners and Palmetto Running Company and has been self-employed since 2020. Alexis also owns a business focused on user-generated content. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Ryan Eyerman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Captech Ventures and National Interstate Insurance. Eyerman is also associated with E&M Consulting, Strategic Retirement Solutions, and CKE Financial Services in financial advisor capacities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored planning and risk profiling tools to develop non-discretionary investment consulting and supports both individual and institutional advisory needs.

Scott Giltinan is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2009, preceded by roles at Ferris, Baker Watts, LLC and Prudential Equity Group, LLC. Outside of his advisory work, he served on the boards of directors for the Mariner Village Homeowners Association and the Mariner Village Condo Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients—including individual investors, institutional clients, and charitable organizations—with tailored investment strategies and a variety of advisory programs that integrate in-house and third-party asset management solutions.

Kyle Hancharick is a CFP® with seven years of industry experience currently affiliated with LPL Financial. His prior roles include work at Harrington Asset Management and OSAIC, and he also operates as a Notary Public. Hancharick has been involved with Strata Financial Group, LLC since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset management, utilizing various advisory strategies supported by technology tools.

Damion Crannis is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2013 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products supported by proprietary research and capital markets expertise.

Jeff Dodd is Vice President and Wealth Planner at Fidelity Investments. In this role, he helps clients and their families create, implement, and monitor financial plans to work toward their unique financial goals. Jeff has been with Fidelity Investments since 1997, progressing through various positions including Brokerage Services Representative, Proactive Representative, Senior Investments Representative, Financial Consultant, and Vice President Financial Consultant before assuming his current role in 2021. His extensive tenure reflects his experience in wealth planning and financial consulting.

Gregory Forsythe is a financial advisor with Ameriprise in Strongsville, OH, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at The Huntington Investment Company and Fifth Third Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Phillip Ameduri is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company and LPL Financial LLC. Outside of his advisory role, he serves as a volunteer team member on the board and committee of a non-denominational, independent church. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

Gregory Rustad is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. He is also president of Rustad Financial LLC, where he sells term insurance and fixed annuities to clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including portfolio management utilizing firm-provided asset-allocation tools and access to third-party money managers.

James Leone is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 45 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2012 and at Aspire Investment Management since 2018. Outside of his advisory role, he serves on the boards of SEEDNET and Legacy Boxing. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of implementation platforms and strategies tailored to client objectives.

Nicholas Melzer is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he owns a rental property. 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 brokerage and investment management capabilities.

Michelle Glass is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2022 and has owned Glass Financial Advisors since 2016. Prior to that, she was with VOYA Financial Advisors from 2014 to 2022. Glass serves on the boards of the Cleveland Fisher House and Community Resource Services, both nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary account management.

Renee Dietz is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. She has worked at LPL Financial since 2012, with prior roles at Sequoia Wealth Management and Advantage Investment Management. Outside of her advisory work, she is involved with Achieve Credit Union’s affiliated wealth management business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a broad range of advisory services, including financial planning and model portfolio programs, supported by both proprietary and third-party strategies.

Chad Klemens is a financial advisor at Charles Schwab with 26 years of industry experience. His prior roles include positions at Scottrade, Inc., TD Ameritrade, and Charles Schwab Bank. He holds Series 63 and Series 66 licenses. Charles Schwab serves a large client base, 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a formal alternative-investment onboarding process.

Scott Rainey is a Planning Consultant who collaborates with a team of Financial Consultants to assist clients in planning for their financial future. In his current role, he focuses on maintaining and developing clients' relationships with Fidelity Investments by creating personalized plans that address their individual needs, concerns, goals, and aspirations. Scott's professional experience includes his current position as a Relationship Manager at Fidelity Investments since 2024. Prior to this, he worked as a Client Service Specialist at Golden Reserve from 2023 to 2024 and served as an Associate Financial Advisor at Ameriprise Financial between 2021 and 2023. Outside of his professional career, Scott has interests in cars, cooking and baking, hiking, kayaking, music, and swimming.

Brett Ketvertis is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation and Series 63 and 66 licenses, and has 26 years of industry experience. Prior to joining Osaic in 2025, he spent 11 years with Lincoln Financial Advisors Corporation. He serves on the board of directors and as secretary-treasurer for NAIFA Cleveland, a nonprofit industry organization focused on continuing education and advocacy for financial professionals. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools, risk assessments, and a variety of third-party platforms to manage diverse investment portfolios.

Louis Stachowicz is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and 1ST Global Advisors. Outside of advisory work, he is a CPA involved in accounting and tax preparation through his firm Culkars Stachowicz & Co. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.