Emily Minnich is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2005. Outside of her advisory role, she is a fitness instructor at PSYCLE and serves on the investment committee of St. Joseph Academy. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Brian Pinto is a financial advisor with Ameriprise in Westlake, Ohio, holding a Series 63 designation and with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors and acts as pool manager for the Canterbury Woods HOA and is involved in a business ownership role with Westlake P2 Group, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Spencer Seaman Jr. is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the Board of Directors for the BGSU Foundation and is slated to become Chair-Elect in 2025, transitioning to Chair in 2027. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a variety of capital markets activities.

Darren Morgan is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cadaret, Grant & Co., Inc., and Investment Advisors International, Inc. He has operated darrenMORGAN Asset Management since 2007 and owns The Backyard Stage, a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Teodore Krawec is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing and KeyBanc Capital Markets Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles, supplemented by in-house research and model manager options.

Adam Hahn is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 17 years of industry experience. He has been associated with various branches of Fidelity since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of investment solutions such as discretionary portfolio management and fund advisory, with a distinctive focus on systematic methodologies and oversight in its multi-manager and model portfolio offerings.

Joshua Lorek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 29 years of industry experience. His prior roles include positions with Cetera Advisor Networks and Cetera Wealth Services. Outside of his advisory work, he is involved in managing commercial real estate activities in the Fairview Park, Ohio area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies and advisor support tools.

Christopher Edelman is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. He has previously worked at Ameriprise Financial Services, Raymond James Financial Services, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, portfolio management, and retirement advice services. The firm supports its network of over 22,800 advisors with proprietary research, third-party subadvisors, and technology tools while offering both discretionary and non-discretionary investment strategies.

Robert Mastrangelo is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2013. He also serves the City of Highland Heights and participates as a poll worker in local elections. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Aileen Tippy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing for nine years before joining her current firm. Outside of her advisory role, she serves as a power of attorney for her mother and is connected to a telecommunications equipment business owned by her spouse. Wells Fargo Advisors Financial Network is a large firm serving individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Kenneth Hight is a financial advisor with Equitable Advisors in Independence, OH. He holds a Series 66 designation and joined the firm in 2026. Prior to his current role, he worked in the education sector, including positions at Columbus City Schools and the Educational Service Center of Central Ohio. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

George Poleondakis is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients to help them manage and grow their wealth. The information provided does not include specific details about his experience, areas of expertise, education, credentials, or personal interests.

John Johnson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing and LPL Financial. He is based in Westlake, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide adviser network.

Brett Gigliotti is a financial advisor with Fidelity Investments in Westlake, Ohio, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at various Fidelity entities since 2010. Outside of advising, he is involved with Magis Consulting LLC, where he provides coaching services to leaders. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Grant Visocky is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at The O.N. Equity Sales Company for five years. Outside of his advisory role, Visocky is involved in insurance sales, including online term insurance through Simpliterm LTD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Jessica Stitts is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at MetroHealth Medical Center for seven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight.

Brian Miller is a CFP® professional affiliated with LPL Financial, with 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is connected to Invman, LLC, a business entity for tax and investment purposes. 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 and model portfolio programs, supported by extensive technology and a broad network of over 22,800 advisors.

Dominic Najem is a financial advisor with Morgan Stanley in Westlake, Ohio, holding a Series 66 designation and 28 years of industry experience. His work history includes positions at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans under both direct and corporate agreements.

Kevin Murphy is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He worked at Fidelity Investments for five years before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Dawson Treadway is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including Equitable Advisors, Northwestern Mutual, and PNC Bank. In addition to his advisory role, he is a notary for non-equitable related business purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.