Robert Och is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Raymond James Financial since 2009. Och is also the owner of Navancer Group, which manages group insurance and non-variable life insurance elements of his practice. 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, corporations, and institutional clients. The firm emphasizes tailored planning and consulting using analytical tools to support client goals and offers specialized services such as municipal and public-finance advisory work.

Nathan Aviles is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 designations. His prior work history includes roles at Charles Schwab Bank, Fifth Third Bank, and The Centers/El Barrio Workforce. 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Balaram Kaimal is a financial advisor with Ameriprise in Copley, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement income plans, with an emphasis on assets held in Ameriprise-managed accounts.

Patricia Giegerich is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2001. Outside of her advisory role, she serves on the Communications and Marketing Board for the St. Gabriel Church Food Pantry, assisting in connecting the pantry with other organizations in the Lake County, Ohio area. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and extensive centralized operational infrastructure.

Lisa Szucs is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is an independent contractor selling microfiber cloths and cleaning solutions through Norwex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Larry Fitting is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 license, with 29 years of industry experience. He has been with Cambridge since 2020 and also operates Fitting Tax & Financial, providing tax preparation and accounting services. He is a licensed CPA and has a history of offering independent insurance services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through various platforms and combines proprietary strategies with access to unaffiliated managers.

Rebecca Sarno is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and PNC Investments. Outside of her advisory role, she owns and operates a hazelnut orchard through Grand River Orchard LLC. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Deborah Graves is a financial advisor with UBS Financial Services in Hudson, Ohio, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with UBS Financial Services since 2005. Deborah serves as the named successor trustee and beneficiary of a family trust, managing income distributions and special needs provisions for her relatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor client portfolios based on stated goals and risk tolerances.

Thomas Beasley is a financial advisor at Charles Schwab with 31 years of industry experience and a Series 66 designation. He has been with Charles Schwab since 1999 and previously worked at Schwab Retirement Plan Services, Inc. from 2012 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 maintains a centralized operational structure that supports its extensive scale.

William Adams is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2012, including six years at Scottrade prior to its acquisition. In addition to his advisory role, Adams is involved in a pizza delivery business located in Hartville, Ohio. Charles Schwab serves a large client base primarily composed of 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 and discretionary advisory options, utilizing multi-asset model portfolios and centralized operational support.

Kurt Shore is a financial advisor at Charles Schwab in Richfield, OH, with 26 years of industry experience. He has been with Charles Schwab since 1999 and holds Series 63 and Series 66 credentials. 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 discretionary separately managed accounts and offers integrated custody, brokerage, and cash-sweep services.

Brenda Boone is a financial advisor with Raymond James Financial, holding a Series 63 license and over 21 years of industry experience. She has been affiliated with Raymond James Financial Services Advisors, Inc. since 2009 and with Western Reserve Resources Corp since 1990, serving in various roles including Vice President and Branch Manager. Outside of advisory duties, she is an officer and vice president of WesRev Inc., a support company involved in corporate compliance activities. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations to support municipal and public finance work.

James Carps is a CFP® professional with over 33 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s proprietary investment methodology, developed by its Investment Strategy Group, supports its financial planning and asset allocation guidance.

Donna Gero is a Senior Resident Director at Merrill Lynch Wealth Management, overseeing the Hudson, Ohio office. With over a decade of experience in financial services, she specializes in areas including college education planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Donna holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting her expertise in holistic wealth management and retirement planning. Donna earned an Associate's Degree from Cuyahoga Community College and completed an Accredited Certificate Program from the College for Financial Planning. Among her professional affiliations, she serves on the boards of Cleveland Independents and Veteran Canine Connection and is involved with the Cleveland APL. Her approach emphasizes understanding clients' life priorities to create tailored financial strategies. Outside of her professional work, Donna is actively engaged with her community. She lives in the Cleveland area with her husband and their two dogs. Her personal interests include baseball, billiards, boating, football, golfing, music, reading, singing, spending time with family, and volleyball.

Dane Wilson is a financial advisor with Ameriprise in Twinsburg, OH, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Avantax Advisory Services, 1st Global Capital Corp., Ciuni & Panichi, Inc., and NatCity Investments Inc. Wilson is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-smart strategies and adaptive withdrawal planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Nelson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Jordan was a Senior Financial Consultant at TD Ameritrade from 2015 to 2020 and a Financial Specialist at PNC Investments from 2012 to 2015. Jordan focuses on understanding the goals of the families he advises and provides guidance to create and maintain financial plans. He is committed to serving families in Northeast Ohio, where he is a native and currently resides with his wife and two daughters. Outside of his professional work, Jordan enjoys traveling, physical fitness, running, and following all things related to Cleveland sports.

Jeffrey Whitt is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Schwab, he worked at Lyft and Uber from 2017 to 2019, and at The Home Depot from 2016 to 2017. He also serves as a non-compensated Ohio notary, witnessing and attesting to signatures on documents. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

Caleb Taylor is a financial advisor at Charles Schwab with a Series 66 license and four years of industry experience. His prior roles include positions at LPL Financial and Stratos Wealth Partners. Charles Schwab serves a large client base primarily comprised of 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, offering multi-asset model portfolios, alternative investments, and centralized custody and order-routing services.

Gina Betti is a financial advisor with Edward Jones in Fairlawn, OH, holding the CFP®, ChFC®, and Series 66 designations. She has 17 years of experience at Edward Jones. Outside of her advisory work, she and her husband operate an organic farm in Medina, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Gary Miller is a financial advisor with Edward Jones in Ravenna, OH, holding a Series 63 designation and over 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.