Kim Caito is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he designs and sells t-shirts through his retail business, Caito Outfitters, LLC, where he also manages the company’s financial records. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Leo Rosner is a financial advisor with Cambridge Investment Research Advisors in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior work includes roles at Sagepoint Financial and Osaic FA, reflecting a long tenure within affiliated firms. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Douglas Breitenbach is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 13 years of experience providing wealth management advice and services. His expertise includes robust investment and financial strategies, social security analysis, and both pre- and post-retirement cash flow planning. He focuses on client areas such as college education planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and retirement income. Douglas holds a Bachelor's Degree from Miami University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the Evans Scholars professional organization. His community involvement includes work with the Jewish Big Brothers Big Sisters Association and the Evans Scholars Foundation. Outside of his professional commitments, Douglas enjoys golfing, running, and spending time with his family.

Alasdair Cooper is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he owns and operates a local support company for his business 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, along with specialized services in municipal finance and employer retirement plan consulting.

Gerard Stadler is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Stadler serves on the finance committee of VASJ High School in Cleveland, reviewing financial statements and budgets. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Barry Cohn is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a board member at Beechmont Country Club in Cleveland, Ohio. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. Its investment approach relies on proprietary methodologies developed by the firm's Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Elisa Budoff is a CFP® professional with 32 years of industry experience, currently advising at Ameriprise since 2020. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she serves on the Village of South Russell Planning Commission and is a member of the Finance Council at St Joan of Arc Parish. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with significant investable assets.

Bryan Thomas is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. He has worked at firms including LPL Financial and Avantax, and he is involved as a board member for the United Way of Lake County. Outside of advisory work, he co-founded Avayla Solutions LLC, a mobile app for high school concessions and small stadium venues. Cetera Investment Advisers LLC operates as a large-scale multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutions, offering discretionary and non-discretionary portfolio management and financial planning services.

Lionel Eason is a Financial Consultant at Fidelity Investments, a position he has held since 2026. His professional experience within Fidelity Investments includes roles as Investment Consultant (2025-2026), Planning Consultant (2025), Relationship Manager (2024-2025), and Financial Representative (2024). Lionel's approach to financial advisory is centered on service, partnership, and planning. He works closely with clients to understand their priorities and develop tailored financial strategies, providing ongoing support as their needs evolve. His focus extends beyond investments to consider the entire financial picture, helping clients make informed decisions throughout every stage of life. Outside of his professional responsibilities, Lionel has personal interests in golf, hiking, military service, movies, and running.

Brian Pollak is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2009. Pollak serves on the finance committee of Walsh Jesuit High School, advising on investment policies, and holds board positions at Stan Hywet Hall & Gardens and Heart to Heart Communications, a nonprofit organization focused on leadership development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial offerings and capital markets solutions.

Jeffory Harrison is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Citizens Bank, Rocket Mortgage, and Lincoln Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Howard Nock is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. He has worked with PFSI Investment Inc. and Primerica Financial Services since 2017. Outside of his advisory role, he is self-employed as a driver for ride-sharing services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and an independent due-diligence process, providing a tiered wrap-fee structure and maintaining authority over its investment models.

Daniel Ciolek Jr. is a financial advisor with LPL Financial who holds a Series 63 designation and has 32 years of industry experience. His prior work includes roles at Danielciolek Asset Management and Cadaret, Grant & Co., Inc., each for nine years. 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, third-party asset management access, and institutional platforms.

Ryan Becker is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. His prior work includes time at Tucker Ellis and DMG Group, both before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing third-party asset managers and proprietary advisory tools.

Romilly Taylor is a financial advisor at Morgan Stanley with 10 years of industry experience. They hold a Series 66 designation and have worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following three years at PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and models.

Gregory Perram is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Fifth Third Securities, and Natcity Investments. Outside of his advisory role, he is involved with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Brian Young is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of Merrill since 1991 and brings extensive experience in wealth management guidance, pre- and post-retirement income and cash flow planning, trust and estate planning services, and business succession strategies. His approach integrates various life priorities including family, work, philanthropy, and leisure, aiming to create customized financial strategies that reflect the unique circumstances of each client. He holds a Bachelor of Science degree in Civil Engineering from Tufts University and a Juris Doctorate degree from Cleveland State University College of Law. Brian is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). He is also affiliated with the professional organization DELTA TAU DELTA (BETA MU-1977). Brian participates actively in community organizations such as College Now Cleveland, Menorah Park-Excellence in Caring, and Fairmount Temple. Outside of his professional and community involvement, he enjoys boating, golfing, reading, skiing, and spending time with his family.

Brian Kulak is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with JPMorgan Securities since 2013. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Scott Hignite is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and Wealth Planners to provide clients with a comprehensive financial planning experience focused on their personal and financial goals. He has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Scott's professional experience encompasses client relationship management and financial representation, contributing to his current role in delivering holistic financial plans. His approach centers on aligning financial strategies with clients' individual objectives. Outside of his professional work, Scott enjoys engaging in board games, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and playing soccer.

Arthur Weisman is a CFP® with 27 years of experience in the financial industry. He is currently with Wells Fargo Advisors and has held various roles within Wells Fargo entities since 2009. Outside of advisory work, he serves as a trustee for multiple family trusts and has a minority ownership interest in a residential development partnership. 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 planning menu including specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo research and planning tools.