Julie Stein is a financial advisor at LPL Financial with 17 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2025, she worked at Huntington Investment Company for 16 years. 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 range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Spencer Chippi is a financial advisor at UBS Financial Services with Series 66 credentials. He joined UBS in 2024 and has prior work experience in various industries including food service and manufacturing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking solutions.

Robert Skrbis is a financial advisor with Ameriprise in Kirtland, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a trustee for a homeowners association and acts as a treasurer for a local political campaign. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.

Paul Sheeks III is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Sheeks serves on the finance committee of Grace House Akron, a nonprofit organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Jeffrey Elman is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following eight years at Bank of America, N.A. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and allocation guidance for financial planning and retirement strategies.

Todd Williams is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He partners with clients to develop strong financial plans that provide flexibility throughout their lifetimes. Prior to his current role, Todd held positions as a Financial Advisor at Sky Light Financial from 2013 to 2015, Wells Fargo Advisors from 2009 to 2013, and Merrill Lynch from 2007 to 2009. Todd's professional experience spans over a decade in financial advisory roles. Outside of his professional work, Todd is engaged in family activities.

Garrit Wamelink is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with UBS and its predecessor, Paine Webber Inc., since 1989. Outside of his advisory role, he manages a private family holding company involved in collectibles and investment-related activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor strategies to client goals.

Gautam Pai is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with Cetera and Cetera Advisors LLC since 2013. Outside of advising, he is involved as a founding board member and finance committee member of The Joishy-Pai Sezary Syndrome Society, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Michael Lahiff is a Series 66 credentialed financial advisor with Edward Jones in Streetsboro, OH, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Gus Williams is a financial advisor at Primerica Advisors with 31 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1985. He holds a Series 63 designation. Williams also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, combining independent due diligence with delegated trading responsibilities.

Rebecca Tipton is a CFP® with 23 years of industry experience and is currently with Wells Fargo Advisors. Her prior roles include positions at Lineweaver Wealth Advisors and Ameriprise Financial Services, where she worked for 21 years combined. She serves on the Finance/Stewardship Ministry Team and volunteers with the Smile Team at Mantua Center Christian Church. 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 supported by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels to deliver tailored recommendations.

Thomas Dowd is a CFP® professional with 26 years of experience in the financial services industry. He has been associated with LPL Financial since 2004 and founded Tyler Stone Wealth Management, LLC in 2015. In addition to his advisory work, he serves as an officer providing financial direction and tax preparation support for a family-owned retail restaurant business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Hart is a financial advisor with Cetera, holding a Series 63 designation and 23 years of industry experience. He has worked at LPL Financial for 15 years and is currently affiliated with Farmers National Bank and Cetera since 2026. He also operates an investment-related business under MB Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures and utilizes a multi-manager platform with over $256 billion in assets under management.

Rebecca Ravida is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials. She has worked in the financial industry since 2025, including roles at J.P. Morgan Securities and Fidelity Investments. Prior to her career in finance, she spent eight years with Audi Bedford Penske Automotive. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund structures and model portfolios, with notable activities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Nicole Miles is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jason Du Bois is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. The firm provides full-service wealth management to more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. Edward Jones is notable for its extensive advisor and branch network, as well as its affiliated mutual funds and trust services.

Timothy Edgington is a financial advisor with Edward Jones, holding a Series 63 designation and bringing 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Laura Murphy is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2016. 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 clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Leonard Kichler is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2007 and also has a long-standing affiliation with Mcdonald Investments Inc. Outside of his advisory work, he serves on the board of directors for InMotion, a charity offering wellness programs for people with Parkinson's disease. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Jonathan Matta is a financial advisor with Charles Schwab in Chagrin Falls, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Strategas, Ameriprise Financial Services, Massachusetts Mutual Life Insurance Company, and Janus Management Holdings Corp. Matta has been with Charles Schwab since 2024. 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 advisory relationships and access to discretionary separately managed accounts, supported by an integrated operational structure and multi-asset model portfolios.