Broderick Haer is a financial advisor with Equitable Advisors in Canal Fulton, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors. Outside of his advisory role, he serves on the board of the St Philips and James Church Endowment Fund. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers, delivering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

Angela Anderson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2004, including its prior affiliation as AXA Advisors. Anderson serves as a director for the National Association of Women Business Owners in Cleveland, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and objectives.

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.

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.

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.

William Ahonen is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including roles at Metropolitan Life Insurance Co and METLIFE SECURITIES Inc. Outside of his advisory work, he has been involved in insurance sales through Advise Financial Solutions since 1989. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning.

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.

Timothy Brenner is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 32 years of industry experience. He has been with Raymond James Financial since 1994 and operates an affiliated support company, timothy d brenner & assoc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals, and it offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Lahaie is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and works as a wealth advisor at Wright LaHaie Jarvis Wealth Advisors. Outside of advisory work, he is the owner of CJL Real Estate 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a broad network of advisors.

Liam O'rourke is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and AXA Advisors. Outside of finance, he has experience working with Everest Soccer Club and in education at Firestone High School and Kent State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nancy Patterson is a financial advisor with Raymond James & Associates in Fairlawn, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves as an officer and secretary on the board of Public Safety Services. 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, institutions, pension plans, charitable organizations, and municipal entities, offering tailored financial planning and non-discretionary investment consulting through various specialized services.

Nathaniel Forrest is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2019, including at Charles Schwab Bank, SSB since 2025. Prior to his financial career, he was employed at Cornerstone Chapel and Garrys Services Center. Charles Schwab 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Michael Wittlinger is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those goals. Michael provides ongoing advice and adjusts clients' portfolios as their situations change. His expertise includes retirement planning, wealth management, preparation for significant life events, and legacy building. Michael approaches financial strategies by first understanding what matters most to each individual, aiming to simplify complex financial decisions and offer personalized guidance. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from The Ohio State University.

David Young is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Cambridge Investment Research Advisors since 2016. He owns Young's Tax Service, where he prepares personal income tax returns, indicating involvement in tax preparation alongside his advisory work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning and investment management through independent Financial Professionals, employing both proprietary and third-party strategies across multiple platforms with discretionary and non-discretionary options.