Christopher Travers is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Commonwealth Financial Network, and MJ Baker Financial Advisors. Outside of advising, he is involved with FutureFWD Advisors/StaffComp. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides personalized retirement income planning and tax-aware withdrawal strategies.

Jeremy Fuqua is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including at Dave's Cosmic Subs and GNC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

John Dewitt is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 63 designation and over 43 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2007. Outside of his advisory role, Dewitt is a partner in a real estate investment business focused on single-family properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from the Global Investment Committee. The firm manages approximately $2.74 trillion in assets and combines broad retail and institutional services with specialized investment activities.

Kristen Warren is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab since 2014, including eight years with Schwab Retirement Plan Services. 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 guidance delivered through multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Abigail Peterson is a Series 66-credentialed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining the firm, she worked in finance and event roles at Ohio University’s College of Business and has experience in the catering and hospitality sectors. She serves as a non-investment committee member for the Working Women's Connection Networking Group in Westlake, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party managers to deliver tailored advice and ERISA fiduciary services.

Danielly Cosmoronde is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Equitable Advisors in 2022, Danielly worked at Bank of America and Merrill. Outside of advisory work, Danielly serves on several nonprofit boards in Cleveland, including the Museum of Contemporary Art and Friends of Breakthrough Schools. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of third-party asset managers and proprietary programs, focusing on aligning client risk tolerance with appropriate investment models.

Jeffrey Wiley is a financial advisor at Charles Schwab with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Charles Schwab since 2008, including roles at Charles Schwab Bank and Charles Schwab Trust Bank. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within its large-scale, centralized operational structure.

Mark Williams is a financial advisor with LPL Financial in Fairlawn, Ohio, holding a Series 66 designation and 36 years of industry experience. He has worked with Flagstar Bank N.A. and LPL Financial since 2010 and was previously associated with Amfin Investment Services, Inc. from 2001 to 2010. 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, and institutional platforms, delivering advice and account management through a large network of investment adviser representatives.

Evan Reinhart is a financial advisor at Charles Schwab with Series 66 registration and less than one year of industry experience. His prior work includes roles at University Hospitals, TrAk Athletics, and Rubbermaid Inc. before joining Charles Schwab. 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, offering a combination of advisory, brokerage, custody, and financial planning services with both non-discretionary and discretionary investment options.

Mark Gregoreski is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has previously worked with Next Financial Group Inc. Gregoreski also operates M Gregoreski LLC, an expense management business. 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.

Kristen Fleischer is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has been with UBS since 2019. Outside of her advisory role, she is involved in real estate investing, managing residential properties in Ohio alongside her spouse. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing a model-driven investment approach supported by proprietary research and institutional trading capabilities.

Jeremy Heldman is a Series 66-licensed financial advisor with Charles Schwab, based in Richfield, OH, with 14 years of industry experience. He has been with Charles Schwab since 2011 and is currently affiliated with Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s model emphasizes non-discretionary guidance alongside access to discretionary separately managed accounts, supported by multi-asset portfolio strategies and a dedicated alternative investments platform.

Michael Montgomery is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2019, following eight years at Travelex Currency Services Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm’s approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and alternative investments supported by Schwab Center for Financial Research.

Alex Ceddia is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Alex works with clients to develop holistic financial plans aimed at helping them achieve their personal and financial objectives. Alex's professional focus is on creating comprehensive strategies tailored to individual client needs. Alex's expertise lies in financial planning, assisting clients in navigating their financial journeys. Outside of work, Alex has interests in baseball, concerts, cooking and baking, exploring culinary experiences as a foodie, gardening, and traveling.

Christopher Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cbiz for three years and briefly at Firestone Country Club. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

William Kiick is a Wealth Management Advisor specializing in helping clients develop clear and practical financial plans to achieve their long-term goals. He works with individuals and families to simplify financial decisions and build personalized strategies that address wealth management, investment strategy, asset and liability management, as well as wealth transfer and legacy planning. William holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). He earned a Bachelor's Degree in Economics and Finance from York College of Pennsylvania. In addition to his advisory role, William serves as a Retirement Benefits Consultant, assisting corporate clients with the design and management of 401(k) and retirement plans. He is actively involved with the Christ the Redeemer Lutheran Church, the Humane Society of Summit County, and the Rotary Club of Lakewood/Rocky River Sunrise. His community involvement also includes work with the American Red Cross and the Rotary Club of Lakewood/Rocky River Sunrise.

Timothy Cowdrick is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation as AXA Advisors, LLC. Outside of his advisory role, he is a partner and owner of Lakeside Holdings LLC. Equitable Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.

Sean O'Connor is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its affiliates since 2008, including positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a trustee and financial advisor for the MG O'Neil Family Foundation and is the secretary of the Portage Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs structured planning tools and offers access to diverse investment strategies while managing approximately $2.74 trillion in client assets.

Michael Schlegel is a financial advisor with Cetera in Independence, Ohio, holding a Series 63 designation and 42 years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co, MSI Financial Services, Inc., and several other firms prior to joining Cetera in 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Elizabeth Nemeth is a financial advisor at Charles Schwab with 15 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2012. Outside of her advisory role, she is a fitness instructor leading group classes and personal training sessions through her involvement with RP Fitness. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.