Jacob Layden is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Robert W. Baird since 2013. Outside of his advisory role, Layden coaches high school volleyball at Saint Ignatius High School. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

Skye Bergeson is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Patricia Wojtonek Gioitta is a financial advisor with LPL Financial in Willowick, Ohio, holding a Series 66 designation and bringing 23 years of industry experience. She has been associated with both LPL Financial and Flagstar Bank N.A. since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Sandra Santana is a financial advisor at Robert W. Baird & Co. in Cleveland, Ohio, holding a Series 63 designation with 24 years of industry experience. She has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Domingo Muniz is a Planning Consultant who partners with Wealth Management Teams in Columbus, OH. He works with clients to build their own Financial Plan, focusing on leveraging Fidelity's resources to provide customized strategies for managing complex financial needs. Domingo's professional experience includes roles at Fidelity Investments as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2024. Outside of his professional work, Domingo engages in family activities and enjoys football, gardening, hiking, and running.

Stephanie Stone is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 66 designation and five years of industry experience. She manages investment advisory services through Tyler-Stone Wealth Management, an independent firm she established in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various technology-driven investment solutions.

Evan Pirc is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at PNC Investment LLC and several entrepreneurial ventures, including Erin Christopher Holdings LLC and Pirc Company Landscaping & Snowplowing LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without portfolio management or discretionary trading authority. The firm’s services include comprehensive recommendations across various planning areas and an option to combine planning with managed-account programs under a consolidated billing system.

Richard Croasdaile III is a Certified Financial Planner (CFP®) with 39 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2017, following prior roles at Bank of America N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Peter Dougherty is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1992 and joined Merrill in 1999. He serves as one of the senior advisors on the Dougherty Group, focusing on helping individuals, professionals, families, and privately held businesses develop strategies to build and sustain wealth and reduce complexity in their financial lives. Peter has developed a niche in Alternative Investments and Family Enterprise Planning. He holds a bachelor's degree from John Carroll University and has completed postgraduate training at The University of Pennsylvania's Wharton School of Business, Harvard University, and the University of Southern California. Peter maintains professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a board member for Attorneys for Family Held Enterprises and serves as Chairman for VeloSano in Northeast Ohio for Bank of America Merrill Lynch. Peter and his wife, Laura, live in Chagrin Falls with their two children and are active in the community, supporting organizations such as the Cleveland Clinic VeloSano. His community involvement has been recognized with the President's Volunteer Service Award from the White House for two consecutive years.

Gregory Polyak is a financial advisor with LPL Financial in Chagrin Falls, OH, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial and its predecessor entity since 2004. Outside of his advisory role, he owns a one-bedroom condominium in Chagrin Falls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Robert Wert is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly 17 years with Wells Fargo entities prior to his current role. Outside of his advisory work, he serves on the finance council for the Diocese of Allentown and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with various financial products and referral channels through a large network of advisors.

Peter Glovna III is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved in insurance activities, including offering premium financing and servicing fixed insurance products such as annuities and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

David Doll is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously at UBS Financial Services from 2013 to 2017. Doll serves on the board of the Woodruff Foundation, a charitable organization in Cleveland, Ohio. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and market simulations.

Thomas Markell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has held positions at multiple firms including Wells Fargo Clearing and LPL Financial, and serves as Vice President and Financial Adviser at Lighthouse Advisers, LLC. Cetera Investment Advisers operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers.

Toni Fry is a financial advisor with Primerica Advisors in Beachwood, OH, holding 10 years of industry experience. She has held various roles, including at Pfs Investments Inc. and Primerica Financial Services, and owns a cleaning services business. Primerica Advisors is a large institution serving primarily individual investors through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Christa Repas is a CFP® and Series 66-registered advisor with 12 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2019, and previously worked at Wells Fargo Clearing and Wernick Wealth Management Group. In addition to her advisory role, she is a notary public and owns a consulting and coaching business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various custody platforms and both proprietary and third-party investment strategies.

Kim Hellerman Hersman is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Commonwealth Financial Network, HB Wealth Advisors LLC, and Concourse Financial Group Securities. She is also the owner of Harbor Financial Advisors, LLC, a private entity engaged in securities, advisory, and insurance services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm provides a multi-manager investment platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary program options across multiple custodial relationships.

Laurence Santagata is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked at various firms, including Avantax Insurance Agency and Avantax Advisory Services. Outside of financial advising, he is the owner of Santagata Fini LLC, which provides accounting and income tax preparation services, and serves as the treasurer for the Rivers Edge Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, 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, supporting a broad range of investment strategies and program structures.

Steve Wasinski is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans by understanding their goals and preferences, utilizing Fidelity's tools and resources to implement prudent long-term investment strategies. Steve's professional experience at Fidelity includes positions as a Planning Consultant from 2024 to 2025, an Investment Consultant in 2025, and currently as a Financial Consultant. Through these roles, he has focused on making the retirement planning process simple and organized for his clients. Outside of his professional work, Steve enjoys biking, attending concerts, participating in family activities, fitness, outdoor adventures, and running.

Howard Kleckley Jr. is a financial advisor with Primerica Advisors in Euclid, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Advisors since 1992 and previously worked at Dillard's from 2017 to 2019. Outside of his advisory role, he works as a notary and has part-time experience as a delivery driver for Uber Eats and DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.