Logan Adler is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked with OSAIC and its affiliated entities since 2024. Prior to this, he had roles at Stratos Wealth Partners and Miami University. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisors and multiple platforms. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management.

Jaime Zarlenga Siegler is a CFP® professional with 24 years of experience in the financial services industry. She has worked at UBS Financial Services for 16 years before joining Wells Fargo Advisors in 2023. Jaime is also involved as a financial advisor with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Christopher Naples is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Aleksandra Delic Milanovic is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years before joining Raymond James in 2024. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Emily Evans is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. In this role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients with long-term financial planning. Prior to her current role, Emily worked at Fidelity Investments as a Financial Consultant from 2014 to 2020 and as an Investment Representative from 2013 to 2014. She also served as a Financial Consultant at Citizens Republic Bancorp from 2008 to 2013. Emily's professional experience centers on financial consulting and investment representation, with a commitment to helping clients achieve financial well-being. Outside of her career, she enjoys activities such as spending time at the beach, family activities, watching movies, outdoor adventures, caring for pets, and running.

Mason Schmitt is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2020 and previously held roles at Ameriprise Financial and the City of Aurora. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas O'neil Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. from 2010 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Alan Leitson is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include tenures at SagePoint Financial, CAMBRIDGE INVESTMENT RESEARCH Advisors, and KeyBanc Capital Markets. Outside of his advisory work, he participates as a precinct election official in Cuyahoga County elections and prepares tax returns for individual clients. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Michael Darby is a financial advisor with Raymond James Financial in Cuyahoga Falls, OH, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with Raymond James Financial since 2005 and is involved in the Cuyahoga Falls City School Finance Committee, where he consults on strategies to increase outside revenues for the local school board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and a non-discretionary approach tailored to client goals, and it maintains specialized municipal advisory capabilities and innovative employer advisory programs.

Thaddeus Hogue is a financial advisor at Merrill with 25 years of industry experience. He has held his current position since 2015 and holds a Series 63 designation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Sonderman is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Sonderman serves as a board member and treasurer for Orange Patrionaires, a nonprofit focused on education and youth. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alec Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized wealth management strategies that address their unique financial situations and goals. Alec focuses on connecting all aspects of his clients' financial lives to help prioritize and pursue what matters most to them. His expertise includes areas such as college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income planning. Alec's planning process involves assessing clients' current financial information, identifying their life goals, and creating strategies to help fund those goals through savings and investments. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alec earned his high school diploma from Medina High School and holds a Bachelor's Degree from Ohio University. He aligns with Merrill's tradition of community involvement and spends time volunteering with local organizations. Outside of his professional work, Alec has interests in basketball, football, golfing, music, running, and tennis.

Nicholas Mcdonald is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he worked at Multi Track Productions and held various other roles. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and incorporates systematic methodologies and long-term asset allocation benchmarks in its investment process.

Elisabeth Salopeck is a CFP® professional with 34 years of industry experience, currently with Wells Fargo Advisors since 2023. She has held prior positions within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Outside of her advisory work, she serves as a notary public in Ohio and holds a 33% ownership stake in a financial practice called Pura Vida 420 LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Bryson Joy is a financial advisor with LPL Financial in Aurora, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Bentley Advisors LLC and spent over a decade at Zimmer Biomet. He is also a business owner of Bentley Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gurpreet Reen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase and JP Morgan Securities LLC since 2017, with prior experience at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Michael Herman is a financial advisor at Ameriprise with 30 years of industry experience and holds a Series 63 designation. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations primarily for assets managed within Ameriprise accounts.

Alec Bouria is a Financial Consultant at Fidelity Investments, where he provides guidance and supports clients in working towards their financial goals. He emphasizes attention, respect, and detailed financial planning for all clients regardless of their financial situation. He has held various roles in the financial services industry, including positions as an Investment Consultant, Financial Representative at Fidelity Investments, and Financial Advisor at Citizens Investment Services. Alec's experience also includes roles at Equity Trust Company, PNC Investments, and Fisher Investments. Alec has been working in financial advisory roles since at least 2016, progressively advancing through positions that have expanded his expertise in investment services and client financial planning.

Jonathan Blasko is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2024. Prior to joining Morgan Stanley, he was with Wells Fargo Advisors from 2014 to 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

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.