Jamon Higley is a financial advisor at Key Investment Services LLC with a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he held positions at Uber Technologies, Inc. and DoorDash Inc. His background also includes work in various roles outside finance. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and due diligence for third-party advisory products.

Tyler Colton is a CFP® affiliated with MAI Capital Management, LLC in Cleveland, OH. He has experience working at several firms including Clearstead and Fairport Wealth, with a total industry tenure beginning in 2016. His background also includes roles at CPA firms such as Corrigan Krause CPAs and Arnett Carbis Toothman. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships, with $72.3 billion in assets under management as of May 31, 2026.

Erica Stark is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. She has worked with the firm since 2016 and is also the owner of Taxes Accounting Payroll & Planning LLC, where she provides tax preparation services. Additionally, she has experience working with Tailgate USA. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation strategies, employing both proprietary and third-party managed programs, and operates as part of an enterprise with several hundred advisors managing approximately $4.07 billion in assets.

Richard Buoncore is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MAI since 2014. Outside of his advisory role, he serves on the audit committees for two Blue Owl trusts and is an advisory board member for Anderson-DuBose Company, a distribution center for restaurants. MAI Capital Management provides investment management, wealth management, retirement planning, and family-office services to a diverse clientele, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and tax services into client relationships.

Thomas Kehoe is a CFP® and ChFC® with 29 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2016. He holds a Series 63 license and is based in Fairview Park, OH. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing both in-house and third-party manager models across various platforms and investment profiles.

Ryan Bergen is a CFP® professional with one year of industry experience, currently serving at MAI Capital Management, LLC in Cleveland, OH. Prior to joining MAI Capital Management in 2022, he spent four years in full-time education. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers diverse portfolio strategies supported by in-house managers and third-party advisers, as well as trust and insurance administration services.

Raymond Klosz is a financial advisor at Key Investment Services LLC with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Alexander Barclay is a financial advisor with Morgan Stanley in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with UBS Financial Services from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models, while generally acting in an advisory capacity rather than providing individual security recommendations.

Matt Mitterholzer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Financial Representative, Relationship Manager, and Planning Consultant. In his current role, Matt partners with clients and their families to develop personalized financial plans that they are comfortable and confident with. Matt's experience spans multiple facets of financial advising, allowing him to guide clients through comprehensive financial planning. His approach involves getting to know clients both personally and financially to co-create plans tailored to their needs. Outside of his professional work, Matt enjoys baseball, family activities, social events with friends, parenthood, and volunteering.

Steven Wickstrom is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He collaborates with high net worth families, individuals, and successful business owners to develop and review financial goals, providing personalized wealth management strategies that address various client needs including retirement planning, legacy planning, and portfolio management. His approach involves working closely with clients to create a financial strategy tailored to their long-term objectives. Steven holds a Bachelor's Degree from The Ohio State University and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with professional organizations such as the National Association of Plan Advisors and FINRA. He participates in local community events and expresses an interest in activities such as cooking, fishing, golfing, hunting, running, and watching movies.

Todd Carmel is a financial advisor with Raymond James Financial Services Advisors, Inc. in Westlake, Ohio, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He is the owner of TDM Financial LLC and a partner in TDA LLC, with additional involvement in agricultural business through Mother Earth Real Estate LLC. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by asset-allocation analysis and firm research.

Ian Huber is an advisor at Robert Baird & Co. with a Series 66 designation and no prior industry experience. Before joining the firm, he operated R&E Ground Keeping LLC and worked as a self-employed contractor. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department, offering a range of financial planning and portfolio management services that include separately managed account programs and tax-management strategies. The firm manages approximately $394 billion in regulatory assets and provides municipal advisory services alongside its investment advisory business.

Dillon Barry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has worked at Mass Mutual Investors Services since 2023, as well as MassMutual Life Insurance Co/The Voss Group since 2021. His prior work includes roles at Miami University and Bay Village High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools, with implementation of recommendations requiring separate brokerage or insurance arrangements.

Nicholas Gelder is a financial advisor with J.P. Morgan Securities in Independence, Ohio, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with J.P. Morgan since 2019, previously working at Northwestern Mutual and Nationwide Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

James Corrigan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity entities as well as DoorDash and Key Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Todd Rohrer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 35 years of industry experience. His prior roles include positions at Valic Financial Advisors, Peak Brokerage Services, Blackridge Asset Management, and Prudential. He is also an independent insurance agent for various companies through HFS Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals with a range of discretionary and non-discretionary investment solutions.

Scott Tinter is a financial advisor with Primerica Advisors in Strongsville, OH, holding a Series 63 designation and 22 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved with AK Management Group, LLC, where he acts as a lender focused on real estate investing activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts, primarily under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Anita Adams is a financial advisor with LPL Financial in Avon, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at LPL Financial during two periods totaling eight years, and has prior experience with Lincoln Investment Planning, Legend Advisory, The Huntington Investment Company, and Firstmerit Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research in both discretionary and non-discretionary management.

Connor Dionisopoulos is an Investment Consultant at Fidelity Investments, where he provides financial planning and guidance tailored to clients' needs, including point-in-time transactions and ongoing advisory relationships. He leverages Fidelity's resources to address key financial topics important to his clients. Connor began his career at Fidelity Investments in 2022, progressing through roles such as Financial Representative, Relationship Manager, and Planning Consultant before his current position. Prior to joining Fidelity, he worked as a Retirement Planning Services Associate at Charles Schwab from 2020 to 2021. Outside of his professional role, Connor is a dedicated Cleveland Browns fan, enjoys fitness, football, golf, music, and reading, and is a pet owner as well as an uncle.

Joseph Caruso Jr. is a financial advisor with RBC Capital Markets in Westlake, OH. He holds the Series 63 and Series 65 designations and has 52 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.