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 affiliated with LPL Financial. His prior roles include positions at OSAIC, SagePoint Financial, CAMBRIDGE INVESTMENT RESEARCH Advisors, KeyBanc Capital Markets, and Robert Baird & Co. Outside of advisory work, he has served as a precinct election official and is involved in a local business networking organization, BNI International. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research technologies.

Franklin Alltop is a financial advisor at Cetera holding a Series 66 designation with one year of industry experience. His prior work experience includes roles in a variety of service and retail industries. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party strategies.

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.

Alexandria Francis is a Series 66–licensed financial advisor at Fidelity with six years of industry experience. She has previously worked at Morgan Stanley and Gilmore Jasion Mahler, Ltd. Alexandria is currently based in Orange, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to build model portfolios from mutual funds, ETFs, and ETPs, and holds distinctive registrations such as with the CFTC as a commodity pool operator.

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.

Kevin Cavanagh is a financial advisor with Edward Jones in Concord Township, OH, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and also operates Kevin Cavanagh LLC, a copyediting business where he mentors students, including those at Pepperdine University, on their dissertations. Prior to his advisory career, he was employed at Cuyahoga County and Case Western Reserve University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, all under a fiduciary standard.

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.

Michael Malchesky is a financial professional at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at AllState Insurance Company and Travelers Insurance. Outside of his advisory role, he works as a premium auditor at Travelers Insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management approaches, third-party money managers, and customizable strategies across discretionary and non-discretionary program structures.

Andrew Zalic is a CFA® charterholder with six years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and Carver Financial Services, and previously spent twelve years at Mai Capital Management LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling in a non-discretionary advisory model and supports municipal finance work through a municipal advisor affiliation.

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.

Dave Molnar is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2005 and was previously with Morgan Stanley DW Inc. from 2001 to 2005. Outside of his advisory role, he participates in professional bowling. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing both proprietary research and third-party strategies across various account types.

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.

Leo Rosner is a financial advisor with Cambridge Investment Research Advisors in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior work includes roles at Sagepoint Financial and Osaic FA, reflecting a long tenure within affiliated firms. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Douglas Breitenbach is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 13 years of experience providing wealth management advice and services. His expertise includes robust investment and financial strategies, social security analysis, and both pre- and post-retirement cash flow planning. He focuses on client areas such as college education planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and retirement income. Douglas holds a Bachelor's Degree from Miami University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the Evans Scholars professional organization. His community involvement includes work with the Jewish Big Brothers Big Sisters Association and the Evans Scholars Foundation. Outside of his professional commitments, Douglas enjoys golfing, running, and spending time with his family.

Gerard Stadler is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Stadler serves on the finance committee of VASJ High School in Cleveland, reviewing financial statements and budgets. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.