James Schaffer Jr. is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and possessing 37 years of industry experience. He has been with OSAIC since 1991 and also works with Waypoint West, LLC since 2025. Outside of his advisory roles, he is an insurance agent offering fixed insurance products and owns a rental property in Steamboat Springs, Colorado. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm’s advisers utilize asset allocation tools, risk assessment, and automated rebalancing to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Dennis Barba Jr. is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in scouting high school basketball players and owns several businesses related to his financial practice and other ventures, including tax preparation and basketball team ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with flexibility in implementation and multiple integrated financial product options.

Tyler Bonar serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on creating customized financial strategies tailored to his clients' individual goals. Tyler is dedicated to helping busy professionals manage their investments and retirement planning through a proprietary financial modeling process that assesses progress toward achieving desired lifestyles. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, as well as individual and corporate investment strategies and retirement income. Tyler holds a Bachelor's Degree from The Ohio State University and maintains the Personal Investment Advisor (PIA) designation. He is affiliated with Merrill Lynch and actively participates in the Bainbridge Civic Club. Outside of his professional pursuits, Tyler enjoys basketball, golfing, hunting, and spending time with his family. He approaches wealth management as a financial GPS, aiming to guide clients from their current position toward their financial objectives.

Debora Venzor is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Prior to UBS, she worked at The Effective Leadership Academy from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

David Barth is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Equitable Advisors since 2016, previously holding roles at AXA Advisors, Rehmann Wealth, Dawson Wealth Management, and Cetera Advisors. Barth serves on the board of directors for The Upside of Downs of Northeast Ohio and is a partner in Lakeside Holdings LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves personalized risk assessment and matching clients to advisory programs or managers, utilizing both proprietary and third-party investment solutions.

Curtis Paul is a financial advisor with Ameriprise in Chagrin Falls, OH, holding a Series 63 designation and 42 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 35 years and held roles at B. Riley Wealth Advisors and B.Riley Wealth Management. Outside of his advisory work, he serves on the Board of Directors for the Oberlin Rotary Club and participates in Rotary District 6600 activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Kozak is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing access to proprietary research and a broad range of capital markets services.

William Skomrock III is a financial advisor with Ameriprise, holding 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Luke Vincer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2017 and has prior experience at Wentz Financial Group. Vincer is the CEO of LongView Financial Partners, LLC, a full-service wealth advisory office, and serves on the Board of Trustees at Walsh University, chairing its Investment Committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals.

Peter Calleri is a Senior Resident Director and Wealth Management Advisor with Merrill, bringing over 30 years of experience in financial services. Since beginning his career in 1992, Peter has specialized in managing individual wealth through complex market cycles, focusing on investment planning for retirement and comprehensive wealth management strategies. He works with high net worth individuals, families, professionals, business owners, and corporate executives to develop personalized financial plans aligned with their goals. Peter holds a bachelor's degree from Kent State University, where he was recruited as a Division 1 hockey player. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, Peter is a member of the Financial Planning Association. His approach emphasizes understanding clients’ life priorities and delivering tailored strategies to meet their retirement, investment, and tax minimization needs. Outside of his professional work, Peter enjoys spending time with his wife and three sons, coaching high school hockey, golfing, biking, and traveling. He has lived in the Akron area since attending Kent State University and remains committed to applying consistent, disciplined portfolio management and clear communication in his client relationships.

Jeffrey Meeks is a Series 63-licensed financial advisor with six years of industry experience. He is currently with LPL Financial in Solon, Ohio, where he has worked since 2026. Prior to joining LPL Financial, he held roles at MassMutual Life Insurance Company and MML Investors Services, LLC from 2020 to 2026, and worked in specialty materials recycling from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources along with discretionary and non-discretionary management options.

James Levine is a financial advisor at OSAIC with 23 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 22 years. Outside of his advisory role, he is a children's chess instructor. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various tools and third-party platforms to create portfolios across multiple asset classes.

Hannah Daubenmire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Equitable Advisors and its predecessor firms since 2012. Daubenmire serves as a member of the Associate Board at The City Mission, a homeless shelter in Cleveland, Ohio. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on clients’ personal and plan information.

Bradley Wadsworth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2004 and specializes in working with individuals, families, and businesses to build, manage, preserve, and transition wealth through tailored financial strategies that address each client's specific needs and goals. He holds a Bachelor's Degree in Economics from Ohio Wesleyan University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His experience equips him to provide insights that help clients navigate varied and unpredictable investment environments. Outside of his professional work, Bradley is an active member of the Berkshire Booster Club. He spends time with his family and friends and is an avid sports fan who coaches youth sports.

John Clifford is a financial advisor at Fidelity with one year of industry experience. He previously worked at Charles Schwab for four years and has experience in media and photography through his roles at CTown Media and John Clifford Photography. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Richard Frato is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, integrating proprietary research and third-party data to deliver non-discretionary recommendations tailored to clients with specified asset levels.

Daniel Freireich is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS since 2007, with prior experience at Mcdonald Investments Inc. dating back to 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Harvey Rosenberg is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial guidance since joining the firm in 1993. Prior to his career in financial services, he worked in the Consumer Products industry. Harvey focuses on goals-based wealth management, aiding affluent families, professionals, and business executives in navigating complex investment environments. Harvey's expertise includes family wealth management, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Harvey earned his bachelor's degree in Communications from Cleveland State University and graduated from Beachwood High School. Outside of his professional role, Harvey is an active member of the Bnai Yeshurun Synagogue and involved in the Bellefaire JCB Home community. He enjoys sports, particularly being a season ticket holder with the Cleveland Indians, as well as skiing in the Colorado Rockies and locally in Ellicottville, New York. He lives in Solon, Ohio, with his wife.

Yahel Hill is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan in 2025, Hill held roles at Equitable Financial Life Insurance and several logistics and management companies. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Harris is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2005 and founded Tyler-Stone Wealth Management, LLC in 2015, where he provides independent investment advisory services. 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 financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.