Leo Rosner is a financial advisor with Cambridge Investment Research Advisors in Cleveland, OH, holding Series 65 and Series 63 licenses and 44 years of industry experience. His career includes multiple tenures at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., as well as Sagepoint Financial, Inc. Rosner is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, proprietary and third-party strategies, and institutional features such as advisor transition support and equity participation arrangements.

Matthew Junstrom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held roles at PNC Investments and PNC Bank from 2011 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

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.

Alasdair Cooper is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he owns and operates a local support company for his business activities. 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, along with specialized services in municipal finance and employer retirement plan consulting.

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.

Barry Cohn is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a board member at Beechmont Country Club in Cleveland, Ohio. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. Its investment approach relies on proprietary methodologies developed by the firm's Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Elisa Budoff is a CFP® professional with 32 years of industry experience, currently advising at Ameriprise since 2020. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she serves on the Village of South Russell Planning Commission and is a member of the Finance Council at St Joan of Arc Parish. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with significant investable assets.

Lionel Eason is a Financial Consultant at Fidelity Investments, a position he has held since 2026. His professional experience within Fidelity Investments includes roles as Investment Consultant (2025-2026), Planning Consultant (2025), Relationship Manager (2024-2025), and Financial Representative (2024). Lionel's approach to financial advisory is centered on service, partnership, and planning. He works closely with clients to understand their priorities and develop tailored financial strategies, providing ongoing support as their needs evolve. His focus extends beyond investments to consider the entire financial picture, helping clients make informed decisions throughout every stage of life. Outside of his professional responsibilities, Lionel has personal interests in golf, hiking, military service, movies, and running.

Brian Pollak is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2009. Pollak serves on the finance committee of Walsh Jesuit High School, advising on investment policies, and holds board positions at Stan Hywet Hall & Gardens and Heart to Heart Communications, a nonprofit organization focused on leadership development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial offerings and capital markets solutions.

Jeffory Harrison is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Citizens Bank, Rocket Mortgage, and Lincoln Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Romilly Taylor is a financial advisor at Morgan Stanley with 10 years of industry experience. They hold a Series 66 designation and have worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following three years at PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and models.

Mark Hawald is a Series 66-licensed financial advisor with 19 years of industry experience. He currently works at OSAIC and previously spent 14 years at American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as assistant wrestling coach at John Carroll University and holds executive positions in manufacturing and business services companies. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and offers discretionary and non-discretionary portfolio management, with access to third-party money managers and multiple investment platforms.

Gregory Perram is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Advisors in 2023. Outside of advising, he is involved in an insurance business operating part-time. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.

Delores Elliott is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes firm-approved tools and modeling techniques, focusing on tailored plans without individual security recommendations as part of standalone planning.

Brian Young is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of Merrill since 1991 and brings extensive experience in wealth management guidance, pre- and post-retirement income and cash flow planning, trust and estate planning services, and business succession strategies. His approach integrates various life priorities including family, work, philanthropy, and leisure, aiming to create customized financial strategies that reflect the unique circumstances of each client. He holds a Bachelor of Science degree in Civil Engineering from Tufts University and a Juris Doctorate degree from Cleveland State University College of Law. Brian is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). He is also affiliated with the professional organization DELTA TAU DELTA (BETA MU-1977). Brian participates actively in community organizations such as College Now Cleveland, Menorah Park-Excellence in Caring, and Fairmount Temple. Outside of his professional and community involvement, he enjoys boating, golfing, reading, skiing, and spending time with his family.

Brian Kulak is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with JPMorgan Securities since 2013. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Scott Hignite is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and Wealth Planners to provide clients with a comprehensive financial planning experience focused on their personal and financial goals. He has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Scott's professional experience encompasses client relationship management and financial representation, contributing to his current role in delivering holistic financial plans. His approach centers on aligning financial strategies with clients' individual objectives. Outside of his professional work, Scott enjoys engaging in board games, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and playing soccer.

Timothy Bonar is a financial advisor with Ameriprise in Cleveland, OH, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he serves on the Board of Directors for Father's Love Ministry. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that integrate research, modeling, and tax-efficient strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

John Schmidt is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory work, he serves on the finance committee of St Joan of Arc Church in Streetsboro, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Tina Hallier is a financial advisor with LPL Financial and holds a Series 63 designation. She has 22 years of industry experience and has been associated with both LPL Financial and Tyler-Stone Wealth Management, LLC for 11 years. Hallier is also involved as an insurance agent offering term and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.