Michael Norman is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Edward Jones. Outside of his advisory role, he owns Avon Party Tent Rental. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management and model-based solutions tailored to client needs.

Adrienne Gaves is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017, following prior roles at UBS Financial Services and Synergy Consulting Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients by offering a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles, utilizing both in-house and third-party managers, and provides access to alternative investments and integrated lending solutions.

Michael Erdelyi is a financial advisor with Ameriprise in Brunswick, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at The Huntington Investment Company and PNC Investments. Outside of his advisory role, he serves as the Director of Flag Football for the St. Ambrose Athletic Boosters, supporting local youth football activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service with a focus on dependable income sources, tax-aware withdrawal strategies, and personalized retirement planning.

Daniel Trotter is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Rocket Mortgage, Inc. for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Matthew Howard is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he is a partner in Three Jack LLC, a company involved in owning and operating a boat. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Stamaton is a Planning Consultant at Fidelity Investments, where he has been contributing since 2026. He began his career at Fidelity Investments as a Financial Representative in 2023, progressed to a Relationship Manager in 2025, and took on his current role in 2026. His professional focus is on building relationships by listening to clients, understanding their priorities, and helping make financial decisions clear and manageable. Throughout his roles at Fidelity Investments, Michael has aimed to ensure that clients feel heard, supported, and confident in their financial planning. He combines his experience to guide clients effectively and provide ongoing support. Outside of his professional work, Michael has personal interests in comedy, golf, movies, and traveling.

August Golinski is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 13 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 11 years before joining Cambridge in 2024. Golinski also operates as an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions delivered through independent Financial Professionals, utilizing multiple platform arrangements and proprietary models alongside third-party strategist access.

John Ryan is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. He holds Series 63 and Series 66 licenses and is based in Rocky River, Ohio. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets services and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Michael Verda is a financial advisor with Wells Fargo Advisors in Lorain, Ohio, holding a Series 63 designation and 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he provides insurance solutions to clients through Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Amanda Paliska is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial and Capital Financial Planners. Her prior experience includes roles at Fidelity Brokerage Services LLC and Triad Advisors. She is also a commissioned notary in North Olmsted, Ohio. 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 management solutions through a large network of advisers and utilizes various portfolio strategies supported by proprietary research and technology.

John Nesby Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2017 and 2020, respectively. His prior work includes roles at Skylight Financial Group, Lighthouse Wealth Solutions, FedEx Office & Print Center, and The University of Akron. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Stephen Dowdell is a financial advisor at LPL Financial with 15 years of industry experience. He has held roles at LPL Financial since 2018 and previously worked at SII Investments, Inc. from 2015 to 2018. Outside of advising, Dowdell has engaged in tax preparation services through TA-CHECK FINANCIAL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various investment strategies and technology tools.

Alexandra Nero is a CFP® professional with 12 years of experience in financial advisory, currently with Morgan Stanley. Her career includes positions at Bank of America, Merrill, and Wells Trecaso Financial Group. She serves on the Investment Committee for Annunciation Greek Orthodox Church in Akron, Ohio. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Eric Bartos is a financial advisor at Stifel with three years of industry experience and holds the Series 66 designation. Prior to joining Stifel, he worked at RSM and spent six years at Mercyhurst University. Outside of finance, Bartos is involved with Red Wagon Brewery in Columbia, Ohio, where he works as a bartender. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Slaiman Saab is a financial advisor with Ameriprise in Rocky River, OH, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at The Huntington National Bank and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Christian Pratt is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked at Ta-Check Financial and LPL Financial since 2020. Prior to his advisory career, Pratt was employed in various roles, including at Cuyahoga County Community College and Strongsville City Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and a diverse set of operational tools.

David Bogart is a financial advisor with Ameriprise in Bay Village, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and the use of algorithmic automation to generate tailored recommendations.

Brandon Spitzer is a Certified Financial Planner® (CFP®) and holds a Series 66 designation, with 12 years of industry experience. He has worked at UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Katie Stefanski is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at UBS Financial Services and Unique Marketers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Allison Batt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated firm since 2014. Outside of her advisory work, she is an independent insurance agent and co-owner of a business partnership in Westlake, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through various platforms and combines proprietary and third-party strategies tailored by independent Financial Professionals.