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.

Arthur Weisman is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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 based in Beachwood, Ohio, holding a Series 63 designation and possessing 21 years of industry experience. She has been associated with Tyler-Stone Wealth Management, LLC and LPL Financial since 2015. Hallier is also active as a non-variable insurance agent, offering term and long-term care insurance through multiple affiliated agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and third-party research across discretionary and non-discretionary management strategies.

Mark Kautzman is a financial advisor at Edward Jones in Solon, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as an assistant football coach for the offensive line at Cuyahoga Valley Christian Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Scott Spiegle is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1996 and focuses on providing clients with investment guidance to help them reach their financial goals. His areas of expertise include college education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, philanthropic planning, and retirement income. Scott holds a Bachelor of Science in Business Administration from Washington University in St. Louis and a Master of Business Administration from Case Western Reserve University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Scott and his wife, Shani, have two sons who attend Elon University. They are lifelong residents of Cleveland and are active in the community, supporting organizations such as the Mandel JCC, Hawken School, Fairmount Temple, and the Jewish Federation of Cleveland.

Thomas Russ is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he is the sole proprietor and owner of Lindsay Properties LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by firm-approved tools and processes.

Emily Heyman is a financial advisor at Edward Jones in Solon, OH, with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018, following a brief period at GapInc in the same year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies supported by a large national network of financial advisors and branch offices.

Michael Verda is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 23 years of industry experience. He previously worked at Edward Jones for 22 years before joining Wells Fargo Advisors. In addition to his advisory role, he provides insurance solutions through Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services that include cash-flow, retirement, education, risk, and wealth-transfer planning.

Lisa Snyder is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at UBS Financial Services since 2020, previously serving at the Institute for Preparing Heirs and First Republic Securities Company. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor investment plans.

Deborah Graves is a financial advisor with UBS Financial Services in Hudson, Ohio, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with UBS Financial Services since 2005. Deborah serves as the named successor trustee and beneficiary of a family trust, managing income distributions and special needs provisions for her relatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor client portfolios based on stated goals and risk tolerances.

John Zingales is a Senior Financial Advisor specializing in assisting corporate 401(k) plans and high net worth individuals. He is affiliated with Merrill Lynch Wealth Management, where he focuses on personalized wealth management strategies tailored to client goals. His areas of expertise include high net worth portfolio management and institutional consulting, covering client needs such as divorce transition planning, family wealth management, defined contribution plan consulting, and personal retirement planning. John holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from The University of Michigan. John adheres to a philosophy of working one-on-one with clients to develop personalized financial strategies designed to help pursue long-term goals. Outside of his professional work, he enjoys football, golfing, traveling, and watching movies, and is involved in community volunteering consistent with the Merrill tradition.