Colin Hammer is a financial advisor at Morgan Stanley in Akron, OH, holding a Series 66 license and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of Bluecoats, Inc., a charitable nonprofit based in Clinton, OH. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with diversified investment activities.

Timothy Holdsworth is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC. Outside of his advisory work, he serves on the board of A Kid Again, a nonprofit supporting children with life-threatening conditions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Kirill Volokhov is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 63 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and integrated financial products through its affiliated broker-dealer and insurance entities.

Mark Wilson is a Series 66-credentialed financial advisor with LPL Enterprise in Independence, OH. He has been with LPL Enterprise since 2025. Outside of his advisory role, he is involved with Brick House Realty and Baldwin Wallace University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a comprehensive platform that integrates investment advice with insurance and lending products.

Claus Meyer is a financial advisor with Raymond James & Associates in Medina, OH, holding a Series 63 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2012. He serves as a committee member for Leadership of Medina County, a nonprofit organization, where he participates in reviewing quarterly finances and budget discussions. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and discretionary portfolio management, with specialized capabilities in public finance and municipal work.

Owen Weaver is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Third Federal Savings and Loans. Outside of finance, he is involved with Red Hawk Grille. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Joseph Scouloukas is a financial advisor with OSAIC in Parma, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Sagepoint Financial, Inc. since 2009 and joined OSAIC in 2023. Outside of advisory work, he owns an accounting, tax preparation, and bookkeeping firm and operates as a notary public. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual and institutional investors.

Collin Brooks is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Matthew Kelly is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliates since 2025. Prior to that, he was co-owner and financial advisor at Verus Financial from 2008 and also served at Next Financial Group Inc. Kelly serves as president of Shaker Heights Youth Lacrosse Inc., a nonprofit organization focused on youth lacrosse programs. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, planning, and consulting services supported by a network of over 10,000 advisors.

Steve Napier is a financial advisor at Cetera with 25 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and is the owner of Legacy Financial Associates, a financial services firm established in 2006. Outside of his advisory work, Napier is a firearms instructor teaching safe handling and shooting skills. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform with access to affiliated and third-party managers and diverse program options.

Julie Miller is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at First Command Insurance Services and Sanofi. She is also the owner of a single residential rental property in Lyndhurst, Ohio. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of investment advisory programs and affiliated products. The firm operates nationwide with over 23,000 financial advisors and focuses on both discretionary and non-discretionary strategies under a fiduciary standard.

Lindsay Kolek is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in recommending strategies.

Mark Fryer is a financial advisor with Ameriprise in Akron, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts and affiliated investment products.

Matthew Ridler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial since 2018 and previously at SII Investments, Inc. for 11 years. Outside of his advisory role, Ridler is involved in several business ventures, including leadership positions in staffing and accounting firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management supported by proprietary and third-party research.

Erin Machado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with J.P. Morgan Chase Bank and its affiliated entities since 2011. Outside of her advisory role, she is a general partner at KEN, LLC, a private investment entity. J.P. Morgan Securities LLC 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Lucero Forrest is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and eight years of industry experience. Prior to joining Schwab in 2017, Lucero worked at Fidelity Investments and Sedgwick Claims Management. Outside of advising, Lucero is involved in managing a rental property through an LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm’s investment approach includes multi-asset model portfolios, non-discretionary and discretionary management options, and access to alternative investments through a centralized and integrated platform.

Michael Murphy is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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.

Preston Milstead is a Planning Consultant at Fidelity Investments, where he supports high net-worth clients by understanding their family wealth systems and assisting them in making decisions that promote family-wide financial harmony. He has been with Fidelity since 2021, progressing through roles as a Financial Representative and Relationship Manager before assuming his current position in 2023. Prior to joining Fidelity, Preston worked in Retirement Participant Services at Charles Schwab from 2019 to 2021. His experience spans client relationship management and retirement services, with a focus on financial planning for affluent families. Outside of his professional work, Preston has interests in board games, cooking and baking, gardening, playing musical instruments, and reading.

Jonathan Goldston is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including Skylight Financial Services, MML Investors Service, and MassMutual Life Insurance Company. Goldston serves as an elected board member of the Skylight Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by multiple program structures and custodial relationships.

Corey Jones is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he worked at Fyzical Therapy & Balance Centers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.