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.

Zach Mosholder is an Investment Consultant who partners with clients to create financial plans that align with their goals. He leverages Fidelity's resources to connect clients with the right partners to help meet their financial objectives. Zach's professional experience includes roles such as Relationship Manager and Financial Representative at Fidelity Investments, Private Client Banker at JP Morgan Chase, and Insurance Agent at Rine Insurance. He is based in Akron, Ohio, where he was born and raised, and currently lives with his wife, Jacqueline. Outside of his professional work, Zach is an avid golfer and a lifelong Cleveland sports fan, with interests in baseball, football, and golf.

Brenda Boone is a financial advisor with Raymond James Financial, holding a Series 63 license and over 21 years of industry experience. She has been affiliated with Raymond James Financial Services Advisors, Inc. since 2009 and with Western Reserve Resources Corp since 1990, serving in various roles including Vice President and Branch Manager. Outside of advisory duties, she is an officer and vice president of WesRev Inc., a support company involved in corporate compliance 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations to support municipal and public finance work.

Donna Gero is a Senior Resident Director at Merrill Lynch Wealth Management, overseeing the Hudson, Ohio office. With over a decade of experience in financial services, she specializes in areas including college education planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Donna holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting her expertise in holistic wealth management and retirement planning. Donna earned an Associate's Degree from Cuyahoga Community College and completed an Accredited Certificate Program from the College for Financial Planning. Among her professional affiliations, she serves on the boards of Cleveland Independents and Veteran Canine Connection and is involved with the Cleveland APL. Her approach emphasizes understanding clients' life priorities to create tailored financial strategies. Outside of her professional work, Donna is actively engaged with her community. She lives in the Cleveland area with her husband and their two dogs. Her personal interests include baseball, billiards, boating, football, golfing, music, reading, singing, spending time with family, and volleyball.

Dane Wilson is a financial advisor with Ameriprise in Twinsburg, OH, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Avantax Advisory Services, 1st Global Capital Corp., Ciuni & Panichi, Inc., and NatCity Investments Inc. Wilson is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-smart strategies and adaptive withdrawal planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Frayman is a financial advisor at Raymond James & Associates with 28 years of industry experience. He has been with Raymond James & Associates since 2006. He holds Series 63 and Series 65 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Mitchell Frankel is a financial advisor at Wells Fargo Clearing with 18 years of industry experience and holds a Series 66 credential. He has been with Wells Fargo since 2009, working first at Wells Fargo Advisors LLC and then at Wells Fargo Clearing since 2016. Outside of his advisory work, Frankel serves as a trustee for multiple family trusts and a community garden association, and he is involved with the Northeast Ohio Curling Club’s finance committee as well as the Jewish Federation of Cleveland’s retirement fund committee. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Karen Frankino is a financial advisor with LPL Financial based in Beachwood, OH, holding a Series 66 designation and four years of industry experience. She has served with Tyler-Stone Wealth Management, LLC since 2005 and provides investment advisory services through this independent firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Sarah Johnston is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2015. Outside of her advisory role, she is involved in a family-owned real estate business with her husband. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gary Miller is a financial advisor with Edward Jones in Ravenna, OH, holding a Series 63 designation and over 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Ronald Hollis Sr. is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and has worked within Primerica Financial Services since 1982. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated entities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a wrap-fee structure, curates third-party asset managers, and delegates trading responsibilities to BNY Mellon Advisors.

Patrick Hawkins Hodgson is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and at Bank of America, N.A. since 2020. Outside of his advisory role, he is the owner of HawkHodge LLC, a for-profit investment-related business based in Cleveland, Ohio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Jamie Allen is a Planning Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Jamie worked as a Financial Consultant at the same company from 2024 to 2026 and served as a Planning Consultant from 2021 to 2024. Jamie's career began as a Client Service Specialist with TD Ameritrade from 2013 to 2021. In their professional approach, Jamie aims to partner with clients to create plans that address both financial goals and personal aspirations. Jamie emphasizes the importance of understanding clients on both financial and personal levels to provide comprehensive guidance. Outside of work, Jamie has interests in boating, cars, fitness, football, hiking, and soccer.