Matthew Rhode is a Series 66 licensed financial advisor with Edward Jones, based in Brunswick, OH. He has 15 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated investment products.

Jeffrey Saplak is a financial advisor with LPL Financial in North Royalton, OH, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at TA-Check Financial and SII Investments, Inc. He also provides tax preparation services through Tri City Tax LLC and engages in property and casualty activities. 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 broad range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Dominic Poshedley is a financial advisor with LPL Financial in Strongsville, OH, holding a Series 66 designation and six years of industry experience. He has worked with LPL Financial since 2019 and is also involved with Ta-Check Financial. Prior to that, he held roles at Cleveland State University and Marc Glassman Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Andrew Kaye is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients one-on-one to define their financial goals and develop portfolio strategies designed to pursue those objectives. He provides ongoing advice and guidance, adapting strategies as clients' needs change, and offers access to specialized banking, credit, home financing, and small business solutions through Bank of America specialists. Andrew's expertise encompasses education planning, family wealth management strategies, personal retirement planning, and retirement income. He is dedicated to helping clients manage the complexities of financial priorities such as purchasing a home, funding college education, caregiving responsibilities, and healthcare planning. His approach focuses on understanding what matters to clients and their families to create tailored financial strategies. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from Cleveland State University and holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, Andrew participates in community activities including First Tee Cleveland. His personal interests include golfing, tennis, yoga, and spending time with his family.

Lauren Plesmid is a financial advisor with Cetera in Westlake, OH, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Cetera, she worked at Sea-Land Chemical Company and has experience in various roles outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to both affiliated and third-party managers.

Gary Brahler is a financial advisor with Morgan Stanley in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley since 2018 and has prior experience with Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, he participates in strategy and advocacy for the Kent State University Foundation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Max Schmittle is a financial advisor at Edward Jones in Oberlin, OH, holding Series 63 and Series 65 licenses with four years of industry experience. Before joining Edward Jones in 2022, his work history includes roles at Mercedes-Benz of North Olmsted and Mike Bass Ford, as well as positions related to Bowling Green State University and Lorain County Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Borato is a financial professional with 42 years of industry experience. He is currently affiliated with Cetera and Wealth Health, LLC, and holds a Series 63 designation. His work history includes over a decade at Cetera Advisors LLC and recent involvement with Wealth Health, LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and custodial relationships.

Christopher Soeder is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after eight years with Tremco CPG Inc. Prior to that, he spent time in college and unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Monica Hays is a financial advisor at UBS Financial Services with eight years of industry experience and a Series 66 designation. She has been with UBS since 2016. Outside of her advisory role, she plans Disney, Universal, and all-inclusive vacations as a Magical Navigator. 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 services, supported by proprietary research and a broad range of capital markets offerings.

Joshua Ingalls is a financial advisor with Wells Fargo Advisors in Westlake, Ohio, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Ingalls serves on the finance committee at Lake Erie College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and tools to develop tailored client recommendations.

Douglas Sanker is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Timothy Regan is a Series 66-licensed financial advisor with Thrivent Investment Management in Berea, Ohio, where he has worked for 22 years. He serves on the board of Friends Helping Friends, a charity supporting families in crisis, assisting with fundraising and organizational visibility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering goal-based, holistic planning that addresses a wide range of financial topics without including implementation. The firm’s approach separates planning from managed-account services and emphasizes ongoing plan reviews.

Gerald Koler is a financial advisor with OSAIC, holding the CFP® designation and securities licenses Series 63 and Series 65, with 34 years of industry experience. He has worked with SagePoint Financial, Inc. and Sagepoint Corp RIA since 2009 and 2013, respectively. Koler also serves as a trustee for Padua Franciscan High School, contributing to its governance and strategic planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessment techniques to construct diversified portfolios across various investment types.

Donn Carmel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is a partner in TDA LLC and owns TDM Financial LLC, support companies not involved in investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized services including municipal and public finance.

Lloyd Wright Jr. is a financial advisor at Edward Jones in Amherst, OH, holding a Series 66 designation with eight years of industry experience. He previously worked at IntelliNet Corporation from 2014 to 2018 before joining Edward Jones in 2018. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Jack Boyle is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients to develop tailored financial roadmaps that align with their long-term goals. Jack focuses on understanding each client's unique expectations to guide investment strategy and financial planning efforts. He brings his expertise to the planning process by engaging in comprehensive discussions around investment guidance and strategy. Jack's approach centers on partnership with clients, ensuring that their financial plans reflect their individual needs and objectives.

Khory Katz is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience, currently serving clients at Edward Jones in North Olmsted, OH since 2018. Prior to Edward Jones, he held roles at Bowling Green State University and Westfield Insurance, among others. He is also involved as an investment committee member for a local Freemason lodge and has founded a networking organization in Chagrin Falls, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of investment advisory programs with a nationwide network of advisors and branch offices, combining retail advisor reach with affiliated capabilities such as trust services and proprietary mutual funds.

James Bingham is a financial advisor with Ameriprise in Amherst, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he is involved in media through Cluck Media, LLC, which focuses on golf lifestyle and architecture. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Stuart Rayl is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he worked as an Investment Consultant and Financial Representative at Fidelity Investments during 2022 and 2023. Stuart collaborates with clients to align their investments with their goals and develops financial plans tailored to their needs and preferences. He emphasizes attention to detail, transparency, and building strong relationships with his clients. Outside of his professional work, Stuart enjoys activities such as hiking, skiing, tennis, traveling, and exploring food. He is also a pet owner.