Peter Shriver is a financial advisor at OSAIC with 20 years of industry experience. He worked for Lincoln Financial Advisors Corp for 19 years before joining OSAIC in 2025. Outside of his advisory role, he is involved in insurance sales, life settlements, and direct sales of health and wellness products. OSAIC Wealth serves a broad client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process, multiple custodial arrangements, and access to alternative investments through third-party platforms.

Logan Penton is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at various organizations including Blades of Grass and 1899 Golf and Social Club. He is involved with Team Challenger, a recreation-focused business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools.

Andrew Foote is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for seven years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management with services tailored to clients’ risk profiles, utilizing both in-house and external investment resources.

Chandler Smith is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at The Huntington Investment Company and The Huntington National Bank. 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. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alex Hall is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. Alex has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant from 2019 to 2025, Investment Consultant from 2018 to 2019, Investment Solutions Representative from 2017 to 2018, PAS Service & Trading from 2016 to 2017, and Customer Service & Trading from 2015 to 2016. Prior to joining Fidelity, Alex worked at Citigroup in Elite Cards & Cobrands from 2014 to 2015. Alex partners with families to build planning-based relationships that prioritize alignment of clients' goals, priorities, and use of their wealth. Alex believes that a prudent financial plan involves incorporating flexibility, financial and emotional comfort, and minimizing major risks along the way. Outside of work, Alex's personal interests include biking, attending concerts, exploring food, parenthood, and caring for pets.

Amy Minnier is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Dustin Davies is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has held roles at TD Ameritrade and PNC Investments prior to joining J.P. Morgan in 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses a combination of quantitative screening and qualitative research to build model asset allocations and incorporates a range of eligible strategies with support from affiliated investment-management entities.

Gregory Keegan is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, and previously spent three years at Key Private Bank – KeyBank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, supported by a manager solutions team and incorporating ESG criteria where applicable.

Joseph Kean is a Series 66-licensed financial advisor with 22 years of experience, currently with Cetera since 2023. He has previously worked at Cetera Wealth Services, Vantage Financial Group, PNC Wealth Management, and Natcity Investments. In addition to his advisory role, he serves as a board member for a homeowners association in Avon, Ohio. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jill Haueter is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 19 years of industry experience, including prior roles at Cantella & Co., Inc., Raymond James Financial, and Edward Jones. Haueter is also the owner of Bridlepath Financial in Chagrin Falls, OH. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms with access to third-party advisers and proprietary model strategies.

Anthony Jenkins is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at JPMorgan Chase Bank, Ancora Holdings, the Cleveland Browns, and Catawba Island Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Joseph Krueger II is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and with 26 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory work, he is a member of Bay Rockets Assoc in Bay Village, OH, where he holds check signing authority. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and ongoing manager monitoring.

Taya Hines is a financial advisor with Equitable Advisors in Independence, Ohio. She holds a Series 66 designation and has one year of experience in the industry. Prior to her current role, Ms. Hines worked at Home Depot and American Greetings. Outside of finance, she is involved in several modeling agencies and participates in event planning activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and endorsed advisory programs.

Zachary Silbermann is a CFP® with five years of experience in the financial industry, currently affiliated with Charles Schwab. His prior experience includes roles at TD Ameritrade, Mutual of Omaha Insurance, and Charles Schwab Bank. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. Schwab operates at scale with integrated brokerage, custody, and advisory services, providing clients with multi-asset model portfolios and alternative investment options vetted by its research center.

Noah Rupp is a financial advisor at Morgan Stanley in Cleveland, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at UBS Financial Services and HBKS Wealth Advisors. Outside of finance, he has experience with Erie Beer Company and has been involved with organizations including Kahkwa Club and John Carroll University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved tools and research.

Nadia Sajovie is a financial advisor with Cetera in Cleveland, OH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has worked at Cetera and affiliated entities since 2023 and previously at Key Investment Services in various roles from 2016 to 2023. Outside of her advisory role, she is a registered caretaker for her adult disabled son through the Ohio Department of Medicaid. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management and financial planning through a multi-manager platform that supports various investment strategies and program structures.

Tristan Cullis is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank and PNC Investments before joining UBS in 2017. He serves on the board of Hopewell, a mental health rehabilitation center in Geauga County, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Les Frate is a financial advisor with Equitable Advisors in Mentor, Ohio, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years and Wells Fargo Clearing for one year. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Nicholas Hamrlik is an advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles outside the financial sector at Lowe’s, Marion L. Steele High School, and St. Peter Parish. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and provides access to third-party asset managers, financial planning, and a range of affiliated financial products and services.

Brad Harte is a financial advisor with Wells Fargo Advisors in Pepper Pike, Ohio. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 10 years with Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, with tailored recommendations supported by in-house research and planning tools.