Ryan Cox is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, Cox serves as mayor of Waite Hill Village, Ohio, and is involved with the Waite Hill Foundation, a local charitable organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, and institutional clients. The group offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

David Freno is a CFP® professional with seven years of industry experience, currently serving at MassMutual Investors Services since 2021. His prior roles include positions at Eileen M. Burkhart & Co., LLC and The Mortgage Collaborative. Outside of his advisory work, he is involved in several nonprofit boards focused on the arts and serves as a freelance pianist. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of educational and specialized planning programs.

Kara Leventis is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at StepStone Group, HPS Investment Partners, McHenry Advisers, and JPMorgan entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence in its Institutional Consulting Services program.

Richard Schulz is a CFP® and holds a Series 66 license with five years of industry experience. He is currently associated with Raymond James Financial and LongView Financial Partners. Prior to these roles, he worked at Northern Trust Company and has experience at Mass Mutual Life Insurance and MML Investors Services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and state and municipal government entities. The firm’s offerings include a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses, alongside customized investment solutions and risk-based reviews.

Ai Nguyen is a financial advisor with LPL Enterprise holding a Series 63 designation and eight years of industry experience. Nguyen has worked at LPL Enterprise since 2024 and has prior experience with firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, Nguyen is involved with New Life Language, LLC, an interpretation business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs.

Linda Peters is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. She has worked with Primerica in various capacities since 1996 and has also been involved with John Witri Associates and K & R Vitello & Associates. Outside of finance, she operates Linda Peters Photography, focusing on youth sporting events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Annette Pejeau is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has prior work history at Medic Management Group, Inc and Medpilot Inc. Outside of her advisory role, she serves as a basketball official for the Ohio High School Athletic Association. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Amy Dienes is a financial advisor with UBS Financial Services in Westlake, OH, holding a Series 66 designation and 25 years of industry experience. She has worked at UBS since 2007 and was previously with Mcdonald Investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

William Hornung is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary advisory relationships and various portfolio management programs.

Jeffrey Kobak is a financial advisor with LPL Financial in Westlake, Ohio, holding a Series 63 designation and 29 years of industry experience. Prior to joining LPL Financial in 2023, he worked for The O.N. Equity Sales Company and Ohio National Life Insurance for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party subadvisors.

James Glaser is a financial advisor with Mass Mutual Investors Services in Cleveland, Ohio. He holds a Series 66 designation and has four years of industry experience. Prior to joining Mass Mutual, he worked at JP Morgan and Huntington Bank. In addition to his advisory role, Glaser is also licensed as an insurance broker, offering life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Michelle Reynolds is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Melana Carbary is a CFP® professional with 21 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. She also operates a yoga instruction business and provides divorce planning workshops through Burning River Advisory Group. Additionally, she is involved in coaching related to divorce planning with EnlightenHer, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing multiple custody and platform arrangements and a mix of proprietary and third-party investment strategies.

Christian Riemenschneider is a financial advisor with Morgan Stanley in Westlake, Ohio, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a partner in a restaurant and bar business in Cleveland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment research to support its financial planning process.

Barbara Semisorow is a financial advisor with LPL Financial, based in Middleburg Heights, OH, with 34 years of industry experience. She has been with Linsco/Private Ledger Corp., a predecessor entity to LPL Financial, for 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Brady Wells is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work history includes roles at GreenBud, LLC and TrueGreen Global, as well as positions outside finance such as ice hockey coaching. Outside of his advisory career, Wells serves as an assistant ice hockey coach for the Cleveland Wildcats and is involved in recreational activities at Beechmont Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Kristen Geary is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS Financial Services since 2018, including a brief period at HumanLink LLC and running KGO Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings and leveraging proprietary research and model-based asset allocations to tailor client strategies.

Michael Gracie is a financial advisor at Fidelity with Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Triad Advisors, Lineweaver Wealth Advisors, Lincoln Investment Planning, and other financial services firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Pamela Huston is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding Series 66 and Series 63 credentials with 15 years of industry experience. She has been with Robert W. Baird since 2015. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a range of investment strategies.

Michael Gabriel is a financial advisor with Edward Jones in Seven Hills, OH, holding Series 66 and Series 63 designations and one year of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and held various positions in manufacturing and corporate roles, including at nVent Erico and Lubrizol Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.