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.

Sandra Gasser is a ChFC® credentialed financial advisor with Raymond James Financial, based in Medina, OH, bringing 28 years of industry experience. She has worked with Raymond James since 2004 and serves as an officer and treasurer for Rex Gasser Electric, Inc., a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by advanced analytical 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.

Matthew Leamon is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at UBS Financial Services and Dick Russell Liquidations, as well as experience in education and business operations. 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, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Bishop is a financial advisor with LPL Financial, holding CFP® certification and securities licenses Series 63 and Series 65. He has 27 years of industry experience, including roles at Sii Investments, Inc. and ownership of Bishop Financial Advisors since 2001. Outside of advising, he is involved with Bishop Tax Service, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Patrick Phinney is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Charles Schwab since 2006 and previously at OptionsXpress, Inc. from 2016 to 2017. Outside of his advisory role, he is an author of books about whitewater safety and a kayak/canoe instructor with the Honu Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed accounts. The firm combines brokerage, custody, and advisory services with multi-asset model portfolios and a formal alternative investment program.

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.

Kristine Prisk is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Domenic Paolo is a financial advisor at Raymond James & Associates with a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked at Avery Dennison for six years and at Hiram College for four years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Dustin Davies is a financial advisor with J.P. Morgan Securities in Brecksville, OH, holding a Series 66 designation and having 12 years of industry experience. His prior roles include positions at TD Ameritrade and PNC Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Joseph Kean is a financial advisor with Cetera, holding a Series 66 license and with 22 years of industry experience. He has worked with Cetera and associated entities since 2014. Outside of advisory services, he serves as a board member for Bentley Park HOA in Avon, Ohio. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to third-party money managers.

Jill Haueter is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 19 years of industry experience, including a decade at Cantella & Co., Inc. and four years at Cambridge. She is also the owner of Bridlepath Financial, a business based in Chagrin Falls, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and model-based solutions.

Kimberly Miller is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding a Series 66 designation and 22 years of industry experience. She has been with Baird since 2016. Miller serves as a board member and finance-investment committee member for CASA and is also a board member on the Leadership Medina County finance committee. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with internal research and AI tools.

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.

Mark Annichine is a financial advisor with LPL Financial, holding a Series 63 license and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves as a varsity golf coach for the Twinsburg City School District and works as an athletic official referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various portfolio management strategies.

Adrian Miguel is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2000. Charles Schwab & Co., Inc. serves a large client base, primarily 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 advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Nicholas Hamrlik is an advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including at Lowes and Marion L. Steele High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products. The firm integrates advisory programs with sales of financial products and utilizes both in-house and third-party portfolio management solutions.

Kenneth Jones is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Financial in 2025, he worked for Cetera and Cetera Advisors LLC from 2013 to 2025. Outside of his advisory role, he is involved with Kenneth W. Jones Financial Advisors, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by proprietary and third-party research and technology solutions.

Kery Hutner is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo in various capacities since 2009. Additionally, he owns KH Wealth Management LLC, an independent practice based in Chagrin Falls, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and trustee services.