Eric Fuller is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He joined his father's practice, The Fuller Group, in 2005 and has since focused on helping clients plan for their futures and legacies. Eric serves as a Portfolio Manager and manages personalized or defined investment strategies on a discretionary basis, including the use of individual stocks and bonds, as well as various model portfolios. Eric holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). These credentials support his comprehensive approach to wealth management and investment planning. He graduated cum laude with a Bachelor of Science degree in Finance from Miami University in Oxford. A lifelong resident of Northeast Ohio, Eric lives with his wife, Lauren, a primary care physician, and their three children. Outside of his professional work, he enjoys golfing, skiing, and following Cleveland sports teams.

Edward Rupert is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2026 and previously held roles at Cetera and Freeman Heyne Toma, LLC. In addition to his advisory work, he has been involved in fixed insurance sales, including life, health, disability, annuities, and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and third-party asset management, supported by technology tools and a large network of advisors.

Kyle Utrup is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Kohl's and the Office of First-Year & Student services. 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. The firm offers a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and maintains a large-scale, integrated operational structure.

Matthew Whitson is a financial advisor at OSAIC with 29 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for eight years and spent over two decades at MetLife Securities Inc. He is also involved in fixed insurance sales as a separate business. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, leveraging a complex affiliate network and private equity ownership.

George Hoose is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with eight years of industry experience. He previously worked at OEC for five years and was involved with Heese Inc dba Floor Coverings International of Medina for one year. Outside of his advisory role, he owns a long-term rental property in Bluffton, SC, managed through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Scott Wolf is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various J.P. Morgan entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Delores Elliott is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes firm-approved tools and modeling techniques, focusing on tailored plans without individual security recommendations as part of standalone planning.

Robert Och is a financial advisor with Raymond James Financial in Medina, OH, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has worked at Raymond James Financial since 2007 and owns the Navancer Group, which manages group insurance and non-variable life insurance elements of his practice. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals while also providing specialized municipal advisory and SIMPLE IRA employer consulting services.

Nathan Aviles is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Fifth Third Bank and The Centers/El Barrio Workforce. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset portfolio approach and centralized operational infrastructure.

Balaram Kaimal is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Patricia Giegerich is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2001. Outside of her advisory role, she serves on the Communications and Marketing Board for the St. Gabriel Church Food Pantry, assisting in connecting the pantry with other organizations in the Lake County, Ohio area. 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 investment solutions supported by a multi-asset model portfolio approach and extensive centralized operational infrastructure.

Michael Erdelyi is a financial advisor with Ameriprise in Brunswick, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at The Huntington Investment Company and PNC Investments. Outside of his advisory role, he serves as the Director of Flag Football for the St. Ambrose Athletic Boosters, supporting local youth football activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service with a focus on dependable income sources, tax-aware withdrawal strategies, and personalized retirement planning.

Lisa Szucs is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is an independent contractor selling microfiber cloths and cleaning solutions through Norwex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Larry Fitting is a CFP® professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has operated his own CPA practice since 1979 and has been involved with Fitting Tax & Financial since 2011, offering tax preparation and independent insurance services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a network of thousands of financial professionals managing multi-billion dollar assets.

Rebecca Sarno is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and PNC Investments. Outside of her advisory role, she owns and operates a hazelnut orchard through Grand River Orchard LLC. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Angela Kinch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2014, in addition to her ongoing roles at J.P. Morgan Securities and prior experience at Chase Investment Services Corp. and Ameriprise. 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 within a non-discretionary advisory framework.

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.

Thomas Beasley is a financial advisor at Charles Schwab with 31 years of industry experience and a Series 66 designation. He has been with Charles Schwab since 1999 and previously worked at Schwab Retirement Plan Services, Inc. from 2012 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a centralized operational structure that supports its extensive scale.

William Adams is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2012, including six years at Scottrade prior to its acquisition. In addition to his advisory role, Adams is involved in a pizza delivery business located in Hartville, Ohio. Charles Schwab serves a large client base primarily composed of 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 combines non-discretionary and discretionary advisory options, utilizing multi-asset model portfolios and centralized operational support.

Kurt Shore is a financial advisor at Charles Schwab in Richfield, OH, with 26 years of industry experience. He has been with Charles Schwab since 1999 and holds Series 63 and Series 66 credentials. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated custody, brokerage, and cash-sweep services.