Michael Batu is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He has held various roles within Wells Fargo entities since 2009. Batu also owns Kirkland Wealth Advisors, LLC, a private practice based in Cuyahoga Falls, OH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Karen Wagner is a CFP® professional with 25 years of industry experience, currently advising at Charles Schwab in Richfield, OH. She has been with Charles Schwab since 2015 and also holds the Series 63, 65, and 66 designations. Charles Schwab & Co., Inc. serves a large high- and ultra-high-net-worth client base 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 portfolio management with multi-asset model portfolios and access to alternative investments through a centralized, integrated platform.

Brian Seedhouse is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has been with Cetera and its related entities since 2015. Prior to that, he worked at First Federal Savings & Loan Association starting in 2012. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Tracy Morgan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with various Fidelity entities since 2017. Prior to his finance career, he worked for two years at Blue Door Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and plays a formal advisory role to multiple registered investment companies.

Timothy Matanick is a financial advisor with Robert Baird & Co. in Akron, OH. He holds the Series 66 designation and has experience working at Sherwin Williams and the City of Bay Village prior to joining Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with consulting and portfolio services tailored to client goals and risk tolerances.

Nicholas Telea is a financial advisor at Charles Schwab in Richfield, OH, holding a Series 66 designation with 13 years of industry experience. He has been with Charles Schwab since 2011. 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by extensive research and a formal alternative-investment onboarding process.

Austin Mims is a Series 66 registered advisor with Edward Jones in Medina, OH, where he has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an owner of Leeward Zephyr, a holding company based in Hinckley, OH. 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 programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Gayle Russell is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. Her prior roles include five years at Lincoln Financial Advisors and seven years at TIAA-CREF. Outside of her advisory work, she serves as treasurer for a local chapter of a nonprofit Bible study organization and is a board member of the University of Connecticut School of Business Dean’s Advisory Cabinet. OSAIC serves a diverse client base including individual and institutional investors by offering integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools and third-party platforms to construct and manage portfolios.

John Trecaso is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2012. Outside of his advisory role, he owns several businesses, including a consignment furniture store and an answering service company. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides customized planning and ongoing advice focused on retirement income strategies and tax-aware withdrawals.

Hani Istanbouli is a financial advisor with LPL Enterprise, holding over 32 years of industry experience. He has worked with firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial advising, he coaches sports at the Strongsville Recreation Center and supervises security for Cavaliers Holdings. LPL Enterprise serves a diverse client base, ranging from individuals and retirement plans to charitable organizations and corporations, offering financial planning, advisory, and brokerage services through a platform that integrates investment advice, third-party asset management, and insurance products.

Meghan Foley is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America NA and Merrill Lynch. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Theresa Guerini is a financial advisor at LPL Financial with 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2023. She is also a notary, a role she has held since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services utilizing model portfolios, third-party subadvisors, and proprietary research.

Joshua Marvin is a financial advisor with LPL Financial in Elyria, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Northwest Bank, Fifth Third Bank, and Citizens Bank. Outside of his advisory work, he is involved with Waste Wise LLC, a home-based business he owns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, third-party research, and advanced portfolio management services.

Toby Easterling is a financial advisor at Charles Schwab with 17 years of industry experience. He has worked at Charles Schwab since 2008, including seven years with Schwab Retirement Plan Services, Inc. Outside of his advisory role, he is a co-owner and attendant of Welcome To The Pit, LLC, a gym in Akron, Ohio. Charles Schwab 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 affiliated discretionary models and offers integrated custody, brokerage, and alternative investment services.

Shane Mc Creery is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His work history includes roles at Charles Schwab since 2022 and prior experience at Penn Station. Outside of financial advising, he is involved with Drake's Landing Banquet Center. Charles Schwab 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, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Sean Caywood is a financial advisor at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and previously worked for Next Financial Group Inc for 16 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Douglas Hubert is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors, and he serves as president of Hubert & Hubert, Inc., a CPA firm providing accounting and tax services. Hubert is also a member of Hubert Wealth Management, LLC, a financial services referral business. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Christopher Turner is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses. He has one year of industry experience and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both discretionary and non-discretionary investment strategies across multiple platforms.

Mark Seward is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves as a board member at St. Paul's Episcopal Church in Akron, Ohio. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Li Puma is a financial advisor with Edward Jones in Strongsville, Ohio, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent ten years at Quicken Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.