Jacqueline Bruce is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at T.D. Ameritrade and Charles Schwab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joel Mille is a financial advisor with Edward Jones in Broadview Heights, OH, holding CFP® and Series 66 designations and possessing 19 years of industry experience. He has been with Edward Jones since 2006. He is associated with the Mille Family Partnership, which manages stocks, bonds, and mutual funds. 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 strategies, operates a large nationwide network of financial advisors and branches, and provides affiliated capabilities beyond advisory services.

William Johnson is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory work, he serves on the Investment Committee of L'Arche Cleveland, providing pro-bono investment consultation to the organization's portfolio. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology.

James Kelley IV is a financial advisor at Equitable Advisors in Independence, OH, holding Series 65 and Series 63 certifications with two years of industry experience. His work history includes positions at Equitable Advisors LLC and diverse roles outside finance, including employment with Door Dash and experience in landscaping and retail. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kenneth Luke is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 63 designation and has worked with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is a CPA and partner at Neitzel, Luke & Associates, Inc., and serves as a board member for the West Shore Osteopathic Foundation. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Alishia Hussain is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Ronald Smith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 33 years of industry experience. His prior career includes long tenure at Nationwide Insurance and Nationwide Securities, spanning over four decades. In addition to his advisory role, he serves as an independent insurance agent and consultant, including executive roles in consultative insurance and insurance merger specialist firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Jennifer Oxley is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and worked at Merrill from 1996 to 2023 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to support client planning.

Scott Lepa is a financial advisor with LPL Enterprise LLC, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Mgo Inc. and Cerity Partners LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products on an integrated platform.

Yasmeen Muhammad is a financial advisor at Robert Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Charles Schwab, Charles Schwab Bank, and KeyBank. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services through a combination of in-house and third-party managers, including discretionary and non-discretionary strategies.

Nicholas Brown is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2010. Outside of his advisory role, he owns and manages a rental property. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates on a non-discretionary basis and combines large institutional advisory capabilities with broker-dealer, investment adviser, and commodity futures registrations.

Tyner Haag is a financial advisor at UBS Financial Services in Cleveland, OH, holding a Series 66 designation with six years of industry experience. He has worked at UBS since 2018 and has previous experience at the University of Dayton and Kyocera-SGS Precision Tools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research to tailor plans to clients’ goals and risk tolerances. The firm operates with institutional trading capabilities alongside wealth management services.

Meghan Latham is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets offerings.

Sean Hardy is a Series 66 licensed financial advisor with UBS Financial Services in Cleveland, OH, bringing 27 years of industry experience. He has been with UBS since 2013. Hardy serves as a trustee for the Ruth E. Hopkins Irrevocable Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Kevin Bukvic is the Vice President and Branch Leader at Fidelity Investments, overseeing the Cleveland Westlake Investor Center. In this role, he focuses on fostering a strong culture and providing coaching to advisors to achieve superior outcomes for clients. Kevin has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Financial Consultant, Investment Consultant, Central Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Service Representative at Charles Schwab from 2013 to 2014.

John Lostoski is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and BrightEdge Technologies. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through third-party program sponsors and managers, providing both discretionary and non-discretionary advisory solutions.

Noel Elliott is a financial advisor with MassMutual Investors Services in Cleveland, OH, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining MassMutual in 2025, he worked at Alto Financial Group and Family First Life. Outside of financial advising, he owns several businesses related to home health care, health insurance, and education, including a company that offers training for home health care certifications. MassMutual Investors Services, LLC provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering various programs and educational seminars supported by firm-approved analytical tools.

Nick Pietrocola is a financial advisor with Ameriprise in Strongsville, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2012. In addition to his advisory role, he participates in surveys related to the financial services industry. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and operates as a large institutional provider of advisory, brokerage, and insurance solutions.

Joel Jensen is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He previously spent 21 years at Lincoln Financial Advisors Corporation before joining Cambridge in 2024. Jensen holds a Series 63 designation and is based in Westlake, Ohio. He is also the owner of Wealthplan Partners LLC, an independent advisory business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Scott Jones is a CFP®-designated financial advisor with 17 years of industry experience, currently with Raymond James Financial in Westlake, OH. He has held roles at Raymond James Financial Services and E&M Consulting since 2013. Outside of his advisory work, he serves as Vice President at CKE Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and government entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by asset-allocation analysis and firm research.