Matthew Rhode is a Series 66 licensed financial advisor with Edward Jones, based in Brunswick, OH. He has 15 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated investment products.

Brenda Boone is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 21 years of industry experience. Boone has been associated with Raymond James since 1993 and holds leadership roles at Western Reserve Resources Corp, where she oversees financial planning and serves as Vice President. Outside of advisory activities, she is an officer and Vice President of WesRev Inc, a support company that handles corporate compliance matters. 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 entities. The firm employs tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports these services through extensive advisor networks and specialized programs.

James Carps is a CFP® professional with over 33 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s proprietary investment methodology, developed by its Investment Strategy Group, supports its financial planning and asset allocation guidance.

Dane Wilson is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 63 designation and has worked at several firms including Avantax Advisory Services, 1st Global Capital Corp., and NatCity Investments. Wilson is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Nelson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Jordan was a Senior Financial Consultant at TD Ameritrade from 2015 to 2020 and a Financial Specialist at PNC Investments from 2012 to 2015. Jordan focuses on understanding the goals of the families he advises and provides guidance to create and maintain financial plans. He is committed to serving families in Northeast Ohio, where he is a native and currently resides with his wife and two daughters. Outside of his professional work, Jordan enjoys traveling, physical fitness, running, and following all things related to Cleveland sports.

Jeffrey Whitt is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Schwab, he worked at Lyft and Uber from 2017 to 2019, and at The Home Depot from 2016 to 2017. He also serves as a non-compensated Ohio notary, witnessing and attesting to signatures on documents. 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 options, utilizing multi-asset model portfolios and centralized operational support.

Steven Tuttle is a financial advisor with OSAIC, holding a Series 63 designation and 31 years of industry experience. He has worked at Osaic Wealth, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as Co-Chairman of the Board for the North Royalton YMCA and has contributed a personal story to the book "Run to Save Your Life" by Amy Mower. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation activity, and complex affiliate network.

Caleb Taylor is a financial advisor at Charles Schwab with a Series 66 license and four years of industry experience. His prior roles include positions at LPL Financial and Stratos Wealth Partners. Charles Schwab serves a large client base primarily comprised 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, offering multi-asset model portfolios, alternative investments, and centralized custody and order-routing services.

Gina Betti is a financial advisor with Edward Jones in Fairlawn, OH, holding the CFP®, ChFC®, and Series 66 designations. She has 17 years of experience at Edward Jones. Outside of her advisory work, she and her husband operate an organic farm in Medina, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Christopher Soeder is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after eight years with Tremco CPG Inc. Prior to that, he spent time in college and unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Logan Huffman is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Medina, Ohio, with five years of industry experience. Prior to his current role starting in 2021, he worked at Jpmorgan Chase Bank and spent eight years working at Huffman Plumbing. He also has a background in education from his time at Hiram College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers a range of strategies, including those incorporating an ESG framework.

Liam O'rourke is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and AXA Advisors. Outside of finance, he has experience working with Everest Soccer Club and in education at Firestone High School and Kent State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nancy Patterson is a financial advisor with Raymond James & Associates in Fairlawn, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves as an officer and secretary on the board of Public Safety Services. 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, pension plans, charitable organizations, and municipal entities, offering tailored financial planning and non-discretionary investment consulting through various specialized services.

Nathaniel Forrest is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2019, including at Charles Schwab Bank, SSB since 2025. Prior to his financial career, he was employed at Cornerstone Chapel and Garrys Services Center. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Michael Wittlinger is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those goals. Michael provides ongoing advice and adjusts clients' portfolios as their situations change. His expertise includes retirement planning, wealth management, preparation for significant life events, and legacy building. Michael approaches financial strategies by first understanding what matters most to each individual, aiming to simplify complex financial decisions and offer personalized guidance. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from The Ohio State University.

Eric Heffke is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. He previously worked at Osaic FA, Inc. and Tyler-Stone Wealth Management, LLC, where he served as an independent investment advisor. Heffke is also involved in the sale of non-variable insurance products, including life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Vicki Marshall is a financial advisor at LPL Financial with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2008, following prior roles at UBS Financial Services and KeyBanc Capital Markets. 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 and model portfolio programs, supported by extensive operational tools and a broad platform that includes insurance and credit products.

Jacob Spangler is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, employing multi-asset model portfolios and a centralized operational structure.

Robert Krenz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to joining Raymond James in 2022, he worked at UBS Financial Services for 15 years and KeyBanc Capital Markets for eight years. He is an associate and managing partner at Momentum Wealth Partners LLC and RWK Capital LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal advisory and SIMPLE IRA employer consulting.

Stephen Mc Laughlin is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked previously at Clifton Larson Allen, Raymond James & Associates, and other firms. Outside of advisory work, he has driven for Uber on weekends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.