Devoleon Taylor II is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, PNC Investments, and currently serves in the Ohio Army National Guard. Outside of finance, he is the owner of Banana Peel Rigs, a business focused on custom building and selling gaming computers. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence within an ESG eligibility framework.

Anthony Miller is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at Equitable Advisors and previously spent eight years with Lincoln Financial Advisors Corporation. He also serves as a power of attorney for his father. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory programs.

Peter Novak is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at Axa Advisors, LLC. Novak serves as a board member of Air Technical Industries. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party managed models and proprietary services, to serve clients across various wealth levels.

Katelyn King is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has worked in various roles prior to joining Baird in 2022, including positions at Sherwin-Williams and Aerotek. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence, to support client advice.

Angela Monateri is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Outside of her advisory role, she is a member of 2uercus Operations LLC, involved in practice operations management. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Andrew Barkley is a Certified Financial Planner (CFP®) with 31 years of industry experience. He is currently with LPL Financial and has prior experience at Ameriprise Financial Services, Hw Financial Advisors, and Commonwealth Financial Network. Barkley is also involved with Strophic Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

George Davis is a Series 66-licensed financial advisor with one year of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held roles at several related firms since 2024. Outside of finance, he is involved with On the Rise Artisan Breads, a business he has been part of since 2022. 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 a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management and advisory platforms tailored to client objectives.

Steven Licciardi is a financial advisor with Morgan Stanley in Cleveland, OH, holding a Series 66 designation and possessing 27 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Licciardi serves on the board and finance committee of the Plexus LGBT + Allied Chamber of Commerce, where he is currently president, and he is also involved with the Northeast Ohio Equality Business Association and University Hospitals Health System’s Diamond Advisory Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and secular return estimates.

Donald Qualters is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cambridge Investment Research Advisors, First Dominion Capital Corp, Northern Lights Distributors, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting customized strategies through a large network of investment adviser representatives.

John Slyman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He leads Slyman Wealth Management, focusing on developing customized wealth management strategies tailored to individual client financial goals. John is a qualified Portfolio Manager who manages personalized or defined investment strategies on a discretionary basis, including individual stocks and bonds, model portfolios, and third-party investment strategies. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also designated as a Personal Investment Advisor (PIA). He graduated from Cleveland State University with a Bachelor's degree in Finance and is a graduate of St. Edward High School. From 2019 through 2024, John has been recognized on Forbes' "Best-in-State Wealth Advisors" list. He is committed to providing appropriate wealth strategies and clearly communicating these to clients, supported by an experienced team. Outside of his professional career, John is a former board member of the St. Edward High School alumni association. He resides in Westlake with his wife Elisa and their children, Jaeden and Eliana. His personal interests include baseball, fishing, football, golfing, hiking, reading, running, skiing, and spending time with his family.

Christopher Minotti is a Series 66-licensed financial advisor with six years of industry experience. He has worked at Ameriprise since 2019, following a prior role at UBS Financial Services. Outside of finance, he has experience in hospitality and retail, including positions at Westwood Country Club and Minotti's Wine and Liquor. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Lauren D Itto is a financial advisor with Edward Jones in Avon, Ohio. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2026. Prior to her advisory role, she worked for five years at the Ohio Bureau of Criminal Investigation and five years with the Ohio State Highway Patrol. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Bloomhuff is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, he spent seven years at Ameriprise and four years at Maria Gardens Center. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

J Parker is a financial advisor at Osaic Wealth, Inc. based in Berea, Ohio, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Parker Wealth Management and Securities America Advisors, Inc. Prior to joining Osaic, he spent over a decade at these firms. Outside of his advisory work, Parker volunteers with the Northern Ohio Golf Association and serves as a walking scorer at USGA and PGA Tour golf events. He is also actively involved in community service through roles such as Financial Secretary for the Olmsted Falls Kiwanis Club and Treasurer of his local Bluegrass Homeowner’s Association. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Brennan is a Series 66-licensed financial advisor with Morgan Stanley, based in Westlake, Ohio, and has 25 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as a board member of Ronald McDonald Charities Northeast Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Kathryn Brahler is a Series 66 licensed financial advisor with J.P. Morgan Securities in Cleveland, Ohio, bringing five years of industry experience. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions outside finance at 1st Day School Supplies and Jeni's Splendid Ice Cream. J.P. Morgan Securities LLC 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 in its recommendations.

Warren Cox is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with UBS since 2007 and has been with Mcdonald Investments Inc. since 1996. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets activities.

William Theis Jr. is a financial advisor at Raymond James & Associates with 36 years of industry experience. He has been with Raymond James & Associates since 1999 and holds Series 63 and Series 65 designations. 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, institutional investors, charitable organizations, and public entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

Mitva Shah is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has one year of industry experience and has worked at Equitable Advisors since 2025. Outside of financial services, she is involved with Dina's Pizza and Pub in Cleveland, OH. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through a variety of programs managed by both in-house advisors and third-party managers.

Timothy Connors is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Equitable Advisors. Outside of his advisory role, he is a co-founder of Scales and Tails of Ohio, a business he has been involved with for over ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with a focus on both strategic and tactical investment approaches.