Barry Cohn is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a board member at Beechmont Country Club in Cleveland, Ohio. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. Its investment approach relies on proprietary methodologies developed by the firm's Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Elisa Budoff is a CFP® professional with 32 years of industry experience, currently advising at Ameriprise since 2020. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she serves on the Village of South Russell Planning Commission and is a member of the Finance Council at St Joan of Arc Parish. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with significant investable assets.

Bryan Thomas is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including LPL Financial, Avantax, and Lighthouse Advisers, where he served as vice president. Outside of advising, he is a board member of the United Way of Lake County and co-founder of Avayla Solutions LLC, a mobile app business serving high school concessions and small venue markets. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Lionel Eason is a Financial Consultant at Fidelity Investments, a position he has held since 2026. His professional experience within Fidelity Investments includes roles as Investment Consultant (2025-2026), Planning Consultant (2025), Relationship Manager (2024-2025), and Financial Representative (2024). Lionel's approach to financial advisory is centered on service, partnership, and planning. He works closely with clients to understand their priorities and develop tailored financial strategies, providing ongoing support as their needs evolve. His focus extends beyond investments to consider the entire financial picture, helping clients make informed decisions throughout every stage of life. Outside of his professional responsibilities, Lionel has personal interests in golf, hiking, military service, movies, and running.

Brian Pollak is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2009. Pollak serves on the finance committee of Walsh Jesuit High School, advising on investment policies, and holds board positions at Stan Hywet Hall & Gardens and Heart to Heart Communications, a nonprofit organization focused on leadership development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial offerings and capital markets solutions.

Jeffory Harrison is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Citizens Bank, Rocket Mortgage, and Lincoln Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Howard Nock is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. He has worked with PFSI Investment Inc. and Primerica Financial Services since 2017. Outside of his advisory role, he is self-employed as a driver for ride-sharing services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and an independent due-diligence process, providing a tiered wrap-fee structure and maintaining authority over its investment models.

Daniel Ciolek Jr. is a financial advisor with LPL Financial based in Chardon, OH. He holds a Series 63 designation and has 32 years of industry experience. Prior to joining LPL Financial in 2019, he operated Danielciolek Asset Management and worked at Cadaret, Grant & Co., Inc. from 2010 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management options.

Ryan Becker is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. His prior work includes time at Tucker Ellis and DMG Group, both before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing third-party asset managers and proprietary advisory tools.

Romilly Taylor is a financial advisor at Morgan Stanley with 10 years of industry experience. They hold a Series 66 designation and have worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following three years at PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and models.

Kyle Doom is a financial advisor with Edward Jones holding a Series 66 designation and four years of experience in the industry. Before joining Edward Jones in 2022, he worked at Kepler Group for three years and spent nine years with Joliet Public Schools District #86. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of nearly 23,701 financial advisors and offers a range of advisory strategies and affiliated investment products.

Gregory Perram is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Advisors in 2023. Outside of advising, he is involved in an insurance business operating part-time. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.

Brian Young is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of Merrill since 1991 and brings extensive experience in wealth management guidance, pre- and post-retirement income and cash flow planning, trust and estate planning services, and business succession strategies. His approach integrates various life priorities including family, work, philanthropy, and leisure, aiming to create customized financial strategies that reflect the unique circumstances of each client. He holds a Bachelor of Science degree in Civil Engineering from Tufts University and a Juris Doctorate degree from Cleveland State University College of Law. Brian is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). He is also affiliated with the professional organization DELTA TAU DELTA (BETA MU-1977). Brian participates actively in community organizations such as College Now Cleveland, Menorah Park-Excellence in Caring, and Fairmount Temple. Outside of his professional and community involvement, he enjoys boating, golfing, reading, skiing, and spending time with his family.

Brian Kulak is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with JPMorgan Securities since 2013. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Scott Hignite is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and Wealth Planners to provide clients with a comprehensive financial planning experience focused on their personal and financial goals. He has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Scott's professional experience encompasses client relationship management and financial representation, contributing to his current role in delivering holistic financial plans. His approach centers on aligning financial strategies with clients' individual objectives. Outside of his professional work, Scott enjoys engaging in board games, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and playing soccer.

Timothy Bonar is a financial advisor with Ameriprise in Cleveland, OH, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he serves on the Board of Directors for Father's Love Ministry. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that integrate research, modeling, and tax-efficient strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

John Schmidt is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory work, he serves on the finance committee of St Joan of Arc Church in Streetsboro, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Benjamin Simerly is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He has been with Cambridge Investment Research and its affiliated entities since 2022. Outside of his advisory role, he owns an information technology services company, Grandview Ventures LLC, and works as a project manager at Baldridge Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Tina Hallier is a financial advisor with LPL Financial and holds a Series 63 designation. She has 22 years of industry experience and has been associated with both LPL Financial and Tyler-Stone Wealth Management, LLC for 11 years. Hallier is also involved as an insurance agent offering term and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Kautzman is a financial advisor at Edward Jones in Solon, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as an assistant football coach for the offensive line at Cuyahoga Valley Christian Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.