Katelyn King is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and three years of industry experience. She has been with Baird since 2022 and previously worked at Sherwin-Williams, Aerotek, and Uber. King is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to align with client goals and risk tolerances.

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 CFP® professional with 31 years of industry experience, currently advising clients at LPL Financial since 2024. Prior to joining LPL, he worked at Ameriprise and Ameriprise Financial Services from 2014 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and research, providing both discretionary and non-discretionary management options.

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 in Westlake, OH, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including previous roles at Cambridge Investment Research Advisors and First Dominion Capital Corp. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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 at Edward Jones in Avon, Ohio, holding Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2026, she worked five years with the Ohio Bureau of Criminal Investigation and five years with the Ohio State Highway Patrol. She also has experience working at Eagle Springs Golf Course. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Bloomhuff is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Ameriprise for seven years and at Maria Gardens Center for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

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.

Kevin Quigley is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm oversees third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing options.

Mitva Shah is a financial advisor with Equitable Advisors in Independence, OH. She holds a Series 66 designation and has one year of industry experience. Outside of her advisory role, she is involved with Dina's Pizza and Pub in Cleveland as a part-time business owner. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering 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 a broker-dealer, relying on LPL-sponsored programs and a variety of endorsed third-party managers to deliver its advisory and brokerage solutions.

Timothy Connors is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Equitable Advisors. Outside of advisory work, he is a co-founder of Scales and Tails of Ohio, a business he has been involved with since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

Brent Silver is a financial advisor with Cetera who holds Series 63, 65, and 66 credentials and has 23 years of industry experience. He has worked with Avantax Advisory Services and PNC Investments and is currently associated with Meaden & Moore, where he supports financial planning and wealth management activities. Outside of his advisory roles, Silver serves as a councilman for Orange Village, Ohio, participating in local governance. Cetera operates as a multi-manager platform, serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment and advisory services, featuring model portfolios, third-party manager selection, and bespoke strategies under discretionary and non-discretionary authorities.

Mary Giardina is a financial advisor with Equitable Advisors in Lakewood, OH, holding a Series 66 designation and five years of industry experience. She has been with Equitable Advisors since 2020 and previously worked for the Cleveland Metropolitan School District from 2015 to 2020. Outside of her advisory role, she serves as a board member for Hillel at Kent State University and owns a teaching resource business on Teachers Pay Teachers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance services to tailor solutions based on client goals, risk tolerance, and time horizon.