Jacob Schaefer is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms including PNC Investments and Citizens Securities. He is also involved with Commonwealth Capital Management, LLC as an advisor. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Scott Masters is a Series 66–licensed financial advisor with Morgan Stanley in Westlake, Ohio, where he has worked since 2015. He has 10 years of industry experience, including a role at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, incorporating advanced modeling techniques such as Monte Carlo simulations.

Michael Leonakis is a financial advisor at Equitable Advisors with 13 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years and OSAIC for one year before joining Equitable Advisors. He holds a Series 66 designation and is also the managing member of Cleveland Executive Consulting, LLC, a business established for payroll and business expenses. Additionally, he is an independent agent involved in outside fixed insurance sales. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Omid Sattarian is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has worked at Bank of America, Merrill, Wells Fargo Clearing, and PNC Investments. He serves on the finance committee of Towards Employment, a nonprofit focused on workforce development in Northeast Ohio. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional clients under Bank of America’s platform.

Frank Ferritto is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Robert W. Baird since 2021 and previously spent nine years at UBS Financial Services. Based in Cleveland, OH, he is part of The DDK Group within Robert W. Baird & Co. The DDK Group advises a broad range of clients, including individuals, families, pensions, corporations, and charitable organizations, providing financial planning and portfolio management services. The team employs both in-house and third-party managers to tailor strategies that align with client goals and risk tolerances, offering a variety of investment approaches including traditional and non-traditional allocations.

Kristin Askey is a financial advisor with Equitable Advisors in Avon Lake, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of her advisory role, she conducts business under Stratus Advisors, contracting with various long-term care carriers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Curtis Bissell is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 12 years of industry experience. He has been with Thrivent and its affiliated firms since 2014. Outside of his advisory role, Bissell serves as Vice President of Buckets of Hope for Tender Hearts, a nonprofit supporting child loss organizations, and is the Pastor of the Online Campus for Garfield Memorial United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Ryan Mckean is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and offering 22 years of industry experience. Prior to joining Cambridge in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2004 to 2021. He is also a board member of the Beck Center for the Arts, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm serving 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, offering proprietary and third-party model strategies with both discretionary and non-discretionary investment options.

Paul La Banc III is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and previously worked for Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Bethany Gonzalez is a financial advisor with J.P. Morgan Securities LLC based in Parma, OH, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. Her prior experience includes roles at Northwestern Mutual and John Adams/Adams, Gut, & Associates. She is the owner and registered agent of MindBodySoul&Money, LTD, a holding company with investments in local laundry businesses. 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 when recommending investment strategies.

Nathan Bowman is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and having two years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and has held roles with the Cleveland Clinic Foundation, Rome Fire Department, and Morgan Hose Company. He is also the owner of Archival Arms LLC, a non-investment business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering comprehensive 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, utilizing multiple program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Robin Gray is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory role, Gray serves as a board member on the Medina Township, Ohio Board of Zoning Appeals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lauren Little is a financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio, holding a Series 66 credential and seven years of industry experience. She has worked at Charles Schwab since 2018, following earlier roles at Bar Louie and Fort Hays State University. Outside of advising, Little owns a family-operated party tent rental business. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated services, and combination of advisory models.

Matthew Zamorek is a financial advisor at Merrill with Series 65 and Series 66 credentials and one year of industry experience. His prior roles include positions at FedEx Ground, Empower Retirement, and Progressive. He has also been involved with Downtown McCarthys outside of his advisory work. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates model-based and discretionary investment strategies within Bank of America’s broader platform.

William Quayle Jr. is a financial advisor with Primerica Advisors in North Royalton, OH, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1980. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Amanda Primozic is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2013, including a period at Charles Schwab Bank from 2015 to 2018. Outside of her advisory role, she serves on the board of the nonprofit organization I'm In Ministry, where she volunteers with inventory and organization of donated materials. 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

Stephan Smelko is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Outside of his advisory role, he serves as treasurer for the Reno Rod and Gun Club in Becksville, Ohio. Charles Schwab serves a large client base of 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 offers a mix of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Paul Fox is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2000. Outside of advisory work, he serves on the board of Cleveland Project Northern Ireland, focusing on strategic planning for the foundation’s future growth. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Caden Garrido is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Sauced Barbeque and Spirits and Lifetime Financial Growth. He also has experience working at The Ohio State University Student Union during his studies. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and third-party managers.

Thomas Arbeznik is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets before joining Baird in 2018. He is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and customized investment strategies tailored to client goals and risk tolerances.