Christian Riemenschneider is a financial advisor with Morgan Stanley in Westlake, Ohio, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a partner in a restaurant and bar business in Cleveland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment research to support its financial planning process.

Barbara Semisorow is a financial advisor with LPL Financial, based in Middleburg Heights, OH, with 34 years of industry experience. She has been with Linsco/Private Ledger Corp., a predecessor entity to LPL Financial, for 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Brady Wells is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work history includes roles at GreenBud, LLC and TrueGreen Global, as well as positions outside finance such as ice hockey coaching. Outside of his advisory career, Wells serves as an assistant ice hockey coach for the Cleveland Wildcats and is involved in recreational activities at Beechmont Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Kristen Geary is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her work history includes multiple roles at UBS Financial Services since 2018 and prior experience with HumanLink LLC and independent brokerage work. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Michael Gracie is a financial advisor at Fidelity with Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Triad Advisors, Lineweaver Wealth Advisors, Lincoln Investment Planning, and other financial services firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Pamela Huston is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding Series 66 and Series 63 credentials with 15 years of industry experience. She has been with Robert W. Baird since 2015. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a range of investment strategies.

David Barth is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Equitable Advisors since 2016, previously holding roles at AXA Advisors, Rehmann Wealth, Dawson Wealth Management, and Cetera Advisors. Barth serves on the board of directors for The Upside of Downs of Northeast Ohio and is a partner in Lakeside Holdings LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves personalized risk assessment and matching clients to advisory programs or managers, utilizing both proprietary and third-party investment solutions.

Michael Gabriel is a financial advisor with Edward Jones in Seven Hills, OH, holding Series 66 and Series 63 designations and one year of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and held various positions in manufacturing and corporate roles, including at nVent Erico and Lubrizol Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Edmund Bosse is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Metropolitan Life Insurance Company and Mass Mutual Investors Services. Equitable Advisors serves a broad client base, including individual, pension, corporate, and nonprofit clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models implemented through third-party managers and LPL-sponsored programs, offering diverse investment options and ERISA fiduciary services.

Angelo Carcioppolo is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2018, following six years at Western Southern Life and W&S Brokerage Services. He serves on the Board of Directors for Kent State Twinsburg, contributing to community engagement initiatives. 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 emphasizes collaborative, annual financial planning engagements that use advanced analytical tools and offers a range of investment and planning programs.

Jennifer Lemassena is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Cetera Advisors LLC since 2013 and continued her affiliation with Cetera after 2024. Outside of advising, she also works as an administrative assistant at Legacy Financial Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Luke Vincer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2017 and has prior experience at Wentz Financial Group. Vincer is the CEO of LongView Financial Partners, LLC, a full-service wealth advisory office, and serves on the Board of Trustees at Walsh University, chairing its Investment Committee. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals.

Hannah Daubenmire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Equitable Advisors and its predecessor firms since 2012. Daubenmire serves as a member of the Associate Board at The City Mission, a homeless shelter in Cleveland, Ohio. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on clients’ personal and plan information.

Bryce Caldwell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, W. W. Grainger, and Loyola University Chicago. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due-diligence processes.

Cole Blagg is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Equitable Advisors, Tony Maloney's, and Carrabba's Italian Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and systematic methodologies across mutual funds, ETFs, and ETPs.

Kristen Zingale is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisors, Cetera Wealth Services, Commonwealth Financial Network, Saorsa Wealth Management, and Janney Montgomery Scott. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform, offering both discretionary and non-discretionary strategies and access to affiliated and unaffiliated managers.

Robert Kaluza is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2012. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Haley Ottelin is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked previously at Key Investment Services, Voya Financial Advisors, and Glass Financial Advisors. Prior to her advisory career, she was employed for nine years at The Cheesecake Factory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it serves a broad client base with discretionary and non-discretionary advisory services.

Jordan Manlet is a financial advisor at Edward Jones in Strongsville, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare at Firelands Regional Medical Center, Fisher Titus Medical Center, and Mercy Health - Lorain Hospital. Outside of his advisory role, Manlet is the owner of Smoke and Cask LLC, an online retail business. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Frato is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, integrating proprietary research and third-party data to deliver non-discretionary recommendations tailored to clients with specified asset levels.