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.

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, holding a Series 66 designation and beginning her industry career in 2025. Prior to her advisory role, she was involved in various positions including a part-time role at Dina's Pizza and Pub. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and diverse asset-management programs through a wide network of representatives and partnerships with third-party asset 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.

Brent Silver is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior work includes roles at Avantax Advisory Services and PNC Investments, among others. He serves as a councilman for Orange Village, Ohio, and is a member of its Finance Committee. Cetera Investment Advisers LLC provides a multi-manager platform supporting over 10,000 advisors nationwide, serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services across various program structures and custodial relationships.

Mary Giardina is a financial advisor with Equitable Advisors in Lakewood, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, she worked for five years with the Cleveland Metropolitan School District. She is a board member of Hillel at Kent State University and manages an online teaching resource through Teachers Pay Teachers. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party advisory solutions.

Jacob Snyder is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J.P. Morgan Securities, he worked at Resolute Lacrosse and JPMorgan Chase Bank, N.A. He has experience in athletics administration from The Ohio State University Department of Athletics. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Stephen Kulikowski is a financial advisor with Edward Jones in Middleburg Heights, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for Ohio Desk from 2003 to 2017. He serves as an endowment board member for Padua Franciscan High School in Parma, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Christian Lucci is a financial advisor with Charles Schwab in Westlake, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management and Scottrade, Inc. Outside of his advisory duties, Lucci serves as Vice President and Secretary of New Growth Stables LLC, which is involved in horse boarding and lessons. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services. Its Schwab Wealth Advisory program combines non-discretionary investment guidance with access to discretionary separately managed accounts and a structured approach to alternative investments.