Luke Vincer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Independence, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Wentz Financial Group and LongView Financial Partners, where he served as CEO. Vincer is also a board member and chair of the investment committee for Walsh University. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary advisory services and leverages a broad affiliate network to support institutional and municipal clients.

Hannah Daubenmire is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors and Axa Equitable. Daubenmire serves on the Associate Board of The City Mission, a homeless shelter in Cleveland, OH. 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 third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

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 at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Equitable Advisors and Tony Maloney's, as well as diverse experience outside finance including work at Carrabba's Italian Grill and Fatheads Brewery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and model strategies.

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 17 years of industry experience, holding a Series 66 designation. He has worked at Merrill since 2009 and Bank of America, N.A. since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm operates as part of Bank of America’s broader corporate platform, providing access to a wide range of investment products and services.

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.

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.

Casey Treen is a Financial Consultant currently working at Fidelity Investments since 2022. He has previously held positions as an Independent Investment Advisor at Phillips Financial Advisors from 2021 to 2022 and as a Senior Financial Consultant at Charles Schwab from 2016 to 2021. His professional focus is on developing detailed and understandable financial plans tailored to his clients' individual goals. Outside of his professional work, Casey enjoys spending time with his wife and two children. His personal interests include cooking, baking, playing board games, and following football, particularly Cleveland sports. He also enjoys riding on the towpath during his leisure time.

Natalie Sutcliffe is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Wells Fargo Clearing, UBS Financial Services, KEY BANK, CIVISTA Bank, and Victory Capital Advisers. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base including individuals, pension plans, corporations, and government entities, offering a range of proprietary wrap fee programs and institutional consulting services.

Jeremy Seck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

William Murphy is a financial advisor at UBS Financial Services in Cleveland, Ohio, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Painewebber Incorporated since 1992. Murphy serves on the board and finance committee of South West Hospital’s foundation and participates in charitable activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and capital markets services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Shreya Sharma is a financial advisor at Merrill based in Cleveland, OH. She holds a Series 66 designation and has four years of prior experience at Rabe Investment Consulting Group. Her work history also includes positions at Ignite and Chico & apos. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

Matthew Meyer is the Resident Director and Wealth Management Advisor at Merrill's Westlake-Crocker Park office, where he also serves as a partner of CLE Wealth Management. He specializes in offering a comprehensive approach to managing wealth that begins with understanding client needs and ensuring every strategy aligns with their financial goals. His client focus areas include corporate executive services, divorce transition planning, employee benefits planning, executive and equity compensation, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Matthew holds a Bachelor's degree from the University of Kentucky and a Master of Business Administration with a concentration in Finance from Ohio Dominican University. He has earned professional designations including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and is a designated Retirement Benefits Consultant. He also holds registrations with FINRA (Series 7, 66, 9, 10) and is certified in Alternative Investments. He is involved professionally with organizations such as Pi Kappa Alpha Fraternity and has served on the board and executive committee of Towards Employment. Matthew lives in Rocky River with his wife Allison, their son Jack, and their dog Cash.

Matthew Rizzo is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Equitable Advisors since 2008 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he owns and manages a rental property in Las Vegas. 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 third-party programs. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Benjamin Campbell is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity for over 27 years, providing families with straightforward planning discussions to help them navigate every chapter of their financial journey. His career at Fidelity began in 1998 as a Brokerage Equity Trader, progressing through roles including Customer Service Representative, Financial Consultant, and Vice President, Financial Consultant before his current role. Benjamin also holds a California Insurance License.

Jeffrey West is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and with Alpha Retirement Solutions since 2013. He is also an independent insurance agent through Alpha Property and Casualty. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of investment approaches and custody platforms tailored to client objectives.

Christopher Murman is a financial advisor with UBS Financial Services holding a Series 66 designation. He has prior experience at Grant Thornton LLP and Miami University. Murman has been with UBS since 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial solutions.

Ignatius Permadi is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Ronald Skowronsky is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 designation and has been affiliated with Cetera Advisors LLC since 2013. In addition to his advisory role, he is involved in tax preparation through FRC TAX, LLC and American Tax Service, reflecting his engagement in related financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and custodial relationships.