Ryan Woodman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, and at JPMorgan Chase Bank, N.A. since 2007. Woodman is also the owner of Limoncello Investments LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations and delivers advisory services on a non-discretionary basis.

Stephen Smyntek is a financial advisor with Ameriprise in Willoughby, Ohio, holding a Series 66 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team, with an emphasis on assets managed within Ameriprise accounts.

Owen Weaver is a financial advisor with Equitable Advisors and holds the Series 66 designation. He began his industry career in 2026 and has experience working with firms including Erie and Vine and Third Federal Savings and Loans. Outside of finance, he has been involved with Red Hawk Grille since 2023. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a combination of firm programs and third-party asset managers.

Aimee Caraballo is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group and provides various financial planning options typically delivered on an episodic basis.

Daniel Carter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked within various Wells Fargo entities since 2012 and owns Carter Private Wealth LLC, a private practice based in Beachwood, Ohio. Additionally, he serves as a financial advisor for Princeton Harriman Insurance Solutions in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Bradley Saunders is a financial advisor with J.P. Morgan Securities in Chagrin Falls, OH, holding a Series 66 designation and two years of industry experience. He has worked within the J.P. Morgan organization since 2016, including roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework applied in investment recommendations.

Danielle Beard is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Integrity Investments and Planning. Outside of her advisory work, she was involved with Petpeople from 2018 to 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and structured planning processes. The firm manages approximately $2.74 trillion in client assets and offers both direct financial plans and arrangements with employer-sponsored programs.

Matthew Kelly is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliates since 2025. Prior to that, he was co-owner and financial advisor at Verus Financial from 2008 and also served at Next Financial Group Inc. Kelly serves as president of Shaker Heights Youth Lacrosse Inc., a nonprofit organization focused on youth lacrosse programs. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, planning, and consulting services supported by a network of over 10,000 advisors.

Scott Myers is a financial advisor with LPL Financial in Chagrin Falls, OH, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining LPL Financial in 2022, he spent 18 years at Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from multiple sources.

Daniel Di Blasi is a financial advisor with Edward Jones in Chardon, Ohio, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at AXA Advisors LLC, Equitable Advisors, and Lincoln Financial. Outside of finance, he owns and operates Dan DiBlasi Photography, providing general photographic services including portraits and event photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Julie Miller is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at First Command Insurance Services and Sanofi. She is also the owner of a single residential rental property in Lyndhurst, Ohio. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of investment advisory programs and affiliated products. The firm operates nationwide with over 23,000 financial advisors and focuses on both discretionary and non-discretionary strategies under a fiduciary standard.

Matthew Dohar is a financial advisor with LPL Financial in Solon, OH, holding 23 years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Joseph Rea is a financial advisor with LPL Financial in Solon, OH, holding a Series 63 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities, Inc. Rea is a partner at Regal Financial, LLC, involved in life, health, and fixed annuities insurance sales. He also serves as a board member on the finance committee of WomenSafe, a domestic violence shelter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and uses technologies such as machine learning in its investment approach.

Mark Cooperrider is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020 and previously with Ameriprise Financial Services, Inc. from 2009. He is based in Pepper Pike, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in survey-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized teams and financial advisors, using proprietary research and third-party data within a structured investment framework.

Jonathan Goldston is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including Skylight Financial Services, MML Investors Service, and MassMutual Life Insurance Company. Goldston serves as an elected board member of the Skylight Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by multiple program structures and custodial relationships.

Scott Simmerer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. His career includes roles at Concurrent Advisors and Oleinik Financial, alongside a long tenure with Raymond James Financial Services since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Joseph Beebe Jr. is a financial advisor with Primerica Advisors in Independence, OH, holding 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and Primerica Financial Services since 2014. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies created by unaffiliated asset managers and provides custodial and trade execution support through BNY Mellon Advisors and Pershing.

Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.

Shari Wong is a financial advisor with Ameriprise in Cleveland Heights, OH, holding a Series 66 designation and 22 years of industry experience. She has worked at Ameriprise since 2017, following eight years at UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Thomas Walton is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at PNC Investments and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.