Drew Adler is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 24 years. He is also an insurance agent offering fixed insurance products including fixed annuities, long-term care, and traditional life insurance through Aspen Court Financial. OSAIC serves a broad mix of retail and institutional clients, providing brokerage and investment advisory services, financial planning, and retirement consulting through a large network of advisers. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

John Melick III is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird & Co. since 2018. Prior to joining Baird, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a variety of separately managed account programs, using a combination of manager-traded and model-traded strategies supported by in-house research and technology.

Mark Baniewicz is a financial advisor at Cetera with four years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Insurance Services. In addition to his advisory role, he manages a CPA firm specializing in tax and accounting services and is involved with Zappitelli Wealth Advisors, which provides comprehensive wealth management. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting over 10,000 advisors and approximately 800,000 clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers, serving individual, corporate, institutional, and retirement plan clients.

Joseph Kraft is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves on the Westlake City Schools Board of Education. The DDK Group at Robert W. Baird & Co. advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a variety of investment strategies and overlays, with capabilities that include municipal advisory and public finance services.

Cameron Addington is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of experience. He has previously worked at Gryphon Fund Group and Elios Financial Group, among other firms, and has held roles in various business ventures including Textbook Home Improvements, LLC and 325SC Restaurant Ventures, LLC. 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 integrating ESG criteria in their recommendations.

Jack Butler is a financial advisor with LPL Financial in Beachwood, Ohio, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His prior firms include OSAIC, SagePoint Financial, American Portfolios Advisors, Inc., and Vestax Securities Corporation. Outside of his advisory role, Butler serves as an of counsel attorney focusing on estate planning and is a board member for a nonprofit organization. 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 range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jameson Smith is a Financial Advisor at Merrill Lynch Wealth Management, focusing on building long-term relationships with clients that extend beyond transactional financial advice. He assists retirees, executives, business owners, and young families in navigating important financial decisions related to retirement planning, estate planning, wealth management, and long-term financial security. His approach centers on understanding individual goals, values, and concerns to help clients move closer to achieving what matters most to them. Before joining Merrill Lynch, Jameson spent years in business development working alongside Fortune 500 companies and served 14 years in the military. These experiences contribute to the discipline, integrity, and service-minded approach he brings to his client relationships. He holds a Bachelor's Degree from Kent State University and carries a Personal Investment Advisor (PIA) designation. His memberships include the American Legion and VFW. Jameson is actively involved in his community, supporting organizations such as the Greater Cleveland Food Bank, Habitat for Restore, and Ronald McDonald House. He is also engaged in his church community. Outside of work, he enjoys adventure sports, basketball, cooking, gardening, reading, and spending time with his family, and he is a proud father of two children.

Scot Sinkler is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel in various capacities since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Jason Yuhas is a financial advisor at LPL Financial with 25 years of industry experience. He has worked at LPL Financial and TA-Check Financial since 2018 and previously spent 11 years with SII Investments, Inc. In addition to his advisory role, he is involved in tax preparation and accounting through TA-CHECK Tax Service, which he has operated since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Kellyn Ingraham is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, Kellyn serves as the primary contact for Fidelity's most sophisticated investors and their families, focusing on building and maintaining long-term relationships by understanding each client's unique preferences and providing personalized service and support for their financial needs. Kellyn has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, Relationship Manager, Wealth Management Planning Consultant, and Advanced Planning Analyst before assuming the current position in 2025. This experience reflects a comprehensive background in wealth management and client relationship development.

Shannon Kolton is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent eight years with UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Laurence Bricmont is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Jonathan Schonfeld is a financial advisor with LPL Financial in Beachwood, OH, holding Series 63 and Series 66 credentials and having 17 years of industry experience. He worked at Tyler Stone Wealth Management for 10 years while maintaining his affiliation with LPL Financial for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gary Rettke is a financial advisor with Primerica Advisors in Painesville, Ohio, holding 21 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

David Grano is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and worked previously at Lincoln Financial Advisors for 14 years. Outside of his advisory role, he serves as a trustee for multiple family trusts and owns an LLC providing payroll services for a Professional Employer Organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing various asset allocation tools, automated rebalancing, and multiple account management options.

Morris Beverage III is a financial advisor at Cetera with 25 years of industry experience and a Series 66 designation. He has previously worked with LPL Financial and Avantax entities and has owned and operated several businesses, including Blakely Insurance, Inc., a property and casualty agency. Beverage also serves on multiple public service boards in Lake County, Ohio, including the Northeast Ohio Area Coordinating Agency and the Lake County Land Bank. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Jeffrey Rotsky is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various capacities from 2009 to 2022. Rotsky is the founder and director of the Rotsky Foundation for Mentors, a nonprofit organization focused on mentoring in the inner city of Cleveland. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Michelle Weilacher is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding a Series 63 designation and 34 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. She is also involved as an administrative assistant at Princeton Harriman Insurance Solutions, an insurance agency in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products, providing tailored recommendations supported by Wells Fargo research and planning tools.

Jeffrey Burch is a CFP® professional with five years of industry experience, currently advising through Cetera. He owns Burch Investments, a private financial services firm that provides comprehensive wealth management and financial planning for individuals, families, and business owners. In addition to his advisory roles, he is involved in personal accounting and tax preparation through Zappitelli Financial Services and serves as a Lead Auditor for the Department of Defense Office of Inspector General. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors.

Thomas Fejes is a financial advisor at Osaic with 24 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors for 23 years. Outside of his advisory role, he is also licensed as an insurance agent offering accident and health, disability, annuities, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment types.