Matthew Bell is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Orveon Global and Towne Park Valet, as well as work during his time at Ohio State University. Equitable Advisors serves a diverse client base, including individual and high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that heavily incorporates LPL-sponsored programs and endorsed third-party managers.

Kyle Holdsworth is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Fidelity Investments and has experience in various roles including a position at Orchard Bar & Grill. Outside of his advisory work, he is involved as an independent agent for outside fixed insurance products and is a member of Lakeside Financial Partners, an LLC based in Brecksville, OH. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing LPL-sponsored platforms and endorsed third-party managers to provide a range of advisory and brokerage solutions.

Ryan Radonich is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2006 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, Radonich serves as Chief Operations Officer at Chagrin Valley Dental and owns several non-investment businesses, including Lakeside Holdings, LLC and Novelty Lake Tree Farm. 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 and offers both advisory and brokerage/insurance channels to meet client needs.

Frederick Prillaman is a financial advisor with Ameriprise in Tallmadge, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at National Interstate Insurance Company, U.S. Bank, Valmark Financial Group, Verizon, 24 Hour Fitness, and service in the U.S. Navy. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team.

Matthew Thomas is a Wealth Management Advisor serving as a Merrill Resident Director. He began his career in financial services in 2005 and most recently worked with JP Morgan as a private client advisor. Matthew specializes in developing personalized financial strategies that address individual clients’ needs and goals, and he acts as a Portfolio Manager by managing discretionary investment strategies that may include individual stocks and bonds, model portfolios, and third-party strategies. Matthew holds a Master of Science degree and a Bachelor's degree from Indiana Wesleyan University. He also earned an Undergraduate Certificate in Investment Management from Yale University. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, along with the Accredited Asset Management Specialist™ (AAMS) and Accredited Wealth Management Advisor™ (AWMA) designations from the College for Financial Planning Institutes Corp. Committed to community involvement, Matthew participates in local volunteer organizations and maintains an active lifestyle including golf, soccer, and volleyball.

Robert Ross is a CFP® professional with 38 years of experience in the financial services industry. He has worked at Ameriprise since 2021 and previously spent over three decades with Integrity Financial Services, Inc., followed by a decade at Next Financial Group Inc. Outside of his advisory role, Ross serves on the advisory board of the Kairos Wellness Center in Akron, Ohio, and leads IFS Partners Agency, Inc., a business involved in insurance brokering and management related to his Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that include income analysis, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering these services through a centralized retirement-income consulting team in partnership with its financial advisors.

Michael Sheppard is a financial advisor with Edward Jones in Richfield, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ganley Honda from 2010 to 2018. Sheppard has served as a past president and volunteer board member for the Broadview Heights Lion’s Club. 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 strategies supported by a national network of more than 23,700 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Hitchcock is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Groves is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors and National Interstate and served five years with the City of Stow Fire Department. Outside of finance, he is an allied member of the Ohio Craft Brewers Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, providing both advisory and brokerage solutions.

Thomas Kefalos is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 credential and 9 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and previously worked at Major Facility Solutions. Outside of advising, he is involved in property management as a landlord. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment due diligence within a large, integrated operational framework.

Patton Teagle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Smith is a financial advisor with Raymond James & Associates in Medina, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Denise Marko is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Morgan Stanley in 2025, she spent 12 years with Wells Fargo Advisors and Wells Fargo Clearing in various advisory roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Justin Yates is a financial advisor with Edward Jones in Chagrin Falls, OH, holding a Series 63 designation and 23 years of industry experience, all with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

Niniek Sulandari is a financial advisor with Edward Jones in Seven Hills, OH, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she owns and operates World Bee Candle Co, a candle-making business that raises funds for student education on honey bees and pollinators. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services with a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

William Smith is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Bank of America, Fidelity Investments, and PNC Bank. Outside of finance, he works part-time as a sales associate for Indochino, a men’s tailored clothing retailer. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Ashley Watson is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2025. In this position, she partners with individuals and their families to understand their goals and creates customized financial plans centered on their priorities. Prior to this, she held several positions at Fidelity Investments, including Financial Consultant (2024-2025), Investment Consultant (2023-2024), Planning Consultant (2021-2023), Relationship Manager (2020-2021), and Financial Representative (2018-2020). Throughout her career at Fidelity Investments, Ashley has developed expertise in wealth planning, financial consulting, investment consulting, and client relationship management. She is dedicated to helping families work toward financial security to provide peace of mind and flexibility. Outside of work, Ashley is married with two young children. She enjoys spending time with her family, gardening, golfing, and traveling.

Gavin Shindeldecker is a financial advisor at Charles Schwab with four years of industry experience. He holds the CFP® and Series 66 designations. Before joining Charles Schwab, his work history includes roles at Equitable Advisors, LPL Financial, and Navigation Wealth Management, among others. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational support.

Bo Li is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2012. Outside of his advisory role, Bo Li is active in several community and cultural organizations, serving as president of the US China Culture & Business Association and the Ohio Chinese Golf Association, and holds leadership roles in other nonprofit and international trade groups. He is also an ordained minister and involved in business development for a restaurant. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, operating nationally through a large network of independent advisors.

Quinn Alberty is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Robert Baird & Co. and Fidelity Investments. 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 brokerage and investment management capabilities.