Chad Thompson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including KeyBank NA, The Huntington Investment Company, and ProEquities, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative screens and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Scott Vollrath is a ChFC® credentialed financial advisor with 29 years of industry experience, currently with LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and its affiliates from 1996 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services.

Izac Coleman is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Equitable Advisors and has previously worked at Paloma, Northwestern Mutual, and Glenmede Trust. Outside of financial advising, he has experience working with John Carroll University in various capacities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Ryan Cox is a financial advisor with Robert W. Baird & Co. in Cleveland, Ohio, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Cox serves as mayor of Waite Hill Village, Ohio, and is a board member of the Waite Hill Foundation, a charitable organization benefiting the local municipality. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and uses a range of manager-traded and model-traded strategies supported by ongoing research and monitoring.

David Freno is a CFP® professional with seven years of industry experience, currently serving at MassMutual Investors Services since 2021. His prior roles include positions at Eileen M. Burkhart & Co., LLC and The Mortgage Collaborative. Outside of his advisory work, he is involved in several nonprofit boards focused on the arts and serves as a freelance pianist. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of educational and specialized planning programs.

Kara Leventis is a financial advisor at J.P. Morgan Securities in Cleveland, Ohio, holding Series 63 and Series 65 designations with six years of industry experience. Her prior roles include positions at StepStone Group, HPS Investment Partners, and McHenry Advisers, along with multiple roles within JPMorgan entities since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines systematic quantitative screening and qualitative research to offer non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting.

Richard Schulz is a CFP® professional with five years of industry experience, currently serving as a wealth advisor at LongView Financial Partners and Raymond James Financial. His prior experience includes positions at Northern Trust Company and Mass Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports its clients with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ai Nguyen is a financial advisor with LPL Enterprise in Independence, OH, holding a Series 63 designation and nine years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and H&R Block. Outside of her advisory work, she is involved in a language interpretation business, New Life Language, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance-related products through affiliated entities.

Lisa Moavero is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 19 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 17 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad platform of capital markets and lending products.

Rickita Owens is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding a Series 63 designation and bringing 19 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Citigroup Global Markets from 2006 to 2009. Outside of her advisory role, she is a partner at Studio Elevation LLC, a recreation-related business based in Cleveland. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support its financial advisors.

Annette Pejeau is a financial advisor with Equitable Advisors in Independence, OH. She holds a Series 66 designation and has one year of industry experience, including prior work at LPL Financial LLC and roles in healthcare management companies. Outside of her advisory work, she serves as an OHSAA basketball official in Northeast Ohio. Equitable Advisors advises individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm works through a network of Investment Adviser Representatives and offers a range of third-party and proprietary investment solutions.

Molly Proctor is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. She has held roles at several financial institutions, including JPMorgan Chase Bank, Citizens Bank, and the D'Amore Tatman Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and offers broader derivatives and commodities capabilities.

Kyle Steinhauser is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for ten years. Steinhauser has been with OSAIC since 2025. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Padma Jambunath is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley. She serves as Treasurer for the Beachwood School Foundation and is a Finance Committee member for Cleveland Moms 4 Moms, both nonprofit organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and an extensive affiliate network.

Karen Springer is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory role, she is a notary public in Painesville, Ohio. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, delivering tailored recommendations supported by Wells Fargo’s research and planning tools. The firm provides a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis.

James Glaser is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 66 designation and five years of industry experience. He previously worked at JP Morgan from 2016 to 2021. In addition to his advisory role, he is active as an insurance broker specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved software and tools.

Jacob White is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Lavelle & Rittenhouse Trial Lawyers and the City of Solon. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written Recommendation Reports and ongoing retirement-income planning. The firm uses a centralized service team to develop non-discretionary advice based on comprehensive investment research and proprietary tools.

Jerwon Thomas is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at JP Morgan Chase Bank and PNC Bank. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios and advisory services for registered investment companies.

Karen Kratz is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors Financial Network since 2021, following seven years at Merrill Lynch, Lynch, Fenner & Smith Incorporated. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

James Schaffer Jr. is a financial advisor with OSAIC in Orange Village, Ohio, holding Series 65 and Series 63 designations and bringing 37 years of industry experience. He has been with OSAIC since 1991 and also worked at Waypoint West, LLC. Outside of his advisory role, Schaffer is an insurance agent offering fixed insurance products such as fixed annuities and life insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with a broad array of advisory and brokerage services, supported by a complex network of affiliated broker-dealers, asset managers, and private-equity ownership.