Andrew Bragg is a Financial Advisor at Merrill Lynch Wealth Management in Northeast Ohio. He works with individuals, families, and business owners to organize, simplify, and optimize their financial lives through a holistic, goals-based approach. Andrew builds tailored strategies to help clients pursue their priorities, focusing on legacy planning, personal retirement planning, and portfolio management services. Andrew entered the financial services industry in 2018 and has experience working with faculty and staff at Ohio State University and the University of Oklahoma on retirement and financial planning. He holds the Personal Investment Advisor (PIA) designation and has an educational background that includes a High School Diploma from Electronic Classroom of Tomorrow and attendance at Lorain County Community College, although no degree was conferred. Originally from Cleveland, Ohio, Andrew is a lifelong Cleveland sports fan. Outside of his professional role, he enjoys staying active through sports such as baseball, basketball, football, and golf, as well as cooking and spending time with his family.

Jennifer Chinn is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She previously worked at The Huntington Investment Company, Huntington National Bank, and Portage Community Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to client goals using proprietary research and model-based asset allocations.

Kimberly Spisak is a CFP® professional with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. Prior to this, she worked at Ameriprise Financial Services, Inc. from 2014 to 2017. She also serves as the treasurer for Toastmasters International in Westlake, OH. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Felicia Massey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at PNC Investments, PNC Bank, and Citizens Bank. 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 services. The firm’s process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and providing a range of financial products including insurance-related vehicles and bank deposit sweep options.

Aubrey Strippy is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2018, Strippy worked at SII Investments, Inc., Raymond James & Associates, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Additionally, Strippy serves as an Ohio Public Notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ross Croucher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 41 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously at VOYA Financial Advisors from 2014 to 2018. In addition to his role at Cambridge, he founded Maverick Financial Strategies and owns Croucher Financial, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models and access to third-party strategists.

George Malaska II is a financial advisor with Ameriprise, holding a Series 66 credential and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in the collection and sale of honey through his business, Buckeye Bee Company. Ameriprise serves clients primarily through retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

Jordan Krawec is a financial advisor at Raymond James & Associates with nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Fidelity Brokerage Services, LLC. 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 municipal entities—and offers financial planning, non-discretionary investment consulting, municipal advisory services, and institutional consulting.

Matthew Loeffler is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He has worked at Financial Engines Advisors L.L.C. since 2019 and previously held roles at Blue Tree Wealth Advisors LLC and US Bank. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Michael Delahunt is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and six years of industry experience. He has worked at Baird since 2017, with prior roles at Charles Schwab, Ruffalo Noel Levitz, and Miami University. Delahunt serves as a board member of North Coast Young Professionals in Sandusky, Ohio. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ishan Modi is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. He has held positions at several firms, including Solomon Page and Stratos Wealth Partners, and is involved in a data analysis project for The Pennsylvania State University’s Housing and Food Services, which originated as part of his master's capstone. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, employing proprietary research and model-based asset allocations to tailor financial plans.

Andrew Teribery is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Cetera Investment Advisors LLC, Cetera Investment Services LLC, Park Avenue Securities, and Guardian Life Insurance Company. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Leppla is a financial advisor with Cetera, holding a Series 63 designation and 11 years of industry experience. He has been with Cetera Advisors LLC since 2015 and joined Cetera in 2024. Outside of his advisory role, Leppla owns and operates AMERICAN TAX SERVICE, providing tax preparation and wealth management services, and serves as president of the T3 Sports Foundation board, focusing on fundraising activities. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ryan Sullivan is a financial advisor with Edelman Financial Engines in Westlake, OH, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C., Valic Financial Advisors, TD Ameritrade, Ameriprise, Edward Jones, and Merrill. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-based, proprietary modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and operating as a fiduciary for retirement accounts.

Mitchell Romeo is a financial advisor at LPL Financial with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at RCM Equities, Harrington Asset Management, and OSAIC. He is also involved with Strata Financial Group, where he has operated since 2016, and works as an insurance agent in a related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with offerings including financial planning, model portfolios, and institutional platforms.

Patricia Braun is a financial advisor with Morgan Stanley in Cleveland, Ohio, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She previously worked at Merrill for 24 years before joining Morgan Stanley Smith Barney LLC, where she has been since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a broad platform that includes investment companies, private funds, and structured-product activities.

Robert Baitt is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and JP Morgan, as well as operations at Vantage Financial Group, Inc., where he currently serves as a financial advisor. Outside of finance, he is the owner of DB Floors LLC, a residential flooring business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Christopher Green is a financial advisor with UBS Financial Services in Westlake, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Brian Rees is a financial advisor with Raymond James Financial Services Advisors, Inc. in Westlake, Ohio, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Vantage Financial Group, Principal Financial Services, Valic Financial Advisors, and Banc One Securities Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advice using analytical tools and supports a diverse client base through a wide network of advisors and advisory programs.

Kimberly Plzak is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she co-owns a small micro flower farm called Bloom of Avon, which sells flowers to florists and retail customers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.