Monica Hines is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory work, she has been involved with E-Protocal / MBH Global Communications since 2000. LPL Enterprise serves a broad range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and various affiliated services beyond securities products.

Stephen Putinski is a financial advisor with Wells Fargo Clearing in Chagrin Falls, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. He serves on the finance committee of Canterbury Golf Club, contributing to budgetary planning and financial oversight. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jackie Brick is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 credential and has been with Raymond James since 2009. Outside of his advisory role, he is an officer and bookkeeper for John Brick Construction, a company he has been involved with since 1985. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and it supports both wrap-fee programs and institutional consulting across a broad network.

Bradley Toth is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, JP Morgan Chase & Co, and Ruffalo Noel Levitz. Outside of his advisory work, he serves as Treasurer of the Rising Leaders Council at The Gathering Place, a charitable organization. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Philip Hrvatin is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, Hrvatin is a self-employed musician. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jonathan Barna is a CFP®-certified financial advisor with five years of industry experience. He is currently with LPL Financial and previously worked at MAI Capital Management LLC and Equitable Advisors LLC. Barna operates Vault Financial Group, LLC as an outside business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Lisa Klima is a financial advisor at Raymond James & Associates with 28 years of industry experience. She has been with Raymond James since 2015 and holds the Series 63 designation. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and various portfolio management styles.

Ryan Kleve is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He previously worked at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory work, Kleve serves as an inside linebackers coach for the West Geauga High School football team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Brian P. Brennan is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 18 years before joining Baird in 2021. Brennan serves on the investment sub-committee for Magnificat High School, reviewing outside investment managers quarterly. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies supported by ongoing manager selection and internal research.

Connor Bechtel is a financial advisor with Fidelity Investments based in Orange, OH. He holds a Series 66 designation and has one year of industry experience. His prior work includes multiple roles at Miami University and the Great Parks of Hamilton County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory services. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Thomas Johnson is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of advising, he is involved with Urbana Holding, a family holding company that purchases Ohio State football tickets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model outcomes but clients are responsible for implementing and updating their plans.

Brian Zeid is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Beachwood, Ohio. He has 27 years of industry experience, including 10 years at Wells Fargo Advisors. Outside of his advisory role, he holds partial ownership in several healthcare-related businesses focused on hormone replacement therapy and a pharmacy specializing in hormone therapy prescriptions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, athletes, and clients with unique needs, using proprietary research and planning tools.

Andrea Lewis is a financial advisor with UBS Financial Services in Mentor, Ohio, holding a Series 66 designation and 27 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and capital market assumptions to tailor client plans.

Randy Schneider is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 designation and 30 years of industry experience. He has previously worked at several firms, including Securities America Advisors, Creekside Financial Advisors, and Ash Brokerage. Schneider is also associated with MRJL Financial, where he engages in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and other institutions. The firm offers a range of investment options and utilizes various models and technologies to support its network of more than 22,800 advisors.

James Schmitt is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Cleveland, OH. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Mark Duricky is a Series 66-licensed financial advisor with Morgan Stanley in Pepper Pike, Ohio, and has 25 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Julie Stein is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial. She previously spent 16 years at Huntington Investment Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a large network of advisors.

Kenneth Greaney is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with JPMorgan Chase Bank and Key Private Bank prior to his current role. Outside of finance, he is an owner and partner of Cleveland Public Theatre, where he contributes to membership awareness and serves on the finance committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.

Albert Pompeo is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2021. Prior to his current role, he worked at Cinemark from 2017 to 2020. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, employing a range of investment strategies including traditional and non-traditional approaches tailored to client goals and risk tolerances.

Robert Skrbis is a financial advisor with Ameriprise in Kirtland, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a trustee for a homeowners association and acts as a treasurer for a local political campaign. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.