Alex Stump is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles at Advanced Polymer Coatings, Lowes, and Courtside Media Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Salopek is a financial advisor at Cetera with 12 years of industry experience and holds a Series 63 designation. He is a partner at Neitzel, Luke & Salopek, Inc., where he provides CPA services including taxes, assurance, bookkeeping, and payroll. Outside of his advisory role, Salopek coaches freshman basketball and manages the North Coast Basketball Academy, and serves as treasurer for The Flight to Remember Foundation, providing financial oversight for the organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Christopher Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cbiz for three years and briefly at Firestone Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Porter Vergon III is a financial advisor with Morgan Stanley in Westlake, Ohio, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets Inc and Natcity Investments, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Timothy Cowdrick is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation as AXA Advisors, LLC. Outside of his advisory role, he is a partner and owner of Lakeside Holdings LLC. Equitable Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.

Daniel Chavayda is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley DW Inc. before joining Linsco/Private Ledger, now part of LPL Financial, where he has been since 2001. He is also associated with DJC Financial Management, Inc. 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 and access to third-party asset management, supported by a large network of over 22,800 advisors.

Jason Javers is a Financial Consultant currently working at Fidelity Investments. He has extensive experience in the financial services industry, having held various roles since 2013, including positions such as Financial Advisor-Investment Specialist at Capital Planners, Regional Vice President at Fisher Investments, and Vice President Regional Sales Director at PNC Capital Advisors. At Fidelity Investments, Jason has served in multiple capacities, including as an Investment Solutions Representative and on the Planning and Advice Help Desk before becoming a Financial Consultant. Throughout his career, Jason has focused on providing personalized financial strategies and working closely with clients to understand their priorities and goals. His approach emphasizes integrity, transparency, and attentive listening to support clients in making confident financial decisions. His experience spans client planning, investment solutions, and financial advising. No specific information regarding education, credentials, personal interests, or community involvement was provided.

Michael Schlegel is a financial advisor with Cetera in Independence, Ohio, holding a Series 63 designation and 42 years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co, MSI Financial Services, Inc., and several other firms prior to joining Cetera in 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, 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, managing over $256 billion in assets through a network of more than 10,000 advisors.

Joseph Melenick is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors LLC, Citizens Securities, Inc., and LPL Financial. He is also involved in the sale of fixed insurance through JBC Companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Celenea Brewer is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. She previously worked at Lincoln Investment and Legend Equities Corporation. Brewer is also involved in an insurance agency affiliated with her advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a network of investment adviser representatives using various investment strategies and technology tools.

Savon Johnson is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, he has been involved in entrepreneurial ventures including car detailing services and ecommerce businesses, serving as president and CEO of multiple companies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and emphasizes personalized risk assessment and program matching in its advisory approach.

Aaron Veal is an advisor at LPL Financial with a Series 66 designation and experience dating from 2022. Prior to his current role, he has worked in various capacities including at East of Chicago Barberton and Door Dash. 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 financial planning and advisory services through a large network of investment adviser representatives, utilizing diverse investment strategies and operational support tools.

Daniel Mott is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the financial services industry in 2005 following a 20-year career in engineering. His engineering background provides him with analytical and problem-solving skills that he applies to help clients achieve their financial goals. Daniel’s expertise includes personal retirement planning, portfolio management services, and retirement income. He assists families, business owners, and professionals in growing and preserving their wealth to live life on their terms. Daniel holds a Bachelor of Science degree from The Ohio State University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Daniel enjoys hiking, skiing, and traveling.

David Gardner is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has one year of industry experience. His prior roles include positions at Elevate Financial Professionals and Huntington National Bank. He has also been involved with North Eaton Baptist Church and North Royalton Baptist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Gregg Hartman is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2007. Prior to UBS, he worked at Mcdonald Investments Inc. beginning in 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets access.

Sean Glazier is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Financial Engines Advisors L.L.C., Northern Lights Distributors, Boyd Watterson Asset Management, and E*TRADE Financial Corporation. 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 serves a large participant base through both advisor-led and online platforms.

Andrew Riffle is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved with GIANT, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory planning with various investment and product offerings.

Jeffrey Hedley is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is the owner and member of an LLC that operates a hobby farm. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jeremy Bok is a CFP® and PFS™ with 23 years of experience in financial advisory services. He is currently with Cetera and has held roles at firms including Commonwealth Financial Network and LPL Financial. Outside of his advisory work, he provides bookkeeping and tax preparation services through JBOK CPA, LLC and owns Parkob Innovations, Inc., which facilitates insurance business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options ranging from model portfolios and third-party managers to custom strategies across various program structures.

Stacie Koesters is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley in various capacities between 2013 and 2018. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies and managers to align with client goals and risk tolerances.