Donald Cass is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses. He has 28 years of industry experience, all with Charles Schwab since 1998. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Kenneth Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 37 years of experience in the financial services industry. Since joining Merrill in 2009, he has focused on developing tailored financial strategies and investment portfolios to help individuals, families, and businesses achieve their short- and long-term financial goals. Ken and his team serve high net worth clients with an emphasis on living a worry-free retirement through a holistic and personalized approach. Ken holds a bachelor's degree in Finance from Kent State University and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, socially responsible investing, tax minimization, and retirement income planning. He is involved in his community through support of the Brecksville-Broadview Heights High School Boys Basketball program. Outside of work, Ken enjoys basketball, fishing, football, golfing, music, soccer, spending time with his family, traveling, and watching movies.

Taylor Stone is currently a Planning Consultant at Fidelity Investments. In this role, Taylor focuses on providing holistic financial planning services, collaborating with clients to understand their needs and plan according to their preferences. Taylor has experience at Fidelity Investments spanning several roles, starting as a Financial Representative in 2024, progressing to Relationship Manager in 2025, and advancing to the current position as Planning Consultant in 2026. This progression reflects a growing depth of expertise in client relationship management and financial planning. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Deanna Spear is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Cambridge in 2019. In addition to her advisory role, she is a partner in Chagrin Valley Business Strategies LLC, a consulting and coaching firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of portfolio management options and combines proprietary and third-party strategies to tailor solutions to client objectives.

Brian Hurst is a financial advisor with Primerica Advisors in Wellington, OH, holding seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017 and has owned Custom Metal Designs LLC since 2020. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options within a wrap-fee structure.

Rodney Morris is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, Mr. Morris owns Life Journey Investments, LLC and is a merchant partner in Morris GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services using proprietary research and planning tools. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, with flexible implementation through brokerage or advisory programs.

Warren Wernick is a financial advisor with Cambridge Investment Research Advisors in Beachwood, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also a partner at Chagrin Valley Business Strategies LLC, a consulting firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of investment approaches across multiple custody platforms.

Joseph Grimsic is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Independence Wealth Advisors, among others. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Brian Follen is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a formal alternative-investment onboarding process and cash-sweep features.

Jonathon Kehres is a financial advisor at Ameriprise Financial Services with a Series 66 designation. He has one year of industry experience and previously held positions in education and local businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cherie Harris is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Boenning & Scattergood, Inc. Outside of advising, she is involved as a notary and is a content creator for En Route with Chuck & Cherie LLC. 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 financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning.

Chad Gerzeny is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has experience at several firms including Key Investment Services and KeyBank. Outside of finance, he has been involved with the Cleveland Cornhole Co. for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Melissa Burnette is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at General Motors and as a municipal clerk of courts. She also spent time at Kent State Trumbull. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies and third-party asset managers. The firm operates at scale, with thousands of advisors and billions in assets under management.

David Powers is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining LPL Financial in 2020. 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 portfolio programs, third-party asset management, and institutional platforms.

Sean Mc Coy is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at AXA Advisors, MML Investors Services, Mass Mutual Life Insurance Company/Skylight Financial, and Lighthouse Wealth Solutions. He has also worked in non-financial roles, including as staff at the University of Akron and in the hospitality industry. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and a variety of third-party advisory models to deliver tailored investment solutions.

Daniel Kriz is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Dale Braun is a financial advisor with Edward Jones in Beachwood, OH, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Braun serves as a board member for Meals on Wheels in Shaker Heights, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and comprehensive affiliated capabilities.

Brett Ansberry is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank since 2022, following a 12-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Daniel Imfeld is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. Before joining UBS in 2018, he worked at Deloitte & Touche LLP for five years. Outside of his advisory role, he owns and manages an LLC that holds several residential rental properties in Cleveland, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Catherine Jackson is a financial advisor at Cetera with 11 years of industry experience. She has been associated with Cetera Advisors LLC and FRC Financial since 2015. Outside of financial advising, she is involved in tax preparation and office management through her other business activity under FRC Financial Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.