Kristine Prisk is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Domenic Paolo is a financial advisor at Raymond James & Associates with a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked at Avery Dennison for six years and at Hiram College for four years. Raymond James & Associates, Inc. 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, offering financial planning, investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Dustin Davies is a financial advisor with J.P. Morgan Securities in Brecksville, OH, holding a Series 66 designation and having 12 years of industry experience. His prior roles include positions at TD Ameritrade and PNC Investments. 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 applying an ESG eligibility framework when recommending strategies.

Joseph Kean is a financial advisor with Cetera, holding a Series 66 license and with 22 years of industry experience. He has worked with Cetera and associated entities since 2014. Outside of advisory services, he serves as a board member for Bentley Park HOA in Avon, Ohio. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to third-party money managers.

Jill Haueter is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 19 years of industry experience, including a decade at Cantella & Co., Inc. and four years at Cambridge. She is also the owner of Bridlepath Financial, a business based in Chagrin Falls, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and model-based solutions.

Kimberly Miller is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding a Series 66 designation and 22 years of industry experience. She has been with Baird since 2016. Miller serves as a board member and finance-investment committee member for CASA and is also a board member on the Leadership Medina County finance committee. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with internal research and AI tools.

Taya Hines is a financial advisor with Equitable Advisors in Independence, Ohio. She holds a Series 66 designation and has one year of experience in the industry. Prior to her current role, Ms. Hines worked at Home Depot and American Greetings. Outside of finance, she is involved in several modeling agencies and participates in event planning activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and endorsed advisory programs.

Zachary Silbermann is a CFP® with five years of experience in the financial industry, currently affiliated with Charles Schwab. His prior experience includes roles at TD Ameritrade, Mutual of Omaha Insurance, and Charles Schwab Bank. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. Schwab operates at scale with integrated brokerage, custody, and advisory services, providing clients with multi-asset model portfolios and alternative investment options vetted by its research center.

Mary Leneghan is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. She is currently associated with Wealth Hub LLC, which she owns, and has provided financial services since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 nationwide network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.

Mark Annichine is a financial advisor with LPL Financial, holding a Series 63 license and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves as a varsity golf coach for the Twinsburg City School District and works as an athletic official referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various portfolio management strategies.

Adrian Miguel is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2000. Charles Schwab & Co., Inc. serves a large client base, 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 advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Nicholas Hamrlik is an advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including at Lowes and Marion L. Steele High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products. The firm integrates advisory programs with sales of financial products and utilizes both in-house and third-party portfolio management solutions.

Kenneth Jones is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Financial in 2025, he worked for Cetera and Cetera Advisors LLC from 2013 to 2025. Outside of his advisory role, he is involved with Kenneth W. Jones Financial Advisors, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by proprietary and third-party research and technology solutions.

Kery Hutner is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo in various capacities since 2009. Additionally, he owns KH Wealth Management LLC, an independent practice based in Chagrin Falls, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and trustee services.

Robert Mcclain is a financial advisor with Ameriprise in Seven Hills, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise since 2006, including his current tenure starting in 2020, and previously worked at McGro & Associates. Outside of his advisory role, he is involved in business ownership through 2uercus Operations LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michelle Bissler is a financial advisor with LPL Financial, holding a Series 66 credential and having 13 years of industry experience. She has been with LPL Financial since 2010. In addition to her advisory role, she operates a separate tax preparation and accounting business under her CPA designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Joel Mille is a financial advisor with Edward Jones in Broadview Heights, OH, holding CFP® and Series 66 designations and possessing 19 years of industry experience. He has been with Edward Jones since 2006. He is associated with the Mille Family Partnership, which manages stocks, bonds, and mutual funds. 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, operates a large nationwide network of financial advisors and branches, and provides affiliated capabilities beyond advisory services.

Brian Schlotter is a financial advisor with LPL Financial in Aurora, OH, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Cetera and Payroll Advisors, and he has been associated with Rossi, Schlotter & Co. since 1988. Schlotter is also involved in tax preparation and accounting through Walter & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Denise Ward is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she serves as a power of attorney for a fiduciary entity based in Burton, Ohio. Merrill, along 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, and institutional investors.

James Kelley IV is a financial advisor at Equitable Advisors in Independence, Ohio, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Door Dash, Elon College, and several other employers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.