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.

Matthew O'Hara is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Merrill, and First National Bank, as well as work at Kent State University. Previously, he was involved with Colortone Staging and Rentals for four years. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Kateryna Puchowicz is a financial advisor with LPL Enterprise, holding 13 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE. Outside of her advisory work, she is also employed as a sales associate at Home Depot. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Raymond Sussel is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 40 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he serves as a board member of the Stoneridge of Geauga Homeowners Association in Chagrin Falls, OH. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models, including third-party TAMPs and proprietary offerings, and provides ERISA fiduciary services to qualified plans.

Matthew Perrings is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Axa Advisors. He serves as Senior Warden of Lagrange Lodge No. 399 Free and Accepted Masons of Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and registered investment companies.

Alexander Szarka is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and operates Szarka Financial since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary model strategies and access to third-party managers, with investment implementation tailored to client objectives across multiple custody and platform arrangements.

James Szado is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with multiple firms, including Cetera Advisor Networks, Third Federal Savings and Loan, and Freedom Mortgage. In addition to his advisory role, Szado serves as an investment assistant at GPS Financial Group LLC, where he supports client reviews and maintenance. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual clients of varying net worth, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions through a multi-manager platform that includes both affiliated and third-party managers.

Matthew Nickels is a financial advisor with Edward Jones in North Ridgeville, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at Peoples Bank. Outside of his advisory role, he is involved with My Life Recovery Centers, a business focused on opioid addiction treatment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Ashe is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 designations and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC, UBS Financial Services, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics guided by diversification principles and modern portfolio theory.

Stephen Shuman is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at The Huntington Investment Company and Keybank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jenna Keene is a financial advisor at J.P. Morgan Securities with 18 years of experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Rogers is a financial advisor with LPL Financial in Avon Lake, Ohio, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at Stratos Wealth Partners, Fifth Third Securities, and Merrill, among others. Outside of his advisory work, he owns Rockon, LLC, a business unrelated to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Silverberg is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her prior roles include positions at Merrill for 35 years and Bank of America for 10 years before joining Morgan Stanley in 2021. She serves on the boards of several nonprofit organizations, including Bellefaire/JCB and Partners for the Cleveland Institute of Music, where she is involved in finance and fundraising activities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured planning process.

Ramona Shank is a financial advisor with UBS Financial Services in Westlake, Ohio. She holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 18 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad range of platforms.

Lucas Colantoni is a financial professional with four years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. His prior roles include positions at Fidelity Investments, Charles Schwab & Co., and Dakota Wealth, LLC. He is also involved with Wealth Health LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Keith Wood is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at MassMutual, Stifel Independent Advisors, Westminster Financial Securities, Voya Financial Advisors, Mutual of Omaha Investor Services, and T3 Performance. 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, supported by extensive operational and research tools.

Loren Bates is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his current role, Bates was involved with DLC Creative LLC and worked at Macy’s. J.P. Morgan Securities LLC 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 in its investment recommendations.

Jennifer Danko is a financial advisor with LPL Financial in Parma Heights, OH, holding a Series 63 designation and 29 years of industry experience. She has worked at LPL Financial since 2010 and previously spent nine years at Amfin Investment Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with services provided primarily by investment adviser representatives using a range of investment strategies and technology tools.