Alanah Rodriguez is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Mutual Shareholder Services. Outside of financial services, she was involved with 2uercus Operations LLC for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Margaret Bornhorst is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Baker Tilly US LLP for four years and spent eight years in full-time education. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Michael Lotko III is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. His background includes roles at Cetera and the City of Elyria, as well as a long-standing position at Parsons Insurance, where he is vice president of sales. Outside of advisory work, he is involved in insurance sales and property management. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Saul Stephens is a financial advisor with Cetera in Cleveland, OH, holding a Series 66 credential and 28 years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, and he has been associated with Meaden & Moore, Ltd. for over two decades, providing financial and retirement planning, insurance, college planning, and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Michael Sofka is a financial advisor with Raymond James & Associates in Westlake, OH, holding a Series 66 credential and 13 years of industry experience. He previously worked at Bank of America and Merrill for ten years each. Outside of his advisory role, he is involved as a lender in a personal loan arrangement providing working capital to a business involved in GolfTec Franchise golf simulator upgrades. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Johnson is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Deborah Davidson is a financial advisor at UBS Financial Services with five years of industry experience. She has been with UBS since 2017 and previously worked at The Private Trust Company from 2010 to 2017. Outside of her advisory role, she also works as a delivery driver for food services including DoorDash and Uber. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Benjamin Hoeger is a CFP® professional with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2009. He holds the Series 66 designation and is based in Cleveland, OH. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex investments, and offers municipal advisory and public finance services alongside its investment banking and trust capabilities.

Theresa Guerini is a financial advisor with LPL Financial, holding 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2023. In addition to her advisory role, she is a commissioned notary. 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 and brokerage services utilizing model portfolios, third-party management, and customized strategies, supported by technology tools and a broad suite of non-advisory financial products.

Joshua Marvin is a financial advisor with LPL Financial in Elyria, Ohio, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at several financial institutions, including Northwest Bank and Fifth Third Bank, and is also involved as a business owner of Waste Wise 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Matthew Gillen is a CFP® and holds a Series 66 designation with 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, based in Cleveland, OH. 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, utilizing research and analytics to support diversified investment strategies.

Conor Hartman is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Jared and has a background that includes positions at the University of Dayton and Saint Ignatius High School. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Brian Novotny is a financial advisor with Fidelity in Avon Lake, OH, holding a Series 66 designation and bringing 13 years of industry experience. His career includes roles at Fidelity Investments since 2021, as well as prior positions at The Huntington Investment Company and LPL Financial. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and actively manages oversight and conflicts of interest.

Michael Duffy is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio strategies using in-house and third-party investment managers, along with integrated capital markets and lending capabilities.

Christopher Turner is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses. He has one year of industry experience and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both discretionary and non-discretionary investment strategies across multiple platforms.

John Arch is a Certified Financial Planner® with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and held previous roles within Wells Fargo Investments and Wells Fargo Clearing dating back to 2005. 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.

Ryan Montanari is a financial advisor with LPL Financial holding a Series 66 credential and seven years of industry experience. He previously worked at Ameriprise and Prudential Insurance Company of America. Outside his advisory role, he has been involved with Financial Design Group Inc., an entity related to his LPL business. 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 and access to model portfolio programs, combining a broad platform with technology-driven tools.

Samuel Von Duhn is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining UBS in 2025, he worked at KeyBank, Key Investment Services, LLC, and Charles Schwab, and has a varied background including full-time education and a role at Interlake Steamship Company. Outside finance, he was involved with the business 4 Guys and a Shovel for seven years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management services. The firm integrates institutional trading capabilities with wealth management and provides a broad range of capital markets and banking-related services.

Mary Jo Gilligan is a financial advisor with LPL Financial, holding a Series 63 license and bringing 22 years of industry experience. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities Inc. She is also involved as an agent in non-variable insurance products. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Jason Pence is a CFP® professional with 24 years of industry experience, currently serving at Charles Schwab in Westlake, OH. He has been with Charles Schwab Bank SSB since 2005 and Charles Schwab & Co., Inc. since 2004. Outside of his advisory role, he volunteers as a board member and on the finance committee for Youth Challenge. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and supervisory arrangements.