Chris Springer is an Investment Solutions Representative III at Fidelity Investments, where he works closely with clients to develop financial plans tailored to their unique financial goals. He has held this role since 2023. Prior to his current position, Chris gained experience in the financial industry through roles including Retail Sales Consultant at The Vanguard Group in 2022, Branch Manager at The Huntington Investment Company from 2021 to 2022, and Assistant Branch Manager at Huntington National Bank from 2015 to 2022. His professional background encompasses client collaboration and leadership within financial services. Outside of his professional career, Chris has personal interests in motorcycles, music, outdoor adventures, pets, traveling, and yoga.

David Maher is a financial advisor with UBS Financial Services in Cleveland, OH. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 26 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Ryan Becker is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. His prior work includes time at Tucker Ellis and DMG Group, both before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing third-party asset managers and proprietary advisory tools.

Romilly Taylor is a financial advisor at Morgan Stanley with 10 years of industry experience. They hold a Series 66 designation and have worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following three years at PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and models.

Kyle Doom is a financial advisor with Edward Jones holding a Series 66 designation and four years of experience in the industry. Before joining Edward Jones in 2022, he worked at Kepler Group for three years and spent nine years with Joliet Public Schools District #86. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of nearly 23,701 financial advisors and offers a range of advisory strategies and affiliated investment products.

Gregory Perram is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Advisors in 2023. Outside of advising, he is involved in an insurance business operating part-time. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.

Brian Young is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of Merrill since 1991 and brings extensive experience in wealth management guidance, pre- and post-retirement income and cash flow planning, trust and estate planning services, and business succession strategies. His approach integrates various life priorities including family, work, philanthropy, and leisure, aiming to create customized financial strategies that reflect the unique circumstances of each client. He holds a Bachelor of Science degree in Civil Engineering from Tufts University and a Juris Doctorate degree from Cleveland State University College of Law. Brian is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). He is also affiliated with the professional organization DELTA TAU DELTA (BETA MU-1977). Brian participates actively in community organizations such as College Now Cleveland, Menorah Park-Excellence in Caring, and Fairmount Temple. Outside of his professional and community involvement, he enjoys boating, golfing, reading, skiing, and spending time with his family.

Brian Kulak is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with JPMorgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Scott Hignite is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and Wealth Planners to provide clients with a comprehensive financial planning experience focused on their personal and financial goals. He has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Scott's professional experience encompasses client relationship management and financial representation, contributing to his current role in delivering holistic financial plans. His approach centers on aligning financial strategies with clients' individual objectives. Outside of his professional work, Scott enjoys engaging in board games, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and playing soccer.

James Aschenbrener is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously owned Ash Medical, LLC, which he is in the process of dissolving as he transitions to his role at Baird. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers with a range of investment strategies and overlays tailored to client goals and risk tolerances.

Erin Ventura is a Certified Financial Planner (CFP®) with nine years of industry experience, currently advising clients at UBS Financial Services in Cleveland, OH since 2016. She holds the Series 66 designation and has spent her career at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with a range of portfolio management and planning services. The firm integrates institutional trading capabilities with wealth management to provide diversified financial solutions.

Scott Dubin is a financial advisor with MassMutual Investors Services in Cleveland, OH, holding a Series 66 license and bringing 25 years of industry experience. His prior work includes roles at Wunderlich Securities, Inc. and MassMutual Life Insurance Company. Outside of advising, he is a passive investor in a local restaurant group and a subscription-based family photo storage application. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Arthur Weisman is a CFP®-designated financial advisor with Wells Fargo Clearing in Cleveland, OH, and has 27 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he serves as a trustee for several family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs research and modern portfolio theory in its investment approach and offers a range of brokerage and advisory solutions.

Timothy Bonar is a financial advisor with Ameriprise in Cleveland, OH, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he serves on the Board of Directors for Father's Love Ministry. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that integrate research, modeling, and tax-efficient strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

John Schmidt is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory work, he serves on the finance committee of St Joan of Arc Church in Streetsboro, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Benjamin Simerly is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He has been with Cambridge Investment Research and its affiliated entities since 2022. Outside of his advisory role, he owns an information technology services company, Grandview Ventures LLC, and works as a project manager at Baldridge Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Tina Hallier is a financial advisor with LPL Financial and holds a Series 63 designation. She has 22 years of industry experience and has been associated with both LPL Financial and Tyler-Stone Wealth Management, LLC for 11 years. Hallier is also involved as an insurance agent offering term and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Scott Spiegle is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1996 and focuses on providing clients with investment guidance to help them reach their financial goals. His areas of expertise include college education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, philanthropic planning, and retirement income. Scott holds a Bachelor of Science in Business Administration from Washington University in St. Louis and a Master of Business Administration from Case Western Reserve University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Scott and his wife, Shani, have two sons who attend Elon University. They are lifelong residents of Cleveland and are active in the community, supporting organizations such as the Mandel JCC, Hawken School, Fairmount Temple, and the Jewish Federation of Cleveland.

Thomas Russ is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he is the sole proprietor and owner of Lindsay Properties LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by firm-approved tools and processes.

Karen Dulaney is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2022, she worked at Sun Trust Bank and Sun Trust Investment Services from 2018 to 2022, Key Private Bank from 2016 to 2018, and KeyBanc Capital Markets Inc. from 2003 to 2007. Outside of her advisory role, she serves as a trustee for a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.