Ryan Sullivan is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds the Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Kenzie O'Connor is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She works collaboratively with financial consultants to build lasting client relationships by understanding clients' backgrounds, values, and goals. This approach helps clients develop financial plans that align with their aspirations and long-term vision. Prior to her current position, Kenzie served as a Relationship Manager and Financial Representative at Fidelity Investments. She also gained experience as a Sales Associate at Northcoast Research and as a Finance Intern at Ancora. Her professional journey reflects a focus on client engagement and financial planning. Outside of her professional responsibilities, Kenzie has interests in fitness, spending time at the lake, and volunteering.

Patricia Braun is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She worked at Merrill from 1998 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support financial decisions, offering advisory services across retail and institutional markets.

Robert Baitt is a financial advisor at Cetera with 13 years of industry experience and a Series 66 credential. His career includes roles at Morgan Stanley and JP Morgan Chase, and he currently serves as a financial advisor at Vantage Financial Group, Inc. Outside of advising, he owns DB Floors LLC, a residential flooring business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party managers.

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, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He previously worked with Vantage Financial Group before joining Raymond James in 2019. Rees is also employed as a financial advisor at several related support companies. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs such as its SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a connection to municipal and public finance through its affiliate network.

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 at LPL Enterprise with 12 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE. Outside of her advisory role, she is employed as a sales associate at Home Depot. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Raymond Sussel is a financial advisor with Equitable Advisors in Chagrin Falls, OH, holding a Series 66 designation and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for the Stoneridge of Geauga Homeowners Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

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 at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research Advisors since 2016. Szarka also operates Szarka Financial, a separate advisory business. Cambridge Investment Research Advisors serves 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 a network of independent professionals, providing both proprietary and third-party strategies across multiple platforms.

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.

Patricia Callahan Shular is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based 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 plans to clients’ goals and risk tolerances.

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, holding a Series 66 designation and over 22 years of industry experience. He has worked at LPL Financial since 2016 and was previously with Stratos Wealth Partners from 2016 to 2019. Outside of his advisory role, he owns and operates Rockon, LLC, a business unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 bringing 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Stifel Independent Advisors, and Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management options.