Cynthia Mchugh is a financial advisor at RBC Capital Markets with over 35 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

David Schwarz is a financial advisor at Robert W. Baird & Co. Inc. in Cleveland, OH, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2011. Outside of his advisory role, he participates in Local Matters, a nonprofit focused on healthy food education and access in urban communities, where he reviews financial statements quarterly. He is part of the DDK Group within Robert W. 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 using a range of strategies and managers, including traditional and non-traditional investments, as well as municipal advisory and public finance services.

Daniel Gaertner Jr. is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at UBS since 2018 and previously at American Century Investment Services for one year. He serves as a trustee for the West Haven Foundation, where he participates in grant approvals and organizational oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Susan Patchen is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Raymond James Financial Services and The Wealth Advisory Group of DiLauro Wracher & Thomas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

David Hunt is a financial advisor with Cambridge Investment Research Advisors, holding 20 years of industry experience. He has been affiliated with Cambridge since 2010. Outside of his advisory role, Hunt teaches a basic financial planning course at Polaris Career Center and operates as an independent insurance agent. 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 a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple custody platforms.

Gabriel Speidel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Amazon. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios and serves as an advisor to multiple registered investment companies.

Diane Dawson is a financial advisor with Stifel in Westlake, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. Her prior roles include positions at Baird, Lineweaver Wealth Advisors, and Triad Advisors. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to support asset allocation and financial planning decisions.

Andrew Eyerman is a Series 66–registered financial advisor with UBS Financial Services, based in Westlake, Ohio. He has six years of industry experience, including six years at Sherwin Williams before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, using proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides access to research, banking, and capital markets platforms.

Michael Scaravelli Jr. is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has professional background including roles at Black Iron Grille, VTM Trading, LLC, and Rainbow International of Cleveland. Outside of financial advising, he has worked as a sales associate with Realty Benefits Services and Dergalis Associates LLC. 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.

Margaret Kennedy is a financial advisor with LPL Enterprise holding a Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience working for Cardinal Health from 2016 to 2026. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Matthew Duffy is a financial advisor with RBC Capital Markets holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors. His background also includes roles in education and environmental management. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio strategies implemented through a mix of in-house and third-party managers.

Brandy Mickens is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and working in the industry for 23 years. She has been with Equitable Advisors since 2002 and previously associated with Axa Advisors, LLC through 2020. Mickens serves as a board director for FINSECA. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage/insurance services.

Angelo Nuzzo Jr. is a CFP® professional with 18 years of experience in financial advising. He is currently with Cetera and has a background that includes roles at Avantax Investment Services, Meaden & Moore Financial Services, and 1st Global Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, operating across multiple program structures and custodial relationships.

George Gerges is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has focused on providing comprehensive wealth management services by taking a holistic approach to clients' financial situations. George and his team work closely with clients on a range of areas including college education planning, employee benefits planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. George earned a Bachelor's Degree in Chemical Engineering from The Ohio State University before starting his career at Merrill. He holds the Professional Investment Advisor (PIA) designation and utilizes the extensive resources and products available through one of the world's largest wealth managers to deliver consistent and objective financial advice. Residing in Rocky River, he is active in civic and charitable organizations. Outside of work, George enjoys playing golf, traveling, and spending time with his family.

David Wolfe is a financial advisor with Cetera and holds the Series 63 designation. He has 29 years of industry experience and has worked at Cetera and its affiliated entities since 2013. Outside of advising, Wolfe serves as the financial administrator for Rocky River Presbyterian Church, managing accounting functions including financial statement preparation and payroll services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors and serves individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including portfolio management, financial planning, and access to third-party money managers.

Coleman O'Leary is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds a Series 63 designation and has worked at Cambridge Investment Research Advisors since 2015. O'Leary is also involved with Alpha Retirement Solutions, which he has been associated with since 2012. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Carol Briggs is a financial advisor with Primerica Advisors who holds seven years of industry experience. Her career includes roles at Primerica Financial Services and Primerica Advisors, as well as work with the Veterans Administration and various healthcare professionals. Outside of financial advising, she is involved with Malleys Chocolates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wendy Swantek is a financial advisor at Ameriprise with 18 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she serves on the Board of Directors for the Buckeye Music Boosters of Medina County and is the treasurer for Boy Scout Troop 500. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Jacobs is a financial advisor with Cambridge Investment Research Advisors in North Olmsted, OH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with Cambridge. Jacobs also operates under the trade name Szarka Financial and works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm offers various investment implementation options tailored to client objectives through a network of independent financial professionals.

Leslie Szarka is a CFP® with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. She previously worked at FSC Securities Corporation for 15 years and has operated Szarka Financial Management since 1987. Szarka is also an author of financial books. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides a range of portfolio management options and utilizes both proprietary and third-party investment strategies.