Gregory Polyak is a financial advisor with LPL Financial in Chagrin Falls, OH, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial and its predecessor entity since 2004. Outside of his advisory role, he owns a one-bedroom condominium in Chagrin Falls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Jon Lenton is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within Raymond James since 2017. Outside his advisory role, he is also employed as a financial representative at Wentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dee Edwards III is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2014. Outside of his advisory role, Edwards serves on the board of TEMEG Holdings, a medical supply wholesaler and retailer, and owns BPL Edwards Services, a holding company for his Ameriprise practice. Ameriprise is a large institutional firm offering retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income program uses research and modeling to provide tailored, non-discretionary recommendations focused on tax efficiency and income sustainability for clients meeting specific asset criteria.

Chad Marks is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 63 designation and previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of advising, he mentors employees, originates loans, runs teller transactions, and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Robert Wert is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly 17 years with Wells Fargo entities prior to his current role. Outside of his advisory work, he serves on the finance council for the Diocese of Allentown and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with various financial products and referral channels through a large network of advisors.

Robert Wright Jr. is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1984 and holds Series 63 and Series 65 credentials. Outside of advising, he is the owner of KHM Travel Group, an independent travel agency. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Peter Glovna III is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved in insurance activities, including offering premium financing and servicing fixed insurance products such as annuities and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

David Doll is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously at UBS Financial Services from 2013 to 2017. Doll serves on the board of the Woodruff Foundation, a charitable organization in Cleveland, Ohio. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and market simulations.

Christopher Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cbiz for three years and briefly at Firestone Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Kiick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals and families to develop and implement personalized financial strategies aimed at achieving their long-term goals, focusing on areas such as wealth management and investment strategy, asset and liability management, and wealth transfer and legacy planning. He also serves as a Retirement Benefits Consultant, assisting corporate clients in designing and managing 401(k) and retirement plans. Kiick holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) certification. He earned a bachelor's degree in Economics and Finance from York College of Pennsylvania. He is an active member of Christ the Redeemer Lutheran Church, the Humane Society of Summit County, and the Rotary Club of Lakewood/Rocky River Sunrise. He also participates in community organizations including the American Red Cross and the Rotary Club of Lakewood/Rocky River Sunrise.

Timothy Cowdrick is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation as AXA Advisors, LLC. Outside of his advisory role, he is a partner and owner of Lakeside Holdings LLC. Equitable Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.

Sean O'Connor is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its affiliates since 2008, including positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a trustee and financial advisor for the MG O'Neil Family Foundation and is the secretary of the Portage Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs structured planning tools and offers access to diverse investment strategies while managing approximately $2.74 trillion in client assets.

Michael Schlegel is a financial advisor at Cetera with 41 years of industry experience. He holds a Series 63 designation and has worked at several firms including New York Life Insurance Co and Foresters Financial Services prior to joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers diversified portfolio management, financial planning, and access to various program platforms and third-party managers.

Elizabeth Nemeth is a financial advisor at Charles Schwab with 15 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2012. Outside of her advisory role, she is a fitness instructor leading group classes and personal training sessions through her involvement with RP Fitness. Charles Schwab & Co., Inc. serves primarily 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Savon Johnson is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, he has been involved in entrepreneurial ventures including car detailing services and ecommerce businesses, serving as president and CEO of multiple companies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and emphasizes personalized risk assessment and program matching in its advisory approach.

Toni Fry is a financial advisor with Primerica Advisors in Beachwood, OH, holding 10 years of industry experience. She has held various roles, including at Pfs Investments Inc. and Primerica Financial Services, and owns a cleaning services business. Primerica Advisors is a large institution serving primarily individual investors through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Christa Repas is a CFP® and Series 66-registered advisor with 12 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2019, and previously worked at Wells Fargo Clearing and Wernick Wealth Management Group. In addition to her advisory role, she is a notary public and owns a consulting and coaching business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various custody platforms and both proprietary and third-party investment strategies.

Steve Wasinski is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans by understanding their goals and preferences, utilizing Fidelity's tools and resources to implement prudent long-term investment strategies. Steve's professional experience at Fidelity includes positions as a Planning Consultant from 2024 to 2025, an Investment Consultant in 2025, and currently as a Financial Consultant. Through these roles, he has focused on making the retirement planning process simple and organized for his clients. Outside of his professional work, Steve enjoys biking, attending concerts, participating in family activities, fitness, outdoor adventures, and running.

Jennifer Grant is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm utilizes structured discovery processes and advanced modeling tools to develop plans, managing approximately $2.74 trillion in client assets.

James Hatton is a financial advisor with LPL Financial in Brecksville, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior firms include Equitable Advisors LLC and SII Investments, Inc. He is also involved in an insurance agency, JEH Agency, based in Brecksville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.