Matthew Van De Motter is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 35 years of industry experience. His prior roles include positions at Citigroup Global Markets and various Morgan Stanley entities since 1999. He serves as a board member of The Bicknell Foundation, where he helps oversee investment policy and management of fund assets. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a broad array of investment programs with over $2.7 trillion in client assets under management.

Michael Cunningham is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cetera and its related entities since 2018. His prior experience includes roles at Foresters Financial Services and Foresters Advisory Services. Cunningham also serves as an OSJ principal and compliance principal for other financial and advisory businesses. 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 investment and retirement services with various portfolio management options, leveraging multiple program structures and third-party managers.

Dylan Lanning is a Series 66-credentialed financial advisor at Raymond James Financial with three years of industry experience. He is also an associate and senior relationship manager at Western Reserve Resources Corporation. Prior to his financial services career, he held roles at various retail companies including Dunkin Donuts and Polo Ralph Lauren. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary investment consulting and supports a broad network of affiliated advisory firms.

Stephen Mihalek is a financial advisor with Morgan Stanley in Pepper Pike, OH, holding a Series 66 designation and 24 years of industry experience. Prior to his current roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024, he worked at J.P. Morgan Securities from 2012 to 2024. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Alex Mckenna is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he provides general operations support for Align K9 Training, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers, providing a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Craig George is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL in 2025. Outside of his advisory role, he serves as Vice President of Natural Journey Farm LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment approaches and offers extensive operational and research tools while managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Sarah Canitia is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2022. Outside her advisory role, she is involved with 2Uercus Operations LLC, managing an advisory business. Ameriprise Financial Services is a large firm serving both individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income and tax-aware withdrawal strategies.

William Di Menna is a CFP® with 7 years of industry experience, currently serving as a financial advisor at LPL Financial in Beachwood, OH. His prior experience includes roles at Tyler-Stone Wealth Management, LLC, Insight2Profit, Designer Molecules Inc, Jalenna Capital LLC, and Consolidated Precision Products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors, combining advisory and non-advisory financial services across a broad platform.

Ryan Ketvertis serves as Senior Resident Director at Merrill, where he provides wealth management services tailored to the unique ambitions and priorities of his clients. He specializes in areas including divorce transition planning, family wealth management strategies, retirement income, philanthropic planning, and investment consulting for defined contribution plans, among others. Ryan utilizes a disciplined process that considers all aspects of a client's life and business to develop customized financial strategies, with a focus on regular reviews to ensure alignment with clients' evolving goals. Ryan joined Merrill in 2007 after a career in real estate and works as part of a team with over 50 years of combined industry experience. He holds a Bachelor of Science degree in Marketing from John Carroll University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Ryan is involved in coaching community youth sports programs. His personal interests include biking, golfing, spending time with family, and traveling.

Brett Wilson is a financial advisor with Primerica Advisors in Milan, Ohio, holding 13 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2012. Outside of his advisory work, Wilson owns a photography business, Brett Ashton Images, and operates The Old Wood Bridge Farm in Sandusky, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.

David Gossett III is a Series 66-licensed financial advisor with Morgan Stanley in Hudson, Ohio, and has 10 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the boards of a publishing company in Cleveland and the CFA Society Cleveland, and he also streams video games on Twitch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Lashawna Howard is a financial advisor with Primerica Advisors in Richmond Heights, OH. She holds a Series 63 designation and has eight years of industry experience. Prior to joining Primerica Advisors in 2017, she worked at GOJO Industries for ten years and has been affiliated with Primerica Financial Services since 2006. Outside of advising, she is involved in sales of loan products and home security referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Livingston is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and Citigroup Global Markets, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a trustee for a trust based in Sarasota, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Melissa Halloran is a financial advisor with Wells Fargo Advisors in Beachwood, OH. She holds a Series 63 designation and has 27 years of industry experience, including 11 years with Wells Fargo Advisors. Outside of her advisory role, she provides support staff services for an insurance business in Sarasota, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Matthew Rains is a financial advisor at Charles Schwab with 28 years of industry experience. He has been with Charles Schwab since 1996 and Charles Schwab Bank SSB since 2005. He holds a Series 63 designation. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides a centralized structure for custody and brokerage services.

Natasha Kalas is a CFP® professional with 17 years of experience in the financial services industry. She is currently affiliated with Morgan Stanley and has prior experience at UBS Financial Services and Robert W. Baird. Outside of her advisory role, she is the sole proprietor of two businesses, Carmden Acres LLC, which focuses on technology, and Natasha Krys LTD, associated with recreation activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, leveraging structured discovery conversations and advanced planning tools as part of its investment approach.

Scott Fischer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ goals, leveraging insights from Merrill and resources from Bank of America. His client focus areas include college education planning, family wealth management, retirement planning, philanthropic planning, socially responsible investing, tax minimization, and portfolio management services. Scott joined Merrill in 2005 after a career in private industry where he served as President and CEO of a regional distribution business. He combines his business management experience with wealth management expertise to offer clients a distinctive approach to portfolio risk management. Scott holds a bachelor’s degree from Fisher College of Business at The Ohio State University and is a Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) certificant. Outside of his professional work, Scott enjoys biking, golfing, and running. He resides in Solon with his wife.

Kathleen Futey is a financial advisor with LPL Financial in Aurora, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Morgan Stanley in various capacities from 2003 to 2010 before joining LPL Financial in 2010. Outside of her advisory work, she is a partner in Sonkin Cellars, a wine-making business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a large network of advisors with diversified investment strategies and a variety of financial and operational tools.

Joshua Dautovic is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning that incorporates broad investment perspectives and structured scenario modeling.

Justin Hamlin is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research since 2016 and has been with HFS Wealth Advisors since 2014. Hamlin holds several volunteer and leadership roles, including Vice President at the Cleveland Ronald McDonald House and Treasurer of the Richfield Chamber of Commerce, and participates in financial wellness education through Junior Achievement. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a variety of portfolio management approaches and custody arrangements.