Gregory Locker is a financial advisor with Charles Schwab in Westlake, Ohio, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Charles Schwab since 1997, including over two decades with Charles Schwab Bank. Outside of his advisory role, he owns a house rental business in Avon Lake, Ohio. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm’s model combines non-discretionary advisory with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Patrick Holland is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with UBS since 2016 and previously worked for Waddell & Reed from 2014 to 2016. Outside of his advisory role, he serves as an advisory group member for the Huron Yacht Club, assisting with financial analysis and budgeting for the nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

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.

Katrina Pacyna is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her current role, she was involved with St. Albert the Great School, where she supervised children during recess and assisted in the lunchroom. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Sean O'Reilly is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Advisors since 2025. Prior to this, he spent nine years at Wells Fargo Clearing. Outside of his advisory role, he has ownership interests in several investment-related businesses including STO Wealth Manager, LLC, and Your Bridge Wealth Management LLC. 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 that include cash-flow, retirement, education, risk, and wealth-transfer planning, supported by proprietary research and planning tools.

Emila Ashdown is a Series 66-credentialed financial advisor with four years of industry experience, currently with LPL Financial since 2024. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Prior to entering the financial sector, she held positions at Lorain County Jobs & Family Services, AmeriGas, and HomeGoods. Emila is also a commissioned notary in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers diverse advisory solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a wide range of financial services.

John Clemens is a financial advisor with RBC Capital Markets in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His prior roles include positions at Wells Fargo Clearing and KeyBanc Capital Markets Inc. Clemens also serves as a board member for Town Homes of Ohio City and makes appearances as a professional athlete for the Cleveland Cavaliers. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers diversified advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by an extensive capital-markets platform.

Daniel Ryder is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2005 and has also worked at Key Corp since 1998. Outside of his advisory role, he is active as an insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations and offers various event-driven planning programs along with educational seminars.

Lauren Sahlfeld is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 credentials and with seven years of industry experience. She has worked at various J.P. Morgan entities since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ryan Dorff is a financial advisor with UBS Financial Services, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining UBS in 2023, he worked for over a decade at Infinity Family Services, LLC. Outside of his advisory work, he serves on the board of Riptide Water LLC, a company that produces and sells sparkling water. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of financial products through a broad platform.

Michael Archiable is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several J.P. Morgan entities since 2020, including JPMorgan Securities LLC and JPMorgan Chase Bank NA. Prior to that, he gained experience at Cleveland Research Company and Lake Shore Insurance Agency, and worked at Miami University from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies. The firm’s advisory services are offered on a non-discretionary basis and include access to a broad range of products through its affiliation with the larger J.P. Morgan organization.

Jacob Jones is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at BrightEdge Technologies, Inc. and the Cleveland Browns. Jones is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides diverse investment implementation options, including proprietary models and access to third-party managers, tailored to client objectives.

William Murman is a financial advisor with UBS Financial Services who holds a Series 66 credential and has 36 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, Murman serves on the boards of the Diabetes Partnership of Cleveland and the Collaborative to End Human Trafficking, contributing to strategic planning and development efforts for these nonprofit organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include financial planning and portfolio management based on proprietary research and model-based asset allocations.

Philip Volpe is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and JPMorgan Chase Bank. Outside of finance, he is involved in music entertainment, performing at local events, and serves on advisory and board committees for arts and community organizations including WYSU-FM and Chamber Music Pittsburgh. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Deborah Rotz is a financial advisor with Robert W. Baird & Co. Inc. in Cleveland, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked with Robert W. Baird since 2018 and previously spent 12 years at UBS Financial Services. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and investment vehicles tailored to client goals and risk tolerances.

Ryan Roche is a financial advisor with Raymond James & Associates in Westlake, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he has worked as a musician since 2019. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and municipal advisory capabilities.

Sanjay Beach is a CFP®-certified financial advisor with 32 years of industry experience, currently with Raymond James & Associates since 2022. His prior experience includes nine years at Bank of America and Merrill. He serves as an advisory board member for St. Edwards High School, a Catholic boys’ high school in Lakewood, Ohio. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting with access to a wide range of portfolio management styles and firm research.

Joseph Arnold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017, following eight years at National Planning Corporation. Arnold serves as President and CEO of Foundation Wealth Advisors LLC and is a board member at Lakewood Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that provides a range of services—including financial planning, investment management, and retirement plan advisory—to individuals, pension plans, charitable organizations, and other clients. The firm offers both proprietary and third-party model strategies and supports discretionary and non-discretionary investment management tailored through multiple custody and platform arrangements.

Alexa Balaban is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at various local businesses and the University of Dayton. Baird's DDK Group operates within the firm's Private Wealth Management division, serving individuals, corporate clients, pensions, and charitable organizations. The team offers financial planning, portfolio management, and custody services, employing manager-traded and model-traded strategies supported by internal research and technology.

Bryan Kranek is a financial advisor with Osaic Wealth, Inc. based in Westlake, Ohio, holding a Series 66 designation and 18 years of industry experience. He previously worked at SagePoint Financial for eight years before joining Osaic in 2023. In addition to his advisory role, he is licensed to sell fixed insurance and is the owner of Kranek Capital, LLC, an entity established for expense management and legal protection. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, utilizing a variety of asset-allocation tools and investment strategies.