Matthew Greenway is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

John Cingel is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 63 designation and over 43 years of industry experience. He has been with LPL Financial since 2004 and also operates Tyler-Stone Wealth Management, LLC, an independent investment advisory firm he founded in 2015. Additionally, he is involved as an independent insurance agent selling life, disability, long-term care, health insurance products, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Douglas Bunker is a financial advisor with Edward Jones in Lyndhurst, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of a small rental property business, Parnell Properties, which he plans to dissolve in 2025. 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, operating under a fiduciary standard.

Zachary Morris is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at New York Life Insurance Company, NYLIFE Securities LLC, and Northwestern Mutual. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Dominic Mihalik Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Pepper Pike Wealth Management Group since November 2015. His career in the financial services industry spans over 25 years, with experience in operational management, regulatory and risk management, and wealth management. Dominic's work history includes serving in markets such as Atlanta, New Jersey, and New York City. Prior to joining the Pepper Pike Group, he was Vice President and Administrative Manager for the Northeast Ohio Merrill office, overseeing more than 250 advisors and support staff. Dominic holds a Bachelor's Degree from Cleveland State University and the Personal Investment Advisor (PIA) designation. His focus includes developing wealth management strategies, portfolio management, wealth preservation, and transfer for high net worth individuals and families. Dominic works closely with clients' estate planning attorneys and accountants to deliver integrated financial strategies. He stays updated on economic trends, legislation, and tax reform to provide informed financial guidance. Outside of his professional role, Dominic is active in the Greater Cleveland community. He volunteers with local non-profits such as the Transplant House of Cleveland and the Ronald McDonald House of Northeast Ohio, serves as a trustee of the Lakeside Yacht Club in Cleveland, and is an active parishioner at Saint Albert the Great Parish. In his personal time, he enjoys fishing year-round in local rivers, boating, golfing, hiking, and spending time with his wife and daughters.

Quentin Kraft is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation with six years of industry experience. He has been with Robert W. Baird & Co. since 2020, following three years at Cardinal Health. Robert W. Baird & Co.’s DDK Group, part of its Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, with a focus on manager selection, tax management, and the use of internal research tools including artificial intelligence.

Luke Baum is a CFP® with over 30 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Kingswood Capital Partners, Cabot Lodge Securities, and Cbiz Financial Solutions. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including discretionary portfolios and fund advisory services.

Kelly Burden is a financial advisor at UBS Financial Services with a Series 66 designation and six years of experience at the firm. Prior to joining UBS in 2017, Burden held multiple roles at Miami University from 2016 to 2020, and also worked at Macy's in 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 plans to clients’ goals and risk tolerances.

Kaitlyn Banko is a financial advisor at J.P. Morgan Securities in Cleveland, OH, holding a Series 66 designation with one year of industry experience. Her background includes roles at JPMorgan Chase Bank, Parker Hannifin, and several political and nonprofit organizations. She also worked at the Duke Alumni Center and the American Center for Law and Justice. 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 an ESG eligibility framework in its recommendations.

Csongor Simon Benedek is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His prior work includes roles at PNC Investments, LLC, Charlotte Russe, Cleveland State University, Cellular Technology Limited, and The Rail. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Edward Siegler is a financial advisor at Morgan Stanley with 35 years of industry experience. His background includes roles at Merrill and Bank of America, N.A., prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, utilizing structured discovery processes and firm-approved tools.

Robert Petersen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory services, Petersen is licensed to sell life, health, and long-term care insurance, provides tax preparation services, and is a notary public. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research to provide discretionary and non-discretionary management.

Ronald Hollis Jr. is a financial advisor with Primerica Advisors in Cleveland Heights, OH, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has a background that includes a decade of involvement with New Community Bible Fellowship. Outside of his advisory role, he is a partner at Ronald Hollis Jr., LLC, which engages in investment-related activities and referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Matthew Darcy is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He currently operates Tyler-Stone Wealth Management, LLC, an independent registered investment advisory firm, and previously worked with Cetera Advisor Networks. Outside of his advisory work, he owns an ice cream business, CP’s Cooler, and serves as a notary in Cuyahoga County, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs, utilizing proprietary and third-party research and technologies to support diversified investment strategies.

Robert Justice is a financial advisor with LPL Financial in Mentor, Ohio. He holds the Series 63 designation and has 32 years of industry experience, including 25 years at LPL Financial. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and technology.

William Snyder is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Merrill and Bank of America since 2021, as well as various positions at John Carroll University and other firms. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kathryn Bryan is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 designation and 14 years of industry experience. She has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2011. Bryan serves as secretary on the board of Connecting for Kids and is involved in board service for several nonprofit organizations focused on aging and community support. She is also a co-owner of the Bourbon Bottles & Mind Boggles podcast, which discusses bourbon and various life topics. Mass Mutual Investors Services 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 tools to analyze client goals and delivers written recommendations, with implementation requiring separate brokerage or insurance arrangements.

John Graf is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 19 years before joining Raymond James. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Douglas Harbaugh is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 65 designation and 14 years of industry experience. He previously worked at Strategic Wealth Partners, Ltd. for 10 years before joining MML Investors Services and MassMutual Life Insurance Company in 2021. Outside of advising, Harbaugh is the owner of Builders Cabling Contractors LLC, a business focused on infrastructure wiring. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on goal-based analysis and collaborative client relationships.

Scott Nickel is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at PNC Bank from 2014 to 2017. He holds the Series 66 designation and is based in Mentor, Ohio. 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.