Timothy Herling is a financial advisor with Raymond James Financial in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James Financial since 2001. Outside of his advisory role, he works as an independent contractor providing financial planning support through Creative Wealth Associates and is licensed to sell term insurance through his agency. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools to evaluate potential outcomes and supports clients through its extensive advisor network and advisory programs.

Antoniella Varrasso Smith is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Merrill and Cetera, as well as a position with First National Bank of PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a distinctive role with advisory responsibilities that include commodity pool operations and the use of AI in research.

Michael Field is a CFA® charterholder affiliated with LPL Financial and has one year of experience as a financial advisor. Prior to joining LPL Financial in 2025, he worked at Bank of America Private Bank for a total of nine years and served in the United States Army for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Brauneck is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves a large client base, 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 discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized supervisory and custody arrangements.

Christine Danko is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Charles Schwab & Co. since 2016, including a two-year period with Schwab Retirement Plan Services. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 discretionary separately managed accounts, offering multi-asset model portfolios, strategic asset allocation, and a formal alternative investment onboarding process.

Brian Degross is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, with an integrated platform that combines advisory services and brokerage products.

Thomas Clark is a CFP® with 49 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2020, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory role, he serves as chairman of the Greater Akron Musical Association Foundation and the Summit County Historical Society, and he teaches personal financial planning as an adjunct instructor at the University of Akron. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors at the firm use proprietary research and tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

James Jack is a financial advisor with LPL Financial in Independence, Ohio, holding a Series 63 designation and 34 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 1992 to 2026 before joining LPL Financial. Outside of finance, he is involved in music as a member of The Jimmy Jack Band. 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 with access to model portfolios, research, and technology-driven investment solutions.

Eugene Schaffer is a financial advisor with Primerica Advisors, holding a Series 63 designation and four years of industry experience. He has been with Primerica Advisors since 2021 and has a long tenure at Pepperidge Farm Inc. dating back to 1987. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Isaac Vitu is an Investment Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans tailored to their goals and objectives. His approach focuses on point-in-time planning and strategies to address the complexities of clients' financial situations. Isaac joined Fidelity Investments in 2025 as a Financial Representative before becoming an Investment Consultant in 2026. Prior to that, he gained experience as a Financial Planning Intern at Symphony Financial Services, Inc. in 2025. Outside of his professional work, Isaac has personal interests that include cars, family activities, fitness, football, movies, and outdoor adventures.

Zachary Karason is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Bank of America, and Merrill. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

William Laverty is a financial advisor with Morgan Stanley in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services directly and through corporate agreements.

Julianna Miller is a financial advisor with UBS Financial Services, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Ryan Mc Cauley is a financial advisor at Raymond James Financial with six years of industry experience. He previously worked at Bank of America for six years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he works as a DoorDash driver. 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 institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Christopher Travers is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Commonwealth Financial Network, and MJ Baker Financial Advisors. Outside of advising, he is involved with FutureFWD Advisors/StaffComp. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides personalized retirement income planning and tax-aware withdrawal strategies.

Jeremy Fuqua is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including at Dave's Cosmic Subs and GNC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

John Dewitt is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 63 designation and over 43 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2007. Outside of his advisory role, Dewitt is a partner in a real estate investment business focused on single-family properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from the Global Investment Committee. The firm manages approximately $2.74 trillion in assets and combines broad retail and institutional services with specialized investment activities.

Kristen Warren is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab since 2014, including eight years with Schwab Retirement Plan Services. 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 a combination of non-discretionary and discretionary investment guidance delivered through multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Abigail Peterson is a Series 66-credentialed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining the firm, she worked in finance and event roles at Ohio University’s College of Business and has experience in the catering and hospitality sectors. She serves as a non-investment committee member for the Working Women's Connection Networking Group in Westlake, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party managers to deliver tailored advice and ERISA fiduciary services.

Danielly Cosmoronde is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Equitable Advisors in 2022, Danielly worked at Bank of America and Merrill. Outside of advisory work, Danielly serves on several nonprofit boards in Cleveland, including the Museum of Contemporary Art and Friends of Breakthrough Schools. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of third-party asset managers and proprietary programs, focusing on aligning client risk tolerance with appropriate investment models.