Ramona Shank is a financial advisor with UBS Financial Services in Westlake, Ohio. She holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 18 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad range of platforms.

Lucas Colantoni is a financial professional with four years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. His prior roles include positions at Fidelity Investments, Charles Schwab & Co., and Dakota Wealth, LLC. He is also involved with Wealth Health LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Keith Wood is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Stifel Independent Advisors, and Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management options.

Wendi Devan Glovna is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Charles Schwab since 1998. 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 offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Loren Bates is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his current role, Bates was involved with DLC Creative LLC and worked at Macy’s. J.P. Morgan Securities LLC 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 investment recommendations.

Nicholas Manson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 18 years of industry experience. He has been with Charles Schwab since 2008 and with Charles Schwab Bank since 2013. Manson serves as an Honorary Advisory Council Member for Marietta College's Business & Economics department, providing curriculum guidance and support to students. 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 offers both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Jennifer Danko is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment options supported by both proprietary and third-party research.

Alfonso Messina is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience assisting individuals and families in achieving financial security and growth. He specializes in areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. Alfonso holds a Bachelor's Degree from Fordham University and has earned the Personal Investment Advisor (PIA) designation. He is fluent in both Italian and English. He emphasizes clarity and follow-through in financial conversations, aiming to make complex financial concepts accessible and meaningful for his clients. Outside of his professional role, Alfonso enjoys cooking, gardening, golfing, and soccer.

Madison Gray is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and beginning advisory work in 2024. Prior to joining Baird, Gray held roles in various businesses including Cultivated Cocktails Distillery and Itto Ramen Bar & Tapas. Gray is part of The DDK Group, a team within Baird’s Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of manager-traded and model-traded strategies, supported by internal research and ongoing manager monitoring.

Bryan Buhoveckey is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has prior experience in the mortgage industry, including positions at Cross Country Mortgage Corp, Guaranteed Rate, and Fairway Independent Mortgage Corp. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Franz is a financial advisor at Stifel with 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009 and holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning.

Michael Shea is a CFP® with 16 years of experience in financial advising. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Shea also manages Shea Financial Services, LLC, where he provides financial planning and investment advice. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a broad network of financial advisers and multiple platforms.

John Mundell is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Cetera and Cetera Wealth Services before joining LPL Financial in 2025. Mundell also operates Mundell Financial Group, Inc., an insurance agency. 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 retirement plan consulting, utilizing discretionary and non-discretionary management along with model portfolios and third-party research.

Kathleen Berne is a CFP® certificant with 12 years of industry experience, currently with Raymond James & Associates. Her prior roles include multiple periods at Raymond James & Associates and Fidelity Investments. Outside of her advisory work, she has spent several years as a homemaker. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Timothy Hayes is a financial advisor with RBC Capital Markets in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

David Thomas is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at PNC Financial Services for 18 years. Outside of his advisory role, he owns and operates a retail business specializing in medical identification products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aerin Sirow is a financial advisor at LPL Financial with two years of industry experience. She holds Series 66 and Series 63 licenses and has a background that includes roles at Northwest Bank, Target, and other local businesses. Outside of her advisory work, she is involved as a scorer for the Amherst Meadowlarks Motorcycle Club and Ram Jam Sportsplex. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Timothy Holdsworth is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC. Outside of his advisory work, he serves on the board of A Kid Again, a nonprofit supporting children with life-threatening conditions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Christine Wiskochil is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Robert W. Baird since 2014. Outside of her advisory role, she serves as treasurer for both Nana's Tribe Foundation and the Rotary Club of Cleveland, assisting with budgeting and financial oversight. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management using a combination of in-house and third-party managers, offering a range of traditional and non-traditional investment strategies.

Marlene Muscovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked with LPL Financial since 2018 and previously spent nine years at SII Investments, Inc. She also operates TA-Check Financial Ltd, an independent investment advisory firm, and is a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and research from LPL Research.