Kevin Alberty is a financial advisor with Robert W. Baird & Co. in Cleveland, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. for 18 years. Outside of his advisory role, he is a passive investor in G&P Construction and Bigby Coffee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research and a mix of manager-traded and model-traded strategies.

Edward Boehmer is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 41 years of experience in financial services. He specializes in strategic wealth management, growth financing, and operational efficiency, assisting individuals, families, and businesses in achieving their financial goals through thorough planning, clear documentation, and ongoing review. His areas of expertise include wealth management and estate planning, cash management and lending strategies, stock option planning, and qualified and non-qualified retirement plans. Before joining Merrill in 2002, Edward served as Chief Financial Officer and Vice President for multiple middle-market companies and began his career at Ernst & Young in Cleveland, Ohio. He has led business acquisitions, raised capital through debt and equity, and developed executive compensation and retirement plans. Edward holds a Bachelor's degree from Baldwin Wallace University and is an inactive Certified Public Accountant. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Edward has been recognized on the Forbes "Best-in-State Wealth Advisors" list for eight consecutive years from 2019 to 2026 and is a member of The Boehmer Group, which was named to the Forbes "Best-in-State Wealth Management Teams" list in 2025 and 2026. He is actively involved in community organizations, including serving on the board of New Avenues to Independence and supporting fundraising efforts for Old Trail School. Edward and his wife split their time between Cleveland, Ohio, and Scottsdale, Arizona, and enjoy activities such as biking, snowboarding, hiking, golfing, traveling, and spending time with family and friends.

James Negrelli is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with ZCA Designs LLC, a jewelry design business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Patrick Kungl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an investment analyst with Henderson Hutter Group. 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, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Creadon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been practicing since 1987 and joined Merrill in 1999. Working alongside Registered Senior Wealth Management Client Associate Beth Michel, the Creadon Group brings a combined 60 years of experience in addressing client financial needs. Michael and his team take a personalized approach that integrates knowledge, experience, and understanding of clients' goals, families, interests, and passions. Their service model focuses on helping individuals, families, and businesses preserve and grow wealth consistent with their risk tolerance, generate investment income to support lifestyle spending, protect against inflation, and transfer estate value efficiently while minimizing tax impact. Michael holds a Bachelor's degree from Baldwin Wallace College and a High School Diploma from Lake Catholic High School. He also holds the Personal Investment Advisor (PIA) designation. He serves on the Board of Directors of the Karen P. Nakon Breast Cancer Foundation. Michael resides in Perry Township, Ohio, with his wife Teri and their daughter Kylie Erin. He is an avid bicyclist and angler.

Teresa Clark Chamberlain is a financial advisor with Primerica Advisors and holds 21 years of industry experience. She has been associated with Primerica Financial Services since 2004 and with PFS Investments, Inc. since 2007. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based strategies managed by third-party asset managers.

Sara O'Neil is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James since 2016. O'Neil is also associated with Carver Financial Services, LLC as a registered associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support diverse client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Laurie Wolowicz is a financial advisor at Merrill with 28 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she serves as a power of attorney for a family member. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Bruce Matlock is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Emerald Investments, Inc. since 1994, serving as the firm's sole advisor. Emerald Investments, Inc. provides investment advisory and portfolio management services primarily to individual clients and also offers pension consulting for small plan sponsors. The firm manages approximately $5.9 million in assets across about 15 clients, combining discretionary portfolio management with retirement plan consulting.

Martin Snyder is an investment advisor representative at Darcy Brix Investment Representative, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been with Darcy Brix since 2011. Outside of advisory work, Snyder is the CEO of Main Sequence Technology, a company that develops software and database solutions for personnel recruitment. Darcy Brix provides advisory referral services primarily to individuals, small businesses, trusts, and qualified retirement plans, specializing in connecting employment recruiters and their clients to independent registered investment advisers. The firm does not manage client portfolios or provide investment recommendations but facilitates introductions and delivers disclosure documents.

John Klopp is a financial advisor with Klopp Investment Management LLC in Cleveland, Ohio, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Klopp Investment Management since its founding in 2005. Klopp Investment Management LLC provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, managing approximately $108 million across about 94 client relationships. The firm emphasizes portfolio management with disclosed performance results, a practice that is relatively uncommon among supported firms.

William Kubicek IV is an Investment Representative at Darcy Brix Investment Representative, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Darcy Brix since 2012. Kubicek also serves as Vice President of Marketing at Main Sequence Technology, a software and database solutions company focused on personnel recruitment, where he may spend the majority of his time. Darcy Brix provides advisory referral services primarily to individuals, small businesses, trusts, and qualified retirement plans, specializing in referrals to independent registered investment advisers. The firm operates on a referral-only basis and does not manage client assets or provide investment recommendations.

Kurt Liedtke is a financial advisor at Citadel Investment Advisory Inc with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citadel Investment Advisory since 1996. Citadel Investment Advisory Inc provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $235 million for about 117 clients. The firm employs structured processes for portfolio management, including documented investment strategies, account reviews, and trade oversight.

Kenneth Dery is a CFA® charterholder and the sole advisor at Kenneth A. Dery & Associates, where he has provided advisory services since 1994, totaling 26 years of industry experience. He is based in Willoughby, Ohio, and has maintained his own firm throughout his career. Kenneth A. Dery & Associates offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $35 million in assets, operates a wrap-fee program, and distinguishes itself by serving as a qualified custodian and publicly presenting historical performance data.

Walter Manns Jr. is a financial advisor with Klopp Investment Management LLC in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His work history includes roles at TRPC Advisory Services, Capital City Securities LLC, and Capital City Asset Management LLC. Klopp Investment Management LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm manages approximately $108 million across about 94 client relationships and is noted for including performance disclosures in its client materials, a practice uncommon among supported firms.