Carrie Wells is a Series 66-licensed financial advisor with 20 years of industry experience. She is currently with LPL Financial and has previously worked at The Huntington Investment Company, Cetera Advisors LLC, Questar Asset Management, Inc., and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Alan Rodrigues is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at Kent State University and Pet Supplies Plus from 2013 to 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Patricia Mcgreevy Evans is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 1993. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a network of approximately 3,700 advisors.

Robert Witte is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at PNC Investments for three years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to support client financial goals.

John Lostoski is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior work experience at BrightEdge Technologies and Charles Schwab. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and offers a range of third-party advisory models and services.

Aaron Kamat is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Wells Fargo Clearing, and Edward Jones. Kamat is also a co-owner of Creekside Financial Holdings, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Noel Elliott is a financial advisor at Mass Mutual Investors Services with one year of industry experience. Prior to joining Mass Mutual, he worked at Alto Financial Group and Family First Life. Outside of financial services, Elliott owns several businesses related to health care training, insurance, and general education. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools.

Mitchell Mcallister is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 21 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Theresa Holliday is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1998. Outside of her advisory role, she serves as a power of attorney for a private entity in Solon, Ohio. 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, and institutional investors.

Elizabeth Loveman is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2018. Prior to her current role, she volunteered with the Tanglewood Community for ten years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and an integrated operational structure.

Joel Jensen is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He previously spent 21 years at Lincoln Financial Advisors Corporation before joining Cambridge in 2024. Jensen holds a Series 63 designation and is based in Westlake, Ohio. He is also the owner of Wealthplan Partners LLC, an independent advisory business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Francis Beam III is a CFP® professional with 32 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Lincoln Financial Corporation and Lincoln Financial Advisors Corp. In addition to his advisory work, he is involved in the sale of various insurance products including fixed annuities and long-term care insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through an extensive network of advisers and advisory platforms. The firm offers a broad range of integrated financial services, utilizing a variety of investment tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Pierre Boryczewski is a financial advisor with Ameriprise in Westlake, OH, holding a Series 66 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specified asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these recommendations through a centralized consulting team in partnership with financial advisors.

Conor Tilow is a Securities-licensed financial advisor with UBS Financial Services, based in Pepper Pike, Ohio, and has 11 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he is involved with the West Side Catholic Center in Cleveland, volunteering to assist those in need. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets services, employing proprietary research and model-based asset allocations to tailor client strategies.

Matthew Adkins is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for nine years at Adkins Building Company, a family-owned commercial construction business. Outside of his advisory role, he serves as an elder at Trinity Church PCA and acts as a mentor coordinator for a local business networking group in Akron, Ohio. He also maintains a Professional Engineer's license and occasionally reviews and stamps design drawings for water system projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Potosky is a Senior Financial Advisor and Vice President with The Wadsworth Potosky Purcell Group at Merrill Lynch Wealth Management, based in Chagrin Falls, Ohio. He works closely with clients to develop customized wealth management strategies that align with their individual life goals and financial objectives. Mark's approach involves a disciplined process that utilizes the extensive resources of Merrill and Bank of America platforms to address the comprehensive needs of his clients' financial lives. Mark has been involved in the banking and financial services industry since 1989 and joined Merrill Lynch in April 2015. He holds a Bachelor of Science in Business Administration with majors in Finance and Insurance from Bowling Green State University. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification, among others. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. A lifelong resident of Northeast Ohio, Mark is engaged in his local community through involvement with Kirtland Football and membership in the Holy Name Society. Outside of his professional work, he enjoys coaching sports and spending time with his wife and children. His personal interests include baseball, basketball, football, golfing, tennis, and watching movies.

Brian Petros is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, American General Securities, and Merrill. Petros is a partner at PK Financial Group Inc., where he assists clients with individual wealth management and institutions with retirement plan management. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing a range of investment options and tools designed to build diversified portfolios managed on either a discretionary or non-discretionary basis.

Charles Thomasson is a ChFC® credentialed financial advisor with 35 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 15 years. He serves on the board of the Western Reserve Chapter of Mayflower Descendants and is involved in starting a charity focused on feeding zoo animals, farm rescue animals, and horses. Additionally, he is an amateur classical guitar player. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brent Affolter is a financial advisor with MassMutual Investors Services in Cleveland, OH, holding a Series 63 license and 22 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously held positions at MassMutual Life Insurance and MetLife Securities. Outside of advising, he is involved in insurance sales across life, health, disability, long-term care, and fixed annuities, and he owns an LLC for tax and business administrative purposes. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes collaborative, annual financial planning engagements using firm-approved software and tools, with implementation of recommendations arranged separately.

Matthew Allen is a Series 66-licensed advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities LLC since 2019 and has been associated with JPMorgan Chase Bank, N.A. since 2018. Prior to his career in finance, he spent sixteen years at Pet Supplies "Plus." 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.