Noah Rupp is a financial advisor at Morgan Stanley in Cleveland, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at UBS Financial Services and HBKS Wealth Advisors. Outside of finance, he has experience with Erie Beer Company and has been involved with organizations including Kahkwa Club and John Carroll University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved tools and research.

Nadia Sajovie is a financial advisor with Cetera in Cleveland, OH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has worked at Cetera and affiliated entities since 2023 and previously at Key Investment Services in various roles from 2016 to 2023. Outside of her advisory role, she is a registered caretaker for her adult disabled son through the Ohio Department of Medicaid. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management and financial planning through a multi-manager platform that supports various investment strategies and program structures.

Melis Bilski is a CFP® designated financial advisor with Edward Jones in Rocky River, OH, and has eight years of industry experience. She has been with Edward Jones since 2017. Prior to her financial advisory role, she coached gymnastics at Great Lakes Gymnastics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Gus Marzavas is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. for eight years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, tax-management options, and alternative investments.

Karrie Simm is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and other financial services firms. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering advice through non-discretionary planning and a broad network of affiliated services.

Caitlin Gall is a financial advisor at Morgan Stanley in Westlake, OH, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior work includes roles at The Ohio State University and UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct and corporate financial planning agreements.

Kery Hutner is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo in various capacities since 2009. Additionally, he owns KH Wealth Management LLC, an independent practice based in Chagrin Falls, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and trustee services.

Elliott Veenstra is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Ohio Northern University, The Union Bank Co., and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs.

Angela Marsh is a Series 66 licensed advisor with Merrill, based in Westlake, OH. She has 24 years of industry experience, having worked at Merrill Lynch since 2000. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Williams is a financial advisor with Cetera in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at JPMorgan Securities LLC for 13 years before joining Cetera and affiliated firms in 2026. Cetera Investment Advisers LLC operates as a large multi-manager platform serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to affiliated and third-party money managers.

Robert Mcclain is a financial advisor with Ameriprise in Seven Hills, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise since 2006, including his current tenure starting in 2020, and previously worked at McGro & Associates. Outside of his advisory role, he is involved in business ownership through 2uercus Operations LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lisa Howe is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. She is based in Cleveland, OH, and holds the Series 63 and Series 65 licenses. Outside of her advisory role, she has a non-investment related LLC established for tax purposes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu with specialized services, and advisors deliver tailored recommendations supported by Wells Fargo’s research and planning tools.

Georgette Richards is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2000 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Camden Caizzo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to that, he gained experience across several roles, including at Union Home Mortgage Corp and the University of Mount Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of investment advisory services through a large nationwide network of advisors and branch offices.

Jacqueline Bruce is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at T.D. Ameritrade and Charles Schwab. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Redmond Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advising role, he performs as a trombone player in a big band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

William Johnson is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory work, he serves on the Investment Committee of L'Arche Cleveland, providing pro-bono investment consultation to the organization's portfolio. He is part of The DDK Group within Robert W. Baird’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 services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology.

Denise Ward is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she holds a power of attorney fiduciary position with a non-investment related entity. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

James Kelley IV is a financial advisor at Equitable Advisors in Independence, OH, holding Series 65 and Series 63 certifications with two years of industry experience. His work history includes positions at Equitable Advisors LLC and diverse roles outside finance, including employment with Door Dash and experience in landscaping and retail. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kenneth Luke is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 63 designation and has worked with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is a CPA and partner at Neitzel, Luke & Associates, Inc., and serves as a board member for the West Shore Osteopathic Foundation. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.