Lucas Franks is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior roles include positions at TD Ameritrade, PNC Investments, and Key Investment Services LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Joseph Krueger II is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and with 26 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory work, he is a member of Bay Rockets Assoc in Bay Village, OH, where he holds check signing authority. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and ongoing manager monitoring.

Taya Hines is a financial advisor with Equitable Advisors in Independence, Ohio. She holds a Series 66 designation and has one year of experience in the industry. Prior to her current role, Ms. Hines worked at Home Depot and American Greetings. Outside of finance, she is involved in several modeling agencies and participates in event planning activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and endorsed advisory programs.

Zachary Silbermann is a CFP® with five years of experience in the financial industry, currently affiliated with Charles Schwab. His prior experience includes roles at TD Ameritrade, Mutual of Omaha Insurance, and Charles Schwab Bank. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. Schwab operates at scale with integrated brokerage, custody, and advisory services, providing clients with multi-asset model portfolios and alternative investment options vetted by its research center.

Mary Leneghan is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. She is currently associated with Wealth Hub LLC, which she owns, and has provided financial services since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.

Mark Annichine is a financial advisor with LPL Financial, holding a Series 63 license and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves as a varsity golf coach for the Twinsburg City School District and works as an athletic official referee. 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, with access to model portfolios, third-party research, and various portfolio management strategies.

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® and Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2017 and spent one year coaching gymnastics at Great Lakes Gymnastics prior to her current role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Tristan Cullis is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank and PNC Investments before joining UBS in 2017. He serves on the board of Hopewell, a mental health rehabilitation center in Geauga County, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Nicholas Hamrlik is an advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including at Lowes and Marion L. Steele High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products. The firm integrates advisory programs with sales of financial products and utilizes both in-house and third-party portfolio management solutions.

Kenneth Jones is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Financial in 2025, he worked for Cetera and Cetera Advisors LLC from 2013 to 2025. Outside of his advisory role, he is involved with Kenneth W. Jones Financial Advisors, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by proprietary and third-party research and technology solutions.

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.

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.

Michelle Bissler is a financial advisor with LPL Financial, holding a Series 66 credential and having 13 years of industry experience. She has been with LPL Financial since 2010. In addition to her advisory role, she operates a separate tax preparation and accounting business under her CPA designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

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 at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at T.D. Ameritrade and Charles Schwab, where she worked from 2013 to 2017. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.