Shari Wong is a financial advisor with Ameriprise in Cleveland Heights, OH, holding a Series 66 designation and 22 years of industry experience. She has worked at Ameriprise since 2017, following eight years at UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Michael Perrini is a financial advisor with Robert Baird & Co. in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert Baird & Co. since 1999. Outside of advising, he is a passive investor in In-Nova LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies encompassing traditional and complex investments.

Thomas Walton is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at PNC Investments and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Connor Haskins is a financial advisor at UBS Financial Services with 8 years of industry experience. He holds a Series 66 designation and previously worked at MIM Software, Inc. for two years. Outside of his advisory role, he participates in church activities including assisting in leading services, singing, and managing musical and sound equipment. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Steven Biltz is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. His prior work includes roles at Republic Finance and Youngstown State University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Jeffrey Matchett is a financial advisor at Ameriprise with 30 years of industry experience. He has previously worked at Key Investment Services LLC, Securities America, Inc., and OSAIC. His credentials include Series 63 and Series 65 licenses. 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 tailored recommendations.

Dominic D'amico is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates and Signator Investors. In addition to his advisory work, he serves as vice president of Ivan & D’Amico CPAs, where he prepares corporate and individual income tax returns and financial statements. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with various managed account programs and third-party manager options.

Bryce Smetana is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Smetana serves as an active board member on the associate board of Achievement Centers for Children, where he participates in fundraising efforts. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools, offering a range of investment and event-driven planning services.

Megan Lavins is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked in various capacities at J.P. Morgan affiliates since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and includes the use of an ESG eligibility framework in its recommendations.

Blake Baker is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his advisory role, he worked at Arby's Restaurant and Mass Mutual, and has been involved with Ohio high school athletic organizations and photography ventures. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Erin Mc Nevan is a Series 66-licensed financial advisor with Edward Jones, with six years at the firm and a total of eight years of industry experience. Prior to joining Edward Jones, Erin worked at Rodan + Fields as a skincare consultant. Outside of financial advising, Erin serves as a group fitness instructor for the YMCA of Greater Cleveland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a large network of advisors and branch offices.

Antoine Williams is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Dollar Bank, Fidelity Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Amazon, and PNC Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Laura Lamarca is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for eight years before joining Morgan Stanley in 2017. Outside of her advisory role, she is involved as a sales and marketing consultant for a retail and online store. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes, primarily acting in an advisory capacity for clients’ plans.

Aaron Lewis is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, following three years at Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory approach is non-discretionary, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Sarit Zamir is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. She has worked with Primerica Advisors since 2007 and previously with SHCP Medina Inc. from 2017 to 2021. Outside of investment advisory, she is also a part-time health agent. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Venzor is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning and investment services supported by firm-approved tools and research.

John Schubert is a financial advisor at Charles Schwab with 28 years of industry experience. He holds a Series 66 credential and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. 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 discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Regina Iafelice is a CFP® with six years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Thrivent Financial and has held roles at multiple wealth management firms. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs and municipal and public finance services.

Beth Anne Schneider is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 66 designation and 11 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2015 and is the owner and treasurer of Johnnycake Financial Services, Inc. Additionally, Schneider serves on the finance and investment committee of St. Anselm Parish, where she assists with financial oversight and scholarship accounting. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Patrick Mckelvey is a Wealth Management Advisor with the KMM Group at Merrill Lynch Wealth Management. He provides financial advising and planning services to high net worth individuals and families, focusing on creating comprehensive family wealth plans that incorporate asset allocation and liability management as key components of the group's wealth management platform. Patrick began his career at Merrill Lynch as an intern in 2011 and joined the KMM Group as an Investment Analyst upon graduating from Elon University in 2012 with a bachelor's degree in Finance. He was promoted to Financial Advisor in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Patrick’s expertise includes family wealth management strategies, liquidity management, retirement income planning, and portfolio management services. Patrick resides in Chagrin Falls, Ohio, with his wife and two children. Outside of his professional work, he enjoys cooking, golfing, spending time with his family, and traveling. In 2022, he was named to Forbes’ “Top Next-Generation Wealth Advisors Best-in-State” list.