Bethany Gonzalez is a financial advisor with J.P. Morgan Securities LLC based in Parma, OH, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. Her prior experience includes roles at Northwestern Mutual and John Adams/Adams, Gut, & Associates. She is the owner and registered agent of MindBodySoul&Money, LTD, a holding company with investments in local laundry businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Nathan Bowman is a Series 66-licensed financial advisor with Equitable Advisors in Independence, Ohio, and has three years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and has held positions at the Cleveland Clinic Foundation and local fire departments. He is also the owner of Archival Arms LLC, a non-investment business. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Steven Berman is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 30 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves on the finance committee of The Gathering Place, a nonprofit organization in Beachwood, OH, and is a notary public. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Matthew Stephan is a financial advisor with LPL Enterprise holding a Series 66 designation. He has experience working at Sage Solutions and taught at Walsh University from 2022 to 2026. Prior to his advisory career, he held various roles in education and other industries. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated platform.

Robin Gray is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Since 2022, he has served as a board member on the Medina Township Board of Zoning Appeals. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, operating with a large scale and offering both brokerage and advisory solutions.

Lauren Little is a financial advisor with Charles Schwab & Co., Inc. in Richfield, OH, holding a Series 66 designation and eight years of industry experience. She has been with Charles Schwab since 2018 and previously worked at Bar Louie and Fort Hays State University. Outside of her advisory role, she owns a family-operated party tent rental company. 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 offers both non-discretionary and discretionary investment options, delivering guidance through multi-asset model portfolios and a structured alternative investment platform.

Charles Freeman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 and is a qualified Portfolio Manager. Charles provides personalized financial strategies, managing discretionary portfolios that may include individual stocks, bonds, model portfolios, and third-party investment strategies. He holds the designations of CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Charles earned a Bachelor's Degree in Finance from The University of Akron. His client focus areas include Family Wealth Management Strategies, Legacy Planning, and Personal Retirement Planning. Outside of his professional role, Charles is actively involved in his community. He has volunteered with organizations such as the Medina School Board of Education, Medina Breakfast Kiwanis Club, Akron Junior Achievement, and Goodwill Industries of Akron. Currently, he volunteers with Akron Children's Hospital. His personal interests include boating, reading, running (including marathons), and spending time with his family.

Matthew Zamorek is a financial advisor at Merrill with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at Empower Advisory Group and Empower Retirement, among other companies. Outside of his advisory work, he has experience in diverse sectors including logistics and retail. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients.

William Quayle Jr. is a financial advisor with Primerica Advisors in North Royalton, OH, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1980. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Amanda Primozic is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2013, including a period at Charles Schwab Bank from 2015 to 2018. Outside of her advisory role, she serves on the board of the nonprofit organization I'm In Ministry, where she volunteers with inventory and organization of donated materials. Charles Schwab 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 client advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

Stephan Smelko is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Outside of his advisory role, he serves as treasurer for the Reno Rod and Gun Club in Becksville, Ohio. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Paul Fox is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 registration and possessing 30 years of industry experience. He has worked with Mass Mutual since 2000. Fox serves as a board member for the Cleveland Project Northern Ireland, contributing to strategic planning for the foundation’s future growth. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and a range of investment programs and educational seminars.

Caden Garrido is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to his current role, he has experience in the food and beverage sector, including a position at Sauced Barbeque and Spirits. He has also worked at The Ohio State University and its student union. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Steven Marks is a financial advisor with LPL Financial in Beachwood, OH, holding Series 63 and Series 66 credentials and 30 years of industry experience. Prior to joining LPL Financial in 2026, he worked at firms including OSAIC, Sagepoint Financial, Cetera Advisor Networks, and Mass Mutual Investors Services. Outside of advisory work, he is also involved as an insurance agent offering fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of representatives. The firm provides a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management approaches supported by various model portfolios and research.

Janeanne Gregg is a Series 66-licensed financial advisor with Robert Baird & Co. in Akron, OH, and has seven years of experience with the firm. Before joining Robert Baird, she worked at Ken Stewarts Lodge and Flemings Prime Steakhouse and was involved with Spring Garden Waldorf School. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, managing approximately $394 billion in assets as of December 2025.

Jamie Frayman is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining the firm, he worked at Dick's Sporting Goods for three years and has a background in full-time education through 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, investment consulting, and institutional advisory services with a non-discretionary approach supported by extensive research and affiliate resources.

Joseph Manocchio is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Edward Jones, he held positions at Fratarcangeli Wealth Management and Kisling, Nestico & Redick, as well as periods of unemployment and full-time study. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard.

James Chippi is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 39 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Michelle Herman is a financial advisor with Raymond James & Associates in Beachwood, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and PNC Investments. She is also involved in sales and marketing of life, long-term care, and disability insurance through Crump Life Insurance. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored, non-discretionary financial planning and investment consulting supported by extensive research, multiple portfolio management styles, and specialized municipal advisory services.

John Hibshman is a financial advisor at Osaic Wealth, Inc. with 34 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 26 years before joining Osaic in 2025. He holds a Series 63 designation and also has an insurance agent role offering fixed insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms, utilizing various asset-allocation tools and third-party money managers.