James Schaffer Jr. is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and possessing 37 years of industry experience. He has been with OSAIC since 1991 and also works with Waypoint West, LLC since 2025. Outside of his advisory roles, he is an insurance agent offering fixed insurance products and owns a rental property in Steamboat Springs, Colorado. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm’s advisers utilize asset allocation tools, risk assessment, and automated rebalancing to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Bradford Burgess is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2006, including roles at Charles Schwab Trust Bank and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. 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 combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Dennis Barba Jr. is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in scouting high school basketball players and owns several businesses related to his financial practice and other ventures, including tax preparation and basketball team ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with flexibility in implementation and multiple integrated financial product options.

Kristen Geary is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS Financial Services since 2018, including a brief period at HumanLink LLC and running KGO Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings and leveraging proprietary research and model-based asset allocations to tailor client strategies.

Michael Gracie is a financial advisor at Fidelity with Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Triad Advisors, Lineweaver Wealth Advisors, Lincoln Investment Planning, and other financial services firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Pamela Huston is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding Series 66 and Series 63 credentials with 15 years of industry experience. She has been with Robert W. Baird since 2015. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a range of investment strategies.

Tyler Bonar serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on creating customized financial strategies tailored to his clients' individual goals. Tyler is dedicated to helping busy professionals manage their investments and retirement planning through a proprietary financial modeling process that assesses progress toward achieving desired lifestyles. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, as well as individual and corporate investment strategies and retirement income. Tyler holds a Bachelor's Degree from The Ohio State University and maintains the Personal Investment Advisor (PIA) designation. He is affiliated with Merrill Lynch and actively participates in the Bainbridge Civic Club. Outside of his professional pursuits, Tyler enjoys basketball, golfing, hunting, and spending time with his family. He approaches wealth management as a financial GPS, aiming to guide clients from their current position toward their financial objectives.

Debora Venzor is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Prior to UBS, she worked at The Effective Leadership Academy from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

David Barth is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC from 2016 to 2020. Barth serves on the board of directors for The Upside of Downs of Northeast Ohio and is a partner in Lakeside Holdings LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering 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 third-party managers to deliver its advisory solutions.

Cameron Sanders is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and Lighthouse Advisers. Outside of finance, he has experience in small business operations including car wash and tree farm management. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Curtis Paul is a financial advisor with Ameriprise in Chagrin Falls, OH, holding a Series 63 designation and 42 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 35 years and held roles at B. Riley Wealth Advisors and B.Riley Wealth Management. Outside of his advisory work, he serves on the Board of Directors for the Oberlin Rotary Club and participates in Rotary District 6600 activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Gabriel is a financial advisor with Edward Jones in Seven Hills, OH, holding Series 66 and Series 63 designations and one year of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and held various positions in manufacturing and corporate roles, including at nVent Erico and Lubrizol Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Edmund Bosse is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored financial solutions.

Angelo Carcioppolo is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2018, following six years at Western Southern Life and W&S Brokerage Services. He serves on the Board of Directors for Kent State Twinsburg, contributing to community engagement initiatives. 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, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements that use advanced analytical tools and offers a range of investment and planning programs.

Michael Kozak is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing access to proprietary research and a broad range of capital markets services.

Jennifer Lemassena is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Cetera Advisors LLC since 2013 and continued her affiliation with Cetera after 2024. Outside of advising, she also works as an administrative assistant at Legacy Financial Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

William Skomrock III is a financial advisor with Ameriprise, holding 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Luke Vincer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Independence, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Wentz Financial Group and LongView Financial Partners, where he served as CEO. Vincer is also a board member and chair of the investment committee for Walsh University. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary advisory services and leverages a broad affiliate network to support institutional and municipal clients.

Jeffrey Meeks is a Series 63-licensed financial advisor with six years of industry experience. He is currently with LPL Financial in Solon, Ohio, where he has worked since 2026. Prior to joining LPL Financial, he held roles at MassMutual Life Insurance Company and MML Investors Services, LLC from 2020 to 2026, and worked in specialty materials recycling from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources along with discretionary and non-discretionary management options.

James Levine is a financial advisor at OSAIC with 23 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 22 years. Outside of his advisory role, he is a children's chess instructor. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various tools and third-party platforms to create portfolios across multiple asset classes.