Alex Mckenna is a financial advisor with Equitable Advisors in Grafton, OH, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Equitable Advisors since 2013, including during the firm's affiliation with Axa Advisors. Outside of his advisory role, Mckenna provides operational support for Align K9 Training, LLC. 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 third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services with a focus on individualized client assessments and a broad range of program options.

Patrick Holland is a financial advisor at UBS Financial Services in Westlake, OH, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the advisory group for the Huron Yacht Club, a private nonprofit, where he helps analyze financials and assist with budgeting and operational decisions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and research to tailor client strategies.

Sarah Canitia is a financial advisor with Ameriprise in Columbia Station, OH, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2022 and previously spent eight years as a stay-at-home mother. Outside of her advisory role, she is involved with 2Uercus Operations LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.

Katrina Pacyna is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her current role, she was involved with St. Albert the Great School, where she supervised children during recess and assisted in the lunchroom. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Sean O'Reilly is a financial advisor with Wells Fargo Advisors in Westlake, OH, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in ownership of several related investment businesses, including STO Wealth Manager, LLC, and Your Bridge Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Emila Ashdown is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 license and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Emila is also a licensed notary in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning and multiple advisory programs through a national network of investment adviser representatives.

Brett Wilson is a financial advisor with Primerica Advisors in Milan, Ohio, holding 13 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2012. Outside of his advisory work, Wilson owns a photography business, Brett Ashton Images, and operates The Old Wood Bridge Farm in Sandusky, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.

John Clemens is a financial advisor with RBC Capital Markets in Westlake, OH, holding Series 63 and Series 65 registrations and bringing 47 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he serves as a board member for Town Homes of Ohio City and makes appearances for the Cleveland Cavaliers as a professional athlete. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with customized investment strategies implemented through internal and third-party managers.

Daniel Ryder is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2005 and has also worked at Key Corp since 1998. Outside of his advisory role, he is active as an insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. 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 uses firm-approved software and collaborative planning processes to deliver written recommendations and offers various event-driven planning programs along with educational seminars.

Lauren Sahlfeld is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 credentials and with seven years of industry experience. She has worked at various J.P. Morgan entities since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Burton Cipra is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. He has been with LPL Financial, including its predecessor firm LINSCO/Private Ledger Corp., since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources and incorporating both discretionary and non-discretionary management approaches.

Ryan Dorff is a financial advisor with UBS Financial Services, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining UBS in 2023, he worked for over a decade at Infinity Family Services, LLC. Outside of his advisory work, he serves on the board of Riptide Water LLC, a company that produces and sells sparkling water. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of financial products through a broad platform.

Richard Ward II is a financial advisor with Primerica Advisors in Elyria, Ohio, holding a Series 63 designation and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and also works with the US Postal Service. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Michael Archiable is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several J.P. Morgan entities since 2020, including JPMorgan Securities LLC and JPMorgan Chase Bank NA. Prior to that, he gained experience at Cleveland Research Company and Lake Shore Insurance Agency, and worked at Miami University from 2016 to 2020. J.P. Morgan Securities 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 strategies. The firm’s advisory services are offered on a non-discretionary basis and include access to a broad range of products through its affiliation with the larger J.P. Morgan organization.

Jacob Jones is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at BrightEdge Technologies, Inc. and the Cleveland Browns. Jones is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides diverse investment implementation options, including proprietary models and access to third-party managers, tailored to client objectives.

William Murman is a financial advisor with UBS Financial Services who holds a Series 66 credential and has 36 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, Murman serves on the boards of the Diabetes Partnership of Cleveland and the Collaborative to End Human Trafficking, contributing to strategic planning and development efforts for these nonprofit organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include financial planning and portfolio management based on proprietary research and model-based asset allocations.

Philip Volpe is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and JPMorgan Chase Bank. Outside of finance, he is involved in music entertainment, performing at local events, and serves on advisory and board committees for arts and community organizations including WYSU-FM and Chamber Music Pittsburgh. J.P. Morgan Securities 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 in its recommendations.

Deborah Rotz is a financial advisor with Robert W. Baird & Co. Inc. in Cleveland, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked with Robert W. Baird since 2018 and previously spent 12 years at UBS Financial Services. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and investment vehicles tailored to client goals and risk tolerances.

Ryan Roche is a financial advisor with Raymond James & Associates in Westlake, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he has worked as a musician since 2019. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and municipal advisory capabilities.

Sanjay Beach is a CFP®-certified financial advisor with 32 years of industry experience, currently with Raymond James & Associates since 2022. His prior experience includes nine years at Bank of America and Merrill. He serves as an advisory board member for St. Edwards High School, a Catholic boys’ high school in Lakewood, Ohio. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting with access to a wide range of portfolio management styles and firm research.