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.

Joseph Arnold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017, following eight years at National Planning Corporation. Arnold serves as President and CEO of Foundation Wealth Advisors LLC and is a board member at Lakewood Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that provides a range of services—including financial planning, investment management, and retirement plan advisory—to individuals, pension plans, charitable organizations, and other clients. The firm offers both proprietary and third-party model strategies and supports discretionary and non-discretionary investment management tailored through multiple custody and platform arrangements.

Alexa Balaban is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at various local businesses and the University of Dayton. Baird's DDK Group operates within the firm's Private Wealth Management division, serving individuals, corporate clients, pensions, and charitable organizations. The team offers financial planning, portfolio management, and custody services, employing manager-traded and model-traded strategies supported by internal research and technology.

Bryan Kranek is a financial advisor with Osaic Wealth, Inc. based in Westlake, Ohio, holding a Series 66 designation and 18 years of industry experience. He previously worked at SagePoint Financial for eight years before joining Osaic in 2023. In addition to his advisory role, he is licensed to sell fixed insurance and is the owner of Kranek Capital, LLC, an entity established for expense management and legal protection. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, utilizing a variety of asset-allocation tools and investment strategies.

Richard Sonnefeld is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Vetoquinol USA. In addition to his finance career, he was involved with the Rocky River Brewing Company for ten years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Henry Gerlach is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is involved in dock leasing. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology.

Jeremy Baynes is a CFP® with 24 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously spent six years at Edward Jones. Based in Cleveland, OH, Baynes holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Sean Stamper is a financial advisor with UBS Financial Services in Rocky River, OH, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Fidelity Investments, Insight2Profit, PNC Investments, Stratos Wealth Partners, and LPL Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital markets services to tailor financial plans to clients’ goals and risk tolerances. The firm operates as both a broker-dealer and an investment adviser, integrating institutional trading capabilities with wealth management services.

Matthew Caton is a financial advisor with Ameriprise in Chippewa Lake, Ohio, holding a Series 66 designation and 14 years of industry experience. He previously worked at NEXT Financial Group and Integrity Financial before joining Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering, focusing on term life products with Midland National Life. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Nathan Wilmot is a financial advisor at Osaic Wealth, Inc. with over 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Sagepoint Financial, Lincoln Financial Advisors, Mass Mutual Investors Services, and MSI Financial Services. In addition to his advisory role, he is a partner in an LLC that manages property and offers various insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to create customized portfolios incorporating a range of securities and investment types.

Raymond Vargo is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. Prior to joining LPL Financial in 2023, he spent 19 years at THE O.N. Equity Sales Company. He is involved in providing non-variable insurance services alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both in-house and third-party research, including discretionary and non-discretionary portfolio management options.

Claudiu Dan is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at firms including PNC Investments and NEXT Financial Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs.

Katherine White is a financial advisor with Equitable Advisors in Sheffield, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable Advisors since 2013, previously associated with Axa Advisors, LLC. Outside of her advisory role, she is a member of Epik Wealth Holdings, LLC, an entity created to purchase an office building. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Jeffrey Daney is a Series 66-licensed financial advisor with LPL Financial, based in Avon, Ohio, and has 18 years of industry experience. He previously worked for Financial Design Group, Securian Financial Services Inc., and Minnesota Life Insurance Company, all between 2007 and 2023. 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 adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Adam Eyerman is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 65 credential and two years of industry experience. Prior to his current role, he held various positions in the food service and creative sectors, including roles at Boom's Pizza | Spice Catering and Six Shooter Coffee. 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 institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to guide investment decisions.

Giovanni Ruggiero is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 66 designation and 15 years of industry experience. He has been with UBS since 2010. He is a member of a committee at the Jesuit Retreat House, a nonprofit organization focused on organizing retreats and managing endowment investments and cash flow. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a broad range of capital markets services.

Chelsea Stockhaus is a CFP® professional with six years of industry experience. She has worked at Edward Jones since 2019 and has prior experience with Cleveland Clinic, the Ohio Department of Developmental Disabilities, Lifetouch Portrait Studios, and Traveling Vineyard. Outside of her advisory role, she volunteers at a family-owned flower farm in Avon, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Kenneth Gable is a ChFC® with 33 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. His prior roles include positions at Metlife Securities Inc. and Metropolitan Life Insurance Company from 1993 to 2017. He also holds an outside insurance sales role focusing on life, disability, long-term care, and fixed annuities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on collaborative, annual planning relationships.