Evan Olson is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has worked at Keller Williams, Bank of America, and Merrill prior to his current role. Olson is based in Bay Village, OH. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Kathleen Kesselem is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with UBS Financial Services from 2011 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide array of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides customized plans through its Financial Advisors and Estate Planning Strategies Group.

Kerry Hawkins is a Vice President and Financial Consultant at Fidelity Investments, where they have worked since 2017. In their current role, they collaborate with individuals and families to develop customized financial plans that are designed to be flexible and easy to understand, considering multiple potential outcomes. Their approach focuses on building trusting relationships to serve as a dedicated financial professional throughout various life events. Kerry's career at Fidelity Investments includes progressive experience, starting as a Financial Representative in 2017, moving through roles such as Relationship Manager and Planning Consultant, and advancing to Financial Consultant before their current position. They hold a California Insurance License, enabling them to provide insurance-related financial advice. Outside of their professional responsibilities, Kerry is interested in family activities, gardening, parenthood, pets, and reading.

Ricardo Popovsky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at UBS Financial Services for 19 years prior to joining Wells Fargo in 2020. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Amy Gorno is a financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. She previously worked at PNC Funds Distributor, LLC and PNC Capital Advisors, LLC from 2015 to 2019. Outside of her advisory role, she operates an e-commerce business called Matteos Bazaar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from a wide investable universe.

Richard Pollock Jr. is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2013. He has 24 years of industry experience. Pollock serves as president of Sarjac, Inc. and Sarjac Financial, and he is also president and a board member of the Union Club of Cleveland. Additionally, he volunteers with the Chagrin Hunter Jumper Classic and owns a bed and breakfast in Chagrin Falls, Ohio. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management and model-based solutions.

Jonathan Bundy is a financial advisor at Thrivent Investment Management with one year of industry experience. He previously worked for Monarch Investment and Management Group from 2012 to 2025. Bundy holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Shawn Liebel is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Emilie Wilson is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She previously worked at Cbiz for seven years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Peter Shriver is a financial advisor with OSAIC, holding 20 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 19 years before joining OSAIC in 2025. Outside of advisory work, Shriver is involved in insurance brokerage, including fixed life, health, disability insurance, and fixed annuities, and participates in life settlement transactions. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and uses a variety of asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Adam Hignite is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2012, progressing through roles including Vice President, Financial Consultant; Financial Consultant; Investment Consultant; and Financial Representative. Prior to joining Fidelity, he gained experience as an Investment Marketing Intern at ValMark Securities and as a Global Wealth Management Intern at Merrill Lynch. Adam specializes in holistic financial planning, partnering with clients and families to navigate complex life decisions. His professional approach emphasizes integrity, honesty, and respect, focusing on helping clients achieve their personal financial goals. He holds an Arkansas Insurance License.

Michael Aquilino is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted use of AI and systematic methodologies.

Logan Penton is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at various organizations including Blades of Grass and 1899 Golf and Social Club. He is involved with Team Challenger, a recreation-focused business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools.

Andrew Foote is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for seven years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management with services tailored to clients’ risk profiles, utilizing both in-house and external investment resources.

Matthew Leamon is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at UBS Financial Services and Dick Russell Liquidations, as well as experience in education and business operations. 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, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Bishop is a financial advisor with LPL Financial, holding CFP® certification and securities licenses Series 63 and Series 65. He has 27 years of industry experience, including roles at Sii Investments, Inc. and ownership of Bishop Financial Advisors since 2001. Outside of advising, he is involved with Bishop Tax Service, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Chandler Smith is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill, he held positions at Bank of America, The Huntington Investment Company, and The Huntington National Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Phinney is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Charles Schwab since 2006 and previously at OptionsXpress, Inc. from 2016 to 2017. Outside of his advisory role, he is an author of books about whitewater safety and a kayak/canoe instructor with the Honu Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed accounts. The firm combines brokerage, custody, and advisory services with multi-asset model portfolios and a formal alternative investment program.

Alex Hall is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. Alex has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant from 2019 to 2025, Investment Consultant from 2018 to 2019, Investment Solutions Representative from 2017 to 2018, PAS Service & Trading from 2016 to 2017, and Customer Service & Trading from 2015 to 2016. Prior to joining Fidelity, Alex worked at Citigroup in Elite Cards & Cobrands from 2014 to 2015. Alex partners with families to build planning-based relationships that prioritize alignment of clients' goals, priorities, and use of their wealth. Alex believes that a prudent financial plan involves incorporating flexibility, financial and emotional comfort, and minimizing major risks along the way. Outside of work, Alex's personal interests include biking, attending concerts, exploring food, parenthood, and caring for pets.

Amy Minnier is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.