Ali Hakim is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation. He has one year of industry experience, having joined UBS in 2026. Prior to entering the financial industry, Hakim held positions at Penske Logistics, PNC Bank, and Telemus Capital, and has a background that includes work in education and logistics. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Jay Schulman is a financial advisor with LPL Financial in Hudson, OH, holding the ChFC® designation and Series 63 license. He has 32 years of industry experience, including over 22 years with LPL Financial and 4 years prior at Osaic FA, Inc. Outside of his advisory work, Schulman serves as a group exercise instructor at Cleveland Clinic Akron General. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers a wide range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing various investment strategies with support from advanced research and operational tools.

Keven Prather is a financial advisor with MML Investors Services, LLC and MassMutual Life Insurance, holding a Series 63 designation and 28 years of industry experience. He has been with MML Investors Services and MassMutual since 2003. Outside of his advisory role, he is a co-author of a book with best-selling author Jack Canfield, serves as secretary for the housing corporation of the Phi Kappa Tau fraternity at the University of Idaho, and provides management consulting and administrative support services through his ownership in Liminal Partners. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using proprietary software and provides various event-driven planning programs.

Beth Michel is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. Merrill, together 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Vavro is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. He has operated Vavro & Co., Inc. since 2013, providing financial advisory services alongside his roles at Cetera Investment Advisors LLC and Cetera Financial Specialists LLC. Vavro also engages in tax preparation and accounting services. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with both discretionary and non-discretionary programs.

James Redinger is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services for 15 years before joining Stifel Nicolaus & Co Inc in 2022. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Alexander Karius is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to develop strategies for estate planning, tax minimization, and income production in retirement, aiming to help clients secure the life they have envisioned. He serves a diverse range of clients including business owners, doctors, and teachers, addressing concerns such as investment preservation, tax impact mitigation, and financial provision for family members. Alexander employs a system called Personal Wealth Analysis®, designed to assist clients in preserving and nurturing their wealth toward their financial goals. Alexander holds a Bachelor's Degree from Mercyhurst College and a Master's Degree from the University of Akron. He is a Personal Investment Advisor (PIA) and communicates in English and Russian. Outside of his professional role, he is involved with the organizations Golden Retrievers In Need and ROTARACT. His personal interests include baseball, basketball, football, golfing, pickleball, spending time with his family, traveling, watching movies, writing, and yoga.

Jeffrey Kosek is a financial advisor with OSAIC, holding a Series 66 license and 12 years of industry experience. He previously worked at Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. In addition to his advisory role, he is involved in the sale of fixed insurance products and operates The Kosek Organization, LLC, which manages business operational expenses. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party managers. The firm employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Charles Brennan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Brennan is involved in managing investment-related activities, serving as a managing member and partner in several entities connected to real estate and recreation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while offering diverse retail and institutional investment options.

Steven Milvet is a financial advisor with Robert W. Baird & Co. in Lodi, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory role, he serves as a zoning board member for the Chatham Township Zoning Commission. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies and overlays to meet client goals and risk tolerances.

William Davis is a financial advisor with Cambridge Investment Research Advisors in Rocky River, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent over a decade with FSC Securities Corporation. Outside of his advisory work, he serves as a board member of the Singers' Club of Cleveland, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of platform arrangements and both proprietary and third-party investment strategies.

Peter Carfagna is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Ciarra Brunn is a financial advisor at Cetera with a Series 66 designation and 10 years of industry experience. She is the owner of Marathon Financial Services, Inc., and serves as a poll worker and board member of the Rotary Club of Ravenna, where she coordinates community service activities. Additionally, she provides notary services as needed. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or construct bespoke strategies across various program structures and custodial relationships.

Andrea Looney is a financial advisor with UBS Financial Services in Stow, Ohio, holding a Series 66 designation and with seven years of experience at UBS following three years at Coleman Professional Services. She has worked in the financial services industry for a total of ten years. 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 portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and research-based investment strategies.

Matthew Norris is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Raymond James Financial Services Advisors Inc. since 2017. In addition to his advisory role, he is involved with Wentz Financial Group, where he engages in product research and due diligence. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers a range of advisory programs, including specialized services for municipal and public finance clients.

Amie Fox is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 66 designation and 21 years of industry experience. She has been with MassMutual and its affiliated companies since 2004. Outside of her advisory role, she is the owner of Palffy Financial Group, LLC and serves as an agent for various life, health, and disability insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of financial planning and asset management services, including innovative event-driven planning such as divorce and estate-settlement programs.

Wayne Gray is a financial advisor at Primerica Advisors with 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. His credentials include the Series 63 designation. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on client account management rather than institutional or pension plan services.

Scott Vollrath is a ChFC® credentialed financial advisor with 29 years of industry experience, currently with LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and its affiliates from 1996 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services.

Izac Coleman is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Equitable Advisors and has previously worked at Paloma, Northwestern Mutual, and Glenmede Trust. Outside of financial advising, he has experience working with John Carroll University in various capacities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Laura Lewis is a financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio, holding a Series 63 designation and six years of industry experience. Before joining Charles Schwab in 2020, she worked for Green and Spiegel Midwest LLC (formerly Ritter Halliday LLP) from 2016 to 2020. Charles Schwab & Co., Inc. serves a large client base, 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 advisory services with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.