Hannah Daubenmire is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors and Axa Equitable. Daubenmire serves on the Associate Board of The City Mission, a homeless shelter in Cleveland, OH. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Charles Snyder is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Snyder serves as chairman of the Perry Navarre Joint Economic Development District and holds board positions with local government and community organizations, including the Erie Valley Fire District and the Fairless Local School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, firm-approved planning process incorporating various modeling techniques without providing individual security recommendations as part of standalone plans.

Bryce Caldwell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, W. W. Grainger, and Loyola University Chicago. 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 non-discretionary advisory services supported by an in-house manager solutions team and centralized due-diligence processes.

Cole Blagg is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Equitable Advisors and Tony Maloney's, as well as diverse experience outside finance including work at Carrabba's Italian Grill and Fatheads Brewery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and model strategies.

Bradley Wadsworth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2004 and specializes in working with individuals, families, and businesses to build, manage, preserve, and transition wealth through tailored financial strategies that address each client's specific needs and goals. He holds a Bachelor's Degree in Economics from Ohio Wesleyan University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His experience equips him to provide insights that help clients navigate varied and unpredictable investment environments. Outside of his professional work, Bradley is an active member of the Berkshire Booster Club. He spends time with his family and friends and is an avid sports fan who coaches youth sports.

John Clifford is a financial advisor at Fidelity with one year of industry experience. He previously worked at Charles Schwab for four years and has experience in media and photography through his roles at CTown Media and John Clifford Photography. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Richard Frato is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, integrating proprietary research and third-party data to deliver non-discretionary recommendations tailored to clients with specified asset levels.

Gentry Dean is a financial advisor at Charles Schwab with eight years of industry experience. He has worked at Charles Schwab since 2018 and previously held a position at Pepsi Bottling Co from 2013 to 2018. He holds a Series 66 designation. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment options supported by centralized custody and order-routing infrastructure.

Daniel Freireich is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and possessing 42 years of industry experience. He has worked at UBS since 2007 and has been associated with Mcdonald Investments Inc. since 1993. 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 and offers a broad range of capital markets services and proprietary research to support client strategies.

Harvey Rosenberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 1993 after several years in the Consumer Products industry and focuses on providing goals-based wealth management to affluent families, professionals, and business executives across the country. Harvey works to build lasting relationships by offering customized portfolios and disciplined investment strategies to help clients achieve their financial goals. He holds a bachelor's degree from Cleveland State University and has earned several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) certifications. In addition, Harvey serves as an arbitrator for FINRA and is affiliated with the Bnai Yeshurun Synagogue. Outside of his professional work, Harvey enjoys following Cleveland sports teams, skiing in Colorado and New York, and participates actively in his synagogue community. He is also involved with the Bellefaire JCB Home, demonstrating engagement in community activities.

Yahel Hill is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan in 2025, Hill held roles at Equitable Financial Life Insurance and several logistics and management companies. J.P. Morgan Securities 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, distribution, and investment management capabilities.

Timothy Schneider is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2008 and currently works at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves 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 and discretionary investment management, delivering guidance through multi-asset model portfolios and offering clients access to alternative investments via a centralized operational structure.

Gregory Harris is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2005 and founded Tyler-Stone Wealth Management, LLC in 2015, where he provides independent investment advisory services. 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 investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

William Murphy is a financial advisor at UBS Financial Services in Cleveland, Ohio, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Painewebber Incorporated since 1992. Murphy serves on the board and finance committee of South West Hospital’s foundation and participates in charitable activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and capital markets services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Shreya Sharma is a financial advisor at Merrill based in Cleveland, OH. She holds a Series 66 designation and has four years of prior experience at Rabe Investment Consulting Group. Her work history also includes positions at Ignite and Chico & apos. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

James Settle is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2013. Prior to his current roles, he was employed at Uber from 2016 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 operates a hybrid advisory model combining non-discretionary guidance with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Matthew Rizzo is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Equitable Advisors since 2008 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he owns and manages a rental property in Las Vegas. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Adam Gill is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Schwab, he held various roles including positions at Ohio State University and Kroger. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Its integrated structure offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational capabilities.

Ryan Galmarini is a financial advisor with Charles Schwab, holding a Series 66 designation and 22 years of industry experience. He has worked at various Charles Schwab entities since 2005, including Schwab Retirement Plan Services Inc. Outside of finance, Galmarini owns an audio consulting and engineering business and serves as Vice President of Technical Operations for a sound reinforcement company. Charles Schwab & Co., Inc. serves a large client base, mainly 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers multi-asset model portfolios supported by centralized custody and supervisory infrastructure.

Jack Gecovich is a financial advisor with Raymond James & Associates in Beachwood, OH, holding a Series 66 designation and seven years of industry experience. He has been with Raymond James since 2018 and previously worked at Enprotech Corp from 2014 to 2018. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with a notable focus on municipal and public finance services.