Lira Wilson is a financial advisor at Morgan Stanley with a Series 66 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Evan Mccauley is a CFP® with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, he worked at Merrill Lynch from 2014 to 2017. Outside of his advisory role, he is a board member and finance committee participant for the Great Trail Council of the Boy Scouts of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ivan Gavran is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also holds a unique position as a registered commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael Grote is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. Prior to his current roles, he had positions at Key Investment Services LLC and Waterway Car Wash. 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.

Gabriel Speidel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Amazon. 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 proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios and serves as an advisor to multiple registered investment companies.

David Courtad is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his wealth management career in January 1986, gaining extensive experience through significant market events such as the 1987 market sell-off, the dot-com bubble from 1995 to 2000, and the Great Recession of 2008. These experiences have influenced his risk-aware approach to financial counseling. In 2016, David founded The Courtad Group Wealth Management team, which includes his children. The team focuses on advising families on multi-generational wealth, utilizing a consultative approach to provide personalized strategies. His areas of expertise include executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, and tax minimization among others. David holds a Bachelor's Degree from The Ohio State University and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through volunteering with organizations such as the Akron Food Bank, the Juvenile Diabetes Research Foundation, and the Summit County Ohio State Alumni Club. David and his wife Kathy participate in various community projects and are members of the Summit County Ohio State Alumni Club.

Anthony Van Keuren is a financial advisor with LPL Financial who holds a Series 63 designation and has 20 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities America, Inc. He is also involved in legal services through his ownership interest in Dennis C Jackson Co., a business he has been associated with since 2006. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John O'Connor is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked within various Morgan Stanley entities since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and estate planning strategies.

Timothy Porter Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Raymond James since 2015 and is also employed by Wentz Financial Group as an associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Scaravelli Jr. is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked in several roles including at Black Iron Grille, VTM Trading, LLC, and Rainbow International of Cleveland. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory models and third-party managers, providing a range of investment options and ERISA fiduciary services for qualified plans.

Margaret Kennedy is a financial advisor with LPL Enterprise holding a Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience working for Cardinal Health from 2016 to 2026. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Brandy Mickens is a Series 66 licensed financial advisor with Equitable Advisors in Independence, Ohio, where she has worked for 24 years. Prior to Equitable Advisors, she was affiliated with Axa Advisors, LLC for 18 years. She serves as a board director for FINSECA, beginning in 2023. Equitable Advisors provides financial planning, retirement consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Koch is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Koch is a co-owner of Oazvath Investments LLC and serves as an employee and coach for the University of Akron Ice Hockey Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without individual security recommendations as part of its standalone financial planning program.

Christopher Royer is a Financial Advisor with Merrill Lynch Wealth Management, specializing in areas including Employee Financial Health, Small Business Strategies, Women and Wealth, and Retirement Income. He brings 25 years of experience navigating life stages with clients, understanding the emotional aspects of financial decision-making. Through a personalized approach, he aims to guide clients to a state of peace of mind by ensuring the best decisions are made at each stage of life. Royer collaborates with a team of experienced professionals to assist individuals and business owners in achieving their financial objectives. His background as an executive coach and risk manager supports clients in staying accountable to the financial plans they develop together. He holds the Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Ashland University as well as a Master of Business Administration (MBA) from Loyola University Chicago. Outside of his professional work, Christopher Royer is involved with the Alzheimer's Association and enjoys personal interests such as basketball, drawing and sketching, golfing, photography, pickleball, and spending time with his family.

Wendy Swantek is a financial advisor at Ameriprise with 18 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she serves on the Board of Directors for the Buckeye Music Boosters of Medina County and is the treasurer for Boy Scout Troop 500. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Maison Ross is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has worked with Wentz Financial Group and Raymond James Financial Services Advisors, Inc. Ross’s background includes roles in investment strategy and financial advising. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Kiss is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked at ROCKET Mortgage for five years. Fidelity’s affiliate, 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Mason Linderbaum is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and possessing 22 years of industry experience. He has worked at both Retirement Plan Services, Inc. and Charles Schwab since 2003. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Michael Di Franco is a financial advisor at Mass Mutual Investors Services in Cleveland, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Flagstar Bank and in various customer service roles, including at Rego Brothers Lake Road Market. Outside of advising, he works as a team member in the deli department of a local grocery store. 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 financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning engagements.

Kevin Applegate is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.