John Maser is a CFP® certificant with over 40 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is an author of a book on surfing and engages in musical arrangement sales and nature sounds recording through his personal ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, serving clients with a broad planning menu including specialized services such as business-owner transition and special-needs planning.

Lee Quignano is a Series 66-licensed financial advisor with Raymond James Financial in Concord, Ohio, bringing 25 years of industry experience. He has worked at Raymond James Financial since 2009 and is also the owner of Salute Financial LLC. Additionally, he has served as a Notary Public since 1999. 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 consulting using analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Ross Croucher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 41 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously at VOYA Financial Advisors from 2014 to 2018. In addition to his role at Cambridge, he founded Maverick Financial Strategies and owns Croucher Financial, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, 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 proprietary models and access to third-party strategists.

George Malaska II is a financial advisor with Ameriprise, holding a Series 66 credential and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in the collection and sale of honey through his business, Buckeye Bee Company. Ameriprise serves clients primarily through retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

Michael Delahunt is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and six years of industry experience. He has worked at Baird since 2017, with prior roles at Charles Schwab, Ruffalo Noel Levitz, and Miami University. Delahunt serves as a board member of North Coast Young Professionals in Sandusky, Ohio. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

David Dal Broi is a CFA® and Series 66 credentialed financial advisor with Edward Jones. He has prior experience working at Leonteq Securities and Saxo Capital Markets in Hong Kong. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies with a fiduciary standard.

Ishan Modi is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. He has held positions at several firms, including Solomon Page and Stratos Wealth Partners, and is involved in a data analysis project for The Pennsylvania State University’s Housing and Food Services, which originated as part of his master's capstone. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, employing proprietary research and model-based asset allocations to tailor financial plans.

Joseph Hiller is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Services LLC, John Ertz, and PNC Investments. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Christopher is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a varsity baseball coach at Gilmour Academy in Gates Mills, OH. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering customized financial planning supported by firm-approved tools and a range of investment programs.

Matthew Frate is a financial advisor at Equitable Advisors in Mentor, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel Independent Advisors, LLC for four years. Outside of his advisory role, he is the sole owner of MMF99 LLC, a business related to his advisory activities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both in-house and third-party advisory models.

Andrew Teribery is a financial advisor with Merrill based in Cleveland, OH. He holds the Series 66 designation and has held positions at Merrill and Bank of America since 2026, as well as roles at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and Park Avenue Securities. His prior experience includes positions outside of finance, such as at Cleveland State University and Kent State University. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Seth Blankenship is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of finance, Seth has been involved with the Boys and Girls Club of Massillon. 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 advisory models with access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Kenzie O'Connor is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She works collaboratively with financial consultants to build lasting client relationships by understanding clients' backgrounds, values, and goals. This approach helps clients develop financial plans that align with their aspirations and long-term vision. Prior to her current position, Kenzie served as a Relationship Manager and Financial Representative at Fidelity Investments. She also gained experience as a Sales Associate at Northcoast Research and as a Finance Intern at Ancora. Her professional journey reflects a focus on client engagement and financial planning. Outside of her professional responsibilities, Kenzie has interests in fitness, spending time at the lake, and volunteering.

Patricia Braun is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She worked at Merrill from 1998 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support financial decisions, offering advisory services across retail and institutional markets.

Billy Schirmer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He works directly with clients to develop comprehensive financial plans that align investments with their wealth goals. Prior to this position, he served as an Investment Consultant from 2022 to 2024, a Workplace Planning Consultant from 2020 to 2022, and a Financial Service Associate from 2019 to 2020, all within Fidelity Investments. Throughout his tenure at Fidelity Investments, Schirmer has gained experience across multiple facets of financial consulting, including investment consultation and workplace planning. His approach involves partnering with clients to understand their personal and financial circumstances in order to build holistic financial plans. Outside of his professional role, Schirmer's personal interests include spending time with friends and attending social events, as well as participating in golf, skiing, and table tennis.

Caroline Aarons is a financial professional with two years of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has worked with Cetera Advisors LLC since 2018. Aarons is also involved with Balanced Financial Concepts, a financial services business operating as a DBA for insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

John Krieger is a financial advisor with Merrill in Pepper Pike, Ohio, holding Series 63 and Series 65 designations and 42 years of industry experience. He has worked at Merrill since 1984 and at Bank of America, N.A. since 2011. Krieger serves as an officer at The Country Club in Pepper Pike, where he presides over membership meetings and helps set board meeting agendas. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hannah Chen is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping individuals and families with financial planning strategies including education planning, executive compensation, family wealth management, legacy planning, liquidity management, managing new wealth, retirement planning, philanthropic planning, portfolio management, and retirement income. Hannah is committed to using her skills and knowledge to assist clients in creating, growing, and managing their financial lives efficiently and tailored to their life priorities and risk tolerance. Prior to her career in financial advising, Hannah worked for 12 years in medical research. This experience provided her with insight into the challenges faced by medical professionals in managing their finances. She leverages this background to help clients, particularly those in the medical field, achieve financial goals and peace of mind. Hannah holds several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Hannah holds a Bachelor's Degree from Fudan University, a Master's Degree from Case Western Reserve University, and completed an Accredited Certificate Program at Yale University. She is fluent in English and Chinese. In addition to her professional work, Hannah is involved in community organizations including Bethel Cleveland and Bible Study Fellowship. Her personal interests include cooking, gardening, hiking, and music.

Robert Baitt is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and JP Morgan, as well as operations at Vantage Financial Group, Inc., where he currently serves as a financial advisor. Outside of finance, he is the owner of DB Floors LLC, a residential flooring business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Daniel Mc Ginnis is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2018. He is a partner in Carver Financial Services LLC, a support company located in Mentor, Ohio. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs non-discretionary planning and uses analytical tools to tailor investment consulting to client goals.