Kyle Langerman is a financial advisor at Morgan Stanley with Series 63 and Series 65 designations and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support clients’ planning needs.

Zachery Cove is a Series 66-registered financial advisor with eight years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, and previously held roles at Morgan Stanley, Merrill, and Bank of America. Outside of his advisory work, he was affiliated with the Holimont Ski Club from 2011 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Cynthia Bassett is a financial advisor with UBS Financial Services in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 62 years of industry experience. She has been with UBS since 1992. Outside of her advisory role, she produces educational travel DVDs through her company, Cynthia Bassett Productions Inc., and serves on investment committees for the CCWA Foundation and the Cleveland Institute of Music, where she is also a trustee and involved in teaching music students. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside fee-based financial planning.

David Clarke is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co. Inc. for nearly two decades before joining Merrill. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Pospichel is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cullen Financial Advisors and EisnerAmper LLP. He is also the owner of a CPA sole proprietorship providing tax preparation and planning services. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of affiliated advisors offering brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple third-party platforms and investment products.

David Metzger is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc., serving clients for seven years before joining LPL Financial in 2020. In addition to his advisory role, Metzger is involved with Dennis C. Jackson Co., LPA, where he provides legal services including estate planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Brian Morton is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial, and First Allied Advisory Services. He is also registered as a representative for Michael Leonakis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a range of third-party advisory models and does not sponsor its own wrap fee program.

Roger Baranovic is a financial advisor at Edelman Financial Engines with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2017. His prior experience includes a role at J.P. Morgan Securities. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner guidance and online tools, offering both discretionary management and non-discretionary online advice across diversified and thematic portfolios.

Jae Jeong is a financial advisor at Charles Schwab with CFP® and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked at Rocket Mortgage and held various roles at The Ohio State University and other organizations. Charles Schwab serves a large client base, primarily 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Sean Dobbins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Heather Johancen is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advisory role, she has worked as a delivery driver for DoorDash. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Stacey Bertrand is a financial advisor at Merrill with 36 years of industry experience. She has held her current role since 1991. Her credentials include Series 63 and Series 66 licenses. 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 individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Logan Adler is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked with OSAIC and its affiliated entities since 2024. Prior to this, he had roles at Stratos Wealth Partners and Miami University. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisors and multiple platforms. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management.

Tayshon Blackwell is a financial advisor at LPL Enterprise with one year of industry experience. He previously worked at the Northeast Ohio Regional Sewer District and the Cleveland State University Finance Department. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and various financial planning services.

Jaime Zarlenga Siegler is a financial advisor with Wells Fargo Advisors, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 25 years of industry experience, including 16 years at UBS Financial Services and three years at KeyBanc Capital Markets Inc. He owns JZ Wealth Management LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services that address various client needs, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

Christopher Naples is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Aleksandra Delic Milanovic is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years before joining Raymond James in 2024. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Emily Evans is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. In this role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients with long-term financial planning. Prior to her current role, Emily worked at Fidelity Investments as a Financial Consultant from 2014 to 2020 and as an Investment Representative from 2013 to 2014. She also served as a Financial Consultant at Citizens Republic Bancorp from 2008 to 2013. Emily's professional experience centers on financial consulting and investment representation, with a commitment to helping clients achieve financial well-being. Outside of her career, she enjoys activities such as spending time at the beach, family activities, watching movies, outdoor adventures, caring for pets, and running.

Mason Schmitt is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2020 and previously held roles at Ameriprise Financial and the City of Aurora. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas O'neil Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. from 2010 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.