Shauvi Rogers is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, Rogers worked at firms including W & S Brokerage Services, Western & Southern Life, and Keybank, NA. Outside of advisory work, Rogers has entrepreneurial experience in entertainment and education sectors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

John Schaly is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at AXA Advisors, LLC and Ashland University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for implementation.

Satish Singh is a Certified Financial Planner® with 27 years of industry experience, currently advising at Ameriprise since 2009. He holds Series 63 and Series 65 licenses and is based in Avon, Ohio. Singh has spent over a decade with Ameriprise Financial Services, Inc. before continuing his career with Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research and modeling with personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jennifer Ramsey is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with LPL Financial and has previously worked at firms including Stratos Wealth Partners, Key Investment Services, PNC Wealth Management, ValMark Advisers, UBS Financial Services, and KeyBanc Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Julie Kidd is a financial advisor with LPL Enterprise and holds a Series 63 designation. She has 38 years of industry experience, including long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory role, she is involved with Stalla Insurance & Financial Services LLC as a financial planner. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

Zachary Nero is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 credential and has worked at several firms including American Global Wealth Management and 1st Responder Financial Advisors. Nero is based in Westlake, Ohio. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary portfolio management supported by centralized custody and operational services.

Amy Leamon is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has been with UBS since 2020. Prior to her advisory role, she spent twelve years at the Lake Erie Nature & Science Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Gilbert Bachna is a financial advisor at Robert W. Baird & Co. in Lakewood, OH, with 32 years of industry experience. He has been with Robert W. Baird & Co. since 2004 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has been involved with the College St. Library since 1992. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Nicholas Alexander is a financial advisor with UBS Financial Services in Fairview Park, OH, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2004, following three years at Ameriprise. Alexander serves on the Board of Directors for the MetroHealth Foundation and is Treasurer of the Northern Ohio Italian American Foundation, which promotes Italian American culture in northern Ohio. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining fee-based financial planning and portfolio management with institutional trading capabilities and proprietary research.

Julie Nootbaar is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Citizens Securities, Inc. and Burkhart & Co. Outside of her advisory role, she is involved in independent insurance brokering with Guardian Life Insurance Co. of America. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Steven Rini is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, Rini is involved in several family-held investment and real estate businesses and serves on the marketing committee for the West Side Catholic Center. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning and a range of investment services supported by firm-approved tools and a structured planning process.

Matthew Grady is a financial advisor with Charles Schwab in Westlake, OH, holding a Series 66 designation and with 14 years of industry experience. He has worked at Charles Schwab since 2011 and at Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated operational structure.

Ryan White is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Huntington Investment Company, PNC Investments, and Citizens Bank. Ryan is based in Elyria, Ohio. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Bethany Schmittel is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 65 and Series 66 designations and 17 years of industry experience. Her career includes roles at PNC Wealth Management, MDT Advisers, Federated Securities, and UBS Financial Services prior to her current tenure at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party analytics to support diversified investment solutions.

Daniel Hogan is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes nine years at The Huntington Investment Company and eighteen years at KeyBanc Capital Markets Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ronald Jurczynski is a financial advisor with LPL Financial who holds a Series 63 designation and has 23 years of industry experience. He has worked at Strata Financial Group, LLC and Royal Alliance Associates, INC., with concurrent roles spanning over two decades. Jurczynski is also an insurance agent specializing in non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Jonathan Kesselman is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 10 years with UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lindsay Kurowski is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2019. Prior to that, she was with Robert W. Baird and Blue Technologies. 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 affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and a centralized operational structure.

Michael Oravetz is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on the Advisory Committee of Blessing House, a children’s crisis care center in Elyria, Ohio, where he monitors investment policy compliance and assists the Board of Directors in selecting investment managers. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Thomas Sponseller Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, serving at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and methodologies such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its planning process.