Michael Archiable is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several J.P. Morgan entities since 2020, including JPMorgan Securities LLC and JPMorgan Chase Bank NA. Prior to that, he gained experience at Cleveland Research Company and Lake Shore Insurance Agency, and worked at Miami University from 2016 to 2020. 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 when recommending strategies. The firm’s advisory services are offered on a non-discretionary basis and include access to a broad range of products through its affiliation with the larger J.P. Morgan organization.

Natasha Kalas is a CFP® professional with 17 years of experience in the financial services industry. She is currently affiliated with Morgan Stanley and has prior experience at UBS Financial Services and Robert W. Baird. Outside of her advisory role, she is the sole proprietor of two businesses, Carmden Acres LLC, which focuses on technology, and Natasha Krys LTD, associated with recreation activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, leveraging structured discovery conversations and advanced planning tools as part of its investment approach.

Piotr Cyranek is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan in 2026, he worked at Bank of America for seven years. He is also the owner of Vino Exclusive Candles LLC and Pete's Lawn Care, small businesses focused on product sales and client services, respectively. 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.

Scott Fischer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ goals, leveraging insights from Merrill and resources from Bank of America. His client focus areas include college education planning, family wealth management, retirement planning, philanthropic planning, socially responsible investing, tax minimization, and portfolio management services. Scott joined Merrill in 2005 after a career in private industry where he served as President and CEO of a regional distribution business. He combines his business management experience with wealth management expertise to offer clients a distinctive approach to portfolio risk management. Scott holds a bachelor’s degree from Fisher College of Business at The Ohio State University and is a Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) certificant. Outside of his professional work, Scott enjoys biking, golfing, and running. He resides in Solon with his wife.

Philip Volpe is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and JPMorgan Chase Bank. Outside of finance, he is involved in music entertainment, performing at local events, and serves on advisory and board committees for arts and community organizations including WYSU-FM and Chamber Music Pittsburgh. 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.

Deborah Rotz is a financial advisor with Robert W. Baird & Co. Inc. in Cleveland, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked with Robert W. Baird since 2018 and previously spent 12 years at UBS Financial Services. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and investment vehicles tailored to client goals and risk tolerances.

Matthew Caton is a financial advisor with Ameriprise in Chippewa Lake, Ohio, holding a Series 66 designation and 14 years of industry experience. He previously worked at NEXT Financial Group and Integrity Financial before joining Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering, focusing on term life products with Midland National Life. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Joseph Bevack is a financial advisor with Morgan Stanley in Pepper Pike, OH, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor and partner of Vacqua, LLC, a retail and online store business based in Highland Heights, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and asset management through a structured process supported by firm-approved tools.

Mark Loft is a financial advisor at LPL Financial with 39 years of industry experience. He previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, where he spent a combined 12 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Kiara Clark is a financial professional with Cetera who holds a Series 66 designation and has three years of industry experience. She has been affiliated with Cetera and related entities since 2020 and has prior experience in various roles at companies including Curtiss-Wright and Ross Dress for Less. Clark serves as secretary for the Ohio Academic Decathlon, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser that provides portfolio management, financial planning, and retirement services to a broad client base including individuals, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering access to affiliated and third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

Ryan Rampersaud is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and two years of industry experience. His prior work experience includes roles at KeyBank and Bank of America. Charles Schwab 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 relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Heather Kono is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent four years at UBS Financial Services. 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 structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Claudiu Dan is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, NEXT Financial Group, Integrity Financial, and Fine Support Consultancy. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored financial solutions.

Robert Teren is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building durable and repeatable wealth management strategies tailored to clients' objectives whether they seek to grow, protect, or generate income from their assets. His approach to wealth management is consultative and objective, emphasizing transparency, communication, and long-term relationships. Robert has over 25 years of experience in the financial industry. Before joining Merrill Lynch in 2007, he spent 15 years in commercial and residential finance. His expertise includes managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He offers clients recommendations on asset allocations that reflect their income and growth expectations, along with discussions on investments, retirement, estate planning services, and tax minimization strategies. Robert holds a Bachelor's Degree from the University of Wisconsin and is a graduate of the London School of Economics. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Robert and his wife, Sofia, are involved in civic and charitable organizations and live with their two children. Robert is also a four-time finisher of The Boston Marathon and an avid triathlete.

Holly Traegner is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2008, concurrently working at Bank of America since 2011. Outside of her advisory role, she serves as power of attorney for family members. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Giovanni Ruggiero is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 66 designation and 15 years of industry experience. He has been with UBS since 2010. He is a member of a committee at the Jesuit Retreat House, a nonprofit organization focused on organizing retreats and managing endowment investments and cash flow. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a broad range of capital markets services.

Michael Scruggs is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lighthouse Advisers, LLC from 2016 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Taylor Chmel is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2026, he worked for UBS Financial Services from 2016 to 2026. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Kenneth Gable is a ChFC® with 33 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. His prior roles include positions at Metlife Securities Inc. and Metropolitan Life Insurance Company from 1993 to 2017. He also holds an outside insurance sales role focusing on life, disability, long-term care, and fixed annuities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on collaborative, annual planning relationships.

Joseph Licate is a financial advisor at Raymond James & Associates with 48 years of industry experience. He previously worked for UBS Financial Services Inc. for 18 years. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting through non-discretionary strategies, supported by extensive research and a range of affiliate capabilities including municipal finance services.