Steven Tuttle is a financial advisor with OSAIC who holds a Series 63 designation and has 31 years of industry experience. He has been with Osaic Wealth, Inc. since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as Co-Chairman of the Board for the North Royalton YMCA and the Parma Ridgewood YMCA and has contributed a personal ultrarunning story to the book "Run to Save Your Life" by Amy Mower. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and investment solutions through its extensive network of affiliated advisers and utilizes various portfolio construction tools and third-party platforms.

Caleb Taylor is a financial advisor at Charles Schwab with a Series 66 license and four years of industry experience. His prior roles include positions at LPL Financial and Stratos Wealth Partners. Charles Schwab serves a large client base primarily comprised of 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios, alternative investments, and centralized custody and order-routing services.

Gina Betti is a financial advisor with Edward Jones in Fairlawn, OH, holding the CFP®, ChFC®, and Series 66 designations. She has 17 years of experience at Edward Jones. Outside of her advisory work, she and her husband operate an organic farm in Medina, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Christopher Soeder is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after eight years with Tremco CPG Inc. Prior to that, he spent time in college and unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Logan Huffman is a financial advisor with J.P. Morgan Securities in Medina, Ohio, holding a Series 66 designation and five years of industry experience. His background includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, as well as four years at Hiram College and eight years at Huffman Plumbing. J.P. Morgan Securities LLC 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.

Liam O'rourke is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and AXA Advisors. Outside of finance, he has experience working with Everest Soccer Club and in education at Firestone High School 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Regan is a Series 66-licensed financial advisor with Thrivent Investment Management in Berea, Ohio, where he has worked for 22 years. He serves on the board of Friends Helping Friends, a charity supporting families in crisis, assisting with fundraising and organizational visibility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering goal-based, holistic planning that addresses a wide range of financial topics without including implementation. The firm’s approach separates planning from managed-account services and emphasizes ongoing plan reviews.

Gerald Koler is a financial advisor with OSAIC, holding the CFP® designation and securities licenses Series 63 and Series 65, with 34 years of industry experience. He has worked with SagePoint Financial, Inc. and Sagepoint Corp RIA since 2009 and 2013, respectively. Koler also serves as a trustee for Padua Franciscan High School, contributing to its governance and strategic planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessment techniques to construct diversified portfolios across various investment types.

Nancy Patterson is a financial advisor with Raymond James & Associates in Fairlawn, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves as an officer and secretary on the board of Public Safety Services. Raymond James & Associates 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, pension plans, charitable organizations, and municipal entities, offering tailored financial planning and non-discretionary investment consulting through various specialized services.

Nathaniel Forrest is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2019, including at Charles Schwab Bank, SSB since 2025. Prior to his financial career, he was employed at Cornerstone Chapel and Garrys Services Center. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Todd Schultz is a financial advisor with LPL Financial in Solon, Ohio, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, ValMark Securities, and John Hancock, where he worked for nearly three decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Wittlinger is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those goals. Michael provides ongoing advice and adjusts clients' portfolios as their situations change. His expertise includes retirement planning, wealth management, preparation for significant life events, and legacy building. Michael approaches financial strategies by first understanding what matters most to each individual, aiming to simplify complex financial decisions and offer personalized guidance. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from The Ohio State University.

Eric Heffke is a financial advisor with LPL Financial and holds a Series 63 designation. He has 30 years of industry experience, including over 20 years with LPL Financial and more than a decade at Tyler-Stone Wealth Management, LLC, an independent investment advisory firm he founded. Heffke is also involved in the sale of non-variable insurance products such as life insurance, disability, and long-term care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both in-house and third-party sources.

Vicki Marshall is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Jacob Spangler is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, employing multi-asset model portfolios and a centralized operational structure.

Robert Krenz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 15 years at UBS Financial Services. He is also involved as a managing partner and financial advisor at Momentum Wealth Partners LLC and RWK Capital LLC in Akron, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting implementation through advisory programs or other providers.

Stephen Mc Laughlin is a financial advisor with UBS Financial Services, holding a Series 66 designation and four years of industry experience. He has worked at UBS Financial Services and Raymond James & Associates, among other firms, and has also spent time driving for Uber on weekends. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans using proprietary research and capital market assumptions.

Thomas Gallagher Jr. is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also a partner at Regal Financial, LLC, which specializes in life, health, property and casualty, fixed annuities, Medicare, and disability insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutional clients through a nationwide network. The firm offers a broad range of financial planning and advisory services, incorporating model portfolios, research from various sources, and multiple investment management options.

Aldo Filippelli is a financial advisor with Primerica Advisors in North Royalton, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2012 and has been involved with the North Royalton License Bureau and Filippelli Construction since the mid-1990s. Outside of advising, he receives compensation for sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, maintaining an operational model that includes tiered wrap fees and oversight of manager selection.

Deanna Barnhart is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and analytical tools such as Monte Carlo simulations.