Sarah Stratton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at UBS Financial Services for 25 years and has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

Devoleon Taylor II is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A., and PNC Investments. Outside of finance, he owns Banana Peel Rigs LLC, a business that custom builds and sells gaming computers. 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 an ESG eligibility framework.

Anthony Miller is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at Equitable Advisors and previously spent eight years with Lincoln Financial Advisors Corporation. He also serves as a power of attorney for his father. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory programs.

James Gehring is a CFP® with 11 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. He previously worked at First Responders Financial Advisors and Planmember Securities Corporation from 2015 to 2024. Gehring also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

Brian Rowe is a financial advisor with Charles Schwab & Co., Inc. in Richfield, OH. He holds the Series 66 designation and has nine years of industry experience, including ten years with Charles Schwab. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Joelle Cooke is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several KeyBank-affiliated firms before joining Morgan Stanley and Morgan Stanley Private Bank in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Angela Monateri is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Outside of her advisory role, she is a member of 2uercus Operations LLC, involved in practice operations management. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Mark Telerico is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1997, he has provided guidance to individuals, families, and institutions in navigating complex financial decisions, with a focus on retirement planning, income management, family wealth strategies, and institutional consulting. Mark works closely with clients to deliver tailored investment and asset management strategies, including services for defined benefit plans, foundations, and endowments, emphasizing trust, transparency, and consistent communication. Mark earned a Bachelor's Degree from Miami University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Over his career, he has advised clients through varying market cycles and life transitions, advocating a long-term perspective and disciplined planning approach. Outside of his professional role, Mark is involved with several organizations such as the Canadian Professional Golf Tour, Northern Ohio Golf Association, and The Turn. He participates in community activities through Our Lady of Perpetual Help Church and the United States Golf Association, and enjoys golfing, music, photography, skiing, and spending time with his family.

Jennifer Schuur is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding a Series 66 designation and 13 years of industry experience. She worked at UBS Financial Services from 2011 to 2017 before joining Morgan Stanley, where she has been since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

John Metcalfe III is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and has also worked at Mcdonald Investments Inc. since 1988. He holds Series 63 and Series 66 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions including model-based asset allocations, portfolio management, and proprietary research.

Nancy Flogge is a financial advisor with Ameriprise in Stow, Ohio, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 1986. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Eric Ingerman is a CFP® professional with 25 years of industry experience, currently serving with Wells Fargo Advisors since 2022. He previously worked within other Wells Fargo entities from 2014 to 2022. Outside of his advisory role, Ingerman is the head coach of the Solon High School soccer team in Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Nicholas Bloomhuff is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Ameriprise for seven years and at Maria Gardens Center for four years. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Ryan Heyman is a financial advisor with Edward Jones in Solon, Ohio. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Union Home Mortgage for six years and has experience at Ohio University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mario Perkins is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Noble Notary and has been employed with Penske Logistics since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations across various planning areas.

Garrett Hoffman is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. In his current role, Garrett partners with clients to help align their personal goals and needs with their investments. He works with individuals and families to plan for their financial goals.

Dawn Chico is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Woodmere, Ohio, with 28 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 an ESG eligibility framework in its advisory process.

Joseph Goebel is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing eight years of industry experience. His career includes roles at Charles Schwab Bank since 2019 and Charles Schwab since 2017, with prior experience at CSX Transportation from 2015 to 2017. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large client base supported by a centralized operational structure.

David Gottlieb is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Mitva Shah is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her industry career in 2025. Prior to her advisory role, she was involved in various positions including a part-time role at Dina's Pizza and Pub. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and diverse asset-management programs through a wide network of representatives and partnerships with third-party asset managers.