Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.

Shari Wong is a financial advisor with Ameriprise in Cleveland Heights, OH, holding a Series 66 designation and 22 years of industry experience. She has worked at Ameriprise since 2017, following eight years at UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Michael Perrini is a financial advisor with Robert Baird & Co. in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert Baird & Co. since 1999. Outside of advising, he is a passive investor in In-Nova LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which 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 overlay strategies encompassing traditional and complex investments.

Thomas Walton is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at PNC Investments and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Connor Haskins is a financial advisor at UBS Financial Services with 8 years of industry experience. He holds a Series 66 designation and previously worked at MIM Software, Inc. for two years. Outside of his advisory role, he participates in church activities including assisting in leading services, singing, and managing musical and sound equipment. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Steven Biltz is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. His prior work includes roles at Republic Finance and Youngstown State University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Benjamin Bury is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated bank since 2014. 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 provides both non-discretionary and discretionary investment options using multi-asset model portfolios, supported by centralized custody, trading, and operational infrastructure.

Bryce Smetana is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Smetana serves as an active board member of the Achievement Centers for Children, where he participates in fundraising and governance activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements supported by firm-approved analytical tools and offers event-driven services such as estate settlement and divorce planning.

Megan Lavins is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at various firms including Embarc Collective and Armstrong Fleming & Moore. 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 when recommending strategies.

Maria Schneider is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2018. Prior to that, she worked at Tiaa and TIAA-CREF from 2011 to 2018. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by centralized custody and operational structures.

Blake Baker is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his advisory role, he worked at Arby's Restaurant and Mass Mutual, and has been involved with Ohio high school athletic organizations and photography ventures. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Raquel Russell is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Schwab Retirement Plan Services since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, using multi-asset model portfolios and a formal alternative-investment selection process.

Erin Mc Nevan is a Series 66-licensed financial advisor with Edward Jones, with six years at the firm and a total of eight years of industry experience. Prior to joining Edward Jones, Erin worked at Rodan + Fields as a skincare consultant. Outside of financial advising, Erin serves as a group fitness instructor for the YMCA of Greater Cleveland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a large network of advisors and branch offices.

Antoine Williams is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Dollar Bank, Fidelity Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Amazon, and PNC Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Laura Lamarca is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for eight years before joining Morgan Stanley in 2017. Outside of her advisory role, she is involved as a sales and marketing consultant for a retail and online store. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes, primarily acting in an advisory capacity for clients’ plans.

Aaron Lewis is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in North Olmsted, OH. He has 18 years of industry experience, including roles at JPMorgan Chase Bank, N.A. since 2010 and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

John Thompson is a Series 66-licensed financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio. He has 11 years of industry experience and has been with Charles Schwab since 2014. 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 offers a combination of non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and in-house research, supported by centralized operational and supervisory infrastructure.

Sarit Zamir is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. She has worked with Primerica Advisors since 2007 and previously with SHCP Medina Inc. from 2017 to 2021. Outside of investment advisory, she is also a part-time health agent. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Karen Wagner is a CFP® professional with 25 years of industry experience, currently advising at Charles Schwab in Richfield, OH. She has been with Charles Schwab since 2015 and also holds the Series 63, 65, and 66 designations. Charles Schwab & Co., Inc. serves a large high- and ultra-high-net-worth client base 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 portfolio management with multi-asset model portfolios and access to alternative investments through a centralized, integrated platform.

Michael Simmons is a financial advisor with Ameriprise in Richfield, OH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2026, he worked for The Huntington Investment Company from 2015 to 2026. Ameriprise Financial Services is a diversified 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 advice focused on income sources and tax-aware withdrawal strategies.