John Melick III is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird & Co. since 2018. Prior to joining Baird, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a variety of separately managed account programs, using a combination of manager-traded and model-traded strategies supported by in-house research and technology.

Kevin Gilligan is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and The Ohio State University. LPL Financial is a national 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 plan consulting, utilizing model portfolios, third‑party subadvisors, and technology-driven strategies.

Beverly Stiegele is a CFP®-certified financial advisor with Ameriprise in Westlake, OH, bringing 30 years of industry experience. She has been with Ameriprise since 2009, including her current role starting in 2020. Outside of her advisory work, she owns Beverly A Stiegele, LLC, a business focused on transitional planning activities. Ameriprise serves clients approaching or in retirement, primarily those with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Timothy Myers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Linsco Private Ledger, which is affiliated with LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Gary Pugh is a financial advisor at LPL Financial with 22 years of industry experience and holds the Series 66 designation. His prior experience includes roles at First National Bank of PA, Cetera, Penn Mutual Life Insurance, and CCO Investment Services. 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 variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Connor Lenartowicz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Commonwealth Financial Network, and Hudson Wealth Management. Prior to his financial services career, he held various roles in the hospitality and service industries. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

John Takacs is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked for Ohio National Financial Services and The O.N. Equity Sales Company from 2005 to 2023. Takacs holds a Series 63 designation. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutional entities through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Joseph Kraft is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves on the Westlake City Schools Board of Education. The DDK Group at Robert W. Baird & Co. advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a variety of investment strategies and overlays, with capabilities that include municipal advisory and public finance services.

Terence Hagedorn is a financial advisor with Ameriprise in South Euclid, OH, holding a Series 66 designation and 23 years of industry experience. He previously worked at Next Financial Group, Inc. and Integrity Financial Services. In addition to his advisory role, he is involved in independent insurance brokering with several life insurance companies. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income plans, with a focus on assets managed within Ameriprise accounts.

Joseph Hudak is a financial advisor at RBC Capital Markets with 38 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a director for both the Westlake-Bay Village Rotary and the William J. Corley Foundation and teaches firearm and personal safety training classes. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, supported by a comprehensive suite of capital markets and asset management capabilities.

Cameron Addington is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of experience. He has previously worked at Gryphon Fund Group and Elios Financial Group, among other firms, and has held roles in various business ventures including Textbook Home Improvements, LLC and 325SC Restaurant Ventures, LLC. 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 integrating ESG criteria in their recommendations.

Denise Neugebauer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings over thirty years of experience in the financial services industry, focusing on managing new wealth, personal retirement planning, and portfolio management services. Denise works to develop personalized wealth management strategies tailored to clients' unique financial situations and goals. She holds FINRA Series 7, 63, and 65 registrations, Life Insurance and Variable Annuity licenses, and the CERTIFIED FINANCIAL PLANNER® (CFP) designation. Denise also earned a Bachelor's degree from the University of LaVerne and completed an Accredited Certificate Program at Nova Southeastern University. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Denise grew up in Chagrin Falls and served four years stationed at Vandenberg Space Force Base in California during her enlistment in the U.S. Air Force. Outside of her professional life, she enjoys boating, running, and traveling. She is committed to building and maintaining strong relationships with clients to help them make important financial decisions.

Angela Specht is a financial advisor with Merrill in Westlake, Ohio, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2010. Outside of her advisory role, she is involved part-time with Mary Kay Cosmetics as a representative. 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 a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Louis Wargo is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior work includes 20 years at FSC Securities Corporation and three years at OSAIC. 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, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Gillespie is a financial advisor at Equitable Advisors in Independence, Ohio, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior work experience at Sherwin Williams and various other roles while completing his education at Kent State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple advisory and brokerage platforms and emphasizes the use of LPL-sponsored programs and endorsed third-party asset managers.

Jared Melnyk is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young LLP and AML Rightsource. Jared also operated Jarmel Enterprises from 2023 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Shannon Kolton is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent eight years with UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Laurence Bricmont is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Bryce Patrick is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he was a Planning Consultant at the same firm from 2024 to 2026. Bryce's background includes experience as a Senior Business Risk Consultant and Staff Auditor at Ernst & Young from 2019 to 2024. As a CERTIFIED FINANCIAL PLANNER™ professional, Bryce applies a holistic approach to financial planning, emphasizing the importance of understanding clients' goals, values, and life moments alongside their financial data. His expertise spans various aspects of financial planning and risk consulting. Outside of his professional work, Bryce engages in activities such as boating, concerts, fitness, reading, running, and skiing.

Steven Podhradsky is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Merrill, Cetera Advisor Networks LLC, and GPS Financial Group. Podhradsky previously worked at Edward Jones from 2014 to 2017 before returning in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.