Patrick Mckelvey is a Wealth Management Advisor with the KMM Group at Merrill Lynch Wealth Management. He provides financial advising and planning services to high net worth individuals and families, focusing on creating comprehensive family wealth plans that incorporate asset allocation and liability management as key components of the group's wealth management platform. Patrick began his career at Merrill Lynch as an intern in 2011 and joined the KMM Group as an Investment Analyst upon graduating from Elon University in 2012 with a bachelor's degree in Finance. He was promoted to Financial Advisor in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Patrick’s expertise includes family wealth management strategies, liquidity management, retirement income planning, and portfolio management services. Patrick resides in Chagrin Falls, Ohio, with his wife and two children. Outside of his professional work, he enjoys cooking, golfing, spending time with his family, and traveling. In 2022, he was named to Forbes’ “Top Next-Generation Wealth Advisors Best-in-State” list.

Stuart Abrams is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has worked at LPL Financial since 2006 and previously served as an investment advisor with Osaic FA, Inc. and Tyler-Stone Wealth Management, LLC. Outside of finance, he is a musician who performs singer/songwriter music approximately monthly and released a CD in 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Meghan Foley is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and Bank of America NA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Saul Stephens is a financial advisor with Cetera in Cleveland, OH, holding a Series 66 credential and 28 years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, and he has been associated with Meaden & Moore, Ltd. for over two decades, providing financial and retirement planning, insurance, college planning, and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Gregory Johnson is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2006. 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 provides customized consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Deborah Davidson is a financial advisor at UBS Financial Services with five years of industry experience. She has been with UBS since 2017 and previously worked at The Private Trust Company from 2010 to 2017. Outside of her advisory role, she also works as a delivery driver for food services including DoorDash and Uber. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Benjamin Hoeger is a CFP® professional with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2009. He holds the Series 66 designation and is based in Cleveland, OH. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex investments, and offers municipal advisory and public finance services alongside its investment banking and trust capabilities.

Theresa Guerini is a financial advisor with LPL Financial, holding 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2023. In addition to her advisory role, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party management, and customized strategies, supported by technology tools and a broad suite of non-advisory financial products.

Matthew Gillen is a CFP® and holds a Series 66 designation with 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, based in Cleveland, OH. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

Timothy O'Keeffe is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Douglas Hubert is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors, and he serves as president of Hubert & Hubert, Inc., a CPA firm providing accounting and tax services. Hubert is also a member of Hubert Wealth Management, LLC, a financial services referral business. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Richard Majewski is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and nine years of industry experience. Prior to joining Cambridge, he worked at Northwestern Mutual in various capacities from 2017 to 2019 and spent five years with Bob Ford Inc. He is also an independent insurance agent operating under Mayfield Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Michele Johnson is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Cetera and has previously worked at firms including LPL Financial, Raymond James, and PNC Investments. Johnson also operates Elevated Wealth Solutions LLC. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers multiple program options and investment approaches supported by affiliated and third-party managers.

Joseph Staff is a financial professional with LPL Financial holding a Series 66 designation and five years of industry experience. He has worked with several firms including Cetera, Morgan Stanley, and Mass Mutual Life Insurance Company. Joseph is also affiliated with FHT Advisors, where he serves as a financial professional. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Ryan Montanari is a financial advisor with LPL Financial holding a Series 66 credential and seven years of industry experience. He previously worked at Ameriprise and Prudential Insurance Company of America. Outside his advisory role, he has been involved with Financial Design Group Inc., an entity related to his LPL business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, combining a broad platform with technology-driven tools.

Samuel Von Duhn is a financial advisor at UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at KeyBank, Charles Schwab, and Key Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Aidan Murphy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and involvement with Youngstown Country Club. Charles Schwab 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, offering a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach.

Anthony Margadonna is a Financial Consultant who focuses on educating and preparing clients for various financial situations. He has professional experience as a Financial Representative at TD Bank from 2017 to 2020. Outside of his professional work, Anthony enjoys attending concerts, playing and watching football and soccer, engaging in outdoor adventures, skiing, and spending time with his pets.

Mary Jo Gilligan is a financial advisor with LPL Financial, holding a Series 63 license and bringing 22 years of industry experience. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities Inc. She is also involved as an agent in non-variable insurance products. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Kirk Jones is a financial advisor with MassMutual Investors Services in Cleveland, OH, holding 26 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company from 2000 to 2017 and has been with MassMutual since 2016. Outside of his advisory role, he is involved in managing rental properties. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for detailed goal analysis and provides collaborative, annual planning relationships.