Dana Banyasz is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and holds a Series 66 designation. Outside of his advisory role, Banyasz serves on the Board of Trustees for Padua Franciscan High School in Parma, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Kevin Doss is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2006. Doss serves as a board trustee for Ashland University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and platform solutions.

Christopher Dorrance is a financial advisor with OSAIC in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years before joining OSAIC in 2024. Outside of his advisory role, Dorrance serves as treasurer for the First Presbyterian Church of Hudson and sits on the board of directors for Dorrance Supply Company, an appliance and electronics distributor. He also participates on the finance committee of Lake Forest Country Club. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various asset classes and supports both discretionary and non-discretionary account management.

Chase Mc Greevey is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Keycorp for 19 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jordan Buck is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to support each client's unique planning needs. He has been in this role since 2021. Prior to this, Jordan worked as a Participant Services Representative at Charles Schwab from 2018 to 2021. His professional experience centers on client engagement and financial planning strategies. Outside of his professional work, Jordan enjoys gardening, hiking, outdoor adventures, parenthood, and soccer.

Patricia Kelley is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with UBS since 2007. Patricia serves as a corporate roundtable member for the Corporate Sustainability Network at Cleveland State University and has acted as a trustee for the Sisters of the Humility of Mary charitable trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Michael Kertes is a CFP® with 39 years of industry experience, currently serving at J.P. Morgan Securities in Cleveland, OH. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and has operated as a self-employed advisor since 1999. Kertes is involved with the Ohio Society Sons of the American Revolution as a finance committee member and holds a vice chairman position on the consolidated funds committee of the Western Reserve Society Sons of the American Revolution. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Anthony Kania is a financial advisor with LPL Enterprise holding a Series 66 credential and four years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory roles, he has been involved with Saginaw Valley University since 2017. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

Mary Podwoski is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2009 to 2022 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and corporate financial planning agreements.

Scott Gehlbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, retirement income, portfolio management services, and planning for special needs, endowments, foundations, and non-profits. Scott works closely with clients to develop personalized financial strategies tailored to their long-term goals and changing market conditions. He holds a Bachelor's Degree from The Ohio State University and maintains the professional designation of Personal Investment Advisor (PIA). Scott emphasizes a client-focused approach supported by Merrill's extensive resources to help clients pursue their envisioned futures. A native of Northeast Ohio, Scott lives in Rocky River with his wife, two children, and their German shepherd. He enjoys spending time with family and friends and is a Cleveland sports fan. His personal interests include boating, camping, fishing, golfing, hiking, music, racquetball, and skiing. Scott also actively participates in community volunteering in line with Merrill’s tradition of community involvement.

Scott Bauchmoyer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and joined Merrill Lynch in 2019. Scott focuses on helping clients develop potential solutions and providing investment guidance for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. With over 18 years of experience, Scott specializes in managing new wealth, personal retirement planning, and retirement income. He emphasizes a relationship-based approach, working closely with his clients to create customized plans that use the present to help secure their future based on their unique priorities. Scott holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Scott earned a bachelor's degree in Marketing from Miami University. He lives in Avon with his wife, Sadie, and their two children. Scott is active in his community and serves as the Secretary on the Board of Directors for Fedor Manor. He also dedicates time to volunteering with local organizations supporting seniors.

Amanda Penitz is a financial advisor with Raymond James & Associates in Westlake, OH, holding a Series 66 designation and 20 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses using firm research and planning tools, supporting both non-discretionary advisory relationships and institutional consulting.

Nadia Karaba is a Series 66 licensed financial advisor with Equitable Advisors, based in Independence, OH. She has one year of industry experience and previously worked in various roles including positions at Everstream Solutions and Fresh Prints. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm’s approach includes reliance on LPL-sponsored programs and endorsed third-party managers, with a mix of discretionary and non-discretionary asset management solutions.

Chadwic Schmeltzer is a financial advisor with Charles Schwab in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab since 1997 and with Charles Schwab Bank since 2005. Outside of his advisory role, he serves as treasurer for a local nonprofit supporting a school wrestling program. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, strategic multi-asset model portfolios, and integrated custody and brokerage services.

Nathan Petersen is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Ameriprise since 2012. Petersen serves as Treasurer on the Board of Directors for the Bay Mens Club and is a Trustee for the Bay Rockets Association, both community organizations in Bay Village, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jean Raab is a Series 66-licensed financial advisor with 33 years of industry experience, currently with UBS Financial Services since 2011. Prior to UBS, Jean has been associated with Mcdonald Investments Inc. since 1996. Outside of advisory work, Jean serves on the advisory committee for St Mary Choice Food Pantry, providing guidance on organizational activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based strategies to tailor portfolios. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Todd Musial is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 33 years of industry experience. He has been with Cambridge since 2011 and has operated his own independent financial and insurance services businesses since 1992. Outside of advising, Musial serves as a trustee for the North Olmsted Foundation and is involved with the North Olmsted Chamber of Commerce. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides various portfolio management options, including proprietary model strategies and access to unaffiliated managers, with both discretionary and non-discretionary implementations tailored to client objectives.

Alexander Ruiz serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he partners with clients to offer strategic, goal-based financial guidance aimed at building, protecting, and growing wealth with confidence and peace of mind. He focuses on a holistic approach to wealth management that connects all aspects of his clients' financial lives. With expertise in areas such as retirement planning, college education funding, legacy planning, liquidity management, and socially responsible investing, Alexander works closely with individuals, families, and businesses. He applies Merrill's goals-based wealth management methodology to translate complex financial concepts into clear and actionable strategies designed to preserve and grow wealth over time. Alexander holds a Bachelor's Degree from Case Western Reserve University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional duties, he values family, friendships, and maintaining a balanced life. His personal interests include baseball, cooking, football, music, and spending quality time with his family, which inform his emphasis on trust, consistency, and long-term relationships with his clients.

Michael Houser is a Series 66-registered financial advisor with Thrivent Investment Management, based in Westlake, OH. He joined Thrivent in 2026 and has previously worked in a variety of roles, including positions at Catawba Island Club and Bankers Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across topics such as retirement, tax, estate, and business continuation. The firm offers these services through a network of advisors, combining planning with managed-account programs under consolidated billing options while keeping planning and management separate.

Serina Lopez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior roles include operating Serina Lopez Agency LLC and working at National General Insurance. Outside of her advisory work, she is a co-owner of SEAL Enterprise LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charities. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.