Katie Sweeney is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2023. Prior to her current role, she gained experience in healthcare and dental practice settings. Charles Schwab serves a large client base, 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 management using multi-asset model portfolios and provides integrated advisory, brokerage, and custody services.

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.

Dominic D'amico is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and offering 34 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously at Signator Investors from 2016 to 2018. Dominic is also vice president of Ivan & D'amico CPAs, where he prepares tax returns and financial statements, and he serves as a trustee for immediate family members. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Bryce Smetana is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 63 licenses and has nine years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a board member on the associate board for Achievement Centers for Children in Cleveland, 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 services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, ongoing financial planning engagements supported by firm-approved software and educational seminars.

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.

Greg Margevicius is a financial advisor with LPL Financial in Lakewood, OH, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at Money Concepts Capital Corp for four years and has held various roles at Ohio Wesleyan University, Skylight Financial Group, and Baird Private Wealth Management. He serves as vice chairman and finance committee chair on the board of Accel Schools, a nonprofit organization, and provides retirement planning seminars to federal employees through Benefit Planning, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies to support both discretionary and non-discretionary management.

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.

Luis Patten is a financial advisor with Edward Jones in Avon Lake, Ohio, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience and has been with Edward Jones since 2014. Outside of his advisory role, he coaches middle school soccer for grades 6 and 7 at Open Door Christian Schools in Elyria, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Joshua Smith is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Enterprise Rent-A-Car and the United States Postal Service. He is the owner of JOS Juice LLC, a business that is currently inactive. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.

Daniel Gaertner Sr. is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2005. He participates in the Retirement Advisor Council, a group focused on trends and best practices in the 401(k) industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and asset allocation models.

Brian Seedhouse is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has been with Cetera and its related entities since 2015. Prior to that, he worked at First Federal Savings & Loan Association starting in 2012. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Patrick Rollins is a financial advisor with Morgan Stanley in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Rollins manages a rental property in Bedford, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.

Michael Douglas is a CFP® professional with 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management strategies across multiple custodial platforms.

Nicholas Telea is a financial advisor at Charles Schwab in Richfield, OH, holding a Series 66 designation with 13 years of industry experience. He has been with Charles Schwab since 2011. 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 employs multi-asset model portfolios supported by extensive research and a formal alternative-investment onboarding process.

Daniel Latham is a financial advisor with Wells Fargo Clearing in Olmsted Township, OH. He holds a CFP® designation along with Series 63 and 65 licenses and has 32 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. He serves as a trustee managing investments for family members outside of his advisory role. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to guide investment decisions and provides both brokerage and advisory solutions across a broad client base.