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.

Timothy Matanick is a financial advisor with Robert Baird & Co. in Akron, OH. He holds the Series 66 designation and has experience working at Sherwin Williams and the City of Bay Village prior to joining Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with consulting and portfolio services tailored to client goals and risk tolerances.

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.

Austin Mims is a Series 66 registered advisor with Edward Jones in Medina, OH, where he has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an owner of Leeward Zephyr, a holding company based in Hinckley, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Daniel Latham is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he was with Wells Fargo Advisors LLC for one year. He acts as a trustee for family trusts in Olmsted Township, OH. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by proprietary research and diversified investment evaluation methods.

Gayle Russell is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. Her prior roles include five years at Lincoln Financial Advisors and seven years at TIAA-CREF. Outside of her advisory work, she serves as treasurer for a local chapter of a nonprofit Bible study organization and is a board member of the University of Connecticut School of Business Dean’s Advisory Cabinet. OSAIC serves a diverse client base including individual and institutional investors by offering integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools and third-party platforms to construct and manage portfolios.

Hani Istanbouli is a financial advisor with LPL Enterprise, holding over 32 years of industry experience. He has worked with firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial advising, he coaches sports at the Strongsville Recreation Center and supervises security for Cavaliers Holdings. LPL Enterprise serves a diverse client base, ranging from individuals and retirement plans to charitable organizations and corporations, offering financial planning, advisory, and brokerage services through a platform that integrates investment advice, third-party asset management, and insurance products.

Meghan Foley is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America NA and Merrill Lynch. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Robert Skerda Jr. is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Margaret Bornhorst is a financial advisor at Wells Fargo Advisors with a Series 66 designation and experience in the industry since 2025. Prior to joining Wells Fargo, she worked at Baker Tilly US LLP for four years and spent eight years in full-time education. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Kalpana Beach is a financial advisor with Raymond James & Associates in Westlake, OH, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Raymond James & Associates, she worked at Bank of America, Merrill, and has experience in other industries including hospitality and retail. She is also the owner of Stelmont LLC, an interior design and home staging company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, offering access to firm-sponsored wrap programs, sub-advisers, and institutional consulting services.

Michael Lotko III is a financial advisor with LPL Financial who holds a Series 63 designation and has 35 years of industry experience. His prior work includes roles at Cetera, Cetera Wealth Services, City of Elyria, and Princor Financial Services Corporation. Outside of advising, he serves as Vice President of Sales at Parsons and Van De Voost Insurance Agency Inc., a property and casualty insurance business. 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 wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Michael Sofka is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is involved in providing a personal working capital loan for a business related to GolfTec franchise golf simulator upgrades. 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 both non-discretionary and discretionary advisory services and is notable for its public finance and municipal capabilities alongside its retail advisory offerings.

Theresa Guerini is a financial advisor at LPL Financial with 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2023. She is also a notary, a role she has held since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services utilizing model portfolios, third-party subadvisors, and proprietary research.

Joshua Marvin is a financial advisor with LPL Financial in Elyria, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Northwest Bank, Fifth Third Bank, and Citizens Bank. Outside of his advisory work, he is involved with Waste Wise LLC, a home-based business he owns. 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 financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, third-party research, and advanced portfolio management services.

Conor Hartman is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Jared and has a background that includes positions at the University of Dayton and Saint Ignatius High School. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Toby Easterling is a financial advisor at Charles Schwab with 17 years of industry experience. He has worked at Charles Schwab since 2008, including seven years with Schwab Retirement Plan Services, Inc. Outside of his advisory role, he is a co-owner and attendant of Welcome To The Pit, LLC, a gym in Akron, Ohio. Charles Schwab 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 affiliated discretionary models and offers integrated custody, brokerage, and alternative investment services.

Shane Mc Creery is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His work history includes roles at Charles Schwab since 2022 and prior experience at Penn Station. Outside of financial advising, he is involved with Drake's Landing Banquet Center. 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, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Sean Caywood is a financial advisor at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and previously worked for Next Financial Group Inc for 16 years before joining LPL Financial in 2025. 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, and retirement plan consulting, utilizing model portfolios and research from multiple sources.