Matthew Rizzo is a Series 66-credentialed advisor at Equitable Advisors with 17 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Outside of his advisory role, he is involved in rental property management. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm offers a range of advisory models often implemented through third-party asset managers and emphasizes fiduciary services for qualified plans.

Jack Gecovich is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He has been with Raymond James since 2018 and previously worked at Enprotech Corp from 2014 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and government entities, offering a range of financial planning and investment consulting services through a variety of portfolio management styles and affiliated research.

Jeffrey West is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and with Alpha Retirement Solutions since 2013. He is also an independent insurance agent through Alpha Property and Casualty. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of investment approaches and custody platforms tailored to client objectives.

Christopher Murman is a financial advisor with UBS Financial Services holding a Series 66 designation. He has prior experience at Grant Thornton LLP and Miami University. Murman has been with UBS since 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial solutions.

Matea Milisic is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2024, she worked at Fidelity Investments and has held roles at Kent State University and Citizens Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and planning processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Michael Cianciolo Jr. is a CFP® professional with 34 years of industry experience, currently with Ameriprise Financial Service, LLC. He has been with Ameriprise in various capacities since 1992, including a 14-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory work, he serves as a softball umpire in Twinsburg, Ohio. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ignatius Permadi is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing Services LLC since 2019. His prior experience includes positions at Bank of America, Merrill, and UBS Financial Services. 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.

Michael Ramer is a financial associate with Cetera and holds a Series 66 designation. He has one year of industry experience, including roles at Cetera Advisors and Balanced Financial Concepts. Outside of his advisory work, he has experience assisting with client data gathering and note-taking during client meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm provides a variety of portfolio management and financial planning services through a multi-manager platform that offers model portfolios, third-party managers, and customized strategies.

Sarah Stratton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at UBS Financial Services for 25 years and has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

Devoleon Taylor II is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A., and PNC Investments. Outside of finance, he owns Banana Peel Rigs LLC, a business that custom builds and sells gaming computers. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Anthony Miller is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at Equitable Advisors and previously spent eight years with Lincoln Financial Advisors Corporation. He also serves as a power of attorney for his father. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory programs.

Katelyn King is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and three years of industry experience. She has been with Baird since 2022 and previously worked at Sherwin-Williams, Aerotek, and Uber. King is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to align with client goals and risk tolerances.

Angela Monateri is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Outside of her advisory role, she is a member of 2uercus Operations LLC, involved in practice operations management. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Andrew Barkley is a CFP® professional with 31 years of industry experience, currently advising clients at LPL Financial since 2024. Prior to joining LPL, he worked at Ameriprise and Ameriprise Financial Services from 2014 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and research, providing both discretionary and non-discretionary management options.

George Davis is a Series 66-licensed financial advisor with one year of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held roles at several related firms since 2024. Outside of finance, he is involved with On the Rise Artisan Breads, a business he has been part of since 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management and advisory platforms tailored to client objectives.

Steven Licciardi is a financial advisor with Morgan Stanley in Cleveland, OH, holding a Series 66 designation and possessing 27 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Licciardi serves on the board and finance committee of the Plexus LGBT + Allied Chamber of Commerce, where he is currently president, and he is also involved with the Northeast Ohio Equality Business Association and University Hospitals Health System’s Diamond Advisory Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and secular return estimates.

Jennifer Schuur is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding a Series 66 designation and 13 years of industry experience. She worked at UBS Financial Services from 2011 to 2017 before joining Morgan Stanley, where she has been since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

John Metcalfe III is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and has also worked at Mcdonald Investments Inc. since 1988. He holds Series 63 and Series 66 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions including model-based asset allocations, portfolio management, and proprietary research.

Christopher Minotti is a Series 66-licensed financial advisor with six years of industry experience. He has worked at Ameriprise since 2019, following a prior role at UBS Financial Services. Outside of finance, he has experience in hospitality and retail, including positions at Westwood Country Club and Minotti's Wine and Liquor. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Eric Ingerman is a CFP® professional with 25 years of industry experience, currently serving with Wells Fargo Advisors since 2022. He previously worked within other Wells Fargo entities from 2014 to 2022. Outside of his advisory role, Ingerman is the head coach of the Solon High School soccer team in Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.