Kristen Warren is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab since 2014, including eight years with Schwab Retirement Plan Services. 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 offers a combination of non-discretionary and discretionary investment guidance delivered through multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Abigail Peterson is a Series 66-credentialed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining the firm, she worked in finance and event roles at Ohio University’s College of Business and has experience in the catering and hospitality sectors. She serves as a non-investment committee member for the Working Women's Connection Networking Group in Westlake, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party managers to deliver tailored advice and ERISA fiduciary services.

Stephanie Stone is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 66 designation and five years of industry experience. She manages investment advisory services through Tyler-Stone Wealth Management, an independent firm she established in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various technology-driven investment solutions.

Danielly Cosmoronde is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Equitable Advisors in 2022, Danielly worked at Bank of America and Merrill. Outside of advisory work, Danielly serves on several nonprofit boards in Cleveland, including the Museum of Contemporary Art and Friends of Breakthrough Schools. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of third-party asset managers and proprietary programs, focusing on aligning client risk tolerance with appropriate investment models.

Jeffrey Wiley is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Charles Schwab since 2008, including roles at Charles Schwab Bank and Charles Schwab Trust Bank since 2023. 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 client advisory with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and a formal alternative investment program.

Richard Croasdaile III is a Certified Financial Planner (CFP®) with 39 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2017, following prior roles at Bank of America N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Mark Gregoreski is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has previously worked with Next Financial Group Inc. Gregoreski also operates M Gregoreski LLC, an expense management business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Jeremy Heldman is a Series 66-licensed financial advisor with Charles Schwab, based in Richfield, OH, with 14 years of industry experience. He has been with Charles Schwab since 2011 and is currently affiliated with Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s model emphasizes non-discretionary guidance alongside access to discretionary separately managed accounts, supported by multi-asset portfolio strategies and a dedicated alternative investments platform.

Michael Montgomery is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2019, following eight years at Travelex Currency Services Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm’s approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and alternative investments supported by Schwab Center for Financial Research.

Peter Dougherty is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1992 and joined Merrill in 1999. He serves as one of the senior advisors on the Dougherty Group, focusing on helping individuals, professionals, families, and privately held businesses develop strategies to build and sustain wealth and reduce complexity in their financial lives. Peter has developed a niche in Alternative Investments and Family Enterprise Planning. He holds a bachelor's degree from John Carroll University and has completed postgraduate training at The University of Pennsylvania's Wharton School of Business, Harvard University, and the University of Southern California. Peter maintains professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a board member for Attorneys for Family Held Enterprises and serves as Chairman for VeloSano in Northeast Ohio for Bank of America Merrill Lynch. Peter and his wife, Laura, live in Chagrin Falls with their two children and are active in the community, supporting organizations such as the Cleveland Clinic VeloSano. His community involvement has been recognized with the President's Volunteer Service Award from the White House for two consecutive years.

Gregory Polyak is a financial advisor with LPL Financial in Chagrin Falls, OH, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial and its predecessor entity since 2004. Outside of his advisory role, he owns a one-bedroom condominium in Chagrin Falls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Jon Lenton is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within Raymond James since 2017. Outside his advisory role, he is also employed as a financial representative at Wentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dee Edwards III is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2014. Outside of his advisory role, Edwards serves on the board of TEMEG Holdings, a medical supply wholesaler and retailer, and owns BPL Edwards Services, a holding company for his Ameriprise practice. Ameriprise is a large institutional firm offering retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income program uses research and modeling to provide tailored, non-discretionary recommendations focused on tax efficiency and income sustainability for clients meeting specific asset criteria.

Chad Marks is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 63 designation and previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of advising, he mentors employees, originates loans, runs teller transactions, and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Robert Wert is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly 17 years with Wells Fargo entities prior to his current role. Outside of his advisory work, he serves on the finance council for the Diocese of Allentown and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with various financial products and referral channels through a large network of advisors.

Robert Wright Jr. is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1984 and holds Series 63 and Series 65 credentials. Outside of advising, he is the owner of KHM Travel Group, an independent travel agency. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Peter Glovna III is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved in insurance activities, including offering premium financing and servicing fixed insurance products such as annuities and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

David Doll is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously at UBS Financial Services from 2013 to 2017. Doll serves on the board of the Woodruff Foundation, a charitable organization in Cleveland, Ohio. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and market simulations.

Christopher Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cbiz for three years and briefly at Firestone Country Club. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

William Kiick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals and families to develop and implement personalized financial strategies aimed at achieving their long-term goals, focusing on areas such as wealth management and investment strategy, asset and liability management, and wealth transfer and legacy planning. He also serves as a Retirement Benefits Consultant, assisting corporate clients in designing and managing 401(k) and retirement plans. Kiick holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) certification. He earned a bachelor's degree in Economics and Finance from York College of Pennsylvania. He is an active member of Christ the Redeemer Lutheran Church, the Humane Society of Summit County, and the Rotary Club of Lakewood/Rocky River Sunrise. He also participates in community organizations including the American Red Cross and the Rotary Club of Lakewood/Rocky River Sunrise.