Christina Taylor is a financial advisor with Ameriprise in Independence, OH, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Golden Reserve RIA, Bank of America, and Merrill Lynch. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing tax-aware retirement planning advice. The firm’s approach combines internal research and third-party data to focus on dependable income sources and asset allocation strategies within a defined investment universe.

Jack Langhals is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Central Insurance. Outside of finance, he is involved in his family’s real estate and auction company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Kristy Wise is a financial advisor with Primerica Advisors in Independence, OH. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her advisory role, she worked at Extreme Networks and Fortune Brands Innovations. She is also involved in selling loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third parties and supported by custodial services from Pershing. The firm operates at scale with nearly 4,000 advisors and approximately $15.5 billion in assets under management.

Aaron Harbaugh is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors and various positions outside the financial sector. 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 infrastructure.

Janna Kepner is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery processes and firm-approved tools.

Michael Cunningham is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cetera and its related entities since 2018. His prior experience includes roles at Foresters Financial Services and Foresters Advisory Services. Cunningham also serves as an OSJ principal and compliance principal for other financial and advisory businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment and retirement services with various portfolio management options, leveraging multiple program structures and third-party managers.

Kayrene Learned is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2018, with prior experience at Cetera Investment Advisors, Cetera Investment Services LLC, and First Federal of Lakewood. 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 mix of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and research-driven guidance, supported by a large client base and integrated operational structure.

Gregory Locker is a financial advisor with Charles Schwab in Westlake, Ohio, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Charles Schwab since 1997, including over two decades with Charles Schwab Bank. Outside of his advisory role, he owns a house rental business in Avon Lake, Ohio. Charles Schwab serves a large client base primarily composed of 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’s model combines non-discretionary advisory with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Alex Mckenna is a financial advisor with Equitable Advisors in Grafton, OH, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Equitable Advisors since 2013, including during the firm's affiliation with Axa Advisors. Outside of his advisory role, Mckenna provides operational support for Align K9 Training, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services with a focus on individualized client assessments and a broad range of program options.

Patrick Holland is a financial advisor at UBS Financial Services in Westlake, OH, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the advisory group for the Huron Yacht Club, a private nonprofit, where he helps analyze financials and assist with budgeting and operational decisions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and research to tailor client strategies.

Sarah Canitia is a financial advisor with Ameriprise in Columbia Station, OH, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2022 and previously spent eight years as a stay-at-home mother. Outside of her advisory role, she is involved with 2Uercus Operations LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.

Katrina Pacyna is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her current role, she was involved with St. Albert the Great School, where she supervised children during recess and assisted in the lunchroom. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Sean O'Reilly is a financial advisor with Wells Fargo Advisors in Westlake, OH, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in ownership of several related investment businesses, including STO Wealth Manager, LLC, and Your Bridge Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Emila Ashdown is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 license and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Emila is also a licensed notary in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning and multiple advisory programs through a national network of investment adviser representatives.

Brett Wilson is a financial advisor with Primerica Advisors in Milan, Ohio, holding 13 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2012. Outside of his advisory work, Wilson owns a photography business, Brett Ashton Images, and operates The Old Wood Bridge Farm in Sandusky, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.

John Clemens is a financial advisor with RBC Capital Markets in Westlake, OH, holding Series 63 and Series 65 registrations and bringing 47 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he serves as a board member for Town Homes of Ohio City and makes appearances for the Cleveland Cavaliers as a professional athlete. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with customized investment strategies implemented through internal and third-party managers.

Daniel Ryder is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2005 and has also worked at Key Corp since 1998. Outside of his advisory role, he is active as an insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. 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 uses firm-approved software and collaborative planning processes to deliver written recommendations and offers various event-driven planning programs along with educational seminars.

Lauren Sahlfeld is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 credentials and with seven years of industry experience. She has worked at various J.P. Morgan entities since 2018. J.P. Morgan Securities LLC 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 applying an ESG eligibility framework in its recommendations.

Burton Cipra is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. He has been with LPL Financial, including its predecessor firm LINSCO/Private Ledger Corp., since 2006. 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 brokerage services, utilizing model portfolios and research from multiple sources and incorporating both discretionary and non-discretionary management approaches.

Ryan Dorff is a financial advisor with UBS Financial Services, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining UBS in 2023, he worked for over a decade at Infinity Family Services, LLC. Outside of his advisory work, he serves on the board of Riptide Water LLC, a company that produces and sells sparkling water. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of financial products through a broad platform.