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.

Daniel Chavayda is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley DW Inc. before joining Linsco/Private Ledger, now part of LPL Financial, where he has been since 2001. He is also associated with DJC Financial Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of over 22,800 advisors.

Michael Schlegel is a financial advisor with Cetera in Independence, Ohio, holding a Series 63 designation and 42 years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co, MSI Financial Services, Inc., and several other firms prior to joining Cetera in 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Thomas Markell is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Cetera since 2025 and previously spent nine years at Lighthouse Advisers, LLC, where he served as Vice President and Financial Adviser. Cetera Investment Advisers LLC is an SEC-registered firm that operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Savon Johnson is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, he has been involved in entrepreneurial ventures including car detailing services and ecommerce businesses, serving as president and CEO of multiple companies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and emphasizes personalized risk assessment and program matching in its advisory approach.

Aaron Veal is an advisor at LPL Financial with a Series 66 designation and experience dating from 2022. Prior to his current role, he has worked in various capacities including at East of Chicago Barberton and Door Dash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services through a large network of investment adviser representatives, utilizing diverse investment strategies and operational support tools.

Toni Fry is a financial advisor with Primerica Advisors in Beachwood, OH, holding 10 years of industry experience. She has held various roles, including at Pfs Investments Inc. and Primerica Financial Services, and owns a cleaning services business. Primerica Advisors is a large institution serving primarily individual investors through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Christa Repas is a CFP® and Series 66-registered advisor with 12 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2019, and previously worked at Wells Fargo Clearing and Wernick Wealth Management Group. In addition to her advisory role, she is a notary public and owns a consulting and coaching business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various custody platforms and both proprietary and third-party investment strategies.

Kim Hellerman Hersman is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Commonwealth Financial Network, HB Wealth Advisors LLC, and Concourse Financial Group Securities. She is also the owner of Harbor Financial Advisors, LLC, a private entity engaged in securities, advisory, and insurance services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm provides a multi-manager investment platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary program options across multiple custodial relationships.

Laurence Santagata is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked at various firms, including Avantax Insurance Agency and Avantax Advisory Services. Outside of financial advising, he is the owner of Santagata Fini LLC, which provides accounting and income tax preparation services, and serves as the treasurer for the Rivers Edge Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and program structures.

Steve Wasinski is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans by understanding their goals and preferences, utilizing Fidelity's tools and resources to implement prudent long-term investment strategies. Steve's professional experience at Fidelity includes positions as a Planning Consultant from 2024 to 2025, an Investment Consultant in 2025, and currently as a Financial Consultant. Through these roles, he has focused on making the retirement planning process simple and organized for his clients. Outside of his professional work, Steve enjoys biking, attending concerts, participating in family activities, fitness, outdoor adventures, and running.

David Gardner is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has one year of industry experience. His prior roles include positions at Elevate Financial Professionals and Huntington National Bank. He has also been involved with North Eaton Baptist Church and North Royalton Baptist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Gregg Hartman is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2007. Prior to UBS, he worked at Mcdonald Investments Inc. beginning in 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets access.

Howard Kleckley Jr. is a financial advisor with Primerica Advisors in Euclid, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Advisors since 1992 and previously worked at Dillard's from 2017 to 2019. Outside of his advisory role, he works as a notary and has part-time experience as a delivery driver for Uber Eats and DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Jeffrey Hedley is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is the owner and member of an LLC that operates a hobby farm. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jared Brill is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Huntington National Bank, AAA East Central, and PNC Investments. Outside of his financial career, he has served as a baseball umpire for over 15 years. 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 in its recommendations.

Stacie Koesters is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley in various capacities between 2013 and 2018. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies and managers to align with client goals and risk tolerances.

William Casale is a financial advisor with Ameriprise in Solon, Ohio, holding Series 63 and Series 66 designations and 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, PNC Investments, PNC Bank, and JPMorgan Chase. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning with written recommendations and annual updates. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, emphasizing dependable income sources and tax-aware withdrawal strategies.

Eric Kaleal is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 14 years of industry experience. He previously worked at Lighthouse Advisers, LLC and LPL Financial, among other firms. Kaleal serves as president of Mission4Maureen, a nonprofit providing financial aid to families affected by brain cancer and brain tumor treatment. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Walter Goggans Sr. is a financial advisor with Ameriprise who holds a Series 63 designation and has 27 years of industry experience. He has been with Ameriprise and its affiliated entity since 1998. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.