Daniel Mckenna is a financial advisor at UBS Financial Services in Cleveland, OH, with 39 years of industry experience. He has held his current role at UBS since 2007. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

David Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management and a key member of the KMME Group located in Pepper Pike and Westlake, Ohio. He has been with Merrill/Bank of America since 2010 and joined the KMM Group as a Financial Advisor in 2017. David serves high-net-worth individuals, families, and business owners, focusing on a personalized, goals-based approach to financial planning and investment management. With over two decades of experience, David provides comprehensive strategies encompassing retirement planning, estate considerations, risk management, and tax-efficient investing. Prior to his current role, he held positions such as Associate Market Executive for Merrill's Northeast Ohio Market—where he led the Financial Advisor Development Program—and Wealth Management Banking Regional Manager covering multiple states. His earlier career includes roles in middle market commercial real estate lending, retail banking, and insurance. David holds a bachelor's degree and a Master of Business Administration from Cleveland State University and maintains a Personal Investment Advisor designation. He has been involved with Trinity Lakewood Community Outreach and focuses his community efforts on addressing food insecurity and low-cost housing. Residing in Avon, Ohio, David lives with his wife Samantha; they have four children, one grandson, and two dogs.

Teresa Brennan is a financial advisor at Robert Baird & Co. in Cleveland, OH, holding a Series 66 designation with four years of industry experience. She has worked at Baird since 2019 and previously spent five years at St Christopher School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in regulatory assets as of December 31, 2025, offering strategies that include discretionary and non-discretionary management, tax management, and direct indexing, with ongoing manager selection supported by internal research and technology.

Mark Harrison is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 63 designation and 23 years of industry experience. He has been with Primerica Advisors since 1999 and has prior work experience with firms such as Lakefront Line Inc. and Gc Logistics. Outside of his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Janet Padula is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Cheryl Lidawer is a financial advisor at Fidelity with 41 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley Private Bank, Bank of America, Merrill, UBS Financial Services, and A.G. Edwards & Sons. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brandon Owen is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, The Middlefield Banking Company, and Citizens Bank. 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 integrates institutional trading capabilities with wealth management services and proprietary research to tailor client investment strategies.

Kimberly Hudak is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. She has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of her advisory role, Hudak volunteers with the Fire Fighters Memorial Ride, where she presents scholarships to the families of firefighters. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with a range of program options and affiliations.

Matthew Puflea is a CFP®-designated financial advisor with 33 years of industry experience, currently with Raymond James Financial in Solon, OH. He has worked with Solon Investment Services, Inc. since 2014 and is the owner of Solon Road Partners LLC, a real estate brokerage entity associated with his practice location. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports both advisory programs and institutional consulting across a large advisor network.

Vincent Piro is a financial advisor with Merrill in Cleveland, OH, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Bank of America from 2017 to 2022 and had brief tenures at McAdam LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is employed as security personnel at Fortis Protection Group and works as a guest advocate and cashier at Target. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Guzi is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fidelity. His career includes roles at Fidelity Brokerage Services LLC since 2017, as well as positions at Signature Consulting for US Bank and Northwestern Mutual in 2017. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides advisory services that include fund management and delivery of model portfolios to intermediary platforms.

Howard Schulman is a financial advisor with OSAIC, holding a Series 63 designation and 21 years of industry experience. Prior to joining OSAIC in 2025, he spent 20 years at Lincoln Financial Advisors. Outside of advisory work, he serves as a trustee managing the administration of a family trust. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and third-party investment solutions.

Charles Conrad is a financial advisor with Cambridge Investment Research Advisors in Lakewood, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Merrill and Citigroup Global Markets. He is also president of CM Conrad LLC, a firm involved in insurance, benefits, and human resources. 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 financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, employing a variety of portfolio management approaches and proprietary as well as third-party strategies.

Luke Losik is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. He leads a dedicated team of advisors and partners focused on delivering quality interactions and financial plans to clients, aligning with Fidelity's commitment to excellence. Luke has extensive experience at Fidelity Investments, having served in various roles since 2011. His prior positions include Assistant Branch Leader, Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, and Investment Solution Representative, demonstrating a comprehensive background in financial advisory and client relationship management. Outside of his professional responsibilities, Luke enjoys family activities, fishing, golf, hiking, and traveling.

Andrew Bragg is a Financial Advisor with Merrill Lynch Wealth Management based in Northeast Ohio. He works with individuals, families, and business owners to organize, simplify, and optimize their financial lives. Andrew employs a holistic, goals-based approach, focusing on what matters most to his clients and developing tailored strategies to help them pursue their priorities with confidence. Andrew offers access to a comprehensive range of solutions and insights across areas such as retirement planning, education funding, risk management, and long-term wealth preservation, leveraging the resources of Merrill Lynch. He holds the Professional Designation of Personal Investment Advisor (PIA) and has a High School Diploma from the Electronic Classroom of Tomorrow. He also attended Lorain County Community College without earning a degree. Outside of his professional role, Andrew enjoys baseball, basketball, cooking, football, golfing, and spending time with his family.

Jennifer Chinn is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She previously worked at The Huntington Investment Company, Huntington National Bank, and Portage Community Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to client goals using proprietary research and model-based asset allocations.

Christine Geissinger is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Russel Kendall is a financial advisor at Edward Jones in Solon, OH, holding a Series 66 designation with three years of industry experience. His prior work includes roles at One Life America, Technical Consumer Products, and American Eagle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

Ross Croucher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 41 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously at VOYA Financial Advisors from 2014 to 2018. In addition to his role at Cambridge, he founded Maverick Financial Strategies and owns Croucher Financial, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models and access to third-party strategists.

George Malaska II is a financial advisor with Ameriprise, holding a Series 66 credential and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in the collection and sale of honey through his business, Buckeye Bee Company. Ameriprise serves clients primarily through retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.