John Clifford is a financial advisor at Fidelity with one year of industry experience. He previously worked at Charles Schwab for four years and has experience in media and photography through his roles at CTown Media and John Clifford Photography. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Richard Frato is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, integrating proprietary research and third-party data to deliver non-discretionary recommendations tailored to clients with specified asset levels.

Casey Treen is a Financial Consultant currently working at Fidelity Investments since 2022. He has previously held positions as an Independent Investment Advisor at Phillips Financial Advisors from 2021 to 2022 and as a Senior Financial Consultant at Charles Schwab from 2016 to 2021. His professional focus is on developing detailed and understandable financial plans tailored to his clients' individual goals. Outside of his professional work, Casey enjoys spending time with his wife and two children. His personal interests include cooking, baking, playing board games, and following football, particularly Cleveland sports. He also enjoys riding on the towpath during his leisure time.

Daniel Freireich is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and possessing 42 years of industry experience. He has worked at UBS since 2007 and has been associated with Mcdonald Investments Inc. since 1993. 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 and offers a broad range of capital markets services and proprietary research to support client strategies.

Harvey Rosenberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 1993 after several years in the Consumer Products industry and focuses on providing goals-based wealth management to affluent families, professionals, and business executives across the country. Harvey works to build lasting relationships by offering customized portfolios and disciplined investment strategies to help clients achieve their financial goals. He holds a bachelor's degree from Cleveland State University and has earned several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) certifications. In addition, Harvey serves as an arbitrator for FINRA and is affiliated with the Bnai Yeshurun Synagogue. Outside of his professional work, Harvey enjoys following Cleveland sports teams, skiing in Colorado and New York, and participates actively in his synagogue community. He is also involved with the Bellefaire JCB Home, demonstrating engagement in community activities.

Natalie Sutcliffe is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Wells Fargo Clearing, UBS Financial Services, KEY BANK, CIVISTA Bank, and Victory Capital Advisers. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base including individuals, pension plans, corporations, and government entities, offering a range of proprietary wrap fee programs and institutional consulting services.

Yahel Hill is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan in 2025, Hill held roles at Equitable Financial Life Insurance and several logistics and management companies. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Harris is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2005 and founded Tyler-Stone Wealth Management, LLC in 2015, where he provides independent investment advisory services. 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 financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Jeremy Seck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

William Murphy is a financial advisor at UBS Financial Services in Cleveland, Ohio, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Painewebber Incorporated since 1992. Murphy serves on the board and finance committee of South West Hospital’s foundation and participates in charitable activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and capital markets services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Shreya Sharma is a financial advisor at Merrill based in Cleveland, OH. She holds a Series 66 designation and has four years of prior experience at Rabe Investment Consulting Group. Her work history also includes positions at Ignite and Chico & apos. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

James Settle is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2013. Prior to his current roles, he was employed at Uber from 2016 to 2017. Charles Schwab & Co., Inc. 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 operates a hybrid advisory model combining non-discretionary guidance with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Matthew Meyer is the Resident Director and Wealth Management Advisor at Merrill's Westlake-Crocker Park office, where he also serves as a partner of CLE Wealth Management. He specializes in offering a comprehensive approach to managing wealth that begins with understanding client needs and ensuring every strategy aligns with their financial goals. His client focus areas include corporate executive services, divorce transition planning, employee benefits planning, executive and equity compensation, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Matthew holds a Bachelor's degree from the University of Kentucky and a Master of Business Administration with a concentration in Finance from Ohio Dominican University. He has earned professional designations including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and is a designated Retirement Benefits Consultant. He also holds registrations with FINRA (Series 7, 66, 9, 10) and is certified in Alternative Investments. He is involved professionally with organizations such as Pi Kappa Alpha Fraternity and has served on the board and executive committee of Towards Employment. Matthew lives in Rocky River with his wife Allison, their son Jack, and their dog Cash.

Matthew Rizzo is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Equitable Advisors since 2008 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he owns and manages a rental property in Las Vegas. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Jack Gecovich is a financial advisor with Raymond James & Associates in Beachwood, OH, 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 provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with a notable focus on municipal and public finance services.

Benjamin Campbell is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity for over 27 years, providing families with straightforward planning discussions to help them navigate every chapter of their financial journey. His career at Fidelity began in 1998 as a Brokerage Equity Trader, progressing through roles including Customer Service Representative, Financial Consultant, and Vice President, Financial Consultant before his current role. Benjamin also holds a California Insurance License.

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.