Regina Iafelice is a CFP® with six years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Thrivent Financial and has held roles at multiple wealth management firms. 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 institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs and municipal and public finance services.

Beth Anne Schneider is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 66 designation and 11 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2015 and is the owner and treasurer of Johnnycake Financial Services, Inc. Additionally, Schneider serves on the finance and investment committee of St. Anselm Parish, where she assists with financial oversight and scholarship accounting. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Patrick Mckelvey is a Wealth Management Advisor with the KMM Group at Merrill Lynch Wealth Management. He provides financial advising and planning services to high net worth individuals and families, focusing on creating comprehensive family wealth plans that incorporate asset allocation and liability management as key components of the group's wealth management platform. Patrick began his career at Merrill Lynch as an intern in 2011 and joined the KMM Group as an Investment Analyst upon graduating from Elon University in 2012 with a bachelor's degree in Finance. He was promoted to Financial Advisor in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Patrick’s expertise includes family wealth management strategies, liquidity management, retirement income planning, and portfolio management services. Patrick resides in Chagrin Falls, Ohio, with his wife and two children. Outside of his professional work, he enjoys cooking, golfing, spending time with his family, and traveling. In 2022, he was named to Forbes’ “Top Next-Generation Wealth Advisors Best-in-State” list.

Stuart Abrams is a financial advisor with LPL Financial and holds a Series 63 designation. He has 37 years of industry experience, including 20 years with LPL Financial and over a decade running Tyler Stone Wealth Management, LLC. Outside of his financial career, he is a musician who performs as a singer/songwriter approximately once a month and has released a CD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Robert Skerda Jr. is a financial advisor at Edward Jones in Lakewood, OH, with 25 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Saul Stephens is a financial advisor with Cetera in Cleveland, OH, holding a Series 66 credential and 28 years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, and he has been associated with Meaden & Moore, Ltd. for over two decades, providing financial and retirement planning, insurance, college planning, and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Gregory Johnson is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Deborah Davidson is a financial advisor at UBS Financial Services with five years of industry experience. She has been with UBS since 2017 and previously worked at The Private Trust Company from 2010 to 2017. Outside of her advisory role, she also works as a delivery driver for food services including DoorDash and Uber. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Benjamin Hoeger is a CFP® professional with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2009. He holds the Series 66 designation and is based in Cleveland, OH. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex investments, and offers municipal advisory and public finance services alongside its investment banking and trust capabilities.

Theresa Guerini is a financial advisor at LPL Financial with 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2023. She is also a notary, a role she has held since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services utilizing model portfolios, third-party subadvisors, and proprietary research.

Matthew Gillen is a CFP® professional with 21 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Timothy O'Keeffe is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Richard Majewski is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has nine years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Bob Ford Inc. Majewski is also an independent insurance agent with Mayfield Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing services such as financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals. The firm offers multiple portfolio management solutions with discretionary and non-discretionary options tailored to client objectives.

Michele Johnson is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Cetera and has previously worked at firms including LPL Financial, Raymond James, and PNC Investments. Johnson also operates Elevated Wealth Solutions LLC. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers multiple program options and investment approaches supported by affiliated and third-party managers.

Ryan Montanari is a financial advisor with LPL Financial in Independence, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise, Prudential Insurance Company of America, and Pruco Securities. Outside of financial services, he has experience in the hospitality industry with Incline Public House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Samuel Von Duhn is a financial advisor at UBS Financial Services with Series 65 and Series 63 credentials and one year of industry experience. He has worked at several firms including KeyBank, Key Investment Services, LLC, and Charles Schwab. Prior to entering the financial industry, he spent time in education and also worked at Interlake Steamship Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based investment strategies tailored to client goals.

Aidan Murphy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and involvement with Youngstown Country Club. 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 affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach.

Anthony Margadonna is a Financial Consultant who focuses on educating and preparing clients for various financial situations. He has professional experience as a Financial Representative at TD Bank from 2017 to 2020. Outside of his professional work, Anthony enjoys attending concerts, playing and watching football and soccer, engaging in outdoor adventures, skiing, and spending time with his pets.

Kirk Jones is a financial advisor with Mass Mutual Investors Services based in Cleveland, OH, holding 25 years of industry experience. He previously worked at MetLife Securities Inc and Metropolitan Life Insurance Company for 17 years before joining Mass Mutual in 2016. Outside of his advisory role, he co-owns and manages rental properties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual, collaborative financial planning engagements and various specialized offerings including Divorce Planning and estate-settlement services.

Jeffrey Berger is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years and Royal Alliance Associates, Inc. for 4 years. Outside of his advisory role, he serves as an investment strategist for Heritage Financial Planners, where he performs due diligence on investment strategies and researches market movements. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisors and various advisory platforms. The firm utilizes sophisticated asset-allocation tools and third-party services to construct diversified portfolios across multiple asset classes.