Anthony Anderson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2023. Anderson serves as a director for Club Molisani Charities, a nonprofit organization where he helps organize activities and oversees member engagement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, drawing on diverse portfolio management styles and firm research, with a notable presence in municipal advisory services.

Jack Spencer is a CFP®-certified financial advisor with 57 years of industry experience, currently with Cambridge Investment Research Advisors since 2018. He previously worked at Securities Service Network, Inc. for nine years. Outside of advisory work, he is president of MillerLite Firewood, a non-investment-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management platforms and strategies.

Jason Satir is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2016. 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 and offers multi-asset model portfolios alongside centralized supervisory and custody arrangements.

Richard Milligan is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with UBS since 2007 and has prior experience at Mcdonald Investments Inc. and Liberty Securities Corporation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Andrew Crock is a Financial Consultant at Fidelity Investments, a role he has held since 2013. He has been with Fidelity Investments since 2007, having served as a Financial Representative from 2007 to 2011 and as an Investments Representative from 2011 to 2013. With nearly 20 years of industry experience, Andrew focuses on working with individuals, families, and businesses to identify needs and address concerns through personalized financial strategies. Andrew's approach emphasizes listening and partnering with clients to develop customized strategies that align with their unique financial objectives. He aims to support clients in navigating various market conditions and adjusting their financial plans as their goals evolve over time.

Timothy Eyerman is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James and Strategic Retirement Solutions LLC since 2013. Eyerman is also the owner of CKE Financial Services, LLC, a support company based in Westlake, Ohio. 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 and profit-sharing plans, corporations, charities, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Carmen Monaco is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Monaco worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of the firm, Monaco has significant ownership interests in investment-related businesses, including a 50% stake in Blue Ocean Investment Group, LLC, and a 90% stake in Monaco GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Mark Stevenhagen is a financial advisor with Charles Schwab in Westlake, OH, holding a Series 66 designation and eight years of industry experience. He has worked with Charles Schwab since 2017, including roles at Charles Schwab Bank, SSB since 2020. Prior to his financial services career, he was employed at the Indian River Juvenile Correctional Facility from 2012 to 2017. Charles Schwab & Co., Inc. serves a large client base, 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 and employs multi-asset model portfolios and a formal alternative-investment process.

Claudia Donnelly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked in various roles across Wells Fargo Clearing and Wells Fargo Advisors, as well as at Baird and Ally Invest Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with discretionary and non-discretionary options tailored to plan objectives and demographics.

Anthony Mcdavid is a financial advisor with OSAIC in Westlake, Ohio, holding a Series 63 designation and 19 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for nine years before joining OSAIC in 2025. Outside of advising, he offers health and life insurance products in a sales capacity. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Mark Driscoll is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He worked at Next Financial Group Inc for 16 years before joining LPL Financial in 2025. Driscoll is also involved with Driscoll Advisor Services Inc, a business entity he manages alongside his advisory work. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and incorporates research-driven model portfolios and alternative strategies in its offerings.

Heather Pospisil is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Morgan Stanley and E*Trade before joining Ameriprise. Heather has a business ownership interest in HP LLC, which is used exclusively for her Ameriprise income. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning through written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Evan Mccauley is a CFP® with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, he worked at Merrill Lynch from 2014 to 2017. Outside of his advisory role, he is a board member and finance committee participant for the Great Trail Council of the Boy Scouts of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cynthia Mchugh is a financial advisor at RBC Capital Markets with over 35 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Susan Patchen is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms including Raymond James Financial Services and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm integrates proprietary capital market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Joseph Magee is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at Primerica Advisors since 2024 and previously spent time at PFS Investments Inc and SRI. Magee has been associated with Primerica Financial Services since 1998. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale and delivers advisory services through model-driven strategies managed by third-party asset managers.

David Hunt is a financial advisor with Cambridge Investment Research Advisors, holding 20 years of industry experience. He has been affiliated with Cambridge since 2010. Outside of his advisory role, Hunt teaches a basic financial planning course at Polaris Career Center and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple custody platforms.

Gabriel Speidel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Amazon. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios and serves as an advisor to multiple registered investment companies.

Diane Dawson is a financial advisor with Stifel in Westlake, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. Her prior roles include positions at Baird, Lineweaver Wealth Advisors, and Triad Advisors. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to support asset allocation and financial planning decisions.

David Courtad is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his wealth management career in January 1986, gaining extensive experience through significant market events such as the 1987 market sell-off, the dot-com bubble from 1995 to 2000, and the Great Recession of 2008. These experiences have influenced his risk-aware approach to financial counseling. In 2016, David founded The Courtad Group Wealth Management team, which includes his children. The team focuses on advising families on multi-generational wealth, utilizing a consultative approach to provide personalized strategies. His areas of expertise include executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, and tax minimization among others. David holds a Bachelor's Degree from The Ohio State University and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through volunteering with organizations such as the Akron Food Bank, the Juvenile Diabetes Research Foundation, and the Summit County Ohio State Alumni Club. David and his wife Kathy participate in various community projects and are members of the Summit County Ohio State Alumni Club.