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.

Andrew Eyerman is a Series 66–registered financial advisor with UBS Financial Services, based in Westlake, Ohio. He has six years of industry experience, including six years at Sherwin Williams before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, using proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides access to research, banking, and capital markets platforms.

Anthony Van Keuren is a financial advisor with LPL Financial who holds a Series 63 designation and has 20 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities America, Inc. He is also involved in legal services through his ownership interest in Dennis C Jackson Co., a business he has been associated with since 2006. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Scaravelli Jr. is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked in several roles including at Black Iron Grille, VTM Trading, LLC, and Rainbow International of Cleveland. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory models and third-party managers, providing a range of investment options and ERISA fiduciary services for qualified plans.

Margaret Kennedy is a financial advisor with LPL Enterprise holding a Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience working for Cardinal Health from 2016 to 2026. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Matthew Duffy is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, he has experience with College Truckers LLC and has been involved in education through roles at Miami University and local schools. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and combines in-house and third-party investment management to tailor portfolios based on clients’ risk profiles.

Brandy Mickens is a Series 66 licensed financial advisor with Equitable Advisors in Independence, Ohio, where she has worked for 24 years. Prior to Equitable Advisors, she was affiliated with Axa Advisors, LLC for 18 years. She serves as a board director for FINSECA, beginning in 2023. Equitable Advisors provides financial planning, retirement consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Koch is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Koch is a co-owner of Oazvath Investments LLC and serves as an employee and coach for the University of Akron Ice Hockey Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without individual security recommendations as part of its standalone financial planning program.

George Gerges is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has focused on providing comprehensive wealth management services by taking a holistic approach to clients' financial situations. George and his team work closely with clients on a range of areas including college education planning, employee benefits planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. George earned a Bachelor's Degree in Chemical Engineering from The Ohio State University before starting his career at Merrill. He holds the Professional Investment Advisor (PIA) designation and utilizes the extensive resources and products available through one of the world's largest wealth managers to deliver consistent and objective financial advice. Residing in Rocky River, he is active in civic and charitable organizations. Outside of work, George enjoys playing golf, traveling, and spending time with his family.

David Wolfe is a financial advisor with Cetera and holds the Series 63 designation. He has 29 years of industry experience and has worked at Cetera and its affiliated entities since 2013. Outside of advising, Wolfe serves as the financial administrator for Rocky River Presbyterian Church, managing accounting functions including financial statement preparation and payroll services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors and serves individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including portfolio management, financial planning, and access to third-party money managers.

Coleman O'Leary is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds a Series 63 designation and has worked at Cambridge Investment Research Advisors since 2015. O'Leary is also involved with Alpha Retirement Solutions, which he has been associated with since 2012. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Carol Briggs is a financial advisor with Primerica Advisors who holds seven years of industry experience. Her career includes roles at Primerica Financial Services and Primerica Advisors, as well as work with the Veterans Administration and various healthcare professionals. Outside of financial advising, she is involved with Malleys Chocolates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wendy Swantek is a financial advisor at Ameriprise with 18 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she serves on the Board of Directors for the Buckeye Music Boosters of Medina County and is the treasurer for Boy Scout Troop 500. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Jacobs is a financial advisor with Cambridge Investment Research Advisors in North Olmsted, OH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with Cambridge. Jacobs also operates under the trade name Szarka Financial and works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm offers various investment implementation options tailored to client objectives through a network of independent financial professionals.

Leslie Szarka is a CFP® professional with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He has operated Szarka Financial Management since 1987. Szarka is also an author of financial books. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, tailored to client objectives.

Steven Mattern is a Series 66-registered financial advisor with six years of industry experience. He currently works at Cetera and has held previous roles at firms including Prudential Insurance Company of America and AMFG Wealth Management LLC. Outside of his advisory work, he serves as a coach for the Special Olympics. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, supporting a range of program structures and custody relationships.

Zachary Woodring is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab & Co., Inc. and The Huntington National Bank. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a variety of clients, including registered investment companies and Charitable Gift Funds, and is known for its use of systematic methodologies and AI in portfolio development.

Jeffrey Brausch is a financial advisor with RBC Capital Markets in Westlake, Ohio, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He previously worked at UBS Financial Services for 11 years and Mcdonald Investments Inc. for 33 years. Brausch serves as chairman of the Black River Education & Wellness Foundation, a charitable organization focused on wellness and education in northern Ohio. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored investment solutions through various advisory programs that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Mason Linderbaum is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and possessing 22 years of industry experience. He has worked at both Retirement Plan Services, Inc. and Charles Schwab since 2003. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.