Jacob Schaefer is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms including PNC Investments and Citizens Securities. He is also involved with Commonwealth Capital Management, LLC as an advisor. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Kristopher Sayre is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC 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.

Scott Masters is a Series 66–licensed financial advisor with Morgan Stanley in Westlake, Ohio, where he has worked since 2015. He has 10 years of industry experience, including a role at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, incorporating advanced modeling techniques such as Monte Carlo simulations.

Caroline Adams is a Senior Financial Advisor with Williams, Jones & Associates at Merrill Lynch Wealth Management. She joined Merrill in 2021 after working as a Certified Public Accountant (CPA) with a large Montana-based public accounting firm, where she worked in both the Audit and Tax Departments supporting non-profit, government entities, individuals, and businesses. In her current role, she assists clients with a comprehensive range of financial needs. Her expertise includes tax-sensitive investment strategies, business planning, cash-flow analysis, higher-education savings, and wealth transfer. Caroline leverages her public accounting background to collaborate effectively with clients' external tax and legal advisors to ensure steady progress on shared financial initiatives. She focuses on supporting successive generations of client families in developing sound financial habits and pursuing long-term financial independence. Caroline holds dual Bachelor's degrees in Accounting and Finance from Carroll College in Helena. She has earned the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with the Idaho Women's Charitable Foundation. Caroline and her husband, Cole, live in Boise with their golden retriever, Bo, and enjoy outdoor activities such as hiking, snow skiing, and tennis.

Daniel Leugers is a CFP® with 26 years of industry experience, currently affiliated with Osaic Wealth Inc. He previously worked at VALIC Financial Advisors for 22 years and holds Series 66 registration. Leugers also owns BlueHaven Wealth Management, operating as a financial advisor under that firm. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple portfolio management platforms to deliver customized investment solutions.

Michael Leonakis is a financial advisor at Equitable Advisors with 13 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years and OSAIC for one year before joining Equitable Advisors. He holds a Series 66 designation and is also the managing member of Cleveland Executive Consulting, LLC, a business established for payroll and business expenses. Additionally, he is an independent agent involved in outside fixed insurance sales. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kimberly Haws Falasco is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves on the boards of the Akron Community Foundation and the Akron Urban League, focusing on investment and finance committees. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Natalie Mowry is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including Corporate Executive Services, Divorce Transition Planning, Education Planning, Legacy Planning, Personal Retirement Planning, Portfolio Management Services, Women and Wealth, Individual and Corporate Investment Strategy, and Retirement Income. Natalie's approach centers on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals. Natalie began her career as an Advisor and Manager of Financial Services at a Fortune 500 financial firm before joining Merrill in 2009. She holds a Bachelor of Business Administration from the University of Toledo Honors Program with a concentration in Financial Services. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is also recognized as a Better Money Habits Champion in her community. Natalie lives in Aurora with her husband Steve and their two daughters. Her personal interests include golfing, tennis, traveling, and spending time with her family.

Kristin Askey is a financial advisor with Equitable Advisors in Avon Lake, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of her advisory role, she conducts business under Stratus Advisors, contracting with various long-term care carriers. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Curtis Bissell is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 12 years of industry experience. He has been with Thrivent and its affiliated firms since 2014. Outside of his advisory role, Bissell serves as Vice President of Buckets of Hope for Tender Hearts, a nonprofit supporting child loss organizations, and is the Pastor of the Online Campus for Garfield Memorial United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jon Shane is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1981, including 15 years with Bank of America, N.A. Shane serves as a trustee for family trusts, including an irrevocable insurance trust and a residence trust. 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 individuals, high-net-worth clients, and institutions.

Gregory Box is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2009 to 2025. Outside of his advisory role, he is a partner in two real estate rental businesses, overseeing property management and financial record keeping. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Gregory Crissman is Vice President, Wealth Planner at Fidelity Investments. He is responsible for developing, implementing, and monitoring wealth planning strategies for clients and their families. Gregory has over 20 years of experience at Fidelity Investments, having held several roles including Vice President, Financial Consultant; Private Access Relationship Manager; Investor Center Investments Representative; and Customer Service Representative. Prior to joining Fidelity, he worked as a Registered Representative at Vista Financial Group. Outside of his professional responsibilities, Gregory enjoys baseball, family activities, gardening, golf, music, and traveling.

Ryan Mckean is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and offering 22 years of industry experience. Prior to joining Cambridge in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2004 to 2021. He is also a board member of the Beck Center for the Arts, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering proprietary and third-party model strategies with both discretionary and non-discretionary investment options.

Paul La Banc III is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and previously worked for Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Ronald Barylak is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2016, including Charles Schwab Bank SSB and Charles Schwab and Co., Inc. Prior to Schwab, he worked at Lou Ray Associates and Corrigan Krause. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment advisory services along with brokerage, custody, and cash-sweep solutions.

Bethany Gonzalez is a financial advisor with J.P. Morgan Securities LLC based in Parma, OH, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. Her prior experience includes roles at Northwestern Mutual and John Adams/Adams, Gut, & Associates. She is the owner and registered agent of MindBodySoul&Money, LTD, a holding company with investments in local laundry businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Nathan Bowman is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and having two years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and has held roles with the Cleveland Clinic Foundation, Rome Fire Department, and Morgan Hose Company. He is also the owner of Archival Arms LLC, a non-investment business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering comprehensive financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing multiple program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Steven Berman is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 30 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves on the finance committee of The Gathering Place, a nonprofit organization in Beachwood, OH, and is a notary public. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Robin Gray is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory role, Gray serves as a board member on the Medina Township, Ohio Board of Zoning Appeals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.