Jack Makee is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at KeyBank and Swagelok. Outside of his advisory role, he is involved with Princeton Harriman Insurance Solutions in Sarasota, Florida, where he provides insurance-related financial advice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Megan Grant is a financial advisor with UBS Financial Services in Hudson, OH, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management solutions.

Minyon Heard is a Series 66 licensed advisor with Primerica Advisors in Euclid, OH, and has 16 years of industry experience. She has worked with Primerica Financial Services and Primerica Advisors since 2018 and has been retired since 2016. Outside of financial advising, she is involved with Primierica Mortgage and Primerica Client Services through part-time referrals and is a member of Chagrin Valley Real Estate, LLC. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients, primarily through a wrap-fee asset management program. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and provides trade execution and custody services through established financial institutions.

Indu Braum is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2002, including 15 years at Morgan Stanley Smith Barney. Outside of her advisory work, she serves as secretary and board member of Thrive Through Tennis, a recreational organization in Broadview Heights, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models as part of its financial planning process.

Christopher De Ment is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in multiple roles since 2012. Outside of his advisory work, he operates an Amazon seller business. 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 in its investment approach.

Britney Mayer is a financial advisor with Cambridge Investment Research Advisors and holds nine years of industry experience. She has been with Cambridge Investment Research Advisors since 2020 and has worked at related firms, including Cambridge Investment Research, Inc. and Mayfield Financial Services, since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms.

Timothy Emmitt is a Benefits & Planning Consultant with Fidelity Executive Services. In this role, he assists clients in maximizing the benefits offered through their employers, provides education on various financial topics, and helps develop financial plans tailored to meet the needs of clients and their families. Timothy has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently serving as a Benefits & Planning Consultant since 2024. His experience encompasses client relationship management and financial planning. Outside of his professional duties, Timothy enjoys outdoor activities such as camping, fitness, hiking, kayaking, and snowboarding.

Charles Drew is a financial advisor with UBS Financial Services in Aurora, OH, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Bank of America, NA for 14 years and has been associated with Merrill Lynch since 1994. Outside of his advisory role, he serves on the board of directors for Casey Trees, an organization focused on urban tree advocacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services including discretionary portfolio management and financial planning.

Ned Tufekcic is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 36 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Cincinnati Analysts. He is involved with ProInvest Financial Inc., a non-variable insurance and investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a broad platform supported by operational and research tools.

David Jackson is a financial advisor with LPL Financial based in Chagrin Falls, Ohio. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and The Huntington Investment Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies that can incorporate custom and third-party options.

Jacob Freshour is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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, supported by a large network of financial advisors and branch offices nationwide.

Paul Corbeil is a financial advisor at Raymond James & Associates with 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for The Villas at Westin Pointe Owners Association. Raymond James & Associates is a large, nationally supported firm managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that rely on tailored analyses and a range of investment strategies.

Raymond Dietz Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at Royal Alliance Associates Inc. for 23 years before joining OSAIC in 2023. Outside of his advisory role, he is a basketball camp coach and owns a tax preparation service. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of investment options and platforms. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios tailored to client preferences and supports multiple advisory platforms and third-party services.

Patrick De Nitto is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since October 2004 and specializes in working with affluent families to develop customized financial strategies. His focus areas include retirement planning, education planning, philanthropic giving, legacy planning, and managing wealth through significant life transitions. With over twenty years of investment experience, Patrick employs a goals-based wealth management approach that emphasizes building portfolios tailored to specific client goals. He aims to help clients understand the purpose of each investment within their portfolios to align financial decisions with their risk tolerance, time horizon, liquidity needs, and overall objectives. Patrick holds a Bachelor's Degree in Economics from Arizona State University and holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional activities, Patrick enjoys fishing, golfing, music, skiing, spending time with his family, and traveling. He, his wife, and their young daughters reside in Pepper Pike.

Lucas Ball is a Series 66-licensed advisor with Equitable Advisors in Independence, Ohio. He has one year of industry experience and previously held roles at Dayton Freight, ETP Capital, Kent State University, and Sheetz. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kevin Gay is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms including Allstate Insurance Company, PNC Investments, and VALIC Financial Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

James Frye is a financial advisor at LPL Financial with 53 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at firms including Sigma Planning Corporation, Woodbury Financial Services, and Questar Asset Management. Frye has been involved with the J.W. Frye Company since 1982. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

James Yurak is a financial advisor at Raymond James & Associates with 25 years of industry experience. Prior to joining Raymond James in 2025, he worked for UBS Financial Services Inc. for 16 years. He holds the Series 66 designation. Yurak serves as Treasurer and Board Member for Hudson Community First, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Cingel is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 license and possessing 43 years of industry experience. He previously worked at Tyler-Stone Wealth Management, LLC for 10 years and Mass Mutual Investors Services for 5 years. Outside of his advisory work, he is involved as an independent insurance agent selling life, disability, long-term care, health insurance products, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

Laura Radcliff is a CFP® professional with 17 years of industry experience, all with Edward Jones in Aurora, OH. She holds a Series 66 license and has been advising clients since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.