Thomas Sponseller Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, serving at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and methodologies such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its planning process.

David Metzger is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc., serving clients for seven years before joining LPL Financial in 2020. In addition to his advisory role, Metzger is involved with Dennis C. Jackson Co., LPA, where he provides legal services including estate planning. 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 various advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Brian Morton is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial, and First Allied Advisory Services. He is also registered as a representative for Michael Leonakis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a range of third-party advisory models and does not sponsor its own wrap fee program.

Anthony Cenname is a financial advisor with Primerica Advisors in Lakewood, OH, holding 15 years of industry experience. His career includes roles at Ferguson Enterprises LLC and PFS Investments Inc, among others. He is involved in sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options within a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on personalized investment approaches rather than institutional pension or profit-sharing plan management.

Darren Stephens is a Series 66 credentialed financial advisor with over 22 years of industry experience. He currently practices at Cetera and has previously worked with Avantax and Wealth Care Management. Outside of finance, Stephens has been involved in pump sales and distribution businesses for over 25 years. Cetera Investment Advisers LLC is a nationwide independent advisory platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager approach with a range of portfolio management options and maintains over $256 billion in assets under management.

Tayshon Blackwell is a financial advisor at LPL Enterprise with one year of industry experience. He previously worked at the Northeast Ohio Regional Sewer District and the Cleveland State University Finance Department. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and various financial planning services.

Tammy Miller is a Series 66 credentialed financial advisor with 18 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management Inc, both since 2008. She is based in Westlake, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics such as retirement and estate planning, with options to combine planning and managed-account services under a consolidated billing approach called “WealthPlan.”

Stephanie Flask is a financial advisor at Edward Jones in Lakewood, OH, holding the Series 66 designation with three years of industry experience. She joined Edward Jones in 2022 after five years at Target Corporation. Outside of her advisory role, she serves as Vice President of the Downtown Lakewood Business Alliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jeffrey Urbin is a financial advisor at Morgan Stanley in Avon Lake, Ohio, holding a Series 66 designation with 15 years of industry experience. He previously worked at PNC Investments from 2015 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Mike McDermott is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has progressed through several roles within the company, including Investment Consultant, Financial Representative, and Customer Relationship Advocate, all during his tenure beginning in 2022. In his current role, he works with individuals and families to develop personalized financial strategies that align with their goals and preferences. His expertise includes investment planning, risk management, and retirement strategies. Mike emphasizes building lasting relationships with clients based on trust and transparency. His approach involves guiding clients through complex financial decisions with confidence. Outside of his professional work, Mike has interests in cars, fitness, football, social events with friends, reading, and traveling.

Julie Taylor is a financial advisor with Raymond James & Associates who holds the Series 66 designation and has 18 years of industry experience. Her prior roles include positions at Merrill, Wells Fargo Clearing Services LLC, ValMark Advisers, Inc., and Resource Strategies. Outside of her advisory work, she serves as a trustee and power of attorney for her mother-in-law’s trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services through a variety of investment approaches and affiliated resources.

John Hyneman is a financial advisor at Ameriprise in Brooklyn, Ohio, holding a Series 66 designation with six years of industry experience. His prior roles include positions at The Huntington Investment Company, Agia, Valic Financial Advisors, and Prudential Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Ann C Lutz is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with UBS since 1988. Outside of her advisory role, she serves on the boards of several nonprofit organizations, including Vocational Guidance Services and Malachi House, and participates in strategic and investment committees for Magnificat High School. UBS Financial Services provides brokerage and investment advisory solutions to individual, corporate, and institutional clients. The firm offers a range of services including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management and proprietary research to tailor client investment strategies.

Anna Gerber is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014. Outside of her advisory role, she is employed as a retail store clerk at Ann Taylor in Westlake, Ohio. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Mark Vlacovsky is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at various Cetera affiliates and other financial services firms. Outside of advisory work, he has involvement in several business ventures spanning multiple years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform combining affiliated and unaffiliated strategies, managing over $256 billion in assets and supported by more than 10,000 advisors.

Chad Vidovich is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. His professional role involves collaborating closely with clients to understand their unique financial circumstances and to simplify complex financial concepts. He utilizes Fidelity's resources and platform to create and implement effective financial plans tailored to individual needs. With over twenty years of experience in the financial advisory industry, Chad has held several positions including Vice President and Senior Financial Consultant at Charles Schwab & Co., Inc. from 2003 to 2021. Prior to that, he worked as a Financial Advisor at Charter One Securities, UBS PaineWebber, and American Express Financial Advisors between 2000 and 2003. Outside of his professional life, Chad's personal interests include spending time at the beach, cooking and baking, exploring food culture, playing golf, and traveling.

Peter Bahner is a CFP® with 12 years of industry experience, currently serving with LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Bahner is also a nonprofit board member at Bowling Green State University. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL Research and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Christina Stein is a financial advisor at Morgan Stanley in Westlake, OH, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she owns and manages a rental property in North Ridgeville, OH. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and scenario modeling, offering advisory services without individual security recommendations as part of its standalone planning program.

Dana Banyasz is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and holds a Series 66 designation. Outside of his advisory role, Banyasz serves on the Board of Trustees for Padua Franciscan High School in Parma, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Kevin Doss is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2006. Doss serves as a board trustee for Ashland University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, 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 using a variety of portfolio management and platform solutions.