Gus Williams is a financial advisor at Primerica Advisors with 31 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1985. He holds a Series 63 designation. Williams also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, combining independent due diligence with delegated trading responsibilities.

Jonathon Lenehan is a financial advisor with Equitable Advisors in Independence, OH, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2022, he held positions at Proforma and worked at the University of Kentucky. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

Rebecca Tipton is a CFP® with 23 years of industry experience and is currently with Wells Fargo Advisors. Her prior roles include positions at Lineweaver Wealth Advisors and Ameriprise Financial Services, where she worked for 21 years combined. She serves on the Finance/Stewardship Ministry Team and volunteers with the Smile Team at Mantua Center Christian Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels to deliver tailored recommendations.

James Cain is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2001 and holds Series 63 and Series 65 designations. Based in Cleveland, OH, Cain works within the firm's Private Wealth Management practice. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joseph Lowe is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at firms including Merrill, PNC Investments, and Carver Financial Services, where he is also currently involved as an associate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, and public entities. The firm offers customized, non-discretionary investment recommendations and maintains connections with municipal and public finance through its referral arrangements and affiliate network.

Anthony Pochiro is a financial advisor with Raymond James Financial in Willoughby, OH, holding a Series 63 designation and 23 years of industry experience. He has been with Raymond James Financial since 2009 and also owns AMP Financial Group, a support company serving as a DBA for marketing and expenses. Pochiro serves as a board member of the Painesville, OH Chamber of Commerce. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, firm research, and various implementation pathways, with a distinctive focus on non-discretionary advisory services.

Thomas Dowd is a CFP® professional with 26 years of experience in the financial services industry. He has been associated with LPL Financial since 2004 and founded Tyler Stone Wealth Management, LLC in 2015. In addition to his advisory work, he serves as an officer providing financial direction and tax preparation support for a family-owned retail restaurant business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Rebecca Ravida is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials. She has worked in the financial industry since 2025, including roles at J.P. Morgan Securities and Fidelity Investments. Prior to her career in finance, she spent eight years with Audi Bedford Penske Automotive. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund structures and model portfolios, with notable activities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Charlie Dear is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he also operates as an independent agent outside of fixed insurance appointments. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Nicole Miles is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Anthony Mercuri is a financial advisor with LPL Financial in Parma, OH, holding a Series 66 designation and 32 years of industry experience. He previously worked at SII Investments, Inc. for 11 years and has operated Ta Check Financial Ltd. since 2002. Outside of his advisory work, he serves as a football coach at Holy Name High School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and accommodates various client needs through model portfolios, third-party managers, and customized arrangements.

Dominic Wright is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at JPMorgan Chase Bank since 2011 and serves as a college football official for the NCAA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Laura Murphy is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, corporations, and governmental entities, offering services through various programs such as Wealth Advisory Services and institutional consulting.

Patrick Mcdonough is a financial advisor with Cetera, holding a Series 63 designation and over 38 years of industry experience. His career includes long-term roles at Blue Line Financial Cleveland and Cetera Wealth Services, alongside self-employment since 1979. He is also involved as an investment advisor and branch manager at Firefighters Community Credit Union and provides tax and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and services supported by a large network of independent advisors.

Leonard Kichler is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2007 and also has a long-standing affiliation with Mcdonald Investments Inc. Outside of his advisory work, he serves on the board of directors for InMotion, a charity offering wellness programs for people with Parkinson's disease. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Jonathan Matta is a financial advisor with Charles Schwab in Chagrin Falls, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Strategas, Ameriprise Financial Services, Massachusetts Mutual Life Insurance Company, and Janus Management Holdings Corp. Matta has been with Charles Schwab since 2024. 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 advisory relationships and access to discretionary separately managed accounts, supported by an integrated operational structure and multi-asset model portfolios.

Mark Zumack is a financial advisor with LPL Financial in Solon, OH, holding 40 years of industry experience. He previously worked at Metlife Securities Inc. and Metropolitan Life Insurance Company from 1980 to 2017, followed by roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company until 2026. Outside of his advisory role, he has involvement in Regal Financial, LLC, which offers life, health, and property and casualty insurance sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and a variety of portfolio management options.

Michael Ruchalski is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Gregory Berlin is a CFP® professional with 26 years of experience in the financial industry. He has worked at Cetera since 2025 and previously spent 18 years with B. Riley Wealth Management and 3 years with B. Riley Wealth Advisors. Outside of his advisory role, he teaches violin and viola and serves as treasurer for the Broadway School of Music, in addition to leading health and wellness webinars through Balancing Life Issues. Cetera is an SEC-registered adviser with a large nationwide network serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies and program structures.

Kelley Thompson is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding a Series 66 designation and 19 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Wells Fargo Clearing from 2016 to 2025 and at Wells Fargo Advisors LLC from 2009 to 2016. She owns Kelley Marie Thompson, LLC, an investment-related business, and is affiliated with Princeton Harriman Insurance Solutions in a non-investment capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services including cash-flow, retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations, with implementation options through its brokerage or advisory programs.