Andrea Shea is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2016, with prior experience at Citigroup Global Markets from 2005 to 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

Alexander Karius is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to develop strategies for estate planning, tax minimization, and income production in retirement, aiming to help clients secure the life they have envisioned. He serves a diverse range of clients including business owners, doctors, and teachers, addressing concerns such as investment preservation, tax impact mitigation, and financial provision for family members. Alexander employs a system called Personal Wealth Analysis®, designed to assist clients in preserving and nurturing their wealth toward their financial goals. Alexander holds a Bachelor's Degree from Mercyhurst College and a Master's Degree from the University of Akron. He is a Personal Investment Advisor (PIA) and communicates in English and Russian. Outside of his professional role, he is involved with the organizations Golden Retrievers In Need and ROTARACT. His personal interests include baseball, basketball, football, golfing, pickleball, spending time with his family, traveling, watching movies, writing, and yoga.

Jeffrey Kosek is a financial advisor with OSAIC, holding a Series 66 license and 12 years of industry experience. He previously worked at Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. In addition to his advisory role, he is involved in the sale of fixed insurance products and operates The Kosek Organization, LLC, which manages business operational expenses. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party managers. The firm employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Charles Brennan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Brennan is involved in managing investment-related activities, serving as a managing member and partner in several entities connected to real estate and recreation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while offering diverse retail and institutional investment options.

Frederick Schirmer is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He partners with clients and families to develop and maintain comprehensive financial plans. He has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Solutions Representative, Branch Financial Representative, Central Relationship Manager, Relationship Manager, and Planning Consultant. This extensive experience within Fidelity Investments has provided him with a broad understanding of financial planning and client relationship management. Outside of his professional work, Frederick enjoys golf and traveling.

Steven Milvet is a financial advisor with Robert W. Baird & Co. in Lodi, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory role, he serves as a zoning board member for the Chatham Township Zoning Commission. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies and overlays to meet client goals and risk tolerances.

William Davis is a financial advisor with Cambridge Investment Research Advisors in Rocky River, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent over a decade with FSC Securities Corporation. Outside of his advisory work, he serves as a board member of the Singers' Club of Cleveland, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of platform arrangements and both proprietary and third-party investment strategies.

Peter Carfagna is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2012. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Andrea Looney is a financial advisor with UBS Financial Services in Stow, Ohio, holding a Series 66 designation and with seven years of experience at UBS following three years at Coleman Professional Services. She has worked in the financial services industry for a total of ten years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and research-based investment strategies.

Matthew Norris is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Raymond James Financial Services Advisors Inc. since 2017. In addition to his advisory role, he is involved with Wentz Financial Group, where he engages in product research and due diligence. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers a range of advisory programs, including specialized services for municipal and public finance clients.

Amie Fox is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 66 designation and 21 years of industry experience. She has been with MassMutual and its affiliated companies since 2004. Outside of her advisory role, she is the owner of Palffy Financial Group, LLC and serves as an agent for various life, health, and disability insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of financial planning and asset management services, including innovative event-driven planning such as divorce and estate-settlement programs.

Wayne Gray is a financial advisor at Primerica Advisors with 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. His credentials include the Series 63 designation. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on client account management rather than institutional or pension plan services.

Scott Vollrath is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and its affiliates for over two decades. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services supported by its integrated platform and a combination of proprietary and third-party investment solutions.

Izac Coleman is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Equitable Advisors and has previously worked at Paloma, Northwestern Mutual, and Glenmede Trust. Outside of financial advising, he has experience working with John Carroll University in various capacities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Laura Lewis is a financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio. She holds a Series 63 designation and has five years of industry experience, including four years at Green and Spiegel Midwest LLC. She joined Charles Schwab in 2020 and has worked there since. 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 guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

David Freno is a CFP® professional with seven years of industry experience, currently serving at MassMutual Investors Services since 2021. His prior roles include positions at Eileen M. Burkhart & Co., LLC and The Mortgage Collaborative. Outside of his advisory work, he is involved in several nonprofit boards focused on the arts and serves as a freelance pianist. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of educational and specialized planning programs.

Richard Schulz is a CFP® professional with five years of industry experience, currently serving as a wealth advisor at LongView Financial Partners and Raymond James Financial. His prior experience includes positions at Northern Trust Company and Mass Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports its clients with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ai Nguyen is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America, H&R Block, and Pruco Securities, LLC. In addition to her advisory career, she operates New Life Language, LLC, an interpretation service. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Linda Peters is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. She has worked with Primerica in various capacities since 1996 and has also been involved with John Witri Associates and K & R Vitello & Associates. Outside of finance, she operates Linda Peters Photography, focusing on youth sporting events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Anson Graham is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles, including positions at Duma Meats and PureGreen Landscaping. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.