Andrew Gallik is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, PNC Bank, and Levin Furniture. Gallik is also registered as an RSA for Michael Leonakis. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Sabrina Maghes is a financial advisor at J.P. Morgan Securities in Cleveland, OH, holding a Series 66 designation. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026, with additional work experience at Summa Health System, Scioto Country Club, and The Ohio State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Drew Adler is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Lincoln Financial Advisors for 24 years. Outside of his advisory role, he is an insurance agent offering fixed insurance products including fixed annuities, long-term care, and traditional life insurance through Aspen Court Financial. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, offering a range of advisory and brokerage services across multiple platforms.

John Melick III is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. since 2018, he has been with Robert W. Baird & Co. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs supported by ongoing manager selection, internal research tools, and tax-management strategies.

Kevin Gilligan is a Series 66 licensed financial advisor with LPL Financial, bringing seven years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. His background also includes roles at The Ohio State University and the City of North Royalton Recreation Department. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with various operational and research tools.

Gary Pugh is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked previously at firms including First National Bank of Pennsylvania, Cetera Investment Services, and Penn Mutual Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various platforms and tools to support client portfolios.

Joseph Kraft is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves on the Westlake City Schools Board of Education. The DDK Group at Robert W. Baird & Co. advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a variety of investment strategies and overlays, with capabilities that include municipal advisory and public finance services.

Terence Hagedorn is a financial advisor with Ameriprise in South Euclid, OH, holding a Series 66 designation and 23 years of industry experience. He previously worked at Next Financial Group, Inc. and Integrity Financial Services. In addition to his advisory role, he is involved in independent insurance brokering with several life insurance companies. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income plans, with a focus on assets managed within Ameriprise accounts.

Cameron Addington is a Series 66 licensed advisor at J.P. Morgan Securities with one year of experience. His prior roles include positions at JPMorgan Chase Bank, Gryphon Fund Group, Elios Financial Group, and teaching at Cleveland State University. Outside of finance, he has been involved with several entrepreneurial ventures including Textbook Home Improvements, Par-One Inc, and 325SC Restaurant Ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary advisory program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process employs centralized due diligence combining quantitative and qualitative research to build model asset allocations.

Alexandria Hodge is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and maintains broad regulatory registrations reflecting extensive derivatives and commodities capabilities.

Jack Butler is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including OSAIC, SagePoint Financial, American Portfolios Advisors, Inc., and Vestax Securities Corporation. Outside of his advisory role, Butler serves as an of counsel attorney focused on estate planning and is a board member of a nonprofit organization. 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 a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Jameson Smith is a Financial Advisor at Merrill Lynch Wealth Management, focusing on building long-term relationships with clients that extend beyond transactional financial advice. He assists retirees, executives, business owners, and young families in navigating important financial decisions related to retirement planning, estate planning, wealth management, and long-term financial security. His approach centers on understanding individual goals, values, and concerns to help clients move closer to achieving what matters most to them. Before joining Merrill Lynch, Jameson spent years in business development working alongside Fortune 500 companies and served 14 years in the military. These experiences contribute to the discipline, integrity, and service-minded approach he brings to his client relationships. He holds a Bachelor's Degree from Kent State University and carries a Personal Investment Advisor (PIA) designation. His memberships include the American Legion and VFW. Jameson is actively involved in his community, supporting organizations such as the Greater Cleveland Food Bank, Habitat for Restore, and Ronald McDonald House. He is also engaged in his church community. Outside of work, he enjoys adventure sports, basketball, cooking, gardening, reading, and spending time with his family, and he is a proud father of two children.

Scot Sinkler is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel in various capacities since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Jason Yuhas is a financial advisor with LPL Financial, holding 25 years of industry experience. He previously worked at SII Investments, Inc. and operated TA-Check Financial, an independent investment advisory firm. Outside of his advisory work, he is involved in tax preparation and accounting through multiple related businesses. 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 a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kellyn Ingraham is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, Kellyn serves as the primary contact for Fidelity's most sophisticated investors and their families, focusing on building and maintaining long-term relationships by understanding each client's unique preferences and providing personalized service and support for their financial needs. Kellyn has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, Relationship Manager, Wealth Management Planning Consultant, and Advanced Planning Analyst before assuming the current position in 2025. This experience reflects a comprehensive background in wealth management and client relationship development.

Louis Wargo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at OSAIC and FSC Securities Corporation, spanning over two decades. 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 a broad range of services including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced operational tools.

Ryan Gillespie is a financial advisor with Equitable Advisors holding a Series 66 designation. He joined the firm in 2026 and has prior work experience at Sherwin Williams and various other roles before entering the financial industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party providers.

Shannon Kolton is a financial advisor at Morgan Stanley in Cleveland, OH, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and UBS Financial Services over her career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Laurence Bricmont is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Jonathan Schonfeld is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Tyler-Stone Wealth Management for 10 years, as well as New England Securities and Ameriprise. 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, and institutional platforms, with investment strategies that include discretionary and non-discretionary management using LPL Research models, third-party subadvisors, and customized approaches.