Danny Skrbis is a financial advisor with Ameriprise in Kirtland, Ohio, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Skrbis serves on the Board of Directors for Slovenska Pristava and is the Camp Director for Camp Pristava, a Slovenian Catholic summer camp for children associated with local Slovenian schools and communities. Ameriprise is a large institutional firm providing retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Nicholas Alexander is a financial advisor with UBS Financial Services in Fairview Park, OH, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2004, following three years at Ameriprise. Alexander serves on the Board of Directors for the MetroHealth Foundation and is Treasurer of the Northern Ohio Italian American Foundation, which promotes Italian American culture in northern Ohio. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining fee-based financial planning and portfolio management with institutional trading capabilities and proprietary research.

Julie Nootbaar is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Citizens Securities, Inc. and Burkhart & Co. Outside of her advisory role, she is involved in independent insurance brokering with Guardian Life Insurance Co. of America. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Steven Rini is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, Rini is involved in several family-held investment and real estate businesses and serves on the marketing committee for the West Side Catholic Center. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning and a range of investment services supported by firm-approved tools and a structured planning process.

Matthew Grady is a financial advisor with Charles Schwab in Westlake, OH, holding a Series 66 designation and with 14 years of industry experience. He has worked at Charles Schwab since 2011 and at Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated operational structure.

Bethany Schmittel is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Her work history includes roles at Wells Fargo Advisors LLC, PNC Wealth Management, Federated MDTA LLC, Federated Securities Corp., Federated Investment Counseling, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate options based on diversification and modern portfolio theory.

Daniel Hogan is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes nine years at The Huntington Investment Company and eighteen years at KeyBanc Capital Markets Inc. Ameriprise Financial Services is a large 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 sources and tax-aware withdrawal strategies.

Jonathan Kesselman is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 10 years with UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lindsay Kurowski is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2019. Prior to that, she was with Robert W. Baird and Blue Technologies. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and a centralized operational structure.

Michael Oravetz is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on the Advisory Committee of Blessing House, a children’s crisis care center in Elyria, Ohio, where he monitors investment policy compliance and assists the Board of Directors in selecting investment managers. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Esmeralda Manuka is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior roles include positions at PNC and Key Investment Services, LLC, and she has spent multiple periods working at Merrill. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachery Cove is a Series 66-registered financial advisor with eight years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, and previously held roles at Morgan Stanley, Merrill, and Bank of America. Outside of his advisory work, he was affiliated with the Holimont Ski Club from 2011 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.