Robert Franz is a financial advisor at Stifel with 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009 and holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning.

Danielle Mackey is a Series 66 licensed financial advisor at UBS Financial Services with 8 years of industry experience. She has been with UBS since 2015. 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 and provides access to proprietary research and a broad range of capital markets products.

William Bolas is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2013. Outside of his advisory role, he serves on the investment committee of the Cleveland Yachting Club. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, utilizing firm research and planning tools to develop tailored recommendations across a broad range of financial planning areas.

Elizabeth Knight is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and having 29 years of industry experience. She has worked at Raymond James since 2019 and previously held multiple roles at UBS Financial Services from 2013 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and municipal advisory services.

Todd Lloyd is a financial advisor at Charles Schwab with 16 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade from 2015 to 2024 before joining Charles Schwab. He serves as secretary for his residential building's homeowner association. Charles Schwab 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 both non-discretionary and discretionary investment solutions, combining multi-asset portfolios with centralized custody and operational services.

John Mundell is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Cetera and Cetera Wealth Services before joining LPL Financial in 2025. Mundell also operates Mundell Financial Group, Inc., an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with model portfolios and third-party research.

Lauren Erb is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2017, with prior experience at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions 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 utilizes a structured financial planning process supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Rebecca Barbe is a financial advisor with Primerica Advisors, holding 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she is a certified needles trainer with Needles, Inc., a position she has held since 2018. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Adam Seltzer is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at MassMutual Life Insurance Co and Minnesota Life Insurance Co. Outside of his advisory work, he is also engaged as an insurance broker specializing in individual life, disability, long-term care, fixed annuities, and health insurance. 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 financial planning, asset management, and educational seminars, with an emphasis on collaborative annual planning using firm-approved analytical tools.

David Thomas is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at PNC Financial Services for 18 years. Outside of his advisory role, he owns and operates a retail business specializing in medical identification products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christine Wiskochil is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Robert W. Baird since 2014. Outside of her advisory role, she serves as treasurer for both Nana's Tribe Foundation and the Rotary Club of Cleveland, assisting with budgeting and financial oversight. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management using a combination of in-house and third-party managers, offering a range of traditional and non-traditional investment strategies.

Marlene Muscovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked with LPL Financial since 2018 and previously spent nine years at SII Investments, Inc. She also operates TA-Check Financial Ltd, an independent investment advisory firm, and is a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and research from LPL Research.

Mira Bailey is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and was previously employed by Financial Engines from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers financial planning supported by structured discovery conversations and firm-approved tools.

Kirill Volokhov is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 63 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and integrated financial products through its affiliated broker-dealer and insurance entities.

Mark Wilson is a Series 66-credentialed financial advisor with LPL Enterprise in Independence, OH. He has been with LPL Enterprise since 2025. Outside of his advisory role, he is involved with Brick House Realty and Baldwin Wallace University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a comprehensive platform that integrates investment advice with insurance and lending products.

Charles Gavin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions at various organizations, including Xavier University and Gino's Awards, Inc. Outside of his advisory role, he works as an independent contractor providing rideshare services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Patricia Uhlir is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Shannon Holz is a financial advisor with Fidelity in Orange, Ohio, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Holz serves on the investment committee for Beaumont School for Girls. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees both affiliated and unaffiliated sub-advisers.

Denise Ingersoll is a financial advisor with Robert Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Robert Baird & Co. since 1997. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and use of technology including artificial intelligence.

Ryan Woodman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, and at JPMorgan Chase Bank, N.A. since 2007. Woodman is also the owner of Limoncello Investments LLC. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations and delivers advisory services on a non-discretionary basis.