Casey Treen is a Financial Consultant currently working at Fidelity Investments since 2022. He has previously held positions as an Independent Investment Advisor at Phillips Financial Advisors from 2021 to 2022 and as a Senior Financial Consultant at Charles Schwab from 2016 to 2021. His professional focus is on developing detailed and understandable financial plans tailored to his clients' individual goals. Outside of his professional work, Casey enjoys spending time with his wife and two children. His personal interests include cooking, baking, playing board games, and following football, particularly Cleveland sports. He also enjoys riding on the towpath during his leisure time.

Daniel Freireich is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS since 2007, with prior experience at Mcdonald Investments Inc. dating back to 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Harvey Rosenberg is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial guidance since joining the firm in 1993. Prior to his career in financial services, he worked in the Consumer Products industry. Harvey focuses on goals-based wealth management, aiding affluent families, professionals, and business executives in navigating complex investment environments. Harvey's expertise includes family wealth management, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Harvey earned his bachelor's degree in Communications from Cleveland State University and graduated from Beachwood High School. Outside of his professional role, Harvey is an active member of the Bnai Yeshurun Synagogue and involved in the Bellefaire JCB Home community. He enjoys sports, particularly being a season ticket holder with the Cleveland Indians, as well as skiing in the Colorado Rockies and locally in Ellicottville, New York. He lives in Solon, Ohio, with his wife.

Natalie Sutcliffe is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and 17 years of industry experience. Her career includes roles at Victory Capital Advisers, CIVISTA Bank, KEY BANK, UBS Financial Services, and Wells Fargo Clearing. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, combining quantitative analyses with various portfolio management styles, and also provides municipal advisory services alongside market-making in government bonds.

Yahel Hill is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan in 2025, Hill held roles at Equitable Financial Life Insurance and several logistics and management companies. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Harris is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2005 and founded Tyler-Stone Wealth Management, LLC in 2015, where he provides independent investment advisory services. 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 financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Jeremy Seck is a financial advisor with Wells Fargo Clearing in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets Inc. He has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a range of clients, including individuals, corporations, and institutions. The firm combines in-house research with external data sources and applies diversification principles and modern portfolio theory to investment decisions, while offering a broad array of brokerage and advisory solutions.

William Murphy is a financial advisor at UBS Financial Services in Cleveland, Ohio, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Painewebber Incorporated since 1992. Murphy serves on the board and finance committee of South West Hospital’s foundation and participates in charitable activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and capital markets services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Shreya Sharma is a financial advisor at Merrill with a Series 66 designation and experience in the industry since 2025. Prior to joining Merrill and Bank of America, N.A., she worked at Rabe Investment Consulting Group and other firms. 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, and institutions.

James Settle is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2013. Prior to his current roles, he was employed at Uber from 2016 to 2017. 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 related managed-account and financial planning services. The firm operates a hybrid advisory model combining non-discretionary guidance with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Matthew Meyer is the Resident Director and Wealth Management Advisor at Merrill's Westlake-Crocker Park office, where he also serves as a partner of CLE Wealth Management. He specializes in offering a comprehensive approach to managing wealth that begins with understanding client needs and ensuring every strategy aligns with their financial goals. His client focus areas include corporate executive services, divorce transition planning, employee benefits planning, executive and equity compensation, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Matthew holds a Bachelor's degree from the University of Kentucky and a Master of Business Administration with a concentration in Finance from Ohio Dominican University. He has earned professional designations including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and is a designated Retirement Benefits Consultant. He also holds registrations with FINRA (Series 7, 66, 9, 10) and is certified in Alternative Investments. He is involved professionally with organizations such as Pi Kappa Alpha Fraternity and has served on the board and executive committee of Towards Employment. Matthew lives in Rocky River with his wife Allison, their son Jack, and their dog Cash.

Matthew Rizzo is a Series 66-credentialed advisor at Equitable Advisors with 17 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Outside of his advisory role, he is involved in rental property management. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm offers a range of advisory models often implemented through third-party asset managers and emphasizes fiduciary services for qualified plans.

Jack Gecovich is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He has been with Raymond James since 2018 and previously worked at Enprotech Corp from 2014 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and government entities, offering a range of financial planning and investment consulting services through a variety of portfolio management styles and affiliated research.

Benjamin Campbell is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity for over 27 years, providing families with straightforward planning discussions to help them navigate every chapter of their financial journey. His career at Fidelity began in 1998 as a Brokerage Equity Trader, progressing through roles including Customer Service Representative, Financial Consultant, and Vice President, Financial Consultant before his current role. Benjamin also holds a California Insurance License.

Jeffrey West is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and with Alpha Retirement Solutions since 2013. He is also an independent insurance agent through Alpha Property and Casualty. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of investment approaches and custody platforms tailored to client objectives.

Christopher Murman is a financial advisor with UBS Financial Services holding a Series 66 designation. He has prior experience at Grant Thornton LLP and Miami University. Murman has been with UBS since 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial solutions.

Matea Milisic is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2024, she worked at Fidelity Investments and has held roles at Kent State University and Citizens Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and planning processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Michael Cianciolo Jr. is a CFP® professional with 34 years of industry experience, currently with Ameriprise Financial Service, LLC. He has been with Ameriprise in various capacities since 1992, including a 14-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory work, he serves as a softball umpire in Twinsburg, Ohio. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ignatius Permadi is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing Services LLC since 2019. His prior experience includes positions at Bank of America, Merrill, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Ramer is a financial associate with Cetera and holds a Series 66 designation. He has one year of industry experience, including roles at Cetera Advisors and Balanced Financial Concepts. Outside of his advisory work, he has experience assisting with client data gathering and note-taking during client meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm provides a variety of portfolio management and financial planning services through a multi-manager platform that offers model portfolios, third-party managers, and customized strategies.