Anna Gerber is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014. Outside of her advisory role, she is employed as a retail store clerk at Ann Taylor in Westlake, Ohio. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Mark Vlacovsky is a financial advisor at Cetera with Series 63 and Series 65 credentials and three years of industry experience. His work history includes multiple roles within Cetera-affiliated firms as well as independent financial management. Outside of advising, he has been involved in several business management activities spanning over a decade. Cetera Investment Advisors LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and affiliated model providers, supporting over 10,000 advisors and managing assets in excess of $256 billion.

Chad Vidovich is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. His professional role involves collaborating closely with clients to understand their unique financial circumstances and to simplify complex financial concepts. He utilizes Fidelity's resources and platform to create and implement effective financial plans tailored to individual needs. With over twenty years of experience in the financial advisory industry, Chad has held several positions including Vice President and Senior Financial Consultant at Charles Schwab & Co., Inc. from 2003 to 2021. Prior to that, he worked as a Financial Advisor at Charter One Securities, UBS PaineWebber, and American Express Financial Advisors between 2000 and 2003. Outside of his professional life, Chad's personal interests include spending time at the beach, cooking and baking, exploring food culture, playing golf, and traveling.

Peter Bahner is a CFP® with 12 years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a nonprofit board member for Bowling Green State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with insurance products and lending services.

Christina Stein is a financial advisor at Morgan Stanley in Westlake, OH, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she owns and manages a rental property in North Ridgeville, OH. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and scenario modeling, offering advisory services without individual security recommendations as part of its standalone planning program.

Dana Banyasz is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and holds a Series 66 designation. Outside of his advisory role, Banyasz serves on the Board of Trustees for Padua Franciscan High School in Parma, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Kevin Doss is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2006. Doss serves as a board trustee for Ashland University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and platform solutions.

Christopher Dorrance is a financial advisor with OSAIC in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years before joining OSAIC in 2024. Outside of his advisory role, Dorrance serves as treasurer for the First Presbyterian Church of Hudson and sits on the board of directors for Dorrance Supply Company, an appliance and electronics distributor. He also participates on the finance committee of Lake Forest Country Club. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various asset classes and supports both discretionary and non-discretionary account management.

Chase Mc Greevey is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Keycorp for 19 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jordan Buck is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to support each client's unique planning needs. He has been in this role since 2021. Prior to this, Jordan worked as a Participant Services Representative at Charles Schwab from 2018 to 2021. His professional experience centers on client engagement and financial planning strategies. Outside of his professional work, Jordan enjoys gardening, hiking, outdoor adventures, parenthood, and soccer.

Patricia Kelley is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with UBS since 2007. Patricia serves as a corporate roundtable member for the Corporate Sustainability Network at Cleveland State University and has acted as a trustee for the Sisters of the Humility of Mary charitable trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Michael Kertes is a CFP® with 39 years of industry experience, currently serving at J.P. Morgan Securities in Cleveland, OH. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and has operated as a self-employed advisor since 1999. Kertes is involved with the Ohio Society Sons of the American Revolution as a finance committee member and holds a vice chairman position on the consolidated funds committee of the Western Reserve Society Sons of the American Revolution. J.P. Morgan Securities LLC 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Anthony Kania is a financial advisor with LPL Enterprise holding a Series 66 credential and four years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory roles, he has been involved with Saginaw Valley University since 2017. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

Mary Podwoski is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2009 to 2022 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and corporate financial planning agreements.

Scott Gehlbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, retirement income, portfolio management services, and planning for special needs, endowments, foundations, and non-profits. Scott works closely with clients to develop personalized financial strategies tailored to their long-term goals and changing market conditions. He holds a Bachelor's Degree from The Ohio State University and maintains the professional designation of Personal Investment Advisor (PIA). Scott emphasizes a client-focused approach supported by Merrill's extensive resources to help clients pursue their envisioned futures. A native of Northeast Ohio, Scott lives in Rocky River with his wife, two children, and their German shepherd. He enjoys spending time with family and friends and is a Cleveland sports fan. His personal interests include boating, camping, fishing, golfing, hiking, music, racquetball, and skiing. Scott also actively participates in community volunteering in line with Merrill’s tradition of community involvement.

April Mcmain is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she is a 50% member of Collier and McMain LLC, an expense-sharing business entity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Scott Bauchmoyer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and joined Merrill Lynch in 2019. Scott focuses on helping clients develop potential solutions and providing investment guidance for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. With over 18 years of experience, Scott specializes in managing new wealth, personal retirement planning, and retirement income. He emphasizes a relationship-based approach, working closely with his clients to create customized plans that use the present to help secure their future based on their unique priorities. Scott holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Scott earned a bachelor's degree in Marketing from Miami University. He lives in Avon with his wife, Sadie, and their two children. Scott is active in his community and serves as the Secretary on the Board of Directors for Fedor Manor. He also dedicates time to volunteering with local organizations supporting seniors.

Amanda Penitz is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting through non-discretionary wealth advisory services and institutional fiduciary solutions.

Nadia Karaba is a Series 66 licensed financial advisor with Equitable Advisors, based in Independence, OH. She has one year of industry experience and previously worked in various roles including positions at Everstream Solutions and Fresh Prints. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm’s approach includes reliance on LPL-sponsored programs and endorsed third-party managers, with a mix of discretionary and non-discretionary asset management solutions.

Joseph Morrow is a financial advisor with Primerica Advisors in Independence, OH, holding 11 years of industry experience. He has worked with Primerica Financial Services since 2004 and joined Evnases in 2024. Outside of investment advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its services.