Jon Jenkins is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Chagrin Falls, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Arnita Hollis is a financial advisor with Primerica Advisors in Cleveland Heights, OH, holding a Series 63 designation and 24 years of industry experience. She has been with Primerica Advisors since 2001 and has been affiliated with Primerica Financial Services since 1986. Outside of her advisory role, she is involved with Hollis Financial Group, LLC, which she formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail rather than institutional clients.

Adam Debord is a financial advisor at OSAIC with 20 years of industry experience. He previously worked for Lincoln Financial Advisors for 11 years and holds a Series 66 designation. In addition to his advisory role, he is an insurance agent involved in the sale of fixed insurance and annuities. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad suite of integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and multiple investment platforms to construct customized portfolios.

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.

Cynthia Bassett is a financial advisor with UBS Financial Services in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 62 years of industry experience. She has been with UBS since 1992. Outside of her advisory role, she produces educational travel DVDs through her company, Cynthia Bassett Productions Inc., and serves on investment committees for the CCWA Foundation and the Cleveland Institute of Music, where she is also a trustee and involved in teaching music students. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside fee-based financial planning.

David Clarke is a Series 66-licensed financial advisor at Merrill with 19 years of industry experience. He previously worked at Charles Schwab & Co. Inc. for nearly two decades before joining Equity Trust and then Merrill. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brian Morton is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 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 individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizon.

Roger Baranovic is a financial advisor at Edelman Financial Engines with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2017. His prior experience includes a role at J.P. Morgan Securities. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner guidance and online tools, offering both discretionary management and non-discretionary online advice across diversified and thematic portfolios.

Jae Jeong is a financial advisor at Charles Schwab with CFP® and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked at Rocket Mortgage and held various roles at The Ohio State University and other organizations. Charles Schwab serves a large client base, primarily 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Nicole Remesik is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mentor, Ohio. She holds the ChFC® designation and has five years of industry experience. Her prior work includes roles at Liberty Home Mortgage, Howard Hanna Realty, and Porsche of Beachwood. She is also employed as a paraplanner and client service associate at Carver Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

Mary Jo Boswell is a financial advisor with Thrivent Investment Management in Mentor, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that cover various financial topics without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan.”

Stacey Bertrand is a financial advisor at Merrill with 36 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill for 35 years. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach includes model-based and discretionary strategies implemented by affiliated managers, integrated into the broader Bank of America platform.

Logan Adler is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked with OSAIC and its affiliated entities since 2024. Prior to this, he had roles at Stratos Wealth Partners and Miami University. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisors and multiple platforms. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management.

Meredith Whitener is a financial advisor at Raymond James Financial with eight years of industry experience. She holds the Series 63 designation and has previously worked at JP Morgan Securities LLC, Mass Mutual Life Insurance Company, and JPMorgan Chase Bank. Outside of her advisory role, she is involved with LongView Financial Partners, where she participates in financial planning and marketing activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and has specialized programs for small businesses, supported by extensive institutional and municipal finance resources.

Richard Vitello is a financial advisor with Primerica Advisors in Willoughby, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Outside of advisory duties, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of model selection and implementation.

Tayshon Blackwell is a financial advisor at LPL Enterprise with one year of industry experience. Before joining LPL Enterprise, he worked at the Northeast Ohio Regional Sewer District and taught in the Finance Department at Cleveland State University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates adviser programs with sales of financial products such as insurance.

Jaime Zarlenga Siegler is a CFP® professional with 24 years of experience in the financial services industry. She has worked at UBS Financial Services for 16 years before joining Wells Fargo Advisors in 2023. Jaime is also involved as a financial advisor with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Charles Schulz is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 21 years of industry experience. He has worked at Raymond James Financial since 2009 and was previously associated with Carver Financial Services Inc. Schulz is also a limited partner in Carver Financial Services LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory services supported by extensive firm research and a broad affiliate network.

Aleksandra Delic Milanovic is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Emily Evans is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. In this role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients with long-term financial planning. Prior to her current role, Emily worked at Fidelity Investments as a Financial Consultant from 2014 to 2020 and as an Investment Representative from 2013 to 2014. She also served as a Financial Consultant at Citizens Republic Bancorp from 2008 to 2013. Emily's professional experience centers on financial consulting and investment representation, with a commitment to helping clients achieve financial well-being. Outside of her career, she enjoys activities such as spending time at the beach, family activities, watching movies, outdoor adventures, caring for pets, and running.