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 licenses and bringing 27 years of industry experience. She previously worked at SII Investments, Inc. and operates TA-Check Financial Ltd, an independent registered investment advisory firm. In addition to her advisory work, she is a licensed notary public and offers tax preparation services through TA-Check Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Mira Bailey is a Series 66-licensed financial advisor with Morgan Stanley, based in Pepper Pike, Ohio, and has 20 years of industry experience. Her prior roles include positions at Financial Engines, UBS Financial Services, and KeyBanc Capital Markets Inc. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and emphasizes tailored financial planning supported by firm-approved tools and a structured discovery process.

Kirill Volokhov is a financial advisor with LPL Enterprise holding a Series 63 designation and 12 years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles at Prudential Insurance Company of America and Pruco Securities, LLC from 2013 onward. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Mark Wilson is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience in real estate through Brick House Realty, as well as involvement with Baldwin Wallace University. Outside of advising, he is active in real estate services and mortgage activities through Brick House Realty. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

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 at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and participates on the investment committee of Beaumont School for Girls. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

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.

Stephen Smyntek is a financial advisor with Ameriprise in Willoughby, Ohio, holding a Series 66 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team, with an emphasis on assets managed within Ameriprise accounts.

Owen Weaver is a financial advisor with Equitable Advisors and holds the Series 66 designation. He began his industry career in 2026 and has experience working with firms including Erie and Vine and Third Federal Savings and Loans. Outside of finance, he has been involved with Red Hawk Grille since 2023. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a combination of firm programs and third-party asset managers.

Joseph Scouloukas is a financial advisor with OSAIC in Parma, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Sagepoint Financial, Inc. since 2009 and joined OSAIC in 2023. Outside of advisory work, he owns an accounting, tax preparation, and bookkeeping firm and operates as a notary public. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual and institutional investors.

Sean Dougherty is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Miami University and completed his high school education at Chagrin Falls Exempted Village Schools.

Aimee Caraballo is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group and provides various financial planning options typically delivered on an episodic basis.

Bradley Saunders is a financial advisor with J.P. Morgan Securities in Chagrin Falls, OH, holding a Series 66 designation and two years of industry experience. He has worked within the J.P. Morgan organization since 2016, including roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework applied in investment recommendations.

Danielle Beard is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 credential and has worked previously at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Integrity Investments and Planning, and Next Financial Group, Inc. Outside of her advisory roles, Beard was involved with Petpeople for three years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide 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 employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Matthew Kelly is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliates since 2025. Prior to that, he was co-owner and financial advisor at Verus Financial from 2008 and also served at Next Financial Group Inc. Kelly serves as president of Shaker Heights Youth Lacrosse Inc., a nonprofit organization focused on youth lacrosse programs. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, planning, and consulting services supported by a network of over 10,000 advisors.

Scott Myers is a financial advisor with LPL Financial in Chagrin Falls, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Fifth Third Securities, Quick & Reilly, Inc., and Prudential Equity Group, LLC. 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 a range of services including financial planning, wrap and model portfolio programs, and institutional platforms, with advisory services delivered through a large network of representatives who may use LPL Research model portfolios, third-party subadvisors, or customized strategies.

Richard Freedman is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked at UBS since 2011. Freedman serves as Vice President of the Board for the Jewish Big Brothers Big Sisters Association and is President of the Board of Trustees for Temple Israel Ner Tamid, both roles conducted outside business hours. UBS Financial Services Inc. 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.