Steven Furjanic is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked at SII Investments, Inc. for 11 years before joining LPL Financial in 2018. Outside of his advisory role, he operates as a scoreboard operator for Cleveland State University. 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 provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various technological tools.

William Tuchek is a financial advisor with Edward Jones in Strongsville, Ohio. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. Outside of his advisory work, he facilitates a monthly book club and networking group in the Strongsville area. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors, offering a variety of advisory programs and affiliated investment products.

Pamela Kiltau is a financial advisor at Robert W. Baird & Co. with 47 years of industry experience. She has worked at Merrill Lynch and Bank of America before joining Baird in 2016. Outside of her advisory role, she serves as the treasurer for Boy Scout Troop #45 in Hartville, Ohio. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and brokerage services. The firm utilizes a combination of internally managed and third-party strategies, along with advanced research tools, to deliver advisory services.

Ali Hakim is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation. He has one year of industry experience, having joined UBS in 2026. Prior to entering the financial industry, Hakim held positions at Penske Logistics, PNC Bank, and Telemus Capital, and has a background that includes work in education and logistics. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Erica Brown is a Financial Consultant who collaborates with clients to develop holistic, all-weather financial plans tailored to their specific goals, investment preferences, and risk tolerance. She applies her expertise to create customized strategies that address individual financial needs. Her professional experience includes roles as a Planning Consultant at Fidelity Investments from 2021 to 2025 and as a Registered Client Associate at Wells Fargo Advisors from 2018 to 2021. These positions have contributed to her knowledge and skills in financial planning and client service.

Jay Schulman is a financial advisor at LPL Financial with 32 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with LPL Financial since 2004. Outside of his advisory role, Schulman works as a group exercise instructor at Cleveland Clinic Akron General. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and consulting services supported by research and multiple investment strategies.

Keven Prather is a financial advisor with MML Investors Services, LLC and MassMutual Life Insurance, holding a Series 63 designation and 28 years of industry experience. He has been with MML Investors Services and MassMutual since 2003. Outside of his advisory role, he is a co-author of a book with best-selling author Jack Canfield, serves as secretary for the housing corporation of the Phi Kappa Tau fraternity at the University of Idaho, and provides management consulting and administrative support services through his ownership in Liminal Partners. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using proprietary software and provides various event-driven planning programs.

Beth Michel is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. 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 offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Leonard is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He held prior roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining his current firm. Outside of his advisory work, he serves on the finance committee of Holy Name High School in Parma Heights, Ohio. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of financial products delivered through its bank and insurance affiliates.

Elizabeth Goldthwaite is a financial advisor at Merrill with Series 63 and Series 65 designations and 43 years of industry experience. Her career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and an earlier tenure at Merrill. She is based in Akron, OH. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Vavro is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. He has operated Vavro & Co., Inc. since 2013, providing financial advisory services alongside his roles at Cetera Investment Advisors LLC and Cetera Financial Specialists LLC. Vavro also engages in tax preparation and accounting services. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with both discretionary and non-discretionary programs.

James Redinger is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services for 15 years before joining Stifel Nicolaus & Co Inc in 2022. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Jennifer Dieffenbacher is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds a Series 63 designation and has been with Raymond James Financial Services in various capacities since 2003. Outside of her advisory role, she is a Registered Sales Associate for TDM Financial LLC, operating as an associate employee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Andrea Shea is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and affiliated banking programs.

Alexander Karius is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates closely with clients and their families to develop strategies aimed at estate planning, tax minimization, and generating income during retirement. His approach involves utilizing the Personal Wealth Analysis® system to help preserve and nurture clients' wealth in alignment with their goals. Alexander has experience working with a diverse clientele, including business owners, doctors, and teachers. He addresses common concerns such as fund allocation, investment strategies, wealth preservation, employee support, tax impact mitigation, and wealth transfer across generations. His professional designations include Personal Investment Advisor (PIA), and he holds a Bachelor's Degree from Mercyhurst College and a Master's Degree from the University of Akron. Outside of his professional role, Alexander is involved with community organizations including Golden Retrievers In Need and ROTARACT. His personal interests include baseball, basketball, football, golfing, pickleball, spending time with family, traveling, watching movies, writing, and practicing yoga.

Jeffrey Kosek is a financial advisor with OSAIC, holding a Series 66 license and 12 years of industry experience. He previously worked at Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. In addition to his advisory role, he is involved in the sale of fixed insurance products and operates The Kosek Organization, LLC, which manages business operational expenses. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party managers. The firm employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Charles Brennan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Brennan is involved in managing investment-related activities, serving as a managing member and partner in several entities connected to real estate and recreation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while offering diverse retail and institutional investment options.

Frederick Schirmer is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He partners with clients and families to develop and maintain comprehensive financial plans. He has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Solutions Representative, Branch Financial Representative, Central Relationship Manager, Relationship Manager, and Planning Consultant. This extensive experience within Fidelity Investments has provided him with a broad understanding of financial planning and client relationship management. Outside of his professional work, Frederick enjoys golf and traveling.

Steven Milvet is a financial advisor with Robert W. Baird & Co. in Lodi, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory role, he serves as a zoning board member for the Chatham Township Zoning Commission. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies and overlays to meet client goals and risk tolerances.

William Davis is a financial advisor with Cambridge Investment Research Advisors in Rocky River, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent over a decade with FSC Securities Corporation. Outside of his advisory work, he serves as a board member of the Singers' Club of Cleveland, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of platform arrangements and both proprietary and third-party investment strategies.