James Schmitt is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Cleveland, OH. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Ryan Brennan is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. 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 and offers a broad range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Mark Duricky is a Series 66-licensed financial advisor with Morgan Stanley in Pepper Pike, Ohio, and has 25 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Julie Stein is a financial advisor at LPL Financial with 17 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2025, she worked at Huntington Investment Company for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Kenneth Greaney is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with JPMorgan Chase Bank and Key Private Bank prior to his current role. Outside of finance, he is an owner and partner of Cleveland Public Theatre, where he contributes to membership awareness and serves on the finance committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.

Albert Pompeo is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2021. Prior to his current role, he worked at Cinemark from 2017 to 2020. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, employing a range of investment strategies including traditional and non-traditional approaches tailored to client goals and risk tolerances.

Maureen Beno is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. She has worked at Cetera Wealth Services, LLC and Vantage Financial Group, Inc. during her career. Outside of advising, she serves as the treasurer for a nonprofit organization called Super Heroes to Kids in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Robert Skrbis is a financial advisor with Ameriprise in Kirtland, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a trustee for a homeowners association and acts as a treasurer for a local political campaign. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.

Jon Sedlacek is a financial advisor with Primerica Advisors in Milan, OH, holding 19 years of industry experience. He has been with Primerica Advisors since 2002 and with Primerica Financial Services since 2001. Outside of advisory work, he operates Jon Sedlacek & Associates, LLC, a business formed for Primerica purposes, and is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Jeffrey Elman is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following eight years at Bank of America, N.A. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and allocation guidance for financial planning and retirement strategies.

Matthew Bruner is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he is an owner and landlord of a rental property in Hilton Head Island, SC. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and offers municipal advisory and public finance services alongside its investment and trust capabilities.

Todd Williams is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He partners with clients to develop strong financial plans that provide flexibility throughout their lifetimes. Prior to his current role, Todd held positions as a Financial Advisor at Sky Light Financial from 2013 to 2015, Wells Fargo Advisors from 2009 to 2013, and Merrill Lynch from 2007 to 2009. Todd's professional experience spans over a decade in financial advisory roles. Outside of his professional work, Todd is engaged in family activities.

James Hojnacki is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. He previously worked at Emigrant Bank and Cleveland Private Trust Company and spent eight years at Dollar Bank FSB. Outside of his advisory role, he is a passive investor in several businesses, including medical device companies, a senior living facility, a blockchain technology startup, an energy platform company, and a food equipment startup. 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, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Sara Rodriguez is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe, and it serves both discretionary and non-discretionary advisory roles.

Ethan Field is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior work history includes roles outside the financial industry at various organizations including The Brookhaven Group and Ohio Eagle. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting supported by research and model portfolios from internal and third-party resources.

Kimberley Vitello is a financial advisor with Primerica Advisors in Willoughby, Ohio, holding a Series 63 designation and 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of her advisory role, she serves as president of K&R Vitello & Associates, Inc., an investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Garrit Wamelink is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with UBS and its predecessor, Paine Webber Inc., since 1989. Outside of his advisory role, he manages a private family holding company involved in collectibles and investment-related activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor strategies to client goals.

Gautam Pai is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with Cetera and Cetera Advisors LLC since 2013. Outside of advising, he is involved as a founding board member and finance committee member of The Joishy-Pai Sezary Syndrome Society, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Sheridan Patrick is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2006, also working at JPMorgan Chase Bank NA since 2017. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Gus Williams is a financial advisor at Primerica Advisors with 31 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1985. He holds a Series 63 designation. Williams also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, combining independent due diligence with delegated trading responsibilities.