Michael Roethler is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Mark Miller is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 26 years of industry experience. He has worked at Primerica Financial Services since 1999 and PFS Investments since 2000, alongside a decade-long tenure at Costco Wholesale. In addition to advisory work, he sells loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and focuses primarily on non-institutional investors.

Joseph Panariello is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans that align their personal goals and needs with their investments. He has been in his current role since 2023. Joseph has been with Fidelity Investments since 2015, progressing through several roles including Investment Consultant from 2022 to 2023, Relationship Manager from 2020 to 2022, and Service Support Group from 2015 to 2020. His experience encompasses client relationship management and investment consulting within the financial services industry.

Anthony Searcy is a financial advisor with OSAIC who holds a Series 63 designation and has 36 years of industry experience. He previously worked at Signator Investors Inc and Raymond James & Associates. He serves as Board Chair for Cleveland Catholic Charities and is a member of the Finance Committee for the Benedictine Trust High School Endowment. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios.

Laura Weiner Smith is a financial advisor with Ameriprise in Lorain, Ohio, holding a Series 63 designation and 20 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported advice primarily for assets managed within Ameriprise.

Michael Hageman is a financial advisor at Charles Schwab in Richfield, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles in education and management, as well as a position at Hyde Park Prime Steakhouse. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Frank Culkar III is a financial advisor with Cetera in North Royalton, OH, holding Series 63 and Series 65 registrations and over 26 years of industry experience. His career includes long-term roles at Culkar Stachowicz Financial Services, Inc. and 1ST Global Advisors, Inc., among others. He is also the president of a CPA firm, Culkar, Stachowicz & Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers diversified portfolio management and consulting services through a multi-manager platform, providing a range of program options from model portfolios to bespoke strategies.

Rachel Jose is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and its affiliate private bank since 2019 and previously was employed by Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Brian Kurtz is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

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 at Edward Jones in Strongsville, OH, with 20 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. Outside of his advisory role, he facilitates a monthly book club and networking group in the Strongsville area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and services, supported by a large nationwide network of advisors and branch offices.

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.

Jon Brausch is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he serves as a director and board member of The Tri-Motor Heritage Foundation, a historical preservation nonprofit, where he is involved in project oversight and fundraising. He works within the DDK Group at Robert W. Baird, which provides tailored wealth management services to individuals, families, institutions, and charitable organizations through a combination of consulting, portfolio management, and specialized overlay strategies.

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.

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.