Douglas Stephen is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 designation and 19 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with METLIFE SECURITIES Inc. His other activities include managing fiduciary responsibilities, operating an LLC for business purposes, and involvement in a sports trading card streaming and sales venture. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and broader event-driven planning services.

Angela Kinch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, including a concurrent role at JPMORGAN Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC 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 integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Bartos is a financial advisor at Stifel with three years of industry experience and holds the Series 66 designation. Prior to joining Stifel, he worked at RSM and spent six years at Mercyhurst University. Outside of finance, Bartos is involved with Red Wagon Brewery in Columbia, Ohio, where he works as a bartender. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Slaiman Saab is a financial advisor with Ameriprise in Rocky River, OH, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at The Huntington National Bank and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Carl Centofanti is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial Services and Foresters Advisory Services from 2013 to 2019. 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 variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Christian Pratt is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked at Ta-Check Financial and LPL Financial since 2020. Prior to his advisory career, Pratt was employed in various roles, including at Cuyahoga County Community College and Strongsville City Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and a diverse set of operational tools.

David Bogart is a financial advisor with Ameriprise in Bay Village, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and the use of algorithmic automation to generate tailored recommendations.

Brandon Spitzer is a Certified Financial Planner® (CFP®) and holds a Series 66 designation, with 12 years of industry experience. He has worked at UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Katie Stefanski is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at UBS Financial Services and Unique Marketers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Allison Batt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated firm since 2014. Outside of her advisory work, she is an independent insurance agent and co-owner of a business partnership in Westlake, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through various platforms and combines proprietary and third-party strategies tailored by independent Financial Professionals.

Tamara Bond is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2003, with a break between 2006 and 2020 during which she was employed at UBS Financial Services. Outside of her advisory work, she serves as a notary public for non-Wells Fargo clients. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, supported by research and analytics from Wells Fargo Investment Institute.

Jeffrey Saplak is a financial advisor with LPL Financial in North Royalton, OH, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at TA-Check Financial and SII Investments, Inc. He also provides tax preparation services through Tri City Tax LLC and engages in property and casualty activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Dominic Poshedley is a financial advisor with LPL Financial in Strongsville, OH, holding a Series 66 designation and six years of industry experience. He has worked with LPL Financial since 2019 and is also involved with Ta-Check Financial. Prior to that, he held roles at Cleveland State University and Marc Glassman Incorporated. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Steven Tuttle is a financial advisor with OSAIC who holds a Series 63 designation and has 31 years of industry experience. He has been with Osaic Wealth, Inc. since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as Co-Chairman of the Board for the North Royalton YMCA and the Parma Ridgewood YMCA and has contributed a personal ultrarunning story to the book "Run to Save Your Life" by Amy Mower. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and investment solutions through its extensive network of affiliated advisers and utilizes various portfolio construction tools and third-party platforms.

Andrew Kaye is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients one-on-one to define their financial goals and develop portfolio strategies designed to pursue those objectives. He provides ongoing advice and guidance, adapting strategies as clients' needs change, and offers access to specialized banking, credit, home financing, and small business solutions through Bank of America specialists. Andrew's expertise encompasses education planning, family wealth management strategies, personal retirement planning, and retirement income. He is dedicated to helping clients manage the complexities of financial priorities such as purchasing a home, funding college education, caregiving responsibilities, and healthcare planning. His approach focuses on understanding what matters to clients and their families to create tailored financial strategies. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from Cleveland State University and holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, Andrew participates in community activities including First Tee Cleveland. His personal interests include golfing, tennis, yoga, and spending time with his family.

Lauren Plesmid is a financial advisor with Cetera in Westlake, OH, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Cetera, she worked at Sea-Land Chemical Company and has experience in various roles outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to both affiliated and third-party managers.

Gary Brahler is a financial advisor with Morgan Stanley in Westlake, Ohio, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also involved with the Kent State University Foundation, where he contributes to strategy and advocacy. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Michael Borato is a financial professional with 42 years of industry experience. He is currently affiliated with Cetera and Wealth Health, LLC, and holds a Series 63 designation. His work history includes over a decade at Cetera Advisors LLC and recent involvement with Wealth Health, LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and custodial relationships.

Antonio Desoto is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory role, he owns a business selling saltwater corals and fish. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services tailored to plan objectives and risk tolerances.

Christopher Soeder is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after eight years with Tremco CPG Inc. Prior to that, he spent time in college and unemployment from 2016 to 2017. 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 offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.