Timothy Ryan is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 63 designation and 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a member of RJS Steamboat LLC, a timeshare ownership group primarily for personal use. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client plans.

Jeffrey Matchett is a financial advisor at Ameriprise with 30 years of industry experience. He has previously worked at Key Investment Services LLC, Securities America, Inc., and OSAIC. His credentials include Series 63 and Series 65 licenses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Dominic D'amico is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and offering 34 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously at Signator Investors from 2016 to 2018. Dominic is also vice president of Ivan & D'amico CPAs, where he prepares tax returns and financial statements, and he serves as a trustee for immediate family members. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Bryce Smetana is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Smetana serves as an active board member of the Achievement Centers for Children, where he participates in fundraising and governance activities. Mass Mutual Investors Services, LLC 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 emphasizes collaborative, annual planning engagements supported by firm-approved analytical tools and offers event-driven services such as estate settlement and divorce planning.

Megan Lavins is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at various firms including Embarc Collective and Armstrong Fleming & Moore. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Blake Baker is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his advisory role, he worked at Arby's Restaurant and Mass Mutual, and has been involved with Ohio high school athletic organizations and photography ventures. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Erin Mc Nevan is a Series 66-licensed financial advisor with Edward Jones, with six years at the firm and a total of eight years of industry experience. Prior to joining Edward Jones, Erin worked at Rodan + Fields as a skincare consultant. Outside of financial advising, Erin serves as a group fitness instructor for the YMCA of Greater Cleveland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a large network of advisors and branch offices.

Antoine Williams is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Dollar Bank, Fidelity Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Amazon, and PNC Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Laura Lamarca is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for eight years before joining Morgan Stanley in 2017. Outside of her advisory role, she is involved as a sales and marketing consultant for a retail and online store. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes, primarily acting in an advisory capacity for clients’ plans.

Greg Margevicius is a Series 66-licensed financial advisor at LPL Financial with six years of industry experience. Prior to joining LPL in 2024, he worked at Money Concepts Capital Corp and has held various roles, including involvement with Ohio Wesleyan University. He serves as Vice Chairman and Finance Committee Chair on the board of the nonprofit Accel Schools and provides retirement planning seminars to federal employees through Benefit Planning, Inc. 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 institutions. The firm supports a wide range of investment approaches and platforms, including model portfolios and third-party asset management, and manages over $819 billion in discretionary assets through a large network of advisors.

Aaron Lewis is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in North Olmsted, OH. He has 18 years of industry experience, including roles at JPMorgan Chase Bank, N.A. since 2010 and J.P. Morgan Securities since 2012. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Sarit Zamir is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. She has worked with Primerica Advisors since 2007 and previously with SHCP Medina Inc. from 2017 to 2021. Outside of investment advisory, she is also a part-time health agent. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Venzor is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning and investment services supported by firm-approved tools and research.

John Schubert is a financial advisor at Charles Schwab with 28 years of industry experience. He holds a Series 66 credential and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Regina Iafelice is a CFP® with six years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Thrivent Financial and has held roles at multiple wealth management firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs and municipal and public finance services.

Patrick Mckelvey is a Wealth Management Advisor with the KMM Group at Merrill Lynch Wealth Management. He provides financial advising and planning services to high net worth individuals and families, focusing on creating comprehensive family wealth plans that incorporate asset allocation and liability management as key components of the group's wealth management platform. Patrick began his career at Merrill Lynch as an intern in 2011 and joined the KMM Group as an Investment Analyst upon graduating from Elon University in 2012 with a bachelor's degree in Finance. He was promoted to Financial Advisor in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Patrick’s expertise includes family wealth management strategies, liquidity management, retirement income planning, and portfolio management services. Patrick resides in Chagrin Falls, Ohio, with his wife and two children. Outside of his professional work, he enjoys cooking, golfing, spending time with his family, and traveling. In 2022, he was named to Forbes’ “Top Next-Generation Wealth Advisors Best-in-State” list.

Stuart Abrams is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has worked at LPL Financial since 2006 and previously served as an investment advisor with Osaic FA, Inc. and Tyler-Stone Wealth Management, LLC. Outside of finance, he is a musician who performs singer/songwriter music approximately monthly and released a CD in 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Robert Skerda Jr. is a financial advisor at Edward Jones in Lakewood, OH, with 25 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Lotko III is a financial advisor with LPL Financial in Fairview Park, OH, holding a Series 63 designation and with 35 years of industry experience. His prior roles include positions at Cetera, City of Elyria, Cetera Wealth Services, and Princor Financial Services Corporation. Outside of advising, he serves as Vice President of Sales for an insurance agency he co-owns. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of investment adviser representatives with diverse investment strategies and operational tools.

Saul Stephens is a financial advisor with Cetera in Cleveland, OH, holding a Series 66 credential and 28 years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, and he has been associated with Meaden & Moore, Ltd. for over two decades, providing financial and retirement planning, insurance, college planning, and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.