Seth Blankenship is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of finance, Seth has been involved with the Boys and Girls Club of Massillon. 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 models with access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

James Moore is a financial advisor with Edward Jones in Northfield Center, OH, holding a Series 63 designation and 35 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1993. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Micaela Amburgey is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with Ameriprise Financial Services since 2016, serving in advisory roles across different Ameriprise entities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, utilizing investment research, third-party data, and algorithmic tools.

Alexander Moore is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked for Union Home Mortgage for three years and has held various roles in nonprofit organizations and education. Moore’s background includes involvement with Montana Campus Compact and Missoula Interfaith Collaborative/Family Promise. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Billy Schirmer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He works directly with clients to develop comprehensive financial plans that align investments with their wealth goals. Prior to this position, he served as an Investment Consultant from 2022 to 2024, a Workplace Planning Consultant from 2020 to 2022, and a Financial Service Associate from 2019 to 2020, all within Fidelity Investments. Throughout his tenure at Fidelity Investments, Schirmer has gained experience across multiple facets of financial consulting, including investment consultation and workplace planning. His approach involves partnering with clients to understand their personal and financial circumstances in order to build holistic financial plans. Outside of his professional role, Schirmer's personal interests include spending time with friends and attending social events, as well as participating in golf, skiing, and table tennis.

Caroline Aarons is a financial professional with two years of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has worked with Cetera Advisors LLC since 2018. Aarons is also involved with Balanced Financial Concepts, a financial services business operating as a DBA for insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

John Krieger is a financial advisor with Merrill in Pepper Pike, Ohio, holding Series 63 and Series 65 designations and 42 years of industry experience. He has worked at Merrill since 1984 and at Bank of America, N.A. since 2011. Krieger serves as an officer at The Country Club in Pepper Pike, where he presides over membership meetings and helps set board meeting agendas. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hannah Chen is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping individuals and families with financial planning strategies including education planning, executive compensation, family wealth management, legacy planning, liquidity management, managing new wealth, retirement planning, philanthropic planning, portfolio management, and retirement income. Hannah is committed to using her skills and knowledge to assist clients in creating, growing, and managing their financial lives efficiently and tailored to their life priorities and risk tolerance. Prior to her career in financial advising, Hannah worked for 12 years in medical research. This experience provided her with insight into the challenges faced by medical professionals in managing their finances. She leverages this background to help clients, particularly those in the medical field, achieve financial goals and peace of mind. Hannah holds several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Hannah holds a Bachelor's Degree from Fudan University, a Master's Degree from Case Western Reserve University, and completed an Accredited Certificate Program at Yale University. She is fluent in English and Chinese. In addition to her professional work, Hannah is involved in community organizations including Bethel Cleveland and Bible Study Fellowship. Her personal interests include cooking, gardening, hiking, and music.

Robert Baitt is a financial advisor at Cetera with 13 years of industry experience and a Series 66 credential. His career includes roles at Morgan Stanley and JP Morgan Chase, and he currently serves as a financial advisor at Vantage Financial Group, Inc. Outside of advising, he owns DB Floors LLC, a residential flooring business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party managers.

Natalie Scheffler is a Branch Leader at Fidelity Investments, a position she has held since 2026. In this role, she is focused on fostering growth, building trust, and creating a positive culture for both associates and clients. Prior to becoming Branch Leader, Natalie held several positions within Fidelity Investments, including Planning Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. She also worked as a Personal Banker at KeyBank in 2021. Natalie holds a California Insurance License, supporting her expertise in financial planning and client services within the investment industry.

Matthew O'Hara is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Merrill, and First National Bank, as well as work at Kent State University. Previously, he was involved with Colortone Staging and Rentals for four years. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Kateryna Puchowicz is a financial advisor at LPL Enterprise with 12 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE. Outside of her advisory role, she is employed as a sales associate at Home Depot. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Raymond Sussel is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 40 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he serves as a board member of the Stoneridge of Geauga Homeowners Association in Chagrin Falls, OH. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models, including third-party TAMPs and proprietary offerings, and provides ERISA fiduciary services to qualified plans.

Lisa Gruden is a financial advisor with Raymond James Financial Services Advisors, Inc. in Solon, Ohio, holding a Series 63 designation and 24 years of industry experience. She has been with Raymond James since 2012. In addition to her advisory role, she is employed in support positions at two non-investment-related companies based in Solon. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a varied client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its unique affiliation with a municipal advisor.

Jedd Bautista is an Investment Consultant at Fidelity Investments, where he partners with clients to develop personalized financial strategies tailored to their unique goals and priorities. In his current role, he provides thoughtful guidance and access to a broad range of resources to help clients make informed decisions and build confidence in their financial future. Jedd joined Fidelity Investments in 2024 and has held several positions including Financial Representative, Relationship Manager, and Planning Consultant before becoming an Investment Consultant in 2026. He holds a California Insurance License. Outside of his professional role, Jedd has personal interests that include camping, cars, military service, motorcycles, and music.

Karen Flege is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 21 years of industry experience. She has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 1998. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure for its services.

Corey Kimble is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been building his career since 2011. In his role, Corey assists clients by developing comprehensive wealth management strategies that address individual needs. He focuses on engaging closely with clients to support their financial goals, including corporate executive services, family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management, and small business strategies. Corey holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Chartered Retirement Planning Counselor (CRPC). He is also a qualified Portfolio Manager, managing personalized or defined investment strategies that may involve individual stocks and bonds, Merrill model portfolios, and third-party investment options. He earned an Associate's Degree from Lakeland Community College. Residing in Gates Mills, Ohio, Corey lives with his wife Gabrielle and their daughter. Outside of his professional duties, he enjoys spending time with family and friends, participating in sporting events and concerts, and engaging in various personal interests such as baseball, basketball, cooking, football, golfing, hiking, music, running, and traveling.

Todd Guilliam is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2020. He previously worked within other Wells Fargo entities from 2009, spanning Wells Fargo Advisors LLC and Wells Fargo Clearing. Guilliam has a role as co-trustee for a wealth management 401(k) plan. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through meetings and summary letters.

Yury Fridman is a financial advisor with Ameriprise in Solon, Ohio, holding a Series 66 designation and bringing 20 years of industry experience. His career includes eight years at Axa Advisors and continued service with Ameriprise since 2019. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Nicholas Tibaldi is a financial advisor with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He previously worked at Concurrent Advisors for four years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client decision-making.