Julie Nootbaar is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Citizens Securities, Inc. and Burkhart & Co. Outside of her advisory role, she is involved in independent insurance brokering with Guardian Life Insurance Co. of America. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bethany Schmittel is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 65 and Series 66 designations and 17 years of industry experience. Her career includes roles at PNC Wealth Management, MDT Advisers, Federated Securities, and UBS Financial Services prior to her current tenure at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party analytics to support diversified investment solutions.

Jon Jenkins is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Chagrin Falls, OH. 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 under management and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Arnita Hollis is a financial advisor with Primerica Advisors in Cleveland Heights, OH, holding a Series 63 designation and 24 years of industry experience. She has been with Primerica Advisors since 2001 and has been affiliated with Primerica Financial Services since 1986. Outside of her advisory role, she is involved with Hollis Financial Group, LLC, which she formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail rather than institutional clients.

Adam Debord is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors, New England Securities, and Ameriprise. Outside of his advisory role, he is an insurance agent involved in fixed insurance and annuities sales and owns CBI Financial, LLC, which supports his financial planning practice operations. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment programs delivered via affiliated broker-dealer and RIA relationships.

Esmeralda Manuka is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior roles include positions at PNC and Key Investment Services, LLC, and she has spent multiple periods working at Merrill. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachery Cove is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2021. His prior roles include positions at Morgan Stanley and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Cynthia Bassett is a financial advisor with UBS Financial Services in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 62 years of industry experience. She has been with UBS since 1992. Outside of her advisory role, she produces educational travel DVDs through her company, Cynthia Bassett Productions Inc., and serves on investment committees for the CCWA Foundation and the Cleveland Institute of Music, where she is also a trustee and involved in teaching music students. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside fee-based financial planning.

David Clarke is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co. Inc. for nearly two decades before joining Merrill. Merrill, along 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 both model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Metzger is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc., serving clients for seven years before joining LPL Financial in 2020. In addition to his advisory role, Metzger is involved with Dennis C. Jackson Co., LPA, where he provides legal services including estate planning. 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 offers various advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Brian Morton is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial, and First Allied Advisory Services. He is also registered as a representative for Michael Leonakis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a range of third-party advisory models and does not sponsor its own wrap fee program.

Roger Baranovic is a financial advisor at Edelman Financial Engines with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2017. His prior experience includes a role at J.P. Morgan Securities. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner guidance and online tools, offering both discretionary management and non-discretionary online advice across diversified and thematic portfolios.

Jae Jeong is a financial advisor at Charles Schwab with CFP® and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked at Rocket Mortgage and held various roles at The Ohio State University and other organizations. Charles Schwab serves a large client base, 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Nicole Remesik is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 63 designation and has previously worked at Liberty Home Mortgage, Howard Hanna Realty, and Porsche of Beachwood. In addition to her advisory role, she is also employed as a paraplanner and client service associate at Carver Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized programs for municipal finance and employer-sponsored retirement plans.

Mary Jo Boswell is a financial advisor with Thrivent Investment Management in Mentor, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that cover various financial topics without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan.”

Stacey Bertrand is a financial advisor at Merrill with 36 years of industry experience. She has held her current role since 1991. Her credentials include Series 63 and Series 66 licenses. 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 investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Logan Adler is a financial advisor at OSAIC with a Series 66 license and one year of industry experience. Prior to joining OSAIC, he worked at Stratos Wealth Partners and held roles at Miami University and Waldon Country Club. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and model-based portfolio management supported by advanced asset allocation and rebalancing tools.

Richard Vitello is a financial advisor with Primerica Advisors in Willoughby, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Outside of advisory duties, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of model selection and implementation.

Tayshon Blackwell is a financial advisor at LPL Enterprise with one year of industry experience. He previously worked at the Northeast Ohio Regional Sewer District and the Cleveland State University Finance Department. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and various financial planning services.

Jaime Zarlenga Siegler is a financial advisor with Wells Fargo Advisors, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 25 years of industry experience, including 16 years at UBS Financial Services and three years at KeyBanc Capital Markets Inc. He owns JZ Wealth Management LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services that address various client needs, utilizing Wells Fargo’s research and tools to develop tailored recommendations.