Christopher Travers is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Commonwealth Financial Network, and MJ Baker Financial Advisors. Outside of advising, he is involved with FutureFWD Advisors/StaffComp. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides personalized retirement income planning and tax-aware withdrawal strategies.

Jeremy Fuqua is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including at Dave's Cosmic Subs and GNC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

John Dewitt is a financial advisor with Morgan Stanley in Akron, OH, holding a Series 63 designation and over 43 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2007. Outside of his advisory role, Dewitt is a partner in a real estate investment business focused on single-family properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from the Global Investment Committee. The firm manages approximately $2.74 trillion in assets and combines broad retail and institutional services with specialized investment activities.

Kristen Warren is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab since 2014, including eight years with Schwab Retirement Plan Services. 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 offers a combination of non-discretionary and discretionary investment guidance delivered through multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Abigail Peterson is a Series 66-credentialed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining the firm, she worked in finance and event roles at Ohio University’s College of Business and has experience in the catering and hospitality sectors. She serves as a non-investment committee member for the Working Women's Connection Networking Group in Westlake, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party managers to deliver tailored advice and ERISA fiduciary services.

Stephanie Stone is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 66 designation and five years of industry experience. She manages investment advisory services through Tyler-Stone Wealth Management, an independent firm she established in 2021. 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 offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various technology-driven investment solutions.

Danielly Cosmoronde is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Equitable Advisors in 2022, Danielly worked at Bank of America and Merrill. Outside of advisory work, Danielly serves on several nonprofit boards in Cleveland, including the Museum of Contemporary Art and Friends of Breakthrough Schools. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of third-party asset managers and proprietary programs, focusing on aligning client risk tolerance with appropriate investment models.

Jeffrey Wiley is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Charles Schwab since 2008, including roles at Charles Schwab Bank and Charles Schwab Trust Bank since 2023. 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 client advisory with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and a formal alternative investment program.

Mark Gregoreski is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has previously worked with Next Financial Group Inc. Gregoreski also operates M Gregoreski LLC, an expense management business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Jeremy Heldman is a Series 66-licensed financial advisor with Charles Schwab, based in Richfield, OH, with 14 years of industry experience. He has been with Charles Schwab since 2011 and is currently affiliated with Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s model emphasizes non-discretionary guidance alongside access to discretionary separately managed accounts, supported by multi-asset portfolio strategies and a dedicated alternative investments platform.

Mark Vavruska is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 43 years of industry experience. He previously worked at Stifel for 14 years before joining Ameriprise, where he has been since 2020. Ameriprise provides a retirement-income planning service focused on individuals with at least $1,000,000 in net investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted retirement income recommendations.

Michael Montgomery is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2019, following eight years at Travelex Currency Services Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm’s approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and alternative investments supported by Schwab Center for Financial Research.

Stefanie Peoples is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 63 designation and 12 years of industry experience. She has been with Primerica Advisors since 2013 and previously worked at Kelly Services. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Alex Ceddia is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Alex works with clients to develop holistic financial plans aimed at helping them achieve their personal and financial objectives. Alex's professional focus is on creating comprehensive strategies tailored to individual client needs. Alex's expertise lies in financial planning, assisting clients in navigating their financial journeys. Outside of work, Alex has interests in baseball, concerts, cooking and baking, exploring culinary experiences as a foodie, gardening, and traveling.

Robert Wert is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly 17 years with Wells Fargo entities prior to his current role. Outside of his advisory work, he serves on the finance council for the Diocese of Allentown and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with various financial products and referral channels through a large network of advisors.

Alex Stump is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Advanced Polymer Coatings, Lowes, Courtside Media Group, Vanderbilt University, and The Ohio State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Robert Wright Jr. is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1984 and holds Series 63 and Series 65 credentials. Outside of advising, he is the owner of KHM Travel Group, an independent travel agency. 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 organizations.

Peter Glovna III is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved in insurance activities, including offering premium financing and servicing fixed insurance products such as annuities and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Michael Salopek is a financial advisor at Cetera with 12 years of industry experience and holds a Series 63 designation. He is a partner at Neitzel, Luke & Salopek, Inc., where he provides CPA services including taxes, assurance, bookkeeping, and payroll. Outside of his advisory role, Salopek coaches freshman basketball and manages the North Coast Basketball Academy, and serves as treasurer for The Flight to Remember Foundation, providing financial oversight for the organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Christopher Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cbiz for three years and briefly at Firestone Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.