Shawn Gaiser is a financial advisor at Charles Schwab with six years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab, Baird, KeyBank, and the University of Cincinnati. 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 utilizes multi-asset model portfolios alongside a centralized operational structure.

Jill Braford is a financial advisor with UBS Financial Services holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with UBS since 2006, including her current tenure at UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research, capital markets activities, and affiliated banking and lending programs.

Jaymee Ellis is a financial advisor with LPL Financial in Fairview Park, OH, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2018, she worked at SII Investments, Inc. from 2016 to 2018. In addition to her advisory role, Ellis prepares individual income tax returns as part of her work with TA-Check Financial Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement consulting, and brokerage services, supported by research and advanced portfolio management tools.

James Tusoch is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to identify important life events and goals, providing guidance and education on various strategies to achieve their financial objectives. His professional experience spans several roles in the financial industry, including Financial Advisor at Merrill Lynch from 2016 to 2020, CEO of Cornerstone Financial Partners from 2014 to 2016, and Business & Investment Banker at JP Morgan Chase from 2011 to 2014. James emphasizes building trust with clients and working collaboratively as a confidant to help navigate changing financial landscapes.

Sheridan Patrick is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2006, also working at JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities 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 delivers advisory services alongside brokerage, distribution, and investment management capabilities.

John Ryan is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2007. Ryan serves on the board of directors for the Country Club of the Rockies, a golf social club. UBS Financial Services serves individual, corporate, and institutional clients through 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 and distributes proprietary research to support tailored client strategies.

Samuel Capasso is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for over 17 years. In addition to his advisory role, he owns and operates an insurance business focused on the sales and service of life and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Jonathon Lenehan is a financial advisor with Equitable Advisors in Independence, OH, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2022, he held positions at Proforma and worked at the University of Kentucky. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

Barbara White is a Series 63 licensed financial advisor with Primerica Advisors, based in North Royalton, OH, and has 26 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 1998 and was previously employed at University Hospitals of Cleveland from 2010 to 2019. Her other business activities include part-time sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan management.

David Jones is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Vantage Financial Group, Inc. In addition to his advisory work, Jones acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management and model-based solutions.

James Cain is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2001 and holds Series 63 and Series 65 designations. Based in Cleveland, OH, Cain works within the firm's Private Wealth Management practice. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

James Martin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera, he worked at Woodforest National Bank and AML Rightsource. He also serves as an assistant at Pathway Financial Advisors, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutional accounts. The firm operates a multi-manager platform with a large nationwide network of advisors and manages over $256 billion in assets.

Daniel Cotter Jr. is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2008 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Justin Plunkett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. since 2013. Outside of his advisory role, he serves as Vice President of the Cedar Ridge Cross Country Booster Club, assisting with fundraising and operational management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational structure.

Shawn Mccormick is a CFP®-designated financial advisor at Cetera with 22 years of industry experience. He is the owner of Financial Resource Center, where he provides financial services and prepares individual and small business tax filings. Mccormick has held roles at Cetera Advisors LLC and TMABNC, LLC and has entrepreneurial involvement outside finance as a member of a health food grocery business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies under various program structures and custodial relationships.

Charlie Dear is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he also operates as an independent agent outside of fixed insurance appointments. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Julian Rodriguez is a financial advisor with Fidelity Investments holding a Series 66 designation and seven years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, the Federal Reserve Bank of Cleveland, and Key Bank. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary management as well as model portfolios composed of mutual funds, ETFs, and ETPs.

Dominic Wright is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at JPMorgan Chase Bank since 2011 and serves as a college football official for the NCAA. J.P. Morgan Securities 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tyler Fasulo is a Planning Consultant at Fidelity Investments, currently based in the Cleveland West office. He holds the CFP® designation and works closely with clients to assess their financial situations and connect them with appropriate resources to improve their overall financial health. Tyler joined Fidelity Investments in 2020 and has held several roles within the company, including Workplace Planning Consultant, Financial Representative, Relationship Manager, and currently Planning Consultant. His experience within Fidelity has provided him with insight into various aspects of financial planning and client relationship management. Tyler holds a California Insurance License, which supports his work in financial planning and advisory services. Further educational background and personal interests were not provided.

Lauren Odonnell is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory role, she works as a skin care product sales consultant for Arbonne and is a commissioned notary public in Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.