Charles Schulz is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 63 designation and 22 years of industry experience. He has worked at Raymond James Financial Services since 2004 and was associated with Carver Financial Services Inc from 2017 to 2024. Schulz is also involved as a limited partner in Carver Financial Services LLC. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Aleksandra Delic Milanovic is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years before joining Raymond James in 2024. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Emily Evans is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. In this role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients with long-term financial planning. Prior to her current role, Emily worked at Fidelity Investments as a Financial Consultant from 2014 to 2020 and as an Investment Representative from 2013 to 2014. She also served as a Financial Consultant at Citizens Republic Bancorp from 2008 to 2013. Emily's professional experience centers on financial consulting and investment representation, with a commitment to helping clients achieve financial well-being. Outside of her career, she enjoys activities such as spending time at the beach, family activities, watching movies, outdoor adventures, caring for pets, and running.

Tamika Thomas is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Capital Advisors and Carver Financial Services. Thomas also works as a paraplanner for Carver Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional investors, using tailored, non-discretionary strategies supported by advanced analytical tools.

Mason Schmitt is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2020 and previously held roles at Ameriprise Financial and the City of Aurora. 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, pension plans, corporations, and charitable organizations.

Ann C Lutz is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with UBS since 1988. Outside of her advisory role, she serves on the boards of several nonprofit organizations, including Vocational Guidance Services and Malachi House, and participates in strategic and investment committees for Magnificat High School. UBS Financial Services provides brokerage and investment advisory solutions to individual, corporate, and institutional clients. The firm offers a range of services including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management and proprietary research to tailor client investment strategies.

Thomas O'neil Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. from 2010 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Alan Leitson is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, SagePoint Financial, CAMBRIDGE INVESTMENT RESEARCH Advisors, KeyBanc Capital Markets, and Robert Baird & Co. Outside of advisory work, he has served as a precinct election official and is involved in a local business networking organization, BNI International. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research technologies.

Peter Bahner is a CFP® with 12 years of industry experience, currently serving with LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Bahner is also a nonprofit board member at Bowling Green State University. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL Research and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Franklin Alltop is a financial advisor at Cetera holding a Series 66 designation with one year of industry experience. His prior work experience includes roles in a variety of service and retail industries. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party strategies.

Thaddeus Hogue is a financial advisor at Merrill with 25 years of industry experience. He has held his current position since 2015 and holds a Series 63 designation. 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 model-based and discretionary strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Sonderman is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Sonderman serves as a board member and treasurer for Orange Patrionaires, a nonprofit focused on education and youth. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alexandria Francis is a Series 66–licensed financial advisor at Fidelity with six years of industry experience. She has previously worked at Morgan Stanley and Gilmore Jasion Mahler, Ltd. Alexandria is currently based in Orange, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to build model portfolios from mutual funds, ETFs, and ETPs, and holds distinctive registrations such as with the CFTC as a commodity pool operator.

Alec Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized wealth management strategies that address their unique financial situations and goals. Alec focuses on connecting all aspects of his clients' financial lives to help prioritize and pursue what matters most to them. His expertise includes areas such as college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income planning. Alec's planning process involves assessing clients' current financial information, identifying their life goals, and creating strategies to help fund those goals through savings and investments. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alec earned his high school diploma from Medina High School and holds a Bachelor's Degree from Ohio University. He aligns with Merrill's tradition of community involvement and spends time volunteering with local organizations. Outside of his professional work, Alec has interests in basketball, football, golfing, music, running, and tennis.

Christopher Dorrance is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he serves as treasurer for the First Presbyterian Church of Hudson and is a board member of Dorrance Supply Company. He also participates on the finance committee of Lake Forest Country Club. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports a wide range of investment programs and client preferences.

Nicholas Mcdonald is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Multi Track Productions and several other short-term positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in portfolio management.

Robert Tripp is a financial advisor with Ameriprise in Cleveland, OH, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The Huntington Investment Company, TD Ameritrade, and PNC Investment. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with enrollment requiring a minimum level of investable assets.

Elisabeth Salopeck is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. She previously spent seven years at Wells Fargo Clearing. In addition to her advisory role, she is a commissioned notary public in Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad planning menu that includes specialized areas such as business-owner transition and special-needs planning. The firm combines research-driven recommendations with multiple financial product offerings and referral channels.

Michael Malchesky is a financial professional at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at AllState Insurance Company and Travelers Insurance. Outside of his advisory role, he works as a premium auditor at Travelers Insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management approaches, third-party money managers, and customizable strategies across discretionary and non-discretionary program structures.

Andrew Zalic is a CFA® charterholder with six years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and Carver Financial Services, and previously spent twelve years at Mai Capital Management LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling in a non-discretionary advisory model and supports municipal finance work through a municipal advisor affiliation.