Gary Brahler is a financial advisor with Morgan Stanley in Westlake, Ohio, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also involved with the Kent State University Foundation, where he contributes to strategy and advocacy. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Michael Borato is a financial professional with 42 years of industry experience. He is currently affiliated with Cetera and Wealth Health, LLC, and holds a Series 63 designation. His work history includes over a decade at Cetera Advisors LLC and recent involvement with Wealth Health, LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and custodial relationships.

Antonio Desoto is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory role, he owns a business selling saltwater corals and fish. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services tailored to plan objectives and risk tolerances.

Christopher Soeder is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after eight years with Tremco CPG Inc. Prior to that, he spent time in college and unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Monica Hays is a financial advisor at UBS Financial Services with eight years of industry experience and a Series 66 designation. She has been with UBS since 2016. Outside of her advisory role, she plans Disney, Universal, and all-inclusive vacations as a Magical Navigator. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Joshua Ingalls is a financial advisor with Wells Fargo Advisors in Westlake, Ohio, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC dating back to 2014. He serves as a finance committee member at Lake Erie College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Charles Dudek is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Douglas Sanker is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. 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 services and leverages proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Timothy Regan is a Series 66-licensed financial advisor with Thrivent Investment Management in Berea, Ohio, where he has worked for 22 years. He serves on the board of Friends Helping Friends, a charity supporting families in crisis, assisting with fundraising and organizational visibility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering goal-based, holistic planning that addresses a wide range of financial topics without including implementation. The firm’s approach separates planning from managed-account services and emphasizes ongoing plan reviews.

Gerald Koler is a financial advisor with OSAIC, holding the CFP® designation and securities licenses Series 63 and Series 65, with 34 years of industry experience. He has worked with SagePoint Financial, Inc. and Sagepoint Corp RIA since 2009 and 2013, respectively. Koler also serves as a trustee for Padua Franciscan High School, contributing to its governance and strategic planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessment techniques to construct diversified portfolios across various investment types.

Wesley Crowley is a financial advisor with Morgan Stanley Wealth Management in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and leveraging firm-approved tools and methodologies.

Eric Tolbert is a financial advisor with Ameriprise in Cleveland, OH, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of his advisory role, Tolbert serves on the Board of Directors for the Better Business Bureau Serving Greater Cleveland and holds leadership positions with Downtown Cleveland Inc. and the Downtown Cleveland Improvement Corp. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves clients with at least $1 million in net investable assets and emphasizes a range of advisory, brokerage, and insurance solutions through its institutional platform.

Eric Heffke is a financial advisor with LPL Financial and holds a Series 63 designation. He has 30 years of industry experience, including over 20 years with LPL Financial and more than a decade at Tyler-Stone Wealth Management, LLC, an independent investment advisory firm he founded. Heffke is also involved in the sale of non-variable insurance products such as life insurance, disability, and long-term care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both in-house and third-party sources.

Gerald Jarzabek Jr. is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves as a board member on the Marymount Health Care Systems Board of Trustees and the Cleveland State University Foundation Investment/Finance Committee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using both in-house and third-party managers, with offerings that include traditional and non-traditional investment strategies.

Donn Carmel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is a partner in TDA LLC and owns TDM Financial LLC, support companies not involved in investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized services including municipal and public finance.

Jack Boyle is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients to develop tailored financial roadmaps that align with their long-term goals. Jack focuses on understanding each client's unique expectations to guide investment strategy and financial planning efforts. He brings his expertise to the planning process by engaging in comprehensive discussions around investment guidance and strategy. Jack's approach centers on partnership with clients, ensuring that their financial plans reflect their individual needs and objectives.

Aldo Filippelli is a financial advisor with Primerica Advisors in North Royalton, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2012 and has been involved with the North Royalton License Bureau and Filippelli Construction since the mid-1990s. Outside of advising, he receives compensation for sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, maintaining an operational model that includes tiered wrap fees and oversight of manager selection.

Michael Hewko is a financial advisor at Cetera with 27 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he spent 16 years with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, Hewko is a practicing dentist and owner of a general dental practice, Michael P Hewko DDS LLC, and manages a small accounting firm. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Khory Katz is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience, currently serving clients at Edward Jones in North Olmsted, OH since 2018. Prior to Edward Jones, he held roles at Bowling Green State University and Westfield Insurance, among others. He is also involved as an investment committee member for a local Freemason lodge and has founded a networking organization in Chagrin Falls, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of investment advisory programs with a nationwide network of advisors and branch offices, combining retail advisor reach with affiliated capabilities such as trust services and proprietary mutual funds.

Kyle Brown is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.