Lauren Erb is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2017, with prior experience at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Amy Wyse is a financial advisor with Primerica Advisors in Stow, Ohio. She holds a Series 63 designation and has eight years of industry experience. Her prior work includes positions at PFSI Investments Inc., Primerica Financial Services, Welcome Wagon, and PartyLite Gifts. In addition to advisory services, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Jason Haines is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in designing business applications for the Apple iPad through his ownership of IPAD Mobile Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in their financial planning process.

Melanie Mathis is a financial advisor with Robert W. Baird & Co. in Akron, Ohio, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Baird since 2018 and previously held roles at Hancock Mortgage Partners and Lifecenter Plus. Outside of her advisory work, she is an independent sales consultant with Tastefully Simple, a direct sales company offering easy-to-prepare food products. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional investments to complex allocations, along with municipal advisory and public finance services.

Anne Marie Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools to assist clients in developing tailored plans.

Adam Seltzer is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at MassMutual Life Insurance Co and Minnesota Life Insurance Co. Outside of his advisory work, he is also engaged as an insurance broker specializing in individual life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an emphasis on collaborative annual planning using firm-approved analytical tools.

Colin Hammer is a financial advisor at Morgan Stanley in Akron, OH, holding a Series 66 license and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of Bluecoats, Inc., a charitable nonprofit based in Clinton, OH. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with diversified investment activities.

Timothy Holdsworth is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Equitable Advisors and its predecessor entities since 2003, including AXA Advisors and Signator Investors. He serves on the board of A Kid Again, a nonprofit organization supporting children with life-threatening conditions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives using both proprietary and third-party programs, covering a range of investment products and fiduciary services.

Mira Bailey is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and was previously employed by Financial Engines from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers financial planning supported by structured discovery conversations and firm-approved tools.

Mark Wilson is a Series 66-credentialed financial advisor with LPL Enterprise in Independence, OH. He has been with LPL Enterprise since 2025. Outside of his advisory role, he is involved with Brick House Realty and Baldwin Wallace University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a comprehensive platform that integrates investment advice with insurance and lending products.

Claus Meyer is a CFP®-certified financial advisor with Raymond James & Associates, based in Medina, Ohio, and has 22 years of industry experience. He has been with Raymond James & Associates since 2012. Meyer serves as a committee member for Leadership of Medina County, a nonprofit organization, where he reviews quarterly finances and participates in budget and economic discussions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with a diverse client base, including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services, employs a variety of portfolio management styles, and provides municipal advisory services uncommon among peers of its size.

Charles Gavin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions at various organizations, including Xavier University and Gino's Awards, Inc. Outside of his advisory role, he works as an independent contractor providing rideshare services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Patricia Uhlir is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-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 conversations and firm-approved planning tools.

Shannon Holz is a financial advisor with Fidelity in Orange, Ohio, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Holz serves on the investment committee for Beaumont School for Girls. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees both affiliated and unaffiliated sub-advisers.

Ryan Woodman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, and at JPMorgan Chase Bank, N.A. since 2007. Woodman is also the owner of Limoncello Investments LLC. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations and delivers advisory services on a non-discretionary basis.

Stephen Smyntek is a financial advisor with Ameriprise in Willoughby, Ohio, holding a Series 66 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team, with an emphasis on assets managed within Ameriprise accounts.

Owen Weaver is a financial advisor with Equitable Advisors and holds the Series 66 designation. He began his industry career in 2026 and has experience working with firms including Erie and Vine and Third Federal Savings and Loans. Outside of finance, he has been involved with Red Hawk Grille since 2023. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a combination of firm programs and third-party asset managers.

Joseph Scouloukas is a financial advisor with OSAIC in Parma, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Sagepoint Financial, Inc. since 2009 and joined OSAIC in 2023. Outside of advisory work, he owns an accounting, tax preparation, and bookkeeping firm and operates as a notary public. 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 investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual and institutional investors.

Sean Dougherty is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Miami University and completed his high school education at Chagrin Falls Exempted Village Schools.

Aimee Caraballo is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group and provides various financial planning options typically delivered on an episodic basis.