Damion Crannis is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2013 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products supported by proprietary research and capital markets expertise.

Jeff Dodd is Vice President and Wealth Planner at Fidelity Investments. In this role, he helps clients and their families create, implement, and monitor financial plans to work toward their unique financial goals. Jeff has been with Fidelity Investments since 1997, progressing through various positions including Brokerage Services Representative, Proactive Representative, Senior Investments Representative, Financial Consultant, and Vice President Financial Consultant before assuming his current role in 2021. His extensive tenure reflects his experience in wealth planning and financial consulting.

Philip Hrvatin is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, Hrvatin is a self-employed musician. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Gregory Rustad is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. He is also president of Rustad Financial LLC, where he sells term insurance and fixed annuities to clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including portfolio management utilizing firm-provided asset-allocation tools and access to third-party money managers.

James Leone is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 45 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2012 and at Aspire Investment Management since 2018. Outside of his advisory role, he serves on the boards of SEEDNET and Legacy Boxing. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including 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 implementation platforms and strategies tailored to client objectives.

Heather Wilson is a financial advisor with Cetera in Cleveland, OH, holding 21 years of industry experience. She has served in advisory and supervisory roles at Vantage Financial Group since 2014 and is also an advisory representative at FM Strategies. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, utilizing various program structures and affiliations.

Nicholas Melzer is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he owns a rental property. 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 brokerage and investment management capabilities.

Brian P. Brennan is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 18 years before joining Baird in 2021. Brennan serves on the investment sub-committee for Magnificat High School, reviewing outside investment managers quarterly. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies supported by ongoing manager selection and internal research.

Thomas Johnson is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of advising, he is involved with Urbana Holding, a family holding company that purchases Ohio State football tickets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model outcomes but clients are responsible for implementing and updating their plans.

Chad Klemens is a financial advisor at Charles Schwab with 26 years of industry experience. His prior roles include positions at Scottrade, Inc., TD Ameritrade, and Charles Schwab Bank. He holds Series 63 and Series 66 licenses. Charles Schwab serves a large client base, 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 using multi-asset model portfolios and a formal alternative-investment onboarding process.

Gary Peterson is a financial advisor with Cetera, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and has worked in tax preparation since 2005. Peterson also holds a notary public commission and performs document notarizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party managers.

Scott Rainey is a Planning Consultant who collaborates with a team of Financial Consultants to assist clients in planning for their financial future. In his current role, he focuses on maintaining and developing clients' relationships with Fidelity Investments by creating personalized plans that address their individual needs, concerns, goals, and aspirations. Scott's professional experience includes his current position as a Relationship Manager at Fidelity Investments since 2024. Prior to this, he worked as a Client Service Specialist at Golden Reserve from 2023 to 2024 and served as an Associate Financial Advisor at Ameriprise Financial between 2021 and 2023. Outside of his professional career, Scott has interests in cars, cooking and baking, hiking, kayaking, music, and swimming.

James Schmitt is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Cleveland, OH. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Ryan Brennan is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Kenneth Greaney is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with JPMorgan Chase Bank and Key Private Bank prior to his current role. Outside of finance, he is an owner and partner of Cleveland Public Theatre, where he contributes to membership awareness and serves on the finance committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.

Albert Pompeo is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2021. Prior to his current role, he worked at Cinemark from 2017 to 2020. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, employing a range of investment strategies including traditional and non-traditional approaches tailored to client goals and risk tolerances.

Brett Ketvertis is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation and Series 63 and 66 licenses, and has 26 years of industry experience. Prior to joining Osaic in 2025, he spent 11 years with Lincoln Financial Advisors Corporation. He serves on the board of directors and as secretary-treasurer for NAIFA Cleveland, a nonprofit industry organization focused on continuing education and advocacy for financial professionals. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools, risk assessments, and a variety of third-party platforms to manage diverse investment portfolios.

Maureen Beno is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. She has worked at Cetera Wealth Services, LLC and Vantage Financial Group, Inc. during her career. Outside of advising, she serves as the treasurer for a nonprofit organization called Super Heroes to Kids in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Robert Skrbis is a financial advisor with Ameriprise in Kirtland, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a trustee for a homeowners association and acts as a treasurer for a local political campaign. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.

Louis Stachowicz is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and 1ST Global Advisors. Outside of advisory work, he is a CPA involved in accounting and tax preparation through his firm Culkars Stachowicz & Co. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.