Brandon Spitzer is a Certified Financial Planner® (CFP®) and holds a Series 66 designation, with 12 years of industry experience. He has worked at UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Katie Stefanski is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at UBS Financial Services and Unique Marketers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Allison Batt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated firm since 2014. Outside of her advisory work, she is an independent insurance agent and co-owner of a business partnership in Westlake, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through various platforms and combines proprietary and third-party strategies tailored by independent Financial Professionals.

Tamara Bond is a financial advisor with Wells Fargo Clearing and holds a Series 63 designation. She has 25 years of industry experience, including roles at Wells Fargo Clearing and UBS Financial Services. Outside of her advisory work, she serves as a notary public, notarizing documents for non-Wells Fargo clients. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and a broad range of financial products.

Matthew Rhode is a Series 66 licensed financial advisor with Edward Jones, based in Brunswick, OH. He has 15 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated investment products.

Jeffrey Saplak is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at SII Investments, Inc., and he has managed his own firms, TA-Check Financial and Tri City Tax, combining investment advisory and tax preparation services. He is also involved in property and casualty business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by LPL Research and third-party subadvisors.

Dominic Poshedley is a financial advisor with LPL Financial in Strongsville, OH, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2019 and is also associated with Ta-Check Financial. Prior to that, he held positions at Cleveland State University and Marc Glassman Incorporated. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Steven Tuttle is a financial advisor with OSAIC who holds a Series 63 designation and has 31 years of industry experience. He has been with Osaic Wealth, Inc. since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as Co-Chairman of the Board for the North Royalton YMCA and the Parma Ridgewood YMCA and has contributed a personal ultrarunning story to the book "Run to Save Your Life" by Amy Mower. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and investment solutions through its extensive network of affiliated advisers and utilizes various portfolio construction tools and third-party platforms.

Andrew Kaye is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients one-on-one to define their financial goals and develop portfolio strategies designed to pursue those objectives. He provides ongoing advice and guidance, adapting strategies as clients' needs change, and offers access to specialized banking, credit, home financing, and small business solutions through Bank of America specialists. Andrew's expertise encompasses education planning, family wealth management strategies, personal retirement planning, and retirement income. He is dedicated to helping clients manage the complexities of financial priorities such as purchasing a home, funding college education, caregiving responsibilities, and healthcare planning. His approach focuses on understanding what matters to clients and their families to create tailored financial strategies. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from Cleveland State University and holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, Andrew participates in community activities including First Tee Cleveland. His personal interests include golfing, tennis, yoga, and spending time with his family.

Lauren Plesmid is a financial advisor with Cetera in Westlake, OH, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Cetera, she worked at Sea-Land Chemical Company and has experience in various roles outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to both affiliated and third-party managers.

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.

Jerome Vandemotter is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at UBS Financial Services for 29 years before joining Wells Fargo in 2022. Outside of his advisory role, Vandemotter holds a 4% ownership stake in Ohio Broach & Machine Co., an industrial business based in Willoughby, Ohio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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.