Gavin Shindeldecker is a financial advisor at Charles Schwab with four years of industry experience. He holds the CFP® and Series 66 designations. Before joining Charles Schwab, his work history includes roles at Equitable Advisors, LPL Financial, and Navigation Wealth Management, among others. Charles Schwab serves a large client base primarily composed of 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 provides a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational support.

Scott Giltinan is a financial advisor with RBC Capital Markets in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory work, he has served on the boards of the Mariner Village Homeowners Association and the Mariner Village Condo Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Kyle Hancharick is a CFP®-certified financial advisor with seven years of industry experience. He is currently with LPL Financial and has previously worked at Harrington Asset Management, Inc. and OSAIC. Outside of his advisory work, he operates as a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Quinn Alberty is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Robert Baird & Co. and Fidelity Investments. 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.

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.

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.

Andrew Harding is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, concurrently affiliated with Bank of America since 2016. Harding serves as a trustee on the board of Old Trail School, a charitable organization in Bath, Ohio. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Michelle Glass is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2022 and has owned Glass Financial Advisors since 2016. Prior to that, she was with VOYA Financial Advisors from 2014 to 2022. Glass serves on the boards of the Cleveland Fisher House and Community Resource Services, both nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary account management.

Toni Francis is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Jjb Hilliard Wl Lyons, LLC and UBS Financial Services Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Renee Dietz is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She has previously worked at Sequoia Wealth Management and Advantage Investment Management. Outside of her advisory role, she is involved with Achieve Credit Union’s wealth management services. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Brant Giere is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2012 and 2015, respectively. Outside of his advisory role, he assists with bookkeeping and maintenance on his family farming operation in Akron, Ohio, and manages administrative tasks for a car racing-related business, Goat Powered LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its offering.

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.

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.

Barbara Thacker is a financial advisor with Wells Fargo Advisors in Akron, Ohio, holding a Series 63 designation and bringing 40 years of industry experience. She has worked at Wells Fargo Advisors and related entities since 2009. Outside of her advisory role, she serves as trustee of her father's irrevocable trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning areas such as business-owner transitions and special-needs analysis.

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.