James Moore is a financial advisor with Edward Jones in Northfield Center, OH, holding a Series 63 designation and 35 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1993. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Ryan Sullivan is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds the Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Kenzie O'Connor is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She works collaboratively with financial consultants to build lasting client relationships by understanding clients' backgrounds, values, and goals. This approach helps clients develop financial plans that align with their aspirations and long-term vision. Prior to her current position, Kenzie served as a Relationship Manager and Financial Representative at Fidelity Investments. She also gained experience as a Sales Associate at Northcoast Research and as a Finance Intern at Ancora. Her professional journey reflects a focus on client engagement and financial planning. Outside of her professional responsibilities, Kenzie has interests in fitness, spending time at the lake, and volunteering.

Alexander Moore is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked for Union Home Mortgage for three years and has held various roles in nonprofit organizations and education. Moore’s background includes involvement with Montana Campus Compact and Missoula Interfaith Collaborative/Family Promise. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Patricia Braun is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She worked at Merrill from 1998 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support financial decisions, offering advisory services across retail and institutional markets.

Billy Schirmer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He works directly with clients to develop comprehensive financial plans that align investments with their wealth goals. Prior to this position, he served as an Investment Consultant from 2022 to 2024, a Workplace Planning Consultant from 2020 to 2022, and a Financial Service Associate from 2019 to 2020, all within Fidelity Investments. Throughout his tenure at Fidelity Investments, Schirmer has gained experience across multiple facets of financial consulting, including investment consultation and workplace planning. His approach involves partnering with clients to understand their personal and financial circumstances in order to build holistic financial plans. Outside of his professional role, Schirmer's personal interests include spending time with friends and attending social events, as well as participating in golf, skiing, and table tennis.

Robert Baitt is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and JP Morgan, as well as operations at Vantage Financial Group, Inc., where he currently serves as a financial advisor. Outside of finance, he is the owner of DB Floors LLC, a residential flooring business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, 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 access to both affiliated and unaffiliated third-party managers.

Natalie Scheffler is a Branch Leader at Fidelity Investments, a position she has held since 2026. In this role, she is focused on fostering growth, building trust, and creating a positive culture for both associates and clients. Prior to becoming Branch Leader, Natalie held several positions within Fidelity Investments, including Planning Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. She also worked as a Personal Banker at KeyBank in 2021. Natalie holds a California Insurance License, supporting her expertise in financial planning and client services within the investment industry.

Christopher Green is a financial advisor with UBS Financial Services in Westlake, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Brian Rees is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Vantage Financial Group before joining Raymond James in 2019. Outside of his advisory role, he is associated as an employee with several support companies in Westlake, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting utilizing risk profiling and modeling tools, and maintains a municipal advisor affiliation uncommon among large institutional firms.

Matthew O'Hara is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Merrill, and First National Bank, as well as work at Kent State University. Previously, he was involved with Colortone Staging and Rentals for four years. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Kateryna Puchowicz is a financial advisor at LPL Enterprise with 12 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE. Outside of her advisory role, she is employed as a sales associate at Home Depot. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Raymond Sussel is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 40 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he serves as a board member of the Stoneridge of Geauga Homeowners Association in Chagrin Falls, OH. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models, including third-party TAMPs and proprietary offerings, and provides ERISA fiduciary services to qualified plans.

Matthew Perrings is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Axa Advisors. He serves as Senior Warden of Lagrange Lodge No. 399 Free and Accepted Masons of Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and registered investment companies.

Alexander Szarka is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and operates Szarka Financial since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary model strategies and access to third-party managers, with investment implementation tailored to client objectives across multiple custody and platform arrangements.

Jedd Bautista is an Investment Consultant at Fidelity Investments, where he partners with clients to develop personalized financial strategies tailored to their unique goals and priorities. In his current role, he provides thoughtful guidance and access to a broad range of resources to help clients make informed decisions and build confidence in their financial future. Jedd joined Fidelity Investments in 2024 and has held several positions including Financial Representative, Relationship Manager, and Planning Consultant before becoming an Investment Consultant in 2026. He holds a California Insurance License. Outside of his professional role, Jedd has personal interests that include camping, cars, military service, motorcycles, and music.

Matthew Nickels is a financial advisor with Edward Jones in North Ridgeville, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at Peoples Bank. Outside of his advisory role, he is involved with My Life Recovery Centers, a business focused on opioid addiction treatment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Ashe is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 designations and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC, UBS Financial Services, and Merrill. 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 both brokerage and advisory solutions, relying on research and analytics guided by diversification principles and modern portfolio theory.

Jenna Keene is a financial advisor at J.P. Morgan Securities with 18 years of experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Martin Schenkel is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 56 years of industry experience and has worked with MML Investors Services Inc and Mass Mutual Life Insurance Company since 2005. Schenkel serves as a board member for Schnurmann House, an independent living facility for senior citizens. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-based financial planning and a range of investment programs and educational seminars.