Hoang Dang is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is the owner and operator of Mac Home Solutions LLC, a residential remodeling company specializing in custom bathroom and kitchen projects. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a broad range of financial products supported by an integrated platform that includes insurance and lending programs.

Stuart Rayl is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he worked as an Investment Consultant and Financial Representative at Fidelity Investments during 2022 and 2023. Stuart collaborates with clients to align their investments with their goals and develops financial plans tailored to their needs and preferences. He emphasizes attention to detail, transparency, and building strong relationships with his clients. Outside of his professional work, Stuart enjoys activities such as hiking, skiing, tennis, traveling, and exploring food. He is also a pet owner.

Ronald Dziedziak is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Kyle Blinkhorn is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 65 and Series 63 licenses and eight years of industry experience. He has previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Flagship Capital Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

John Becker is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Becker is involved in several business ventures including co-ownership of retail operations and a tax preparation service, and he serves on the investment committee of the Deaconess Foundation. He also provides pro bono financial planning to disabled veterans through a nonprofit program. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dean Ducato is a Senior Financial Advisor with Merrill Lynch Wealth Management. He draws on his background in Accounting to develop financial strategies for individuals, families, and companies, addressing various aspects including assets, liabilities, estate planning, trust planning, corporate financial services, and business sales. Dean works closely with a team of professionals whose collective experience in the financial services industry exceeds 100 years, providing clients with a comprehensive and collaborative approach to wealth management. Dean's areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Cleveland State University. His professional affiliations include the Cleveland State Marketing Association, Italian American Club, and Tau Kappa Epsilon. Outside of his professional work, Dean is involved in community efforts such as the Hunger Task Force. His personal interests include adventure sports, biking, boating, fishing, gardening, golfing, scuba diving, skiing, and traveling.

Daniel Bravo is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding 27 years of industry experience. He previously worked at Metlife Securities Inc. and Metropolitan Life Insurance Company for 19 years. Bravo serves as President of NAIFA Cleveland, a local financial services industry organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning relationships supported by advanced software tools and educational seminars.

Matthew Clemens is a CFP® professional with 20 years of industry experience. He is currently with RBC Capital Markets and City National Bank since 2022, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. Outside of his advisory work, he is a partner in family and commercial real estate ventures. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.

Jeff Mejac is a financial advisor with LPL Financial and holds a Series 66 designation. He has eight years of industry experience, including prior roles at AFIMAC, ExchangeBase, Carrara Companies, and VWR Manufacturing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Patrick Crean Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Investments, Grove Point Advisors, YRC Trucking Company, H. Beck, Inc., and Paul Revere Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Taylor Wolf is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 63 and Series 66 licenses and having seven years of industry experience. Prior to joining UBS in 2019, he worked in the entertainment and financial sectors, including positions at the Agency for the Performing Arts, Anschutz Entertainment Group, and The Vanguard Group. Outside of his advisory role, he also drives for Postmates, a food delivery service. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolios to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Ryan Myers is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is based in Strongsville, Ohio. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregg Timura is a CFP® professional with 31 years of industry experience, currently affiliated with Raymond James & Associates since 2023. Prior to this, he spent 14 years at Ameriprise Financial Services, Inc. He serves as a committee member on the Zoning Board of Appeals for Brunswick Hills Township in Ohio. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and firm research.

Michael Nieberding is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He collaborates with clients to create, implement, and monitor financial plans by understanding and educating them on both their financial and personal goals. Michael has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, High Net Worth Representative, Regional Relationship Manager, Investment Consultant, and Financial Consultant. This experience has provided him with a comprehensive understanding of financial consulting and client relationship management.

Tiffany Hackney is a CFP® and holds a Series 66 license, currently affiliated with LPL Enterprise. She has five years of experience in the financial services industry, with prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

George Michalke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Key Investment Services LLC for 13 years. He serves as a representative on the board of directors for the Cleveland Barons Hockey Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm acts as an ERISA fiduciary and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

Daniel Rowbottom is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Ernst & Young LLP from 2017 to 2021. 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 applying an ESG eligibility framework in its investment recommendations.

Rebecca Murphy is a financial advisor at OSAIC with 35 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior experience includes nearly two decades at Mass Mutual and MML Investors Services, followed by three years at SagePoint Financial. Outside of her advisory role, she is owner and certified divorce financial analyst at Facilitated Divorce Solutions, LLC. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a range of tools and third-party resources to construct customized portfolios that incorporate various asset types, managing accounts on discretionary or non-discretionary bases.

Chad Dworznik is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Bank of America, and Merrill. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

John Wirtz is a financial advisor with LPL Financial in Avon Lake, OH, holding a Series 63 designation and 24 years of industry experience. His career includes prior roles at The Huntington Investment Company and FirstMerit Bank, N.A. He serves as an assistant coach at St. Ignatius High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research and technologies.