Daniel Carter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked within various Wells Fargo entities since 2012 and owns Carter Private Wealth LLC, a private practice based in Beachwood, Ohio. Additionally, he serves as a financial advisor for Princeton Harriman Insurance Solutions in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Bradley Saunders is a financial advisor with J.P. Morgan Securities in Chagrin Falls, OH, holding a Series 66 designation and two years of industry experience. He has worked within the J.P. Morgan organization since 2016, including roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework applied in investment recommendations.

Danielle Beard is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Integrity Investments and Planning. Outside of her advisory work, she was involved with Petpeople from 2018 to 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and structured planning processes. The firm manages approximately $2.74 trillion in client assets and offers both direct financial plans and arrangements with employer-sponsored programs.

Collin Brooks is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Matthew Kelly is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliates since 2025. Prior to that, he was co-owner and financial advisor at Verus Financial from 2008 and also served at Next Financial Group Inc. Kelly serves as president of Shaker Heights Youth Lacrosse Inc., a nonprofit organization focused on youth lacrosse programs. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, planning, and consulting services supported by a network of over 10,000 advisors.

Scott Myers is a financial advisor with LPL Financial in Chagrin Falls, OH, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining LPL Financial in 2022, he spent 18 years at Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from multiple sources.

Steve Napier is a financial advisor at Cetera with 25 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and is the owner of Legacy Financial Associates, a financial services firm established in 2006. Outside of his advisory work, Napier is a firearms instructor teaching safe handling and shooting skills. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform with access to affiliated and third-party managers and diverse program options.

Julie Miller is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at First Command Insurance Services and Sanofi. She is also the owner of a single residential rental property in Lyndhurst, Ohio. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of investment advisory programs and affiliated products. The firm operates nationwide with over 23,000 financial advisors and focuses on both discretionary and non-discretionary strategies under a fiduciary standard.

Matthew Dohar is a financial advisor with LPL Financial in Solon, OH, holding 23 years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

John Randall is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Bank of America, The Huntington Investment Company, PNC Investments, Edward Jones, Citizens Securities Inc., and Citizens Bank. Randall also has an ownership interest in a rental property business with his father. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Ridler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial since 2018 and previously at SII Investments, Inc. for 11 years. Outside of his advisory role, Ridler is involved in several business ventures, including leadership positions in staffing and accounting firms. 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 and financial services, including discretionary and non-discretionary management supported by proprietary and third-party research.

Joseph Rea is a financial advisor with LPL Financial in Solon, OH, holding a Series 63 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities, Inc. Rea is a partner at Regal Financial, LLC, involved in life, health, and fixed annuities insurance sales. He also serves as a board member on the finance committee of WomenSafe, a domestic violence shelter. 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. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and uses technologies such as machine learning in its investment approach.

Mark Cooperrider is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020 and previously with Ameriprise Financial Services, Inc. from 2009. He is based in Pepper Pike, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in survey-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized teams and financial advisors, using proprietary research and third-party data within a structured investment framework.

Carter Camper is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, he played professional hockey with multiple teams including IK Oskarshamn, Tappara, and the New Jersey Devils organization. Outside of his advisory role, Camper is involved as an employee in 3ICE, a 3-on-3 hockey league based in Pittsburgh. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools.

Lucero Forrest is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and eight years of industry experience. Prior to joining Schwab in 2017, Lucero worked at Fidelity Investments and Sedgwick Claims Management. Outside of advising, Lucero is involved in managing a rental property through an LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm’s investment approach includes multi-asset model portfolios, non-discretionary and discretionary management options, and access to alternative investments through a centralized and integrated platform.

Michael Murphy is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Jonathan Goldston is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including Skylight Financial Services, MML Investors Service, and MassMutual Life Insurance Company. Goldston serves as an elected board member of the Skylight Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by multiple program structures and custodial relationships.

Genevieve Adelman is a financial advisor at Edward Jones in Hudson, OH, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2012, including her current role beginning in 2024. Outside of finance, she is involved in photography, specializing in senior portraits and community theatre headshots. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide advisor and branch network.

Scott Simmerer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. His career includes roles at Concurrent Advisors and Oleinik Financial, alongside a long tenure with Raymond James Financial Services since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Gillian Boone is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Raymond James Financial Services, Inc. since 2019. Outside of her advisory role, she serves as Vice President and Treasurer for Western Reserve Resources Corporation and WesRev, Inc., where she provides administrative support and manages branch office operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting services.