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.

Steven Shields is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2025, he worked at Edward Jones from 2018 to 2025 and has experience in other business ventures, including ownership roles in real estate and managing his own business, Shields Strategic Wealth, LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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 a Series 66 credential. His career includes roles at Morgan Stanley and JP Morgan Chase, and he currently serves as a financial advisor at Vantage Financial Group, Inc. Outside of advising, he owns DB Floors LLC, a residential flooring business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and 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.

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.

Karen Flege is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 21 years of industry experience. She has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 1998. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure for its services.

Todd Guilliam is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2020. He previously worked within other Wells Fargo entities from 2009, spanning Wells Fargo Advisors LLC and Wells Fargo Clearing. Guilliam has a role as co-trustee for a wealth management 401(k) plan. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through meetings and summary letters.

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.

Michael Rogers is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. He has worked at LPL Financial since 2016 and was previously with Stratos Wealth Partners from 2016 to 2019. Outside of his advisory role, he owns and operates Rockon, LLC, a business unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Kwiatkowski is a financial advisor at Charles Schwab with 26 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2009. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment options, delivering multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Ramona Shank is a financial advisor with UBS Financial Services in Westlake, Ohio. She holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 18 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad range of platforms.

Lucas Colantoni is a financial professional with four years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. His prior roles include positions at Fidelity Investments, Charles Schwab & Co., and Dakota Wealth, LLC. He is also involved with Wealth Health LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Keith Wood is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Stifel Independent Advisors, and Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management options.