Preston Milstead is a Planning Consultant at Fidelity Investments, where he supports high net-worth clients by understanding their family wealth systems and assisting them in making decisions that promote family-wide financial harmony. He has been with Fidelity since 2021, progressing through roles as a Financial Representative and Relationship Manager before assuming his current position in 2023. Prior to joining Fidelity, Preston worked in Retirement Participant Services at Charles Schwab from 2019 to 2021. His experience spans client relationship management and retirement services, with a focus on financial planning for affluent families. Outside of his professional work, Preston has interests in board games, cooking and baking, gardening, playing musical instruments, and reading.

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.

Corey Jones is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he worked at Fyzical Therapy & Balance Centers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Jeffrey Womack is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Kent, Ohio. He has eight years of industry experience, including seven years with Chagrin Falls Exempted Village Schools prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Joseph Beebe Jr. is a financial advisor with Primerica Advisors in Independence, OH, holding 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and Primerica Financial Services since 2014. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies created by unaffiliated asset managers and provides custodial and trade execution support through BNY Mellon Advisors and Pershing.

Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.

Julie Seeley is a financial advisor with Primerica Advisors in Fairlawn, OH, holding a Series 63 designation and 21 years of industry experience. She has worked with Primerica Financial Services since 2003 and is currently affiliated with Primevision Financial Group and PFS Investment Inc. Outside of advisory services, she is involved with In His Service Equipment LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Katrina Perez is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. She has been with Morgan Stanley since 2010. Outside of her advisory role, she works as a delivery driver for DoorDash and provides customer service for Instacart. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Koler is a CFP® with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 17 years. He is a board member of the St. Ambrose Endowment Foundation, where he advises on the management and direction of the endowment funds. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, various managed account options, and access to third-party money managers, employing asset-allocation tools and automated portfolio rebalancing.

Shari Wong is a financial advisor with Ameriprise in Cleveland Heights, OH, holding a Series 66 designation and 22 years of industry experience. She has worked at Ameriprise since 2017, following eight years at UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Thomas Walton is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at PNC Investments and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Connor Haskins is a financial advisor at UBS Financial Services with 8 years of industry experience. He holds a Series 66 designation and previously worked at MIM Software, Inc. for two years. Outside of his advisory role, he participates in church activities including assisting in leading services, singing, and managing musical and sound equipment. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Steven Biltz is a Series 66-licensed financial advisor with Equitable Advisors in Broadview Heights, Ohio. He has one year of industry experience and previously held roles at Republic Finance, Youngstown State University, Westlake Tool & Die, JCPenney, and in primary and secondary education. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party partnerships.

Kristen Skotko is a financial advisor at Morgan Stanley in Akron, OH, holding a Series 66 designation with nine years of industry experience. She previously worked at Sanford C. Bernstein & Co., LLC. for seven years before joining Morgan Stanley in 2021. In addition to her advisory role, she serves as an executor or co-executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and supports a wide range of investment and planning strategies.

Benjamin Bury is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated bank since 2014. 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 provides both non-discretionary and discretionary investment options using multi-asset model portfolios, supported by centralized custody, trading, and operational infrastructure.

Dominic D'amico is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and offering 34 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously at Signator Investors from 2016 to 2018. Dominic is also vice president of Ivan & D'amico CPAs, where he prepares tax returns and financial statements, and he serves as a trustee for immediate family members. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Mackenzie Marshall Flynn is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.