Wendi Devan Glovna is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Charles Schwab since 1998. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Loren Bates is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his current role, Bates was involved with DLC Creative LLC and worked at Macy’s. J.P. Morgan Securities LLC 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.

Nicholas Manson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 18 years of industry experience. He has been with Charles Schwab since 2008 and with Charles Schwab Bank since 2013. Manson serves as an Honorary Advisory Council Member for Marietta College's Business & Economics department, providing curriculum guidance and support to students. 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 both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Jennifer Danko is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment options supported by both proprietary and third-party research.

Alfonso Messina is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience assisting individuals and families in achieving financial security and growth. He specializes in areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. Alfonso holds a Bachelor's Degree from Fordham University and has earned the Personal Investment Advisor (PIA) designation. He is fluent in both Italian and English. He emphasizes clarity and follow-through in financial conversations, aiming to make complex financial concepts accessible and meaningful for his clients. Outside of his professional role, Alfonso enjoys cooking, gardening, golfing, and soccer.

Jean Stefanov is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 63 credential and 32 years of industry experience. She has worked with LPL Financial since 1995 and operates Tyler Stone Wealth Management, LLC, an independent investment advisory firm she founded in 2015. Outside of her advisory work, she assists with financial operations for her husband's TV production business. 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, incorporating both discretionary and non-discretionary management, supported by research and a variety of investment strategies.

Robert Griffiths is Vice President and Wealth Planner at Fidelity Investments, where he partners with clients to develop comprehensive financial plans aimed at achieving comfortable and successful retirements. He has been with Fidelity Investments since 2011 and has progressively held roles including Financial Representative, Relationship Manager, Central Relationship Manager, Investment Consultant, and Financial Consultant. Throughout his tenure, Robert has gained extensive experience in wealth planning and client relationship management, supporting individuals in navigating their financial decisions. His expertise centers on building tailored strategies for retirement planning. Outside of his professional role, Robert enjoys a variety of personal interests such as attending concerts, cooking and baking, family activities, exploring culinary experiences as a foodie, playing golf, and traveling.

Bradley Shook is a financial advisor with Edward Jones in Medina, OH, holding a Series 63 designation and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a partner in oil and gas royalty ventures, including Killbuck Creek Partners and Killbuck Creek Outdoors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs. The firm has a large national presence, with approximately 23,701 financial advisors and over $1 trillion in assets under management.

Brett Boling is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 33 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering advisory services primarily through model-delivery strategies created by unaffiliated asset managers.

Cyril Kanaga Raj is a financial advisor with LPL Financial in Cleveland, OH, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Boenning & Scattergood, Key Investment Services, and Key Private Bank. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

William Bolas is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2013. Outside of his advisory role, he serves on the investment committee of the Cleveland Yachting Club. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, utilizing firm research and planning tools to develop tailored recommendations across a broad range of financial planning areas.

Elizabeth Knight is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and having 29 years of industry experience. She has worked at Raymond James since 2019 and previously held multiple roles at UBS Financial Services from 2013 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and municipal advisory services.

Dean Brennan is a financial advisor with Robert W. Baird & Co. in Wadsworth, Ohio. He holds the Series 66 designation and has seven years of industry experience. Prior to his current role at Baird, he worked at NOW Valet Co. and Kent State University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex and non-traditional investments.

Todd Lloyd is a financial advisor at Charles Schwab with 16 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade from 2015 to 2024 before joining Charles Schwab. He serves as secretary for his residential building's homeowner association. Charles Schwab 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 solutions, combining multi-asset portfolios with centralized custody and operational services.

Michael Shea is a CFP® with 16 years of experience in financial advising. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Shea also manages Shea Financial Services, LLC, where he provides financial planning and investment advice. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a broad network of financial advisers and multiple platforms.

Eiad Hasan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked within various divisions of JPMorgan Chase since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Mundell is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Cetera and Cetera Wealth Services before joining LPL Financial in 2025. Mundell also operates Mundell Financial Group, Inc., an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 discretionary and non-discretionary management along with model portfolios and third-party research.

Jason Haines is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in designing business applications for the Apple iPad through his ownership of IPAD Mobile Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in their financial planning process.

Melanie Mathis is a financial advisor with Robert W. Baird & Co. in Akron, Ohio, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Baird since 2018 and previously held roles at Hancock Mortgage Partners and Lifecenter Plus. Outside of her advisory work, she is an independent sales consultant with Tastefully Simple, a direct sales company offering easy-to-prepare food products. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional investments to complex allocations, along with municipal advisory and public finance services.

Kathleen Berne is a CFP®-certified financial advisor with 12 years of industry experience, currently with Raymond James & Associates. Her prior experience includes roles at Fidelity Investments and multiple periods as a homemaker. Raymond James & Associates is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.