Susan Silverberg is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her prior roles include positions at Merrill for 35 years and Bank of America for 10 years before joining Morgan Stanley in 2021. She serves on the boards of several nonprofit organizations, including Bellefaire/JCB and Partners for the Cleveland Institute of Music, where she is involved in finance and fundraising activities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured planning process.

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.

Ryan Burnett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at Bank of America and Merrill. He is based in Cleveland Heights, Ohio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Harry Newmark is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in serving Private Clients. He has been with Merrill since 2007 and brings over 30 years of experience in the financial services industry. His work focuses on areas including Corporate Executive Services, Equity Compensation Services, Family Wealth Management Strategies, Personal Retirement Planning, and Women and Wealth. Harry holds a bachelor's degree in Economics and an MBA from Case Western Reserve University. He is a Personal Investment Advisor (PIA). Throughout his career, he has assisted institutional and individual clients across the United States in structuring risk management financial strategies. Harry emphasizes understanding investor concerns and setting appropriate financial goals. Based in Northeast Ohio, Harry and his wife Kimi have four grown children. They are active in their Temple, where Kimi serves as the Director of Youth. Harry also mentors the next generation through youth and summer camp programs. His personal interests include music, photography, reading, and spending time with his family.

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.

Connor Mathis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at North Carolina Farm Bureau and involvement with the Wake County Board of Elections. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and offers model portfolios through intermediary platforms.

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.

Denise Zalewski is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Madison Gray is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and beginning advisory work in 2024. Prior to joining Baird, Gray held roles in various businesses including Cultivated Cocktails Distillery and Itto Ramen Bar & Tapas. Gray is part of The DDK Group, a team within Baird’s Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of manager-traded and model-traded strategies, supported by internal research and ongoing manager monitoring.

David Palumbo is a financial advisor with Merrill holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Raymond James & Associates, Cetera Advisor, Ameriprise Financial Services, and Fidelity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

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.

Robert Franz is a financial advisor at Stifel with 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009 and holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning.

Danielle Mackey is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and bringing nine years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and research resources.

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.