Meredith Whitener is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 63 designation and has worked previously at Mass Mutual Life Insurance Company, JP Morgan Securities LLC, and JPMorgan Chase Bank. Outside of her advisory role, she is involved with LongView Financial Partners, supporting financial planning and marketing activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance advisory services through a related municipal advisor affiliation.

Tayshon Blackwell is a financial advisor at LPL Enterprise with one year of industry experience. Before joining LPL Enterprise, he worked at the Northeast Ohio Regional Sewer District and taught in the Finance Department at Cleveland State University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates adviser programs with sales of financial products such as insurance.

Jaime Zarlenga Siegler is a CFP® professional with 24 years of experience in the financial services industry. She has worked at UBS Financial Services for 16 years before joining Wells Fargo Advisors in 2023. Jaime is also involved as a financial advisor with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Christopher Naples is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Aleksandra Delic Milanovic is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years before joining Raymond James in 2024. Raymond James & Associates, Inc. is a large, dually 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 municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Emily Evans is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. In this role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients with long-term financial planning. Prior to her current role, Emily worked at Fidelity Investments as a Financial Consultant from 2014 to 2020 and as an Investment Representative from 2013 to 2014. She also served as a Financial Consultant at Citizens Republic Bancorp from 2008 to 2013. Emily's professional experience centers on financial consulting and investment representation, with a commitment to helping clients achieve financial well-being. Outside of her career, she enjoys activities such as spending time at the beach, family activities, watching movies, outdoor adventures, caring for pets, and running.

Mason Schmitt is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2020 and previously held roles at Ameriprise Financial and the City of Aurora. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ann C Lutz is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with UBS since 1988. Outside of her advisory role, she serves on the boards of several nonprofit organizations, including Vocational Guidance Services and Malachi House, and participates in strategic and investment committees for Magnificat High School. UBS Financial Services provides brokerage and investment advisory solutions to individual, corporate, and institutional clients. The firm offers a range of services including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management and proprietary research to tailor client investment strategies.

Thomas O'neil Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. from 2010 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Alan Leitson is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include tenures at SagePoint Financial, CAMBRIDGE INVESTMENT RESEARCH Advisors, and KeyBanc Capital Markets. Outside of his advisory work, he participates as a precinct election official in Cuyahoga County elections and prepares tax returns for individual clients. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Mark Vlacovsky is a financial advisor at Cetera with Series 63 and Series 65 credentials and three years of industry experience. His work history includes multiple roles within Cetera-affiliated firms as well as independent financial management. Outside of advising, he has been involved in several business management activities spanning over a decade. Cetera Investment Advisors LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and affiliated model providers, supporting over 10,000 advisors and managing assets in excess of $256 billion.

Peter Bahner is a CFP® with 12 years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a nonprofit board member for Bowling Green State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with insurance products and lending services.

Thaddeus Hogue is a financial advisor at Merrill with 25 years of industry experience. He has held his current position since 2015 and holds a Series 63 designation. 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 model-based and discretionary strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Sonderman is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Sonderman serves as a board member and treasurer for Orange Patrionaires, a nonprofit focused on education and youth. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alec Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized wealth management strategies that address their unique financial situations and goals. Alec focuses on connecting all aspects of his clients' financial lives to help prioritize and pursue what matters most to them. His expertise includes areas such as college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income planning. Alec's planning process involves assessing clients' current financial information, identifying their life goals, and creating strategies to help fund those goals through savings and investments. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alec earned his high school diploma from Medina High School and holds a Bachelor's Degree from Ohio University. He aligns with Merrill's tradition of community involvement and spends time volunteering with local organizations. Outside of his professional work, Alec has interests in basketball, football, golfing, music, running, and tennis.

Christopher Dorrance is a financial advisor with OSAIC in Independence, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years before joining OSAIC in 2024. Outside of his advisory role, Dorrance serves as treasurer for the First Presbyterian Church of Hudson and sits on the board of directors for Dorrance Supply Company, an appliance and electronics distributor. He also participates on the finance committee of Lake Forest Country Club. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various asset classes and supports both discretionary and non-discretionary account management.

Nicholas Mcdonald is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he worked at Multi Track Productions and held various other roles. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and incorporates systematic methodologies and long-term asset allocation benchmarks in its investment process.

Chase Mc Greevey is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Keycorp for 19 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Elisabeth Salopeck is a CFP® professional with 34 years of industry experience, currently with Wells Fargo Advisors since 2023. She has held prior positions within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Outside of her advisory work, she serves as a notary public in Ohio and holds a 33% ownership stake in a financial practice called Pura Vida 420 LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Michael Kertes is a CFP® with 39 years of industry experience, currently serving at J.P. Morgan Securities in Cleveland, OH. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and has operated as a self-employed advisor since 1999. Kertes is involved with the Ohio Society Sons of the American Revolution as a finance committee member and holds a vice chairman position on the consolidated funds committee of the Western Reserve Society Sons of the American Revolution. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.