John Melick III is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird & Co. since 2018. Prior to joining Baird, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a variety of separately managed account programs, using a combination of manager-traded and model-traded strategies supported by in-house research and technology.

Timothy Myers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Morgan Stanley Dw Inc. from 1999 to 2005 before joining Linsco Private Ledger, which later became part of LPL Financial, where he has been since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

Joseph Kraft is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves on the Westlake City Schools Board of Education. The DDK Group at Robert W. Baird & Co. advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a variety of investment strategies and overlays, with capabilities that include municipal advisory and public finance services.

Terence Hagedorn is a financial advisor with Ameriprise in South Euclid, OH, holding a Series 66 designation and 23 years of industry experience. He previously worked at Next Financial Group, Inc. and Integrity Financial Services. In addition to his advisory role, he is involved in independent insurance brokering with several life insurance companies. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income plans, with a focus on assets managed within Ameriprise accounts.

Cameron Addington is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of experience. He has previously worked at Gryphon Fund Group and Elios Financial Group, among other firms, and has held roles in various business ventures including Textbook Home Improvements, LLC and 325SC Restaurant Ventures, LLC. 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 integrating ESG criteria in their recommendations.

Jack Butler is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including OSAIC, SagePoint Financial, American Portfolios Advisors, Inc., and Vestax Securities Corporation. Outside of his advisory role, Butler serves as an of counsel attorney focused on estate planning and is a board member of a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Jameson Smith is a Financial Advisor at Merrill Lynch Wealth Management, focusing on building long-term relationships with clients that extend beyond transactional financial advice. He assists retirees, executives, business owners, and young families in navigating important financial decisions related to retirement planning, estate planning, wealth management, and long-term financial security. His approach centers on understanding individual goals, values, and concerns to help clients move closer to achieving what matters most to them. Before joining Merrill Lynch, Jameson spent years in business development working alongside Fortune 500 companies and served 14 years in the military. These experiences contribute to the discipline, integrity, and service-minded approach he brings to his client relationships. He holds a Bachelor's Degree from Kent State University and carries a Personal Investment Advisor (PIA) designation. His memberships include the American Legion and VFW. Jameson is actively involved in his community, supporting organizations such as the Greater Cleveland Food Bank, Habitat for Restore, and Ronald McDonald House. He is also engaged in his church community. Outside of work, he enjoys adventure sports, basketball, cooking, gardening, reading, and spending time with his family, and he is a proud father of two children.

Scot Sinkler is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel in various capacities since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Jason Yuhas is a financial advisor with LPL Financial, holding 25 years of industry experience. He previously worked at SII Investments, Inc. and operated TA-Check Financial, an independent investment advisory firm. Outside of his advisory work, he is involved in tax preparation and accounting through multiple related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kellyn Ingraham is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, Kellyn serves as the primary contact for Fidelity's most sophisticated investors and their families, focusing on building and maintaining long-term relationships by understanding each client's unique preferences and providing personalized service and support for their financial needs. Kellyn has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, Relationship Manager, Wealth Management Planning Consultant, and Advanced Planning Analyst before assuming the current position in 2025. This experience reflects a comprehensive background in wealth management and client relationship development.

Ryan Gillespie is a financial advisor with Equitable Advisors holding a Series 66 designation. He joined the firm in 2026 and has prior work experience at Sherwin Williams and various other roles before entering the financial industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party providers.

Shannon Kolton is a financial advisor at Morgan Stanley in Cleveland, OH, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and UBS Financial Services over her career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Laurence Bricmont is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Jonathan Schonfeld is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Tyler-Stone Wealth Management for 10 years, as well as New England Securities and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with investment strategies that include discretionary and non-discretionary management using LPL Research models, third-party subadvisors, and customized approaches.

Gary Rettke is a financial advisor with Primerica Advisors in Painesville, Ohio, holding 21 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

David Grano is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and worked previously at Lincoln Financial Advisors for 14 years. Outside of his advisory role, he serves as a trustee for multiple family trusts and owns an LLC providing payroll services for a Professional Employer Organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing various asset allocation tools, automated rebalancing, and multiple account management options.

Morris Beverage III is a financial advisor at Cetera with 25 years of industry experience and a Series 66 designation. He has previously worked with LPL Financial and Avantax entities and has owned and operated several businesses, including Blakely Insurance, Inc., a property and casualty agency. Beverage also serves on multiple public service boards in Lake County, Ohio, including the Northeast Ohio Area Coordinating Agency and the Lake County Land Bank. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Matthew Bell is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at Orveon Global and held other various roles before entering financial advising. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a large network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Jeffrey Rotsky is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various capacities from 2009 to 2022. Rotsky is the founder and director of the Rotsky Foundation for Mentors, a nonprofit organization focused on mentoring in the inner city of Cleveland. 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 to tailor investment plans based on proprietary research and model-based asset allocations.

Michelle Weilacher is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding a Series 63 designation and 34 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. She is also involved as an administrative assistant at Princeton Harriman Insurance Solutions, an insurance agency in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products, providing tailored recommendations supported by Wells Fargo research and planning tools.