Aaron Lewis is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in North Olmsted, OH. He has 18 years of industry experience, including roles at JPMorgan Chase Bank, N.A. since 2010 and J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Sarit Zamir is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. She has worked with Primerica Advisors since 2007 and previously with SHCP Medina Inc. from 2017 to 2021. Outside of investment advisory, she is also a part-time health agent. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Venzor is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning and investment services supported by firm-approved tools and research.

John Schubert is a financial advisor at Charles Schwab with 28 years of industry experience. He holds a Series 66 credential and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. 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 discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Regina Iafelice is a CFP® with six years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Thrivent Financial and has held roles at multiple wealth management firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs and municipal and public finance services.

Michael Douglas is a CFP® professional with 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management strategies across multiple custodial platforms.

Daniel Latham is a financial advisor with Wells Fargo Clearing in Olmsted Township, OH. He holds a CFP® designation along with Series 63 and 65 licenses and has 32 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. He serves as a trustee managing investments for family members outside of his advisory role. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to guide investment decisions and provides both brokerage and advisory solutions across a broad client base.

Patrick Mckelvey is a Wealth Management Advisor with the KMM Group at Merrill Lynch Wealth Management. He provides financial advising and planning services to high net worth individuals and families, focusing on creating comprehensive family wealth plans that incorporate asset allocation and liability management as key components of the group's wealth management platform. Patrick began his career at Merrill Lynch as an intern in 2011 and joined the KMM Group as an Investment Analyst upon graduating from Elon University in 2012 with a bachelor's degree in Finance. He was promoted to Financial Advisor in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Patrick’s expertise includes family wealth management strategies, liquidity management, retirement income planning, and portfolio management services. Patrick resides in Chagrin Falls, Ohio, with his wife and two children. Outside of his professional work, he enjoys cooking, golfing, spending time with his family, and traveling. In 2022, he was named to Forbes’ “Top Next-Generation Wealth Advisors Best-in-State” list.

Hani Istanbouli is a financial advisor with LPL Enterprise, holding over 32 years of industry experience. He has worked with firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial advising, he coaches sports at the Strongsville Recreation Center and supervises security for Cavaliers Holdings. LPL Enterprise serves a diverse client base, ranging from individuals and retirement plans to charitable organizations and corporations, offering financial planning, advisory, and brokerage services through a platform that integrates investment advice, third-party asset management, and insurance products.

Stuart Abrams is a financial advisor with LPL Financial and holds a Series 63 designation. He has 37 years of industry experience, including 20 years with LPL Financial and over a decade running Tyler Stone Wealth Management, LLC. Outside of his financial career, he is a musician who performs as a singer/songwriter approximately once a month and has released a CD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Meghan Foley is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America NA and Merrill Lynch. Meghan is based in Broadview Heights, OH. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and municipal advisory services through various programs and affiliated resources.

Robert Skerda Jr. is a financial advisor at Edward Jones in Lakewood, OH, with 25 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Margaret Bornhorst is a financial advisor at Wells Fargo Advisors with a Series 66 designation and experience in the industry since 2025. Prior to joining Wells Fargo, she worked at Baker Tilly US LLP for four years and spent eight years in full-time education. 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 options and integrates advisory services with other financial products and referral channels.

Michael Lotko III is a financial advisor with LPL Financial who holds a Series 63 designation and has 35 years of industry experience. His prior work includes roles at Cetera, Cetera Wealth Services, City of Elyria, and Princor Financial Services Corporation. Outside of advising, he serves as Vice President of Sales at Parsons and Van De Voost Insurance Agency Inc., a property and casualty insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Saul Stephens is a financial advisor with Cetera in Cleveland, OH, holding a Series 66 credential and 28 years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, and he has been associated with Meaden & Moore, Ltd. for over two decades, providing financial and retirement planning, insurance, college planning, and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Gregory Johnson is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Deborah Davidson is a financial advisor at UBS Financial Services with five years of industry experience. She has been with UBS since 2017 and previously worked at The Private Trust Company from 2010 to 2017. Outside of her advisory role, she also works as a delivery driver for food services including DoorDash and Uber. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Benjamin Hoeger is a CFP® professional with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2009. He holds the Series 66 designation and is based in Cleveland, OH. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex investments, and offers municipal advisory and public finance services alongside its investment banking and trust capabilities.

Theresa Guerini is a financial advisor at LPL Financial with 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2023. She is also a notary, a role she has held since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services utilizing model portfolios, third-party subadvisors, and proprietary research.

Matthew Gillen is a CFP® professional with 21 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.