Vladimir Yerukhimovich is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 29 years of industry experience. He has worked with Primerica Financial Services since 1994 and is currently associated with Primevision Financial Group and PFS Investments Inc. Outside of advisory services, 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 includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Bezik is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he serves as a club director for League One Volleyball, where he is involved in coaching and directing volleyball teams. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a large network of advisors. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

Paul Martin is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera and its affiliates since 2013. In addition to his advisory role, Martin maintains a legal practice focused on trust, estate planning, and income tax, and serves on the board of the nonprofit Cleveland Velodrome. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a broad range of portfolio management options and financial planning services.

Alexander Solove is a financial advisor with Equitable Advisors in Lakewood, Ohio, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AxA Advisors for seven years. Outside of his advisory role, Solove serves as a consultant for StudentLoan Tech Inc. and works as a development associate with Jerome Solove Development Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Raymond Braum is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive investment research.

Daniel Simon is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2012, including a role at Schwab Retirement Plan Services since 2017. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operational infrastructure.

Thomas Erb is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked within various branches of Wells Fargo since 2013. Outside of his advisory role, he is involved with Well Planned Financial LLC, where he dedicates part of his time to managing financial planning activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, supporting a broad range of financial planning needs including specialized services like business-owner transition and divorce planning.

Clarise Vennitti is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, TD Ameritrade, and Scottrade over her career. Outside of finance, she is a certified CrossFit Level 1 Trainer and coaches athletes at a CrossFit gym. Charles Schwab 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 provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Margaret Feiler is a Series 66 licensed financial advisor with Edward Jones, based in Medina, OH, and has five years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment options, operating under a fiduciary standard.

Luke Swaddling is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and three years of industry experience. His prior roles include positions at SportRadar and Infinity Fitness, as well as earlier service with Equitable Advisors. He serves as a board member of the St. Edward Alumni Association. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to deliver advisory and brokerage solutions.

Patrick Healy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Mary Lalli is a financial advisor with Ameriprise in Northfield, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is an author of several books, including titles such as "Shrinking Buddha," "101 Bible Riddles," and "Dvorah--Prophetess, Judge, Warrior King Solomon, Master Builder, and Queen of Sheba, Savior of Marib Dam: Two Lives Intertwined Blood Moon." Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory support and emphasizes the use of Ameriprise-managed accounts within its planning approach.

Samuel Salvino is a Private Wealth Manager at Merrill Private Wealth Management. He works with ultra-high net worth clients, including corporate executives, entrepreneurs, and multi-generational families, focusing on family wealth management strategies, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and tax minimization. Samuel and the team at Moeder Salvino & Associates leverage their combined industry knowledge to provide a comprehensive and tailored client experience. Prior to joining Merrill, Samuel worked at a London-based family office, where he was involved in investment selection, due diligence, and operational support. He began his career in financial services as a Wealth Management seasonal associate at Merrill in 2018. Samuel holds a bachelor's degree in Finance from Richmond, The American University in London and holds the Personal Investment Advisor (PIA) professional designation. Samuel currently resides in New York City. Outside of his professional responsibilities, he enjoys fly fishing, running, and other outdoor activities.

Brett Robson is a financial advisor with Primerica Advisors in Milan, Ohio, holding 11 years of industry experience. He has worked at Primerica Financial Services since 2013 and PFS Investments Inc. since 2014. Outside of advising, he owns Robson & Associates, LLC, which provides tax return preparation and bookkeeping services for small business owners. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts in a wrap-fee structure.

Ziggy McPeters is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with individuals, families, and professionals to help them make informed financial decisions. He focuses on creating personalized strategies by understanding what matters most to each client. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Ziggy takes the time to get to know his clients and collaborates with them to develop plans that align with their goals. He holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from The University of Akron. Beyond his professional role, Ziggy is involved in the Magic City Kiwanis community organization. In his personal time, he enjoys activities such as football, golfing, hiking, pickleball, reading, running, skiing, spending time with his family, and writing.

Austin Marciniak is a CFP® with two years of industry experience, currently associated with Charles Schwab in Westlake, OH. His prior work includes roles at Fifth Third Bank, First Watch, The J.M. Smucker Company, and the University of Akron. 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 SMAs and offers multi-asset model portfolios alongside alternative investment options.

Patrick Behm is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2015 and provides custom wealth management services, strategies, and advice for high net worth individuals, families, and business owners. Patrick's approach involves first listening to a client's needs to deliver tailored financial strategies and help clients express their financial goals effectively. Patrick's expertise includes financial strategies, social security analysis, pre and post retirement cash flow planning, corporate executive services, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A Cleveland native, Patrick earned bachelor's degrees in Finance and Business Intelligence from Mercyhurst University. In his spare time, he is involved in civic and charitable organizations and enjoys activities such as boating, fishing, football, golfing, hiking, painting, photography, running, skiing, and traveling.

Randi Rich is a financial advisor with UBS Financial Services in Hudson, Ohio. She holds the Series 66 designation and has seven years of industry experience, including prior work at Joanne Stores. She has been with UBS since 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a comprehensive suite of financial products and services.

Zachary Lewis is a Series 66-licensed financial advisor with Ameriprise in Avon Lake, Ohio, with 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is a co-owner of Sua Sponte Partners, LLC, which supports and manages his financial planning practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Michael Hartnett is a Vice President and Financial Consultant at Fidelity Investments. He partners with individuals and families to develop and implement comprehensive wealth plans tailored to their financial goals. He focuses on building trusting partnerships to help clients feel comfortable and confident with their plans. Michael has been with Fidelity Investments since 2020, serving first as a Financial Consultant and currently as a Vice President, Financial Consultant. Prior to that, he worked as a Senior Associate at Paragon Advisors, Inc. from 2012 to 2020.