David Gardner is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has one year of industry experience. His prior roles include positions at Elevate Financial Professionals and Huntington National Bank. He has also been involved with North Eaton Baptist Church and North Royalton Baptist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Gregg Hartman is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2007. Prior to UBS, he worked at Mcdonald Investments Inc. beginning in 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets access.

Howard Kleckley Jr. is a financial advisor with Primerica Advisors in Euclid, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Advisors since 1992 and previously worked at Dillard's from 2017 to 2019. Outside of his advisory role, he works as a notary and has part-time experience as a delivery driver for Uber Eats and DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Sean Glazier is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Financial Engines Advisors L.L.C., Northern Lights Distributors, Boyd Watterson Asset Management, and E*TRADE Financial Corporation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.

Andrew Riffle is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved with GIANT, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory planning with various investment and product offerings.

Jeffrey Hedley is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is the owner and member of an LLC that operates a hobby farm. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jeremy Bok is a CFP® and PFS™ with 23 years of experience in financial advisory services. He is currently with Cetera and has held roles at firms including Commonwealth Financial Network and LPL Financial. Outside of his advisory work, he provides bookkeeping and tax preparation services through JBOK CPA, LLC and owns Parkob Innovations, Inc., which facilitates insurance business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options ranging from model portfolios and third-party managers to custom strategies across various program structures.

James Hatton is a financial advisor with LPL Financial in Brecksville, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior firms include Equitable Advisors LLC and SII Investments, Inc. He is also involved in an insurance agency, JEH Agency, based in Brecksville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Stacie Koesters is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley in various capacities between 2013 and 2018. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies and managers to align with client goals and risk tolerances.

Walter Goggans Sr. is a financial advisor with Ameriprise who holds a Series 63 designation and has 27 years of industry experience. He has been with Ameriprise and its affiliated entity since 1998. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.

John Arrowsmith is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with JPMorgan Chase Bank NA since 2016 and JPMorgan Securities LLC since 2006. He serves as a board member and finance committee member for Urban Community School, a nonprofit organization in Cleveland, Ohio. 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 services on a non-discretionary basis.

Leonard Peffer is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carole Burns is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Merrill, Citizens Securities Inc., and PNC Capital Advisors, among others. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by affiliated research and model managers.

Randal Lupi is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor firms Axa Advisors and Waddell & Reed. Outside of advising, he is an owner and partner in Student Loan Tech Inc. and serves as a member and vice president of Student Loan Gurus LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of proprietary and third-party advisory models, offering mutual funds, ETFs, separately managed accounts, and select alternatives while providing ERISA fiduciary services to qualified plans.

Thomas Dattilo is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Chagrin Falls, OH. He has worked at Ameriprise since 2017 and previously spent eight years with UBS Financial Services Inc. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Kyle Healy is a financial advisor with Morgan Stanley in Westlake, OH, holding a Series 66 credential and beginning his industry career in 2025. His prior experience includes various roles in sports clubs and educational institutions. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

David Bennett is a financial advisor at Merrill with Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Merrill since 1974 and with Bank of America since 2009. Outside of his advisory role, he serves as President of the Board for New Directions for Living and as Co-President of the Board for Western Reserve Community Development Corporation, both nonprofit organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pensions, corporations, and charitable organizations by combining internal and third-party portfolio management with comprehensive trading and custody support.

Brian Hirko is a financial advisor with Cetera who holds a Series 66 designation and has 13 years of industry experience. His work history includes roles at Cetera Investment Services LLC, Cetera Investment Advisors LLC, First Federal Savings and Loan Association, The Huntington Investment Company, FirstMerit Bank, and LPL Financial LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Daniel Mckenna is a financial advisor at UBS Financial Services in Cleveland, OH, with 39 years of industry experience. He has held his current role at UBS since 2007. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

Jon Wagner is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Morgan Stanley Private Bank. Wagner also serves on the finance committee for St. Clement Catholic Parish, advising on the use of church finances. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.