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.

David Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management and a key member of the KMME Group located in Pepper Pike and Westlake, Ohio. He has been with Merrill/Bank of America since 2010 and joined the KMM Group as a Financial Advisor in 2017. David serves high-net-worth individuals, families, and business owners, focusing on a personalized, goals-based approach to financial planning and investment management. With over two decades of experience, David provides comprehensive strategies encompassing retirement planning, estate considerations, risk management, and tax-efficient investing. Prior to his current role, he held positions such as Associate Market Executive for Merrill's Northeast Ohio Market—where he led the Financial Advisor Development Program—and Wealth Management Banking Regional Manager covering multiple states. His earlier career includes roles in middle market commercial real estate lending, retail banking, and insurance. David holds a bachelor's degree and a Master of Business Administration from Cleveland State University and maintains a Personal Investment Advisor designation. He has been involved with Trinity Lakewood Community Outreach and focuses his community efforts on addressing food insecurity and low-cost housing. Residing in Avon, Ohio, David lives with his wife Samantha; they have four children, one grandson, and two dogs.

Teresa Brennan is a financial advisor at Robert Baird & Co. in Cleveland, OH, holding a Series 66 designation with four years of industry experience. She has worked at Baird since 2019 and previously spent five years at St Christopher School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in regulatory assets as of December 31, 2025, offering strategies that include discretionary and non-discretionary management, tax management, and direct indexing, with ongoing manager selection supported by internal research and technology.

Jennifer Nida is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2014. Jennifer also worked at Bank of America, N.A. starting in 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Lynne Purtell is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools.

Mark Harrison is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 63 designation and 23 years of industry experience. He has been with Primerica Advisors since 1999 and has prior work experience with firms such as Lakefront Line Inc. and Gc Logistics. Outside of his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Janet Padula is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Cheryl Lidawer is a financial advisor at Fidelity with 40 years of industry experience. She has held roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill prior to joining Fidelity. She holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brandon Owen is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, The Middlefield Banking Company, and Citizens Bank. 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 integrates institutional trading capabilities with wealth management services and proprietary research to tailor client investment strategies.

Kimberly Hudak is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. She has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of her advisory role, Hudak volunteers with the Fire Fighters Memorial Ride, where she presents scholarships to the families of firefighters. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with a range of program options and affiliations.

Matthew Puflea is a CFP®-designated financial advisor with 33 years of industry experience, currently with Raymond James Financial in Solon, OH. He has worked with Solon Investment Services, Inc. since 2014 and is the owner of Solon Road Partners LLC, a real estate brokerage entity associated with his practice location. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports both advisory programs and institutional consulting across a large advisor network.

Margaret Roberts is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity, she worked at Edward Jones and has experience related to academia from her time at John Carroll University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary fundamental research with quantitative analysis and systematic methodologies, employing algorithmic portfolio construction and oversight of sub-advisers.

Shawn Whelan is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He collaborates with clients and their families to develop customized wealth plans aimed at controlling outcomes and aligning with their preferences. He emphasizes forming strong relationships with clients based on trust, reliability, and competency. Shawn's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2018 to 2019, Institutional Equity Sales at Northcoast Research from 2017 to 2018, Regional Advisor Consultant at Oppenheimer Funds from 2016 to 2017, Fixed Income Specialist at Fidelity Investments from 2013 to 2016, and Financial Representative at Fidelity Investments from 2010 to 2012. No information regarding Shawn's education, credentials, personal interests, or community involvement has been provided.

Anna Rodisel is a Series 66-licensed financial advisor with UBS Financial Services in Westlake, OH, where she has worked since 2016. She has 11 years of experience in the financial industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to support a broad range of client needs.

Vincent Piro is a financial advisor with Merrill in Cleveland, OH, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Bank of America from 2017 to 2022 and had brief tenures at McAdam LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is employed as security personnel at Fortis Protection Group and works as a guest advocate and cashier at Target. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Mercurio is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America, Citizens Bank, and positions with the Vegas Golden Knights and IMG-Learfield. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers and supports trading, account administration, and custody.

Paul Guzi is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Fidelity, having been with Fidelity Brokerage Services LLC since 2017. His prior experience includes roles at Signature Consulting for US Bank and Northwestern Mutual. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Howard Schulman is a financial advisor at OSAIC with 20 years of industry experience. He previously worked for Lincoln Financial Advisors for 20 years. Outside of advising, Schulman serves as a trustee administering a family trust. OSAIC serves a diverse client base that includes retail and institutional investors, providing integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

Charles Conrad is a financial advisor with Cambridge Investment Research Advisors in Lakewood, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Merrill and Citigroup Global Markets. He is also president of CM Conrad LLC, a firm involved in insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, employing a variety of portfolio management approaches and proprietary as well as third-party strategies.