Delores Elliott is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes firm-approved tools and modeling techniques, focusing on tailored plans without individual security recommendations as part of standalone planning.

Brian Young is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of Merrill since 1991 and brings extensive experience in wealth management guidance, pre- and post-retirement income and cash flow planning, trust and estate planning services, and business succession strategies. His approach integrates various life priorities including family, work, philanthropy, and leisure, aiming to create customized financial strategies that reflect the unique circumstances of each client. He holds a Bachelor of Science degree in Civil Engineering from Tufts University and a Juris Doctorate degree from Cleveland State University College of Law. Brian is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). He is also affiliated with the professional organization DELTA TAU DELTA (BETA MU-1977). Brian participates actively in community organizations such as College Now Cleveland, Menorah Park-Excellence in Caring, and Fairmount Temple. Outside of his professional and community involvement, he enjoys boating, golfing, reading, skiing, and spending time with his family.

Brian Kulak is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with JPMorgan Securities since 2013. J.P. Morgan Securities 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Scott Hignite is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and Wealth Planners to provide clients with a comprehensive financial planning experience focused on their personal and financial goals. He has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Scott's professional experience encompasses client relationship management and financial representation, contributing to his current role in delivering holistic financial plans. His approach centers on aligning financial strategies with clients' individual objectives. Outside of his professional work, Scott enjoys engaging in board games, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and playing soccer.

James Aschenbrener is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously owned Ash Medical, LLC, which he is in the process of dissolving as he transitions to his role at Baird. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers with a range of investment strategies and overlays tailored to client goals and risk tolerances.

Erin Ventura is a Certified Financial Planner (CFP®) with nine years of industry experience, currently advising clients at UBS Financial Services in Cleveland, OH since 2016. She holds the Series 66 designation and has spent her career at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with a range of portfolio management and planning services. The firm integrates institutional trading capabilities with wealth management to provide diversified financial solutions.

Jeanette Cable is a financial advisor with Ameriprise in Broadview Heights, OH, holding a Series 66 designation and 24 years of industry experience. She has worked at Ameriprise since 2018 and previously spent 12 years with Key Investment Services LLC. Cable also owns JAC Steward Co, a tax entity related to her advisory business expenses. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations within a large institutional framework.

Scott Dubin is a financial advisor with MassMutual Investors Services in Cleveland, OH, holding a Series 66 license and bringing 25 years of industry experience. His prior work includes roles at Wunderlich Securities, Inc. and MassMutual Life Insurance Company. Outside of advising, he is a passive investor in a local restaurant group and a subscription-based family photo storage application. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Joseph Miner is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. He is also involved with 2uercus Operations LLC outside of his advisory role. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

Arthur Weisman is a CFP® with 27 years of experience in the financial industry. He is currently with Wells Fargo Advisors and has held various roles within Wells Fargo entities since 2009. Outside of advisory work, he serves as a trustee for multiple family trusts and has a minority ownership interest in a residential development partnership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Nathan Aviles is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2021, including a prior role at Fifth Third Bank. Charles Schwab & Co., Inc. serves a large client base, mainly 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 offers mostly non-discretionary investment guidance supported by multi-asset model portfolios and combines advisory services with access to affiliated discretionary separate managed accounts.

Timothy Bonar is a financial advisor with Ameriprise in Cleveland, OH, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he serves on the Board of Directors for Father's Love Ministry. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that integrate research, modeling, and tax-efficient strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

John Schmidt is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory work, he serves on the finance committee of St Joan of Arc Church in Streetsboro, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Patricia Giegerich is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2001. Outside of her advisory role, she serves on the Communications and Marketing Board for the St. Gabriel Church Food Pantry, assisting in connecting the pantry with other organizations in the Lake County, Ohio area. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and extensive centralized operational infrastructure.

Bianca Marcellino is a financial advisor with Ameriprise in Chesterland, OH, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at The Huntington Investment Company, KeyBank, Fidelity Investments, Bank of America, Merrill, and Thrivent Financial. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored written recommendations and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Tina Hallier is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 license and bringing 22 years of industry experience. She has worked at LPL Financial during two periods (2006–2010 and 2015–present) and spent a decade at Tyler-Stone Wealth Management, LLC. Outside of her advisory work, she is active as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives who use a range of strategies and tools.

Mark Kautzman is a financial advisor at Edward Jones in Solon, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as an assistant football coach for the offensive line at Cuyahoga Valley Christian Academy. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors.

Scott Spiegle is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1996, focusing on providing clients with investment guidance to help them reach their financial objectives. His areas of expertise include college education planning, employee benefits planning, family wealth management strategies, retirement income, and philanthropic planning. Scott holds a Bachelor of Science in Business Administration from Washington University in St. Louis and a Master's degree from Case Western Reserve University. He maintains the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Scott and his wife, Shani, have been married since 1998 and have two sons attending Elon University. They are lifelong Clevelanders and are active in the community, supporting organizations such as the Mandel JCC, Hawken School, Congregation Mishkan Or, and the Jewish Federation of Cleveland.

Thomas Russ is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he is the sole proprietor and owner of Lindsay Properties LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by firm-approved tools and processes.

Gregory Rockwell Jr. is a financial advisor with Equitable Advisors in Independence, Ohio. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked at the University of Mount Union and managed Edie Lawn and Landscaping for several years. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers, providing a mix of proprietary and third-party investment solutions.