Ryan Mcbride is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. His prior work includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage channels.

Christis Georgiou is a financial advisor with Raymond James Financial in Cleveland, OH, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Raymond James and its related entities since 1993 and also holds a nominal ownership position in Iliada Asset Management LLC for accounting purposes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized municipal and public-finance services as well as customized retirement plan advisory solutions.

Timothy Finster is a financial advisor with MassMutual Investors Services in Cleveland, OH, holding 17 years of industry experience. He has worked with Skylight Financial Group and MassMutual Financial Group since 2007. Outside of his advisory role, he serves as a board member of NAIFA Cleveland, focusing on insurance awareness for producers. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning relationships and offers specialized programs including divorce planning, estate-settlement, and employer-sponsored planning.

Andrew Gallik is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, PNC Bank, and Levin Furniture. Gallik is also registered as an RSA for Michael Leonakis. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Sabrina Maghes is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. She has held multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Drew Adler is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 24 years. He is also an insurance agent offering fixed insurance products including fixed annuities, long-term care, and traditional life insurance through Aspen Court Financial. OSAIC serves a broad mix of retail and institutional clients, providing brokerage and investment advisory services, financial planning, and retirement consulting through a large network of advisers. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

John Melick III is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird & Co. since 2018. Prior to joining Baird, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a variety of separately managed account programs, using a combination of manager-traded and model-traded strategies supported by in-house research and technology.

Timothy Myers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Linsco Private Ledger, which is affiliated with LPL Financial, since 2005. 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 range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Joseph Kraft is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves on the Westlake City Schools Board of Education. The DDK Group at Robert W. Baird & Co. advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a variety of investment strategies and overlays, with capabilities that include municipal advisory and public finance services.

Terence Hagedorn is a financial advisor with Ameriprise in South Euclid, OH, holding a Series 66 designation and 23 years of industry experience. He previously worked at Next Financial Group, Inc. and Integrity Financial Services. In addition to his advisory role, he is involved in independent insurance brokering with several life insurance companies. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income plans, with a focus on assets managed within Ameriprise accounts.

Cameron Addington is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of experience. He has previously worked at Gryphon Fund Group and Elios Financial Group, among other firms, and has held roles in various business ventures including Textbook Home Improvements, LLC and 325SC Restaurant Ventures, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and integrating ESG criteria in their recommendations.

Jack Butler is a financial advisor with LPL Financial in Beachwood, Ohio, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His prior firms include OSAIC, SagePoint Financial, American Portfolios Advisors, Inc., and Vestax Securities Corporation. Outside of his advisory role, Butler serves as an of counsel attorney focusing on estate planning and is a board member for a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jameson Smith is a Financial Advisor at Merrill Lynch Wealth Management, focusing on building long-term relationships with clients that extend beyond transactional financial advice. He assists retirees, executives, business owners, and young families in navigating important financial decisions related to retirement planning, estate planning, wealth management, and long-term financial security. His approach centers on understanding individual goals, values, and concerns to help clients move closer to achieving what matters most to them. Before joining Merrill Lynch, Jameson spent years in business development working alongside Fortune 500 companies and served 14 years in the military. These experiences contribute to the discipline, integrity, and service-minded approach he brings to his client relationships. He holds a Bachelor's Degree from Kent State University and carries a Personal Investment Advisor (PIA) designation. His memberships include the American Legion and VFW. Jameson is actively involved in his community, supporting organizations such as the Greater Cleveland Food Bank, Habitat for Restore, and Ronald McDonald House. He is also engaged in his church community. Outside of work, he enjoys adventure sports, basketball, cooking, gardening, reading, and spending time with his family, and he is a proud father of two children.

Scot Sinkler is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel in various capacities since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Jason Yuhas is a financial advisor at LPL Financial with 25 years of industry experience. He has worked at LPL Financial and TA-Check Financial since 2018 and previously spent 11 years with SII Investments, Inc. In addition to his advisory role, he is involved in tax preparation and accounting through TA-CHECK Tax Service, which he has operated since 2000. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Kellyn Ingraham is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, Kellyn serves as the primary contact for Fidelity's most sophisticated investors and their families, focusing on building and maintaining long-term relationships by understanding each client's unique preferences and providing personalized service and support for their financial needs. Kellyn has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, Relationship Manager, Wealth Management Planning Consultant, and Advanced Planning Analyst before assuming the current position in 2025. This experience reflects a comprehensive background in wealth management and client relationship development.

Louis Wargo is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior work includes 20 years at FSC Securities Corporation and three years at OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Gillespie is a financial advisor with Equitable Advisors holding a Series 66 designation. He joined the firm in 2026 and has prior work experience at Sherwin Williams and various other roles before entering the financial industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party providers.

Shannon Kolton is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent eight years with UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Laurence Bricmont is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.