Garrit Wamelink is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with UBS and its predecessor, Paine Webber Inc., since 1989. Outside of his advisory role, he manages a private family holding company involved in collectibles and investment-related activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor strategies to client goals.

Melissa Hong is a financial advisor with Morgan Stanley in Cleveland, Ohio, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Lawrence Community Management and operated as a self-employed advisor. Before entering financial services, she spent two years at North Ridgeville City Schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support clients’ financial goals.

Gautam Pai is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with Cetera and Cetera Advisors LLC since 2013. Outside of advising, he is involved as a founding board member and finance committee member of The Joishy-Pai Sezary Syndrome Society, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Sheridan Patrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with J.P. Morgan Securities LLC since 2006 and at JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Gus Williams is a financial advisor at Primerica Advisors with 31 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1985. He holds a Series 63 designation. Williams also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, combining independent due diligence with delegated trading responsibilities.

Jonathon Lenehan is a financial advisor at Equitable Advisors with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history including roles at Proforma and the University of Kentucky. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Barbara White is a Series 63 licensed financial advisor with Primerica Advisors, based in North Royalton, OH, and has 26 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 1998 and was previously employed at University Hospitals of Cleveland from 2010 to 2019. Her other business activities include part-time sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan management.

Rebecca Tipton is a CFP® with 23 years of industry experience and is currently with Wells Fargo Advisors. Her prior roles include positions at Lineweaver Wealth Advisors and Ameriprise Financial Services, where she worked for 21 years combined. She serves on the Finance/Stewardship Ministry Team and volunteers with the Smile Team at Mantua Center Christian Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels to deliver tailored recommendations.

James Cain is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert W. Baird & Co. since 2001. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and custody services. Baird manages approximately $394 billion in regulatory assets and offers strategies including SMA programs, tax management, and model-traded portfolios, supported by internal research and the use of artificial intelligence.

James Martin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera, he worked at Woodforest National Bank and AML Rightsource. He also serves as an assistant at Pathway Financial Advisors, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutional accounts. The firm operates a multi-manager platform with a large nationwide network of advisors and manages over $256 billion in assets.

Thomas Dowd is a financial advisor with LPL Financial in Beachwood, Ohio, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including over two decades with LPL Financial and ten years at Tyler-Stone Wealth Management, LLC. Outside of his advisory work, he provides financial direction and tax reporting support for a family-owned retail restaurant business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a broad suite of non-advisory financial services.

Rebecca Ravida is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials. She has worked in the financial industry since 2025, including roles at J.P. Morgan Securities and Fidelity Investments. Prior to her career in finance, she spent eight years with Audi Bedford Penske Automotive. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund structures and model portfolios, with notable activities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Charlie Dear is a Series 66-licensed financial advisor with eight years of industry experience, currently practicing at Equitable Advisors since 2018. His prior experience includes roles at AXA Advisors, Millman National Land Services, and Union Home Mortgage. Outside of his advisory work, he is also an independent agent outside fixed insurance appointments. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm employs a range of advisory models including third-party TAMPs and proprietary programs, offering diversified investment solutions without sponsoring its own wrap fee program.

Nicole Miles is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. 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 financial planning services, managing approximately $2.74 trillion in client assets.

Anthony Mercuri is a financial advisor with LPL Financial, holding a Series 66 credential and 32 years of industry experience. His career includes previous roles at SII Investments, Inc., Ta Check Financial Ltd., and FSC Securities Corporation. Outside of his advisory work, he serves as a football coach at Holy Name High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, leveraging a broad platform that includes model portfolios, third-party asset management, and institutional investment solutions.

Dominic Wright is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at JPMorgan Chase Bank since 2011 and serves as a college football official for the NCAA. 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Edgington is a financial advisor with Edward Jones, holding a Series 63 designation and bringing 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Laura Murphy is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Lombardo is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 49 years of industry experience. He has been with Premier Benefit Planning Co. and General American Life Insurance Co. since 1981. Outside of his advisory work, he owns a company that sells and installs artificial turf primarily for indoor soccer facilities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party management platforms to construct portfolios across multiple asset classes.

David Koler is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Vitamix. Koler serves as an Endowment Board Member for Padua Franciscan High School, where he assists with analyzing the management of the school's funds. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, retirement plan consulting, and model portfolios, utilizing asset-allocation tools and automated rebalancing to construct diversified investment strategies.