Marcus Werther is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Nuveen. Outside of his advisory work, he owns a single-family real estate rental property. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, primarily utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Robert Cygan is a financial advisor at OSAIC with 35 years of industry experience. His prior work includes roles at SagePoint Financial, Inc. and MML Investors Services. He serves as a board member of the Cleveland Dyslexia Center, a nonprofit providing free one-on-one tutoring for children with dyslexia. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with access to various investment strategies and third-party money managers.

Ankit Patel is an Investment Consultant currently working at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding clients' financial situations to collaboratively develop financial plans aimed at achieving their goals. Prior to his current role, Ankit served as a Financial Advisor at Key Investment Services from 2019 to 2023. His professional experience centers on investment consulting and financial advising, helping clients manage and plan their financial futures.

John Collier is a financial advisor with Ameriprise in Independence, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Collier serves as an advisory board member for the University of Akron Economics Department. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients with specialized retirement income planning, providing written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Simonitis Jr. is a financial advisor with LPL Financial in North Royalton, OH, holding a Series 63 designation and over 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in a tax preparation service through his business, Investing Solutions & Financial Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to 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.

Joseph Doman Jr. is a financial advisor with UBS Financial Services in Hudson, OH, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

John Lipaj is a financial advisor with Raymond James Financial in Westlake, Ohio, holding Series 63 and Series 66 designations and over 34 years of industry experience. His career includes roles at True North Wealth Management and multiple consulting and advisory positions since 2019. Lipaj is currently involved with E&M Consulting, Strategic Retirement Solutions, and CKE Financial Services as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large network of advisors.

Marc Stone is a financial advisor with LPL Financial in Beachwood, Ohio, holding the CFP® and Series 63 designations and having 36 years of industry experience. He has been with LPL Financial since 1998 and has operated Stone Financial Advisors, Inc. since 1996, as well as Tyler-Stone Wealth Management, LLC from 2015 to 2025. Outside of advisory services, he is involved in selling long-term care insurance and operates an insurance agency. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a large network of advisors.

Loran Ansberry is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Ansberry serves as treasurer for the Women’s Guild at Gesu Catholic School and Gesu Catholic Church and participates in fundraising activities for The Gathering Place. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and fiduciary services.

Amber Roane is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Cetera and has prior experience at Comprehensive Retirement Solutions, LLC. Outside of her advisory role, she is registered with Prosperity Advisors LLC and serves as a notary public. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Steven Thompson is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and previously worked at SagePoint Financial, Inc., MML Investors Services, Inc., and MassMutual. Outside of his advisory work, Thompson serves on the boards of Empower Sports and the Common Goal Foundation, both nonprofits supporting individuals with special needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

Wanda Amstutz is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Dominic Fisher is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His prior roles include positions at Thrivent and Spectrum Financial Group/Mass Mutual/MML Investors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Drew Roggenburk is a CFP® professional with 30 years of experience in financial advising. He has worked at RBC Capital Markets since 2022 and previously spent nine years at UBS Financial Services Inc. Roggenburk serves in leadership roles within the lacrosse community, including Treasurer and President of the North Coast Chapter of US Lacrosse and Treasurer of the Ohio Lacrosse Hall of Fame. He also assists with cash operations for the Cleveland Oktoberfest, a family-run nonprofit event. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutions, offering customized portfolio management and financial planning through multiple advisory programs. The firm combines in-house and third-party investment resources and provides access to capital markets and alternative investment opportunities.

Douglas Crandall is a financial advisor with Robert W. Baird & Co. in Akron, OH, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he is an investor and member of an LLC for a local business called What's the Scoop?. 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. The firm offers a range of financial planning, portfolio management, and advisory services utilizing manager-traded and model-traded strategies, tax-management, and unified fee arrangements.

Tobias Oster is a financial advisor with Ameriprise in Strongsville, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the board of directors for South Suburban Montessori School and is involved with the Hawken Swim & Dive Boosters. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bryan Mc Inerney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes six years at New York Life and three years at GWFS Equities, Inc. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jamelie Hartman is a financial advisor at Merrill with nine years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Merrill from 2004 to 2006 and Bank of America, N.A. since 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justine Greenwald is a financial advisor at UBS Financial Services with 28 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America, Merrill, LPL Financial, and Northcoast Securities. Outside of her financial career, she is involved in acting and commercial work for television, video, radio, and theatre through a for-profit organization called The Talent Group. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets products.

Judith Caine is a financial advisor with Cetera in Solon, Ohio, holding a Series 63 designation and over 30 years of industry experience. She has worked at multiple Cetera entities since 2013 and is the owner of JKDM LLC, a financial planning practice. Caine serves as president of the Rotary Club of Solon, Ohio, and is a certified coach for the retirement planning software Fit to Retire. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.