Timothy Matanick is a financial advisor with Robert Baird & Co. in Akron, Ohio. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Baird, he worked at Sherwin Williams and spent 15 years with the City of Bay Village. The DDK Group, a team within 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 services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and investment tools.

Nicholas Telea is a financial advisor at Charles Schwab in Richfield, OH, holding a Series 66 designation with 13 years of industry experience. He has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by extensive research and a formal alternative-investment onboarding process.

Patrick Mckelvey is a Wealth Management Advisor with the KMM Group at Merrill Lynch Wealth Management. He provides financial advising and planning services to high net worth individuals and families, focusing on creating comprehensive family wealth plans that incorporate asset allocation and liability management as key components of the group's wealth management platform. Patrick began his career at Merrill Lynch as an intern in 2011 and joined the KMM Group as an Investment Analyst upon graduating from Elon University in 2012 with a bachelor's degree in Finance. He was promoted to Financial Advisor in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Patrick’s expertise includes family wealth management strategies, liquidity management, retirement income planning, and portfolio management services. Patrick resides in Chagrin Falls, Ohio, with his wife and two children. Outside of his professional work, he enjoys cooking, golfing, spending time with his family, and traveling. In 2022, he was named to Forbes’ “Top Next-Generation Wealth Advisors Best-in-State” list.

Hani Istanbouli is a financial advisor with LPL Enterprise, bringing 32 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as involvement with Cavaliers Holdings since 2013. Outside of his advisory work, he serves as a basketball coach at the Strongsville Recreation Center and supervises security for Cavaliers Holdings during Cleveland Cavaliers events. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Stuart Abrams is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has worked at LPL Financial since 2006 and previously served as an investment advisor with Osaic FA, Inc. and Tyler-Stone Wealth Management, LLC. Outside of finance, he is a musician who performs singer/songwriter music approximately monthly and released a CD in 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Meghan Foley is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America NA and Merrill Lynch. Meghan is based in Broadview Heights, OH. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and municipal advisory services through various programs and affiliated resources.

Alyssa Pinney is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Ilija Djukic is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2017, following four years at PNC Investments. He serves as treasurer and board member of the Saint Sava Eastern Orthodox Church. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Skerda Jr. is a financial advisor at Edward Jones in Lakewood, OH, with 25 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alanah Rodriguez is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Mutual Shareholder Services. Outside of financial services, she was involved with 2uercus Operations LLC for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Michael Lotko III is a financial advisor with LPL Financial in Fairview Park, OH, holding a Series 63 designation and with 35 years of industry experience. His prior roles include positions at Cetera, City of Elyria, Cetera Wealth Services, and Princor Financial Services Corporation. Outside of advising, he serves as Vice President of Sales for an insurance agency he co-owns. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of investment adviser representatives with diverse investment strategies and operational tools.

Theresa Guerini is a financial advisor with LPL Financial, holding 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2023. In addition to her advisory role, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party management, and customized strategies, supported by technology tools and a broad suite of non-advisory financial products.

Conor Hartman is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Jared and has a background that includes positions at the University of Dayton and Saint Ignatius High School. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Toby Easterling is a financial advisor at Charles Schwab with 17 years of industry experience. He has worked at Charles Schwab since 2008, including seven years with Schwab Retirement Plan Services, Inc. Outside of his advisory role, he is a co-owner and attendant of Welcome To The Pit, LLC, a gym in Akron, Ohio. Charles Schwab serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary models and offers integrated custody, brokerage, and alternative investment services.

Shane Mc Creery is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab in 2022, he worked briefly at Penn Station and has been involved with Drake's Landing Banquet Center since 2017. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering integrated advisory, brokerage, custody, and financial planning services with a combination of non-discretionary and discretionary investment options.

Richard Stager is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1980 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets and fiduciary services.

Douglas Hubert is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors, and he serves as president of Hubert & Hubert, Inc., a CPA firm providing accounting and tax services. Hubert is also a member of Hubert Wealth Management, LLC, a financial services referral business. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Christopher Turner is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses. He has one year of industry experience and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both discretionary and non-discretionary investment strategies across multiple platforms.

Mark Seward is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves as a board member at St. Paul's Episcopal Church in Akron, Ohio. Cetera Investment Advisers LLC is an SEC-registered firm that 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 and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Li Puma is a financial advisor with Edward Jones in Strongsville, OH, holding a Series 66 designation and seven years of industry experience. He previously worked at Quicken Loans for ten years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.