Jackie Brick is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 credential and has been with Raymond James since 2009. Outside of his advisory role, he is an officer and bookkeeper for John Brick Construction, a company he has been involved with since 1985. 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, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and it supports both wrap-fee programs and institutional consulting across a broad network.

Bradley Toth is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, JP Morgan Chase & Co, and Ruffalo Noel Levitz. Outside of his advisory work, he serves as Treasurer of the Rising Leaders Council at The Gathering Place, a charitable organization. UBS Financial Services Inc. 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 according to clients’ goals and risk tolerances.

Philip Hrvatin is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, Hrvatin is a self-employed musician. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jonathan Barna is a CFP® with four years of industry experience, currently an advisor at LPL Financial. His prior experience includes roles at MAI Capital Management, Equitable Advisors LLC, and KeyBank. Outside of his advisory work, he is involved with Vault Financial Group, LLC, a business related to his activities at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and portfolio management options supported by research and technology.

Lisa Klima is a financial advisor at Raymond James & Associates with 28 years of industry experience. She has been with Raymond James since 2015 and holds the Series 63 designation. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and various portfolio management styles.

Ryan Kleve is a financial advisor with LPL Financial in Chesterland, Ohio, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Foresters Financial Services and Foresters Advisory Services LLC. Outside of his advisory work, he serves as an inside linebackers coach for the West Geauga High School football team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 multiple sources.

Heather Wilson is a financial advisor with Cetera in Cleveland, OH, holding 21 years of industry experience. She has served in advisory and supervisory roles at Vantage Financial Group since 2014 and is also an advisory representative at FM Strategies. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, utilizing various program structures and affiliations.

Brian P. Brennan is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 18 years before joining Baird in 2021. Brennan serves on the investment sub-committee for Magnificat High School, reviewing outside investment managers quarterly. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies supported by ongoing manager selection and internal research.

Connor Bechtel is a financial advisor with Fidelity Investments based in Orange, OH. He holds a Series 66 designation and has one year of industry experience. His prior work includes multiple roles at Miami University and the Great Parks of Hamilton County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory services. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Paul Antal is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Grace Church of Greater Akron, and Macy's Inc. He is based in Aurora, Ohio. 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 group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Thomas Johnson is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of advising, he is involved with Urbana Holding, a family holding company that purchases Ohio State football tickets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model outcomes but clients are responsible for implementing and updating their plans.

Brian Zeid is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Beachwood, Ohio. He has 27 years of industry experience, including 10 years at Wells Fargo Advisors. Outside of his advisory role, he holds partial ownership in several healthcare-related businesses focused on hormone replacement therapy and a pharmacy specializing in hormone therapy prescriptions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, athletes, and clients with unique needs, using proprietary research and planning tools.

Gary Peterson is a financial advisor with Cetera, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and has worked in tax preparation since 2005. Peterson also holds a notary public commission and performs document notarizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party managers.

Randy Schneider is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America, Ash Brokerage, and Creekside Financial Advisors. Schneider also operates MRJL Financial, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

James Schmitt is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Cleveland, OH. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Ryan Brennan is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Mark Duricky is a Series 66-licensed financial advisor with Morgan Stanley in Pepper Pike, Ohio, and has 25 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. 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 a structured planning process supported by firm-approved tools and methodologies.

Julie Stein is a financial advisor at LPL Financial with 17 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2025, she worked at Huntington Investment Company for 16 years. 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, providing both discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Kenneth Greaney is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with JPMorgan Chase Bank and Key Private Bank prior to his current role. Outside of finance, he is an owner and partner of Cleveland Public Theatre, where he contributes to membership awareness and serves on the finance committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.

Albert Pompeo is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2021. Prior to his current role, he worked at Cinemark from 2017 to 2020. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, employing a range of investment strategies including traditional and non-traditional approaches tailored to client goals and risk tolerances.