Patricia Giegerich is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2001. Outside of her advisory role, she serves on the Communications and Marketing Board for the St. Gabriel Church Food Pantry, assisting in connecting the pantry with other organizations in the Lake County, Ohio area. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and extensive centralized operational infrastructure.

Daniel Trotter is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Rocket Mortgage, Inc. for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Matthew Howard is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he is a partner in Three Jack LLC, a company involved in owning and operating a boat. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Stamaton is a Planning Consultant at Fidelity Investments, where he has been contributing since 2026. He began his career at Fidelity Investments as a Financial Representative in 2023, progressed to a Relationship Manager in 2025, and took on his current role in 2026. His professional focus is on building relationships by listening to clients, understanding their priorities, and helping make financial decisions clear and manageable. Throughout his roles at Fidelity Investments, Michael has aimed to ensure that clients feel heard, supported, and confident in their financial planning. He combines his experience to guide clients effectively and provide ongoing support. Outside of his professional work, Michael has personal interests in comedy, golf, movies, and traveling.

August Golinski is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 13 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 11 years before joining Cambridge in 2024. Golinski also operates as an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions delivered through independent Financial Professionals, utilizing multiple platform arrangements and proprietary models alongside third-party strategist access.

Lisa Szucs is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is an independent contractor selling microfiber cloths and cleaning solutions through Norwex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Rebecca Sarno is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and PNC Investments. Outside of her advisory role, she owns and operates a hazelnut orchard through Grand River Orchard LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Gregory Rockwell Jr. is a financial advisor with Equitable Advisors in Independence, Ohio. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked at the University of Mount Union and managed Edie Lawn and Landscaping for several years. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers, providing a mix of proprietary and third-party investment solutions.

John Ryan is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. He holds Series 63 and Series 66 licenses and is based in Rocky River, Ohio. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets services and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Amanda Paliska is a CFP®-designated financial advisor with 8 years of industry experience, currently associated with LPL Financial. Her prior experience includes roles at Fidelity Brokerage Services LLC and Peak Retirement Planning, Inc. In addition to her advisory work, she is commissioned as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

John Nesby Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2017 and 2020, respectively. His prior work includes roles at Skylight Financial Group, Lighthouse Wealth Solutions, FedEx Office & Print Center, and The University of Akron. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Stephen Dowdell is a financial advisor with LPL Financial, holding a Series 63 designation and 15 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc for three years. He also owned and operated Cleats Bar and Grille from 2009 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, 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, with access to model portfolios, third-party research, and various portfolio management strategies.

Alexandra Nero is a CFP® professional with 12 years of industry experience, currently advising at Morgan Stanley in Westlake, Ohio. Her prior roles include positions at Wells Trecaso Financial Group, Cabot Lodge Securities, Bank of America, and Merrill. She serves on the investment committee of Annunciation Greek Orthodox Church in Akron, Ohio. Morgan Stanley Wealth Management is an SEC-registered adviser serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Angela Kinch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, including a concurrent role at JPMORGAN Chase Bank, N.A. since 2014. 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 integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Bartos is a financial advisor at Stifel with three years of industry experience and holds the Series 66 designation. Prior to joining Stifel, he worked at RSM and spent six years at Mercyhurst University. Outside of finance, Bartos is involved with Red Wagon Brewery in Columbia, Ohio, where he works as a bartender. 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 supported by a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Carl Centofanti is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial Services and Foresters Advisory Services from 2013 to 2019. 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 variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Christian Pratt is a Series 66 licensed financial advisor with LPL Financial, based in Strongsville, Ohio, and has five years of industry experience. Prior to joining LPL Financial, he worked at Ta-Check Financial and has experience in education and tax preparation roles. 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 advisers. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

David Bogart is a financial advisor with Ameriprise in Bay Village, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and the use of algorithmic automation to generate tailored recommendations.

Brandon Spitzer is a Certified Financial Planner® (CFP®) and holds a Series 66 designation, with 12 years of industry experience. He has worked at UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Katie Stefanski is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at UBS Financial Services and Unique Marketers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.