Vasana Lipke is a Financial Advisor with Merrill Lynch Wealth Management, where she has been a part of the team since September 2014. Prior to joining Merrill, she gained experience in the banking industry. Vasana holds FINRA Series 7, SIE, and 66 registrations, as well as the Personal Investment Advisor (PIA) designation. She collaborates with a team dedicated to providing personalized wealth management services tailored to the unique needs of individuals, families, and businesses. Her expertise encompasses college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Vasana emphasizes building deep rapport with clients to understand what matters most to them and to create customized wealth management approaches that adapt to changing life circumstances and market conditions. Outside of her professional role, Vasana is involved with the National Kidney Foundation. She enjoys activities such as antiquing, biking, camping, gardening, hiking, ice hockey, painting, spending time with her family, and traveling.

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.

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.

Michael Lahiff is a Series 66 credentialed financial advisor with Edward Jones in Streetsboro, OH, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Ronald Dunk is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at OSAIC since 2024, following prior roles at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and Securities Service Network, Inc. Outside of his advisory work, he owns a hobby farm where he raises and sells lambs and chicken eggs. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios using firm-provided tools and access to third-party money managers.

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 four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes 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 provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using a range of firm-offered and third-party advisory 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 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.

Justin Plunkett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. since 2013. Outside of his advisory role, he serves as Vice President of the Cedar Ridge Cross Country Booster Club, assisting with fundraising and operational management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational structure.

Thomas Dowd is a CFP® professional with 26 years of experience in the financial services industry. He has been associated with LPL Financial since 2004 and founded Tyler Stone Wealth Management, LLC in 2015. In addition to his advisory work, he serves as an officer providing financial direction and tax preparation support for a family-owned retail restaurant business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Jason Du Bois is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. The firm provides full-service wealth management to more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. Edward Jones is notable for its extensive advisor and branch network, as well as its affiliated mutual funds and trust services.

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.

Sheryl Kaur is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018, including a prior position at The Vanguard Group. Outside of her advisory role, she is involved with retail assistance at a convenience store. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management alongside brokerage and custody services.