Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Marc Mc Lean is a CFP® professional with 15 years of industry experience. He is the president of McLean Financial Planning and Investment Management and McLean Strategic Investments, and he also develops and licenses software technology through ESD Technologies. His career includes over a decade at McLean Financial Planning and Investment Management and ongoing work at ESD Technologies since 1997. McLean Financial Planning and Investment Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering customized financial planning and investment management. The firm uses both fundamental and technical analysis with a focus on U.S. securities and manages accounts primarily on a discretionary basis, including options strategies and in-house asset management.

Les Frate is a financial advisor with Stifel Independent Advisors, LLC in Mentor, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Independent Advisors since 2004. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary modeling to tailor asset allocation recommendations and maintains both brokerage and fiduciary relationships depending on client needs.

Ryan Olds is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Dynamic since 2020. His prior roles include positions at Commonwealth Financial Network and Securities America Advisors. He is also involved in fixed insurance sales. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to other advisers through technology, research, and operational services.

Matthew Frate is a Series 66-licensed advisor at Stifel Independent Advisors, LLC with three years of industry experience. Prior to joining Stifel Independent Advisors in 2022, he held various roles including positions in the hospitality sector and at Miami University. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and public entities, offering brokerage and investment advisory services. The firm combines proprietary modeling and collaborative planning to tailor asset allocation recommendations, with services delivered on either a brokerage or fiduciary basis depending on client agreements.

Scott Cavell is a financial advisor at Archer Investment Corporation with 11 years of industry experience. He holds a Series 65 designation and has worked at Archer since 2014. In addition to his advisory role, Cavell is involved with Ohio Payroll Plus. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million, offering both discretionary portfolio management and model-based strategies that utilize equities, fixed income, mutual funds, ETFs, and options.

Anthony Constantine Jr. is a financial advisor at Lifemark Securities Corp. with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Foresters Equity Services, Inc. and operates Constantine National Financial LLC. He has served as a District Deputy Grand Master of the 22nd Masonic District F&AM of Ohio and volunteers weekly in this charitable and fraternal organization. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, utilizing a variety of managed account programs and tailored risk assessments.

Jose Albornoz is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including roles at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Co. Eagle Strategies LLC serves individual and institutional clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, managing over $25 billion in regulatory assets.

Ryan Wagner is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with The Huntington Investment Company since 2017, including roles within Huntington National Bank. Prior to his financial services career, he worked at HHGregg for seven years. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets and operates an open-architecture, model-driven platform that integrates third-party and proprietary investment models.

Tracy Scott is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Fifth Third Bank since 1996. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides access to multiple managed-account programs, including direct indexing and tax-overlay services.

Marc Hanneman is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 63 designation and has worked at Infinex Investments, Inc. and Andover Bank since 2009. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm provides customized financial solutions through a network of investment adviser representatives, employing a mix of fundamental and technical analysis alongside access to alternative investments and lending options.

Linda Mackov is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 33 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive written recommendations on various planning topics without including implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

H Rocker is a Series 66 licensed financial advisor with Edward Jones in Madison, OH, and has five years of industry experience. Prior to joining Edward Jones in 2020, Rocker worked at Promotional Capital LLC from 2016 to 2020. Outside of his advisory role, he manages administrative activities as a team manager for the BU09 Gray Travel Soccer Team with the Shaker Youth Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

Jacob Flautt is a financial advisor with Edward Jones in Ashtabula, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in retail and waterproofing industries, including at Groundworks Companies and John V. Schultz Furniture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of investment advisory programs and affiliated financial services.

Brian Holmes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with Cetera Advisors LLC since 2009 and joined Cetera in 2024. Holmes also operates Holmes and Associates Asset Management, a financial services firm, and is a licensed insurance agent. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Brandon Fritts is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at LPL Financial and held roles in various companies including Certinia and Learn to Win. He is also involved with Johnnycake Financial, a support company based in Mentor, OH. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, with a significant portion of its advisory business conducted on a non-discretionary basis.

Diana Zappitelli Ridenour is a financial advisor with Cetera, holding a Series 66 designation and over 11 years of industry experience. Her career includes roles at Avantax Advisory Services and Avantax Investment Services, alongside operating her own firm, Zappitelli Financial Services, since 2011. Outside of advising, she is involved in managing a family business that provides fingerprinting and background check services to the public in Ohio. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining retirement and fiduciary capabilities with access to multiple managed account programs and third-party solutions.

David Flautt is a financial advisor at Edward Jones in Ashtabula, Ohio, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive national network of advisors and branch offices.

Lee Quignano is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial since 2009. Quignano is also the owner of Salute Financial LLC and has served as a Notary Public since 1999. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and client-directed implementation supported by extensive research and an affiliate network.

Jeffrey Studniarz is a financial advisor at Edward Jones in Concord, Ohio, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he spent nine years with Penske Automotive Group. He previously created an LLC intended for a sticker-selling business, which remains dormant. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Toni Armeni is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Zappitelli is a CFP® professional with 38 years of industry experience, currently serving as the sole advisor at Zappitelli Financial Services in Concord, OH. He has held positions at firms including Cetera Wealth Services and Avantax Advisory Services, and has been involved in various business ventures such as e-commerce and animal care as a silent partner. He also serves on the boards of the Harvey Alumni Association, Harvey Endowment Fund, and Lake Erie College. Zappitelli Financial Services provides investment management and brokerage services primarily for pooled and institutional clients, including corporate pension plans, foundations, and endowments. The firm integrates tax preparation with advisory services and employs a range of investment strategies, including technical and fundamental analysis, option writing, and both long and short positions.

Robert Sason is a financial advisor at Cetera with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Avantax Advisory Services and Avantax Investment Services, as well as providing accounting and tax preparation services through Zappitelli Financial Services LLP. Outside of advisory work, he owns an e-commerce business selling goods on Amazon and holds a minority ownership interest in a MedSpa operated by his wife. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors. The firm combines retirement and fiduciary capabilities with a broad advisory platform and utilizes a range of advisor-managed accounts, model portfolios, and third-party managed solutions.

Beth Anne Schneider is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 66 designation and 10 years of industry experience. She has worked with Raymond James since 2014 and is an officer and owner of Johnnycake Financial Services, Inc. Schneider also serves on the finance and investment committee for St. Anselm Parish, assisting with financial oversight and budgeting. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans through fact-finding and risk profiling, with a distinctive focus on advisory roles rather than discretionary management.

Todd Morgan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his financial career, he was involved with Playmaker Hockey School for 35 years. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kiara Clark is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. She has worked with multiple firms, including Regano Financial Services, where she is a financial professional, and has experience in various roles across different industries. Clark also serves as secretary for the Ohio Academic Decathlon, a nonprofit organization. Cetera Investment Advisers serves a wide range of clients, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers with a variety of program options and custodial arrangements.

Rachel Okorn is a financial advisor with Edward Jones in Ashtabula, Ohio, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Edward Jones since 2022 and is also involved with Ohlinger Studios. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Karen Suttman is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2008, accumulating 18 years of industry experience. She serves on the board of the Harriet Tubman Movement, a nonprofit focused on helping sex trafficking victims find safe homes and rehabilitation. Additionally, she is a board member of Seven Brothers Distilling Company, a locally owned artisan distillery in Cleveland, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses that cover a broad range of financial planning topics. The firm allows clients to combine planning with managed-account services through its WealthPlan offering while maintaining separate planning engagements.

Mark Baniewicz is a CFP® professional with four years of industry experience, currently affiliated with Cetera. He has previously worked at Avantax Advisory Services and holds roles in both wealth management and tax services through Zappitelli Financial Services. Outside of advising, he manages Baniewicz Enterprises LLC, which involves property management activities. Cetera Investment Advisers serves a wide range of clients including individuals, high-net-worth, institutional, and retirement-plan participants through a large network of independent advisors. The firm offers diverse investment solutions, combining advisor-managed accounts, model portfolios, and third-party managed options, alongside retirement and fiduciary services integrated within a broad institutional framework.

Patrick Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Westminster Financial Securities, Inc. for 16 years before joining LPL Financial in 2021. Armstrong is also a public notary in the State of Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that combines advisory and non-advisory product offerings.

John Bowler is a financial advisor at Edward Jones in Ashtabula, OH, holding a Series 66 designation with six years of industry experience. He previously worked at Oak Advisors, LLC and spent five years at Kent State University. Outside of his advisory duties, Bowler serves as a basketball coach at Buckeye Local Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than 23,700 financial advisors nationwide and reported approximately $1.01 trillion in assets under management.

Jeffrey Burch is a CFP® professional with four years of industry experience, currently affiliated with Cetera in Concord, Ohio. He is the owner of Burch Investments, a private financial services firm providing comprehensive financial planning and wealth management to individuals, families, and business owners. In addition to his advisory roles, he serves as a Lead Auditor with the Department of Defense Office of Inspector General and provides accounting and tax preparation services through Zappitelli Financial Services. Cetera Investment Advisers supports a broad client base, including individuals, high-net-worth clients, institutions, and retirement plans, offering a range of portfolio management, financial planning, and fiduciary services through a large network of independent advisors.

Allison Adkins is a financial advisor with Ameriprise in Painsville, OH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities LLC, Instacart, Key Investment Services LLC, and KeyBank. She has been with Ameriprise since 2019. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Cavanagh is a financial advisor with Edward Jones in Concord Township, OH, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and also operates Kevin Cavanagh LLC, a copyediting business where he mentors students, including those at Pepperdine University, on their dissertations. Prior to his advisory career, he was employed at Cuyahoga County and Case Western Reserve University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, all under a fiduciary standard.

Michael Malchesky is a financial professional at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including AllState Insurance Company and Travelers Insurance. In addition to his advisory role, he serves as a premium auditor for Travelers Insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and a combination of advisor-managed and third-party managed solutions.

Joseph Massucci is a financial advisor with LPL Financial in Ashtabula, Ohio, holding Series 63 and Series 65 credentials. He has worked at LPL Financial and Callaway's Financial since 2026, and has prior experience at McDonald's and Aldi. He has been employed at McDonald's in two separate periods totaling approximately 19 years. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a wide range of programs and investment solutions while managing more than $819 billion in advisory assets.

Benjamin Simerly is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2022. He has six years of industry experience and has been involved with multiple affiliated family wealth management entities. Outside of advisory work, he owns an information technology services business, Grandview Ventures LLC, and is engaged in photography. Cambridge Investment Research Advisors serves a wide range of clients, including individual investors, retirement plans, and charitable organizations, through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various platforms and third-party strategists.

James Lebzelter is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he was involved with Calloway's Grill from 2016 to 2020. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Robert Zappitelli II is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at Avantax Advisory Services and Avantax Insurance Services. Outside of his advisory role, he operates Zappitelli Financial Services, where he provides accounting and tax preparation services, and he is also a certified Remote Online Notary Public in Ohio. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and model portfolios.

Jarad Regano is a CFP® with 26 years of industry experience, currently serving at Cetera. He has worked with Cetera Advisors LLC since 2013 and owns Regano Financial Services, Inc., a financial services business he has operated since 1999. In addition to his advisory roles, he is also a licensed fixed insurance agent. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and a combination of advisor-managed and third-party managed solutions.

Jeffrey Nagle is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill and served in the United States Marines. He is a board member and secretary of Nagle Logistics Group, a family-owned trucking and logistics holding company. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Steven Golenberke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior experience at Huntington Bank, The Bank of New York Mellon, and other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Gerald Giangola is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. His career includes 28 years at THE O.N. Equity Sales Company, ongoing involvement with Giangola Insurance Agency since 1977, and a long tenure at The Travelers. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions ranging from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house Research team and a large network of investment adviser representatives.

Matthew Greenway is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jaymes Pew is a CFP®-designated financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Westfield Bank and Ohio State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Debora Stranman is a financial advisor at Prime Capital Financial with 24 years of industry experience. She holds a Series 65 designation and has worked with firms including NFP Retirement, Inc., Adviseme National Advisors, Independent Financial Group LLC, and Pension Advisors. Prime Capital Financial is an enterprise firm with 255 advisors.