Lee Quignano is a Series 66-licensed financial advisor with Raymond James Financial in Concord, Ohio, bringing 25 years of industry experience. He has worked at Raymond James Financial since 2009 and is also the owner of Salute Financial LLC. Additionally, he has served as a Notary Public since 1999. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

David Dal Broi is a CFA® and Series 66 credentialed financial advisor with Edward Jones. He has prior experience working at Leonteq Securities and Saxo Capital Markets in Hong Kong. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies with a fiduciary standard.

Matthew Frate is a financial advisor at Equitable Advisors in Mentor, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel Independent Advisors, LLC for four years. Outside of his advisory role, he is the sole owner of MMF99 LLC, a business related to his advisory activities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both in-house and third-party advisory models.

Daniel Mc Ginnis is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2018. He is a partner in Carver Financial Services LLC, a support company located in Mentor, Ohio. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs non-discretionary planning and uses analytical tools to tailor investment consulting to client goals.

Tom Daher is a financial advisor with Cetera and holds a Series 63 designation. He has 12 years of industry experience and has been with Cetera Advisors LLC since 2014. In addition to his advisory role, he is president of Tom Daher Tax & Accounting, Inc., a tax preparation services firm he founded that has been operating since 2002. He also works as an insurance agent selling fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting both discretionary and non-discretionary authorities across multiple program structures.

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.

Nancy Williams is a financial advisor with Raymond James Financial, holding CFP® and Series 63 designations and bringing 28 years of industry experience. She has worked extensively with Raymond James Financial Services since 1997 and is currently associated with Carver Financial Services LLC, where she assists clients with financial planning needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing analytical tools to illustrate potential outcomes and supports clients in implementing recommendations through various advisory programs.

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.

Rebecca Barbe is a financial advisor with Primerica Advisors, holding 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she is a certified needles trainer with Needles, Inc., a position she has held since 2018. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Daniel Di Blasi is a financial advisor with Edward Jones in Chardon, Ohio, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at AXA Advisors LLC, Equitable Advisors, and Lincoln Financial. Outside of finance, he owns and operates Dan DiBlasi Photography, providing general photographic services including portraits and event photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Angela Thompson is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has worked within various divisions of J.P. Morgan since 2013. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Robert Zappitelli is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with Cetera in Concord, Ohio. His career includes long-term roles at Avantax Investment Services and advisory positions at Valcon Inc. and multiple family-related businesses, including e-commerce and real estate ventures. He serves on the boards of the Harvey Alumni Association, Harvey Endowment Fund, and Lake Erie College. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including access to third-party managers and model portfolios, managing over $256 billion in assets.

Shaun Cooper is a financial advisor at Primerica Advisors with 12 years of industry experience. He has worked at Akron Public Schools since 2015 and has been affiliated with PFS Investments Inc. and Primerica Financial Services for over a decade. Outside of his advisory role, he is the owner of Taxes Done Right, Neo, LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers.

Eric Williams is a financial advisor with Primerica Advisors in Willoughby, OH, holding a Series 63 designation and 16 years of industry experience. His career includes roles at PFS Investments, Inc., SEIU District 1199, and Murtis Taylor. Outside of advising, he serves as a compliance officer for Sunny Day Childcare Center and works as a driver for First Line Transportation. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and operates with approximately 3,698 advisors across 1,829 offices.

Nicholas Baase is a Series 66-licensed financial advisor at Equitable Advisors with eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors. Equitable Advisors serves a diverse client base including individuals, corporate pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a variety of proprietary and third-party investment solutions.

Jeffrey Matchett is a financial advisor at Ameriprise with 30 years of industry experience. He has previously worked at Key Investment Services LLC, Securities America, Inc., and OSAIC. His credentials include Series 63 and Series 65 licenses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Robert Sason is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has prior experience with Avantax Advisory Services and Crowe Horwath LLP. Outside of his advisory role, he is involved in accounting and tax preparation through Zappitelli Financial Services LLP, operates an e-commerce business selling goods on Amazon, and holds a silent ownership stake in a MedSpa business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of investment programs and portfolio management options, supported by a large network of advisors and over $256 billion in assets under management.

Sarit Zamir is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 18 years of industry experience. She has worked with Primerica Advisors since 2007 and previously with SHCP Medina Inc. from 2017 to 2021. Outside of investment advisory, she is also a part-time health agent. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Regina Iafelice is a CFP® with six years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Thrivent Financial and has held roles at multiple wealth management firms. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs and municipal and public finance services.

Beth Anne Schneider is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 66 designation and 11 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2015 and is the owner and treasurer of Johnnycake Financial Services, Inc. Additionally, Schneider serves on the finance and investment committee of St. Anselm Parish, where she assists with financial oversight and scholarship accounting. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.