Daniel Rowbottom is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Ernst & Young LLP from 2017 to 2021. 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 applying an ESG eligibility framework in its investment recommendations.

Joseph Cariello is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 designations and having 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2009 to 2016. Outside of his advisory work, he owns a coin collection business called Joe's Coins. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and adhering to diversification principles and modern portfolio theory.

Rebecca Murphy is a financial advisor at OSAIC with 35 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior experience includes nearly two decades at Mass Mutual and MML Investors Services, followed by three years at SagePoint Financial. Outside of her advisory role, she is owner and certified divorce financial analyst at Facilitated Divorce Solutions, LLC. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a range of tools and third-party resources to construct customized portfolios that incorporate various asset types, managing accounts on discretionary or non-discretionary bases.

Chad Dworznik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He previously worked at PNC Investments and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines extensive research and analytics with diversified investment strategies and offers a range of financial products through its bank and insurance affiliates.

John Wirtz is a financial advisor with LPL Financial in Avon Lake, OH, holding a Series 63 designation and 24 years of industry experience. His career includes prior roles at The Huntington Investment Company and FirstMerit Bank, N.A. He serves as an assistant coach at St. Ignatius High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research and technologies.

Lucas Ball is a Series 66-licensed advisor with Equitable Advisors in Independence, Ohio. He has one year of industry experience and previously held roles at Dayton Freight, ETP Capital, Kent State University, and Sheetz. 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 various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Olivia Brahler is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at KeyBank and Lord Abbett. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Adam Bechler is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 36 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 his advisory role, he serves as power of attorney for his parents, assisting with their care. 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 process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Chunying Lin is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 63 designation and 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 2009. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Gabriel Jackson is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Merrill Lynch, PFS Investments Inc., and PNC Investments. Outside of his advisory duties, he is engaged in tutoring through Varsity Tutors and works as a Medicare sales agent, among other part-time activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by third-party asset managers. The firm provides advisory services primarily through its network of financial advisors and supports trade execution and custody with BNY Mellon Advisors and Pershing.

Sheldon Katz is a financial advisor with Cetera and holds a Series 63 designation. He has 27 years of industry experience, including 26 years with Edward D. Jones & Co., L.P. He is also engaged as an insurance agent selling fixed insurance products and provides financial services through Vantage Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by a nationwide network of independent advisors.

Brian Olah is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. His prior roles include long tenures at Cadaret, Grant & Co., Inc., and Brownstone Financial Group, Inc., as well as managing his own firm, Brian Olah Asset Management, Inc. Outside of advising, he is involved with Halo Wealth Management, LLC, focusing on tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and retirement consulting, offering both discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.

Patricia Quinonez is a financial advisor with Ameriprise in Brecksville, OH, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as President and Director on the boards of LATINA, Inc. and Carrige Hill. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of investment, brokerage, and insurance solutions.

John Middleton Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and 37 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 his advisory role, Middleton officiates and coaches youth basketball and lacrosse in Westlake, Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ivra Bassett is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Bassett worked at Mass Mutual Investors Services, MassMutual Life Insurance, Allstate Financial Services, and NYLife Securities. Outside of financial advising, Bassett is president and owner of Connected Cleveland, LLC, a business networking chapter, and serves as a board member of Destination Geauga, a tourism organization. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and affiliated third-party managers.

Quentin Kraft is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation with six years of industry experience. He has been with Robert W. Baird & Co. since 2020, following three years at Cardinal Health. Robert W. Baird & Co.’s DDK Group, part of its Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, with a focus on manager selection, tax management, and the use of internal research tools including artificial intelligence.

Paul Patrick is a financial advisor with Primerica Advisors in Strongsville, OH, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1995 and was previously with Primerica Financial Services beginning in 1994. Outside of his advisory role, he is involved in the referral of home security and automation products as well as other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven investment strategies managed by third parties. The firm operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.

Nick Miranda is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at LionBridge Technologies and University Hospitals. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Franco Fini is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has been associated with multiple firms, including his own practice, Franco C. Fini, since 2005 and Santagata Fini, LLC, since 2004. In addition to advising, he owns and operates a tax preparation and accounting business and works as an independent health insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Kaitlyn Banko is a financial advisor at J.P. Morgan Securities in Cleveland, OH, holding a Series 66 designation with one year of industry experience. Her background includes roles at JPMorgan Chase Bank, Parker Hannifin, and several political and nonprofit organizations. She also worked at the Duke Alumni Center and the American Center for Law and Justice. 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 its recommendations.