Connor Lind is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His previous work includes roles at Fischer Homes and The Ohio State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing multiple registered investment companies and delivering model portfolios through systematic methodologies.

Laura Radcliff is a CFP® professional with 17 years of industry experience, all with Edward Jones in Aurora, OH. She holds a Series 66 license and has been advising clients since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Madison Brown is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, Madison worked at Victory Capital Management and held academic positions at the University of Texas at San Antonio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a research-driven investment process that combines fundamental and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Sarah Wolff is a Wealth Management Advisor with over 14 years of experience in the financial services industry. She began her career at Merrill Edge in Jacksonville, Florida, focusing on probate work after graduating from law school. Sarah later helped establish a team of Merrill Lynch Wealth Management financial advisors in Providence, Rhode Island, and returned to Ohio in 2017 to join The Fuller Group. She serves clients with a focus on personalized wealth management strategies that align with their individual goals and lifestyles. Her expertise spans areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible investing, and small business strategies. Sarah holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from the University of Akron and a Juris Doctorate from Florida Coastal School of Law. Outside of her professional work, Sarah is involved in community activities including volunteering with the Girl Scouts of America and Highland Youth Soccer. She enjoys camping, hiking, photography, reading, soccer, and spending time with her family.

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.

Bruce Carter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

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.

Dominic Mihalik Jr. is a Senior Financial Advisor with the Pepper Pike Wealth Management Group at Merrill Lynch Wealth Management. He joined the Pepper Pike Group in November 2015, bringing a diverse background in operational management, regulatory and risk management, and wealth management. His career includes serving various markets such as Atlanta, New Jersey, and New York City, and in 2006, he served as Vice President, Administrative Manager for the Northeast Ohio Merrill office, overseeing over 250 advisors and support staff. Dominic focuses on wealth management strategies, portfolio management, wealth preservation, and transfer for high net worth individuals and families. He works closely with clients and their estate planning attorneys and accountants to provide integrated financial strategies. Dominic is committed to staying informed of economic changes, industry trends, legislation, and tax reforms. He earned a Bachelor's Degree from Cleveland State University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Dominic is engaged in the Greater Cleveland community through volunteer work with the Transplant House of Cleveland, Ronald McDonald House of Northeast Ohio, and Saint Albert the Great Parish. He serves as a Trustee of the Lakeside Yacht Club in Cleveland. In his personal time, Dominic enjoys fishing year-round, boating, golfing, and hiking, and spends time with his wife, Sarah, and their daughters, Grace and Maura.

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.

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.

Luke Baum is a CFP® with over 30 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Kingswood Capital Partners, Cabot Lodge Securities, and Cbiz Financial Solutions. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including discretionary portfolios and fund advisory services.

Kelly Burden is a financial advisor at UBS Financial Services with a Series 66 designation and six years of experience at the firm. Prior to joining UBS in 2017, Burden held multiple roles at Miami University from 2016 to 2020, and also worked at Macy's in 2016. UBS Financial Services serves individual, corporate, and institutional clients through 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 plans to clients’ goals and risk tolerances.

Kenneth Vinikoff is a financial advisor with OSAIC in Independence, OH, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and MML Investors Services/Mass Mutual Life Insurance, where he worked for a combined 17 years. He serves as a board member of the Common Goal Foundation, a 501(c)(3) nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios with a range of investment options, managing accounts on a discretionary or non-discretionary basis.

Csongor Simon Benedek is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His prior work includes roles at PNC Investments, LLC, Charlotte Russe, Cleveland State University, Cellular Technology Limited, and The Rail. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Robert Petersen is a financial advisor with LPL Financial in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Petersen is licensed to sell life, health, and long-term care insurance as well as fixed annuities, and he provides tax preparation services. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of investment adviser representatives.

John Marics is a financial advisor with Ameriprise in Mentor, Ohio, holding 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 1985. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations tailored to clients’ needs.

Marc Tanner is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Charles Schwab since 2014. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and a formal alternative investment selection process.

Tim Papp is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach integrates access to investment insights from Merrill and banking and lending solutions from Bank of America. Tim specializes in legacy planning, personal retirement planning, philanthropic planning, and retirement income. He holds the Certified Financial Planner (CFP) and Chartered Retirement Plans Specialist (CRPS) designations, along with the Personal Investment Advisor (PIA) credential. He earned his bachelor's degree from The University of Akron. In addition to his professional work, Tim is involved in community activities. He participates with organizations such as Akron Children's Hospital through the Hope Ambassador program, serves as Board President for the Magical Theatre Company, and is involved with St Francis de Sales Church, Summa Health as a Charles Deering Legacy Advisor Leader, and the YMCA Heritage Club.

Anastasios Kountis is a financial advisor at Morgan Stanley with 15 years of industry experience. His background includes roles at Key Investment Services, PNC Bank, and Patrick Capital Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and secular return estimates in its process.

William Snyder is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Merrill and Bank of America since 2021, as well as various positions at John Carroll University and other firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.