Ryan Dimeolo is a financial advisor with Equitable Advisors in Chardon, OH, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors LLC, since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on matching clients to suitable investment models based on their personal and plan information.

Terri Pekarcik is a financial advisor with OSAIC based in Willoughby, Ohio, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at Royal Alliance Associates, Sii, and UBS Financial Services. Outside of advisory work, she is a licensed real estate agent assisting clients with buying and selling homes. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and multiple platform arrangements.

Alexander Waldron is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 66 credential and two years of industry experience. His background includes roles at Raymond James Financial Services, Carver Financial Services, and prior work outside finance at Auntie Anne's and Westwood Country Club. He also serves as an administrative paraplanner with Carver Financial Services LLC. 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 and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kevin Cloward is a financial advisor with Primerica Advisors in Willoughby, OH, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior work includes roles at Protiviti and Green Dot Corp. He has been with Primerica Advisors since 2023. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Domenic Paolo is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, he worked at Avery Dennison for six years and attended Hiram College. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tristan Cullis is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank and PNC Investments before joining UBS in 2017. He serves on the board of Hopewell, a mental health rehabilitation center in Geauga County, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Les Frate is a financial advisor with Equitable Advisors in Mentor, Ohio, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years and Wells Fargo Clearing for one year. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Jacqueline Bruce is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at T.D. Ameritrade and Charles Schwab, where she worked from 2013 to 2017. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Redmond Jr. is a financial advisor with Edward Jones in Highland Heights, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he plays trombone in the Skatch Anderson Orchestra, a big band based in Parma, OH. 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 and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Sean Williams is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2014, and previously held roles at Riverview Research, LLC and KeyBanc Capital Markets Inc. In addition to his advisory role, he is involved with Mayfield Financial Services, providing accounting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and proprietary model strategies while partnering with third-party advisers and sub-advisors.

Michael Zawatsky is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 32 years of industry experience. His prior firms include B. Riley Wealth Advisors and Advest, Inc. Outside of his advisory role, he is a member and speaker for the Society for Financial Awareness nonprofit, which provides financial literacy seminars. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a range of discretionary and non-discretionary programs.

Robert Lord III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Thrivent in 2020, he worked at Kennard Financial Services and was self-employed. Outside of finance, he serves as a volleyball official, officiating matches at various educational levels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Benjamin Keiper is a financial advisor with J.P. Morgan Securities in Mentor, Ohio. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes positions at Pruco Securities, LLC, Prudential Insurance Company of America, and Northwestern Mutual Life Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Stephen Mrozek is a Series 66-licensed financial advisor with Edward Jones in Willoughby Hills, OH, and has 14 years of industry experience. He has worked with Edward Jones since 2011. Outside of his advisory role, he operates a consulting business assisting small to mid-sized companies with administration, personnel, and operations. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Gene Fritzsche is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cetera in 2025, he worked at B. Riley Wealth Advisors and Capital Securities of America. Outside of finance, he owns and oversees two pet containment businesses in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring multiple program structures and access to various third-party money managers.

Gabrielle White is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at The Huntington Investment Company, Huntington National Bank, and JP Morgan Chase. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service designed for clients approaching or in retirement. The firm provides written Recommendation Reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Michael Moore is a financial advisor at J.P. Morgan Securities with 22 years of industry experience and holds the Series 66 designation. His prior roles include positions at KeyBanc Capital Markets, PRUCO Securities, The Huntington Investment Company, and Inlife LLC. Outside of finance, he works part-time in a non-financial capacity as an account manager and sales representative for Ultimate Steel LLC, a steel products manufacturer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of wealth advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a model-driven investment process.

Jason Lukz is a financial advisor at Cetera with 16 years of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, and ValMark Advisers, among other firms. He is also the owner and sole proprietor of Golden Financial Consulting, LLC, an operational and marketing business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers and program structures.

Jeremiah Brudno is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 25 years of industry experience. His prior roles include positions at Chase Investment Services Corp., UBS Financial Services, and Morgan Stanley DW Inc. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Susan Paolo is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Edward Jones. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.