Morris Beverage III is a financial advisor at Cetera with 25 years of industry experience and a Series 66 designation. He has previously worked with LPL Financial and Avantax entities and has owned and operated several businesses, including Blakely Insurance, Inc., a property and casualty agency. Beverage also serves on multiple public service boards in Lake County, Ohio, including the Northeast Ohio Area Coordinating Agency and the Lake County Land Bank. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Jeffrey Burch is a CFP® professional with five years of industry experience, currently advising through Cetera. He owns Burch Investments, a private financial services firm that provides comprehensive wealth management and financial planning for individuals, families, and business owners. In addition to his advisory roles, he is involved in personal accounting and tax preparation through Zappitelli Financial Services and serves as a Lead Auditor for the Department of Defense Office of Inspector General. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors.

Julie Sabransky is a financial advisor with Raymond James & Associates in Chardon, Ohio, holding Series 63 and Series 66 registrations and 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Edward Jones, and Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that are typically non-discretionary, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Madison Carroll is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Madison worked at K & R Vitello & Associates and has been involved in educational roles at University Schools and Ohio State University. Outside of advisory work, Madison also participates in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW 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, delivering advisory services primarily through model-based recommendations developed by unaffiliated asset managers.

Jillian Zabrosky is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Allison Adkins is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2019. Her prior experience includes roles at JPMorgan Securities and Instacart. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jackie Brick is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 credential and has been with Raymond James since 2009. Outside of his advisory role, he is an officer and bookkeeper for John Brick Construction, a company he has been involved with since 1985. Raymond James Financial Services Advisors, Inc. offers 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 employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and it supports both wrap-fee programs and institutional consulting across a broad network.

Jonathan Barna is a CFP®-certified financial advisor with five years of industry experience. He is currently with LPL Financial and previously worked at MAI Capital Management LLC and Equitable Advisors LLC. Barna operates Vault Financial Group, LLC as an outside business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Andrea Lewis is a financial advisor with UBS Financial Services in Mentor, Ohio, holding a Series 66 designation and 27 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and capital market assumptions to tailor client plans.

Kimberley Vitello is a financial advisor with Primerica Advisors in Willoughby, Ohio, holding a Series 63 designation and 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of her advisory role, she serves as president of K&R Vitello & Associates, Inc., an investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Lowe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. His work history includes positions at Merrill, PNC Investments, and Carver Financial Services. He is also associated with Carver Financial Services LLC in a non-owner employee capacity. 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 and profit-sharing 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 its affiliation with a municipal advisor.

Anthony Pochiro is a financial advisor with Raymond James Financial in Willoughby, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James Financial since 2009 and also owns AMP Financial Group, a DBA used for marketing and expense purposes. Pochiro serves as a board member of the Painesville, OH Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports a wide advisor network with advisory programs and institutional consulting.

Anthony Mercuri is a financial advisor with LPL Financial, holding a Series 66 credential and 32 years of industry experience. His career includes previous roles at SII Investments, Inc., Ta Check Financial Ltd., and FSC Securities Corporation. Outside of his advisory work, he serves as a football coach at Holy Name High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, leveraging a broad platform that includes model portfolios, third-party asset management, and institutional investment solutions.

Frank Cunnane is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Masters Consulting Group and LPL Financial. Outside of advising, he is the owner of The Physics to Economics Corporation, holds a patent for a power-generating hydroconveyor, and is the author of two books, "The Source of Wealth" and "The Physics to Economics Model (PEM)." Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Jack Schumacher is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as experience outside finance working in the food service industry. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap fee programs.

Christine Weidig is a Series 66-licensed advisor at J.P. Morgan Securities with 21 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.

Joshua Croyle is a CFP®-certified financial advisor at Raymond James Financial with seven years of industry experience. He has previously worked at PNC Investments, PNC Bank, and Steris. Croyle is also associated with Carver Financial Services, where he engages in financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation.

Jarrod Tackett is a Series 66-credentialed advisor with J.P. Morgan Securities, based in Chardon, Ohio, with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Thomas Muscenti is a financial advisor with LPL Financial, holding 36 years of industry experience. Prior to joining LPL Financial in 2018, he spent ten years at Invest Financial Corporation and has been president of The Corning Group, an insurance agency, since 2002. He also operates a wellness center in Mentor, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Nicole Remesik is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 63 designation and has previously worked at Liberty Home Mortgage, Howard Hanna Realty, and Porsche of Beachwood. In addition to her advisory role, she is also employed as a paraplanner and client service associate at Carver Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized programs for municipal finance and employer-sponsored retirement plans.