Maxwell Grundy is a financial advisor at Edward Jones in Mentor, Ohio, holding a Series 66 designation with one year of industry experience. His prior roles include positions at CarbonWeb, The Mormile Agency, and Ryan King Insurance & Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Brian Holmes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2009 and started a financial services business under the name Holmes and Associates Asset Management in 2008. He is also a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and investment strategies.

Daniel Rayl is a financial advisor with OSAIC, holding a Series 66 designation and possessing 32 years of industry experience. He previously worked at American Portfolios for 16 years and has operated his own practice, Rayl Financial Services, since 1994. Outside of advisory work, he is involved in selling fixed life and health insurance products, serves as a poll worker, and is a board member of a local condominium association. OSAIC serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services across various programs, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers access to third-party managers and proprietary investment models.

John Barbish is a financial advisor with Cetera, holding 17 years of industry experience. He has held roles at multiple firms including Cetera Wealth Services, Barbish Financial Group, and West Point Wealth Management. Outside of his advisory work, he co-owns Barbish Gardens, LLC, a family garden business that grows vegetables and sells spices at farmers markets. He is also a candidate for the Ohio House of Representatives. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Kurt Marlow is a CFP® professional with 28 years of industry experience, currently serving at Ameriprise Financial Services. His prior roles include positions at The Huntington Investment Company, LPL Financial, Firstmerit Advisors, Inc., Invest Financial Corporation, and National Planning Corporation. He is involved in his community as a board member overseeing field maintenance for Madison Youth Baseball & Fastpitch Softball and sits on the board of the nonprofit Deepwood Industries. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which offers tailored retirement-income planning advice based on proprietary research and algorithmic tools.

Bryan Fox is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 license and six years of industry experience. His prior roles include positions at ProEquities, Inc., Commonwealth Financial Network, and Harbor Financial Advisors, LLC. Outside of advisory work, he has experience in fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various investment programs and discretionary and non-discretionary portfolio management options.

Nikolaus Wearsch is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at Raymond James since 2009 and previously held roles at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Outside of his advisory work, he is involved as a partner in Carver Financial Services LLC and holds management roles in several related business entities. 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 uses analytical tools to support client goals, with specialized services in municipal and public finance and a range of advisory programs.

Brandon Fritts is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Certinia (formerly FinancialForce). He also operates Johnnycake Financial, a non-investment related support company based in Mentor, OH. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and notable municipal and SIMPLE IRA advisory programs.

Cameron Sanders is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. Outside of finance, he has experience in small business operations including managing a car wash and a tree farm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program options, including access to third-party money managers and a multi-manager platform.

Mitchell Seelinger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2019, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Mitchell partners with clients to develop holistic financial plans that align with their goals and preferences, utilizing Fidelity's tools and resources to implement prudent long-term investment strategies. He focuses on simplifying and organizing the retirement planning process for his clients. Outside of his professional work, Mitchell enjoys cooking and baking, family activities, golf, outdoor adventures, traveling, and practicing yoga.

Yahel Hill is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Financial Life Insurance, Pazzy Logistics, and Dynasty Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers specialized regulatory capabilities including futures commission merchant and security-based swap dealer registrations.

Ryan Cunningham is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. Prior to joining LPL Financial in 2020, he worked at The O.N. Equity Sales Company for ten years and has been associated with Ohio National Financial Services since 2010. He also operates Cunningham Tax and Financial Services, providing tax preparation and accounting services. 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 advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Adam Lulow is a Series 66-licensed financial advisor with Equitable Advisors in Concord, Ohio, where he has worked since 2007. He has 19 years of industry experience and previously worked with AXA Advisors, LLC. Outside of his advisory role, he serves as a board trustee and mentor for Leadership Lake County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and personal or plan information.

Roseann Divincenzo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Raymond James since 2012 and was previously affiliated with Carver Financial Services, Inc. since 2014. Outside of advising, she serves as a Registered Compliance Administrator and provides client service support at Carver Financial Services, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a unique affiliation with a municipal advisor to enhance its public finance services.

Katherine Dean is a financial advisor with Morgan Stanley in Mentor, Ohio, holding a Series 66 credential and having 11 years of industry experience. Her career includes roles at Morgan Stanley and PNC Investments spanning from 2016 to the present. Outside of her advisory work, she owns and operates Katie Beth Designs, LLC, a seamstress business. Morgan Stanley Wealth Management provides a broad range of advisory programs, serving both individual and institutional clients with tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Victoria Mannarino is a CFP® professional with 42 years of industry experience. She has been with LPL Financial since 2019 and previously worked at Raymond James Financial and Raymond James Financial Services, Inc., where she spent over two decades. Mannarino also has involvement with non-variable insurance activities outside her advisory role. 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 financial planning and portfolio management services supported by a large network of advisors and advanced operational tools.

Piero Colecchia is a CFP® and ChFC® credentialed financial advisor with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. Based in Chardon, OH, he provides financial services through an established firm recognized for its institutional consulting. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Timothy Cohen is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Ameriprise, he worked at The Huntington National Bank and Huntington Investment Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and annual advice on income sources and tax-aware withdrawal strategies.

David Lavelle is a CFP® with 31 years of industry experience, serving as a financial advisor at Edward Jones since 1993. He is based in Cleveland Heights, OH. Outside of his advisory role, he serves on the Estate Planning & Advisory Council at Case Western Reserve University and is a board member on the Advancement Committee for Ruffing Montessori School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm is noted for its extensive advisor and branch network, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Vincent Dagostino is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Cambridge since 2013 and also serves as president of Mayfield Financial Services, where he provides tax preparation, planning, and business consulting services. Outside of advisory work, he manages commercial rental real estate as a managing member of multiple entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, supports discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.