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 and holds a Series 63 designation. He has 29 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and founding Mayfield Financial Services in 1996. Outside of advisory work, he serves as president of Mayfield Financial Services, providing tax preparation, business consulting, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals and uses multiple portfolio management platforms with both proprietary and third-party strategies.

Sharron Shaw is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2023 and is also involved with Reserve Investment Group, Incorporated and Shaw Crosby Insurance Brokerage, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Allyn Mc Naughton is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Marchetto is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Chmura Economic & Analytics for four years and was employed by the Seattle Mariners for three years. He holds the Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ivana Musa is an Investment Consultant currently working at Fidelity Investments since 2022. She has held various roles in the financial sector, including Financial Consultant positions at Equitable Financial from 2021 to 2022 and Pension Advisors from 2012 to 2019, as well as a Relationship Manager role at Principal Financial from 2019 to 2021. Ivana focuses on understanding her clients' unique financial narratives to provide tailored guidance and connect them with specialists who utilize advanced planning tools. Her approach emphasizes empowering clients to make confident decisions throughout their financial journeys. Outside of her professional work, Ivana has interests in art, golf, parenthood, skiing, soccer, and traveling.

Natalie Zinni is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Bank of America, J.P. Morgan Securities, and Coastal Credit Union. 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, and institutional investors.

Daniel Bezik is a financial advisor with Wells Fargo Advisors in Mentor, Ohio, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved as a club director for League One Volleyball, where he coaches and directs volleyball teams. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations supported by Wells Fargo research and planning tools.

Ronald Pirro is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior experience includes 18 years at B. Riley Wealth Management and 3 years at B. Riley Wealth Advisors, Inc. He is president of Pirro Financial Group LLC, a securities-related business through which he provides financial advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Trevor Valentine is a financial advisor with Fidelity Investments, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Chase Investment Services, Fifth Third Securities, and Morgan Stanley. He has been with Fidelity in various capacities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methodologies and its advisory role to multiple registered investment companies.

Dustin Kincaid is a financial advisor with LPL Financial based in Willowick, OH, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Flagstar Bank, PNC Investments, Bank of America, and Merrill. 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 variety of financial planning, asset management, and institutional platforms, utilizing both proprietary research and third-party strategies through a large network of investment adviser representatives.

William Shero is a financial advisor with J.P. Morgan Securities in Chardon, Ohio, holding Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A. and BDO, LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Julia Quignano is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at AXA Advisors and Salute Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Patricia Wojtonek Gioitta is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. She has worked at both Flagstar Bank N.A. and LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions with a focus on customized strategies and technology-supported research tools.

Evan Pirc is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at PNC Investment LLC and several entrepreneurial ventures, including Erin Christopher Holdings LLC and Pirc Company Landscaping & Snowplowing LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without portfolio management or discretionary trading authority. The firm’s services include comprehensive recommendations across various planning areas and an option to combine planning with managed-account programs under a consolidated billing system.

Mark Knight is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Thomas Markell is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Cetera since 2025 and previously spent nine years at Lighthouse Advisers, LLC, where he served as Vice President and Financial Adviser. Cetera Investment Advisers LLC is an SEC-registered firm that operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Kim Hellerman Hersman is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Commonwealth Financial Network, HB Wealth Advisors LLC, and Concourse Financial Group Securities. She is also the owner of Harbor Financial Advisors, LLC, a private entity engaged in securities, advisory, and insurance services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm provides a multi-manager investment platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary program options across multiple custodial relationships.

Laurence Santagata is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked at various firms, including Avantax Insurance Agency and Avantax Advisory Services. Outside of financial advising, he is the owner of Santagata Fini LLC, which provides accounting and income tax preparation services, and serves as the treasurer for the Rivers Edge Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and program structures.

Howard Kleckley Jr. is a financial advisor with Primerica Advisors in Euclid, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Advisors since 1992 and previously worked at Dillard's from 2017 to 2019. Outside of his advisory role, he works as a notary and has part-time experience as a delivery driver for Uber Eats and DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.