Gregory Chaplin is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Prior to his advisory role, he has been involved in healthcare as the owner of a physical therapy practice, though he did not provide patient treatments. He also works as president of an LLC established for commercial property investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Michael Koler is a CFP® with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 17 years. He is a board member of the St. Ambrose Endowment Foundation, where he advises on the management and direction of the endowment funds. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, various managed account options, and access to third-party money managers, employing asset-allocation tools and automated portfolio rebalancing.

Robert Budny Jr. is an Executive Planning Consultant at Fidelity Investments, where he partners with executives to develop wealth plans centered on their goals and aspirations. He has been with Fidelity Investments since 2011, holding various roles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, Benefits and Planning Consultant, and currently as Executive Planning Consultant. His professional journey includes experience at Wells Fargo Advisors as a Branch Liaison from 2019 to 2021. Robert holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial planning services. His career reflects a broad range of expertise in financial consulting and planning.

Ryan Wilk is a financial advisor with J.P. Morgan Securities in Medina, OH, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Nicholas Vaglia is a Series 66-licensed financial advisor with six years of industry experience. He has worked at Equitable Advisors since 2020 and previously held roles at Mellon Investments Corp., Mellon Capital Management, and BNY Mellon. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers financial planning, retirement consulting, and asset management programs through a network of advisors, utilizing a range of third-party manager platforms and proprietary solutions.

Joshua Smith is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Enterprise Rent-A-Car and the United States Postal Service. He is the owner of JOS Juice LLC, a business that is currently inactive. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Brian Seedhouse is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has been with Cetera and its related entities since 2015. Prior to that, he worked at First Federal Savings & Loan Association starting in 2012. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Austin Mims is a Series 66 registered advisor with Edward Jones in Medina, OH, where he has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an owner of Leeward Zephyr, a holding company based in Hinckley, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Daniel Latham is a financial advisor with Wells Fargo Clearing in Olmsted Township, OH. He holds a CFP® designation along with Series 63 and 65 licenses and has 32 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. He serves as a trustee managing investments for family members outside of his advisory role. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to guide investment decisions and provides both brokerage and advisory solutions across a broad client base.

Gayle Russell is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. Her prior roles include five years at Lincoln Financial Advisors and seven years at TIAA-CREF. Outside of her advisory work, she serves as treasurer for a local chapter of a nonprofit Bible study organization and is a board member of the University of Connecticut School of Business Dean’s Advisory Cabinet. OSAIC serves a diverse client base including individual and institutional investors by offering integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools and third-party platforms to construct and manage portfolios.

Hani Istanbouli is a financial advisor with LPL Enterprise, bringing 32 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as involvement with Cavaliers Holdings since 2013. Outside of his advisory work, he serves as a basketball coach at the Strongsville Recreation Center and supervises security for Cavaliers Holdings during Cleveland Cavaliers events. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Alanah Rodriguez is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Mutual Shareholder Services. Outside of financial services, she was involved with 2uercus Operations LLC for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Michael Lotko III is a financial advisor with LPL Financial in Fairview Park, OH, holding a Series 63 designation and with 35 years of industry experience. His prior roles include positions at Cetera, City of Elyria, Cetera Wealth Services, and Princor Financial Services Corporation. Outside of advising, he serves as Vice President of Sales for an insurance agency he co-owns. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of investment adviser representatives with diverse investment strategies and operational tools.

Joshua Marvin is a financial advisor with LPL Financial in Elyria, Ohio, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at several financial institutions, including Northwest Bank and Fifth Third Bank, and is also involved as a business owner of Waste Wise LLC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Sean Caywood is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Next Financial Group Inc. among other roles. 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 portfolios, third-party asset management, and institutional platforms.

Christopher Turner is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses. He has one year of industry experience and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both discretionary and non-discretionary investment strategies across multiple platforms.

Joseph Li Puma is a financial advisor with Edward Jones in Strongsville, Ohio, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent ten years at Quicken Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jack Spencer is a CFP®-certified financial advisor with 57 years of industry experience, currently with Cambridge Investment Research Advisors since 2018. He previously worked at Securities Service Network, Inc. for nine years. Outside of advisory work, he is president of MillerLite Firewood, a non-investment-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management platforms and strategies.

Carmen Monaco is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Monaco worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of the firm, Monaco has significant ownership interests in investment-related businesses, including a 50% stake in Blue Ocean Investment Group, LLC, and a 90% stake in Monaco GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Mark Driscoll is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Next Financial Group Inc, Householder Group, Estate & Retirement Specialists, and Quick & Reilly, Inc. Outside of his advisory role, he is involved with Driscoll Advisor Services Inc., a tax and investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.