Connor Dionisopoulos is an Investment Consultant at Fidelity Investments, where he provides financial planning and guidance tailored to clients' needs, including point-in-time transactions and ongoing advisory relationships. He leverages Fidelity's resources to address key financial topics important to his clients. Connor began his career at Fidelity Investments in 2022, progressing through roles such as Financial Representative, Relationship Manager, and Planning Consultant before his current position. Prior to joining Fidelity, he worked as a Retirement Planning Services Associate at Charles Schwab from 2020 to 2021. Outside of his professional role, Connor is a dedicated Cleveland Browns fan, enjoys fitness, football, golf, music, and reading, and is a pet owner as well as an uncle.

Joseph Caruso Jr. is a financial advisor with RBC Capital Markets in Westlake, OH. He holds the Series 63 and Series 65 designations and has 52 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Coleen Paradissis is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 66 and Series 63 designations and has been with JPMorgan Securities LLC since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Heidi Dresbach is a financial advisor at Charles Schwab with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms including LPL Financial LLC and Prudential, as well as operating Dresbach and Associates, LLC for 17 years. She returned to Charles Schwab in 2026 after previously working there from 2010 to 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm utilizes a client relationship model that blends non-discretionary advice with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Richard Gerbracht is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and research from both in-house and third-party sources, with options for discretionary and non-discretionary management.

Cindy Kennedy currently serves as a Financial Consultant at Fidelity Investments, a role she has held since 2021. She brings to this position over 25 years of experience in the financial services industry, encompassing a variety of roles that have equipped her with a broad and versatile background. Throughout her career, Cindy has held positions including Entrepreneur and Consultant at You Say Kennedy, LLC; Regional Sales Consultant at T. Rowe Price; Regional Director at Principal Global Investors; Communications Consultant at Schwab Retirement Services; Benefit & Planning Counselor and Regional Education Trainer at Principal Financial Group; and Employee Benefit Specialist at National City Bank. This diverse experience has enabled her to assist clients at all stages of life in developing comprehensive financial plans. Cindy emphasizes alignment with her values of compassion and integrity, which guided her decision to join Fidelity. Her professional journey reflects a commitment to supporting clients with financial strategies designed to meet current needs while remaining flexible for future developments.

Alexander Menassa is a financial advisor with Cambridge Investment Research Advisors with 26 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and has been self-employed and active with Szarka Financial Management since 1996. In addition to financial advising, he is also a licensed attorney and an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

John Lee Jr. is a financial advisor with Wells Fargo Advisors in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he serves as chairperson of the finance council at St. Raphael Catholic Church and is a part-owner of an event planning and corporate sponsorship business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients able to implement strategies through various brokerage or advisory programs.

Edward Vargo is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2013. He has 26 years of industry experience and also serves as CEO of Burning River Advisory Group, an independent insurance agency. Additionally, he owns EnlightenHer LLC, which provides women’s financial education, coaching, and divorce consulting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, through a network of independent financial professionals. The firm offers comprehensive financial planning and investment management services with a variety of implementation options, including proprietary and third-party models tailored to client objectives.

Christopher Hirz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has experience at KeyBank and Thrivent Financial, totaling approximately four years in the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm separates its planning services from portfolio management and offers clients a consolidated billing option through its WealthPlan program.

Jeffrey Lucas is a financial advisor with LPL Financial in Rocky River, OH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing discretionary and non-discretionary management, model portfolios, and research support.

Emily Minnich is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2005. Outside of her advisory role, she is a fitness instructor at PSYCLE and serves on the investment committee of St. Joseph Academy. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Brian Pinto is a financial advisor with Ameriprise in North Olmsted, OH, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Pinto serves on the Board of Directors for Canterbury Woods HOA as Pool Manager and is a member of Westlake P2 Group, LLC. Ameriprise offers retirement-income planning services targeting individuals near or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Spencer Seaman Jr. is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the Board of Directors for the BGSU Foundation and is slated to become Chair-Elect in 2025, transitioning to Chair in 2027. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a variety of capital markets activities.

Darren Morgan is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cadaret, Grant & Co., Inc. from 2007 to 2025. He is also the owner of The Backyard Stage, an unrelated business venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Teodore Krawec is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles.

Adam Hahn is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2008 and currently serves at Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methodologies. The firm also provides advisory services to registered investment companies and employs oversight controls to manage potential conflicts of interest.

Joshua Lorek is a financial advisor with LPL Financial, holding a Series 66 designation and having 29 years of industry experience. He has worked at LPL Financial since 2018 when he began through Ohio Investment Partners, with prior experience at Cetera Advisor Networks. Outside of his advisory role, he is involved in several investment-related business entities in Fairview Park, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Christopher Edelman is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and technologies.

Aileen Tippy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 63 designation and has worked with various Wells Fargo entities since 2009. Outside of her advisory role, she serves as power of attorney for her mother and is connected to a telecommunications equipment business owned by her spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and divorce planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.