Joseph Magee is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at Primerica Advisors since 2024 and previously spent time at PFS Investments Inc and SRI. Magee has been associated with Primerica Financial Services since 1998. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale and delivers advisory services through model-driven strategies managed by third-party asset managers.

David Wolfe is a financial advisor with Cetera and holds the Series 63 designation. He has 29 years of industry experience and has worked at Cetera and its affiliated entities since 2013. Outside of advising, Wolfe serves as the financial administrator for Rocky River Presbyterian Church, managing accounting functions including financial statement preparation and payroll services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors and serves individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including portfolio management, financial planning, and access to third-party money managers.

Michael Jacobs is a financial advisor with Cambridge Investment Research Advisors in North Olmsted, OH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with Cambridge. Jacobs also operates under the trade name Szarka Financial and works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm offers various investment implementation options tailored to client objectives through a network of independent financial professionals.

Leslie Szarka is a CFP® professional with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He has operated Szarka Financial Management since 1987. Szarka is also an author of financial books. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, tailored to client objectives.

Matthew Kemsuzian is a financial advisor with Mass Mutual Investors Services in Medina, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2008. Outside of his advisory role, he is involved in insurance sales through positions with OneDigital and David Berkley Insurance Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Ruben Avila is a financial advisor with Primerica Advisors in Medina, OH. He holds Series 63 and Series 65 licenses and has recent experience at PFS Investments Inc. and Primerica Financial Services beginning in 2025. Prior to his advisory career, he worked at UPS for 34 years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

Burton Cipra is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2006. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Richard Ward II is a financial advisor with Primerica Advisors in Elyria, Ohio, holding a Series 63 designation and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and also works with the US Postal Service. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Katherine White is a financial advisor with Equitable Advisors in Sheffield, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable Advisors since 2013, previously associated with Axa Advisors, LLC. Outside of her advisory role, she is a member of Epik Wealth Holdings, LLC, an entity created to purchase an office building. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Matthew Rohde is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Cetera Wealth Services, and Financial Management Strategies, Inc. 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 portfolio programs, and institutional platforms, with a focus on combining technology tools and comprehensive financial services.

Connor Lenartowicz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Commonwealth Financial Network, and Hudson Wealth Management. Prior to his financial services career, he held various roles in the hospitality and service industries. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Timothy May is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and nine years of industry experience. His prior work includes positions at LRC Realty and Mr. T's Jewelry. He also engages in sales of investment-related products and provides referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Steven Podhradsky is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Merrill, Cetera Advisor Networks LLC, and GPS Financial Group. Podhradsky previously worked at Edward Jones from 2014 to 2017 before returning in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Karen Miller is an advisor with LPL Financial and holds the Series 66 designation. She has one year of industry experience and has been with LPL Financial and Ta-Check Financial since 2025. Outside of her advisory roles, she has involvement with Quiet Storm Holdings and Northeast Bancorp of America Inc, where she has been active for over a decade. 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 a large network of advisors and a variety of portfolio strategies.

Michael Budzik is a financial advisor with Primerica Advisors based in Strongsville, OH. He holds a Series 65 designation and has 20 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services since 2005 and 2006, respectively, and a 27-year tenure with North Royalton City Schools. In addition to advisory services, he has involvement in the sale of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets with a large network of advisors and offices.

Robert Stclair Jr. is a financial advisor with Cambridge Investment Research Advisors, holding 35 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously was with Nationwide Securities and Nationwide Financial from 2010 to 2018. Outside of advisory services, he is also a Medicare insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary model strategies and access to third-party managers, delivered across multiple custody and platform arrangements.

Jon Parkhurst is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, based in Strongsville, OH, and has 23 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2011 and operates Parkhurst Financial Services, where he serves as president. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing both proprietary and third-party strategy options across multiple platform arrangements.

Alexis Firment is a financial advisor with LPL Financial who holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, Alexis worked at Ohio Investment Partners and Palmetto Running Company and has been self-employed since 2020. Alexis also owns a business focused on user-generated content. 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 and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Kyle Hancharick is a CFP® with seven years of industry experience currently affiliated with LPL Financial. His prior roles include work at Harrington Asset Management and OSAIC, and he also operates as a Notary Public. Hancharick has been involved with Strata Financial Group, LLC since 2018. 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 services including financial planning, model portfolio programs, and access to third-party asset management, utilizing various advisory strategies supported by technology tools.

Renee Dietz is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. She has worked at LPL Financial since 2012, with prior roles at Sequoia Wealth Management and Advantage Investment Management. Outside of her advisory work, she is involved with Achieve Credit Union’s affiliated wealth management business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a broad range of advisory services, including financial planning and model portfolio programs, supported by both proprietary and third-party strategies.