Cassandra Jackson is a financial advisor with Ameriprise in Medina, OH, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and Hfs Wealth Advisors. She has been with Ameriprise since 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Louis Stachowicz is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and 1ST Global Advisors. Outside of advisory work, he is a CPA involved in accounting and tax preparation through his firm Culkars Stachowicz & Co. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

June Bolton is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. She has 41 years of industry experience, including roles at First Allied Advisory Services and First Allied Securities. She is also president of Bolton Capital Management, a holding company focused on tax and bill payment services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Nancy Radzyminski is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. She has been with LPL Financial since 1995. In addition to her advisory role, she serves as secretary for the Idlewood Condominium Association #7 board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jaymee Ellis is a financial advisor with LPL Financial in Fairview Park, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, Ellis worked at SII Investments, Inc. from 2016 to 2018. In addition to advisory services, Ellis is involved in tax preparation, managing individual income tax returns through TA-Check Financial Ltd. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced tools for operational and research assistance.

Samuel Capasso is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for over 17 years. In addition to his advisory role, he owns and operates an insurance business focused on the sales and service of life and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Julian Rodriguez is a financial advisor with Fidelity Investments holding a Series 66 designation and seven years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, the Federal Reserve Bank of Cleveland, and Key Bank. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary management as well as model portfolios composed of mutual funds, ETFs, and ETPs.

David Konopinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2009, following prior roles at RBC Capital Markets and Ferris, Baker Watts, 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of investment strategies.

David Koler is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Vitamix. Koler serves as an Endowment Board Member for Padua Franciscan High School, where he assists with analyzing the management of the school's funds. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, retirement plan consulting, and model portfolios, utilizing asset-allocation tools and automated rebalancing to construct diversified investment strategies.

Norman Mulder is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Topucu, LLC and Topucu Corrections, LLC, and he founded the Topucu Foundation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure.

Nicholas Alexander is a Series 66-registered financial advisor with UBS Financial Services, where he has worked since 2004, bringing 24 years of industry experience. He serves on the board of directors for the MetroHealth Foundation and is the treasurer of the Northern Ohio Italian American Foundation, which promotes Italian American culture in northern Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Ronald Jurczynski is a financial advisor with LPL Financial who holds a Series 63 designation and has 23 years of industry experience. He has worked at Strata Financial Group, LLC and Royal Alliance Associates, INC., with concurrent roles spanning over two decades. Jurczynski is also an insurance agent specializing in non-variable insurance products. 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, supported by a network of investment adviser representatives.

Darren Stephens is a Series 66 credentialed financial advisor with over 22 years of industry experience. He currently practices at Cetera and has previously worked with Avantax and Wealth Care Management. Outside of finance, Stephens has been involved in pump sales and distribution businesses for over 25 years. Cetera Investment Advisers LLC is a nationwide independent advisory platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager approach with a range of portfolio management options and maintains over $256 billion in assets under management.

Anna Gerber is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014. Outside of her advisory role, she is employed as a retail store clerk at Ann Taylor in Westlake, Ohio. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michelle Guinan is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 license with seven years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory work, she is involved in managing a hobby farm where she participates in daily animal care. 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, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Richard Perry is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab for eight years before joining Fidelity in 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of proprietary model portfolios, regulatory registrations, and advisory roles to multiple registered investment companies.

Kent Von Der Vellen is a CFP® with 17 years of industry experience, currently serving with Cetera since 2019. He is also the owner of KPV Financial Services, LLC, and involved with the Jakob F Von Der Vellen Memorial Foundation. Kent has additional roles at Cleveland Mortgage Inc. and Wealth Health, LLC. Cetera is a large SEC-registered advisory firm with over 10,000 advisors, offering a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform.

Joshua Clark is a financial advisor with Primerica Advisors, holding a Series 63 credential and 14 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2012. Outside of his advisory role, he owns Free & Fearless Financial Solutions, LLC, which is used solely for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, providing model-based investment strategies supported by third-party asset managers and custodians.

Todd Musial is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 33 years of industry experience. He has been with Cambridge since 2011 and has operated his own independent financial and insurance services businesses since 1992. Outside of advising, Musial serves as a trustee for the North Olmsted Foundation and is involved with the North Olmsted Chamber of Commerce. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides various portfolio management options, including proprietary model strategies and access to unaffiliated managers, with both discretionary and non-discretionary implementations tailored to client objectives.

Serina Lopez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior roles include operating Serina Lopez Agency LLC and working at National General Insurance. Outside of her advisory work, she is a co-owner of SEAL Enterprise LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charities. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.