Allison Adkins is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2019. Her prior experience includes roles at JPMorgan Securities and Instacart. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Monica Hines is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Prudential Insurance Company of America since 2014 and at Pruco Securities, LLC from 2014 to 2024. Outside of finance, she has been involved with E-Protocal / MBH Global Communications since 2000. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Jackie Brick is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 credential and has been with Raymond James since 2009. Outside of his advisory role, he is an officer and bookkeeper for John Brick Construction, a company he has been involved with since 1985. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and it supports both wrap-fee programs and institutional consulting across a broad network.

Jonathan Barna is a CFP® with four years of industry experience, currently an advisor at LPL Financial. His prior experience includes roles at MAI Capital Management, Equitable Advisors LLC, and KeyBank. Outside of his advisory work, he is involved with Vault Financial Group, LLC, a business related to his activities at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and portfolio management options supported by research and technology.

Ryan Kleve is a financial advisor with LPL Financial in Chesterland, Ohio, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Foresters Financial Services and Foresters Advisory Services LLC. Outside of his advisory work, he serves as an inside linebackers coach for the West Geauga High School football team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Andrea Lewis is a financial advisor with UBS Financial Services in Mentor, Ohio, holding a Series 66 designation and 27 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and capital market assumptions to tailor client plans.

Kimberley Vitello is a financial advisor with Primerica Advisors in Willoughby, Ohio, holding a Series 63 designation and 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of her advisory role, she serves as president of K&R Vitello & Associates, Inc., an investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Lowe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. His work history includes positions at Merrill, PNC Investments, and Carver Financial Services. He is also associated with Carver Financial Services LLC in a non-owner employee capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Anthony Pochiro is a financial advisor with Raymond James Financial in Willoughby, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James Financial since 2009 and also owns AMP Financial Group, a DBA used for marketing and expense purposes. Pochiro serves as a board member of the Painesville, OH Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports a wide advisor network with advisory programs and institutional consulting.

Anthony Mercuri is a financial advisor with LPL Financial in Parma, OH, holding a Series 66 designation and 32 years of industry experience. He previously worked at SII Investments, Inc. for 11 years and has operated Ta Check Financial Ltd. since 2002. Outside of his advisory work, he serves as a football coach at Holy Name High School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and accommodates various client needs through model portfolios, third-party managers, and customized arrangements.

Gregory Berlin is a CFP® professional with 26 years of experience in the financial industry. He has worked at Cetera since 2025 and previously spent 18 years with B. Riley Wealth Management and 3 years with B. Riley Wealth Advisors. Outside of his advisory role, he teaches violin and viola and serves as treasurer for the Broadway School of Music, in addition to leading health and wellness webinars through Balancing Life Issues. Cetera is an SEC-registered adviser with a large nationwide network serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies and program structures.

Frank Cunnane is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Masters Consulting Group and LPL Financial. Outside of advising, he is the owner of The Physics to Economics Corporation, holds a patent for a power-generating hydroconveyor, and is the author of two books, "The Source of Wealth" and "The Physics to Economics Model (PEM)." Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Christine Weidig is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 20 years of industry experience, including roles at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2014. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joshua Croyle is a CFP®-certified financial advisor at Raymond James Financial with seven years of industry experience. He has previously worked at PNC Investments, PNC Bank, and Steris. Croyle is also associated with Carver Financial Services, where he engages in financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation.

Jarrod Tackett is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2006. 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, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Thomas Muscenti is a financial advisor with LPL Financial, holding 36 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Invest Financial Corporation for 10 years and has been involved with Coode/Muscenti Insurance Agency since 1978. He is also president of The Corning Group, an insurance agency, and operates a wellness center in Mentor, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs and supports both discretionary and non-discretionary management, utilizing research from its in-house and third-party sources.

Nicole Remesik is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 63 designation and has previously worked at Liberty Home Mortgage, Howard Hanna Realty, and Porsche of Beachwood. In addition to her advisory role, she is also employed as a paraplanner and client service associate at Carver Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized programs for municipal finance and employer-sponsored retirement plans.

Mary Jo Boswell is a financial advisor with Thrivent Investment Management in Mentor, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that cover various financial topics without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan.”

Richard Vitello is a financial advisor with Primerica Advisors in Willoughby, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Outside of advisory duties, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of model selection and implementation.

Charles Schulz is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 63 designation and 22 years of industry experience. He has worked at Raymond James Financial Services since 2004 and was associated with Carver Financial Services Inc from 2017 to 2024. Schulz is also involved as a limited partner in Carver Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.