Mark Knight is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative screening, qualitative research, and a forward-looking capital market framework to build model asset allocations.

Anthony Fisher is a financial advisor with Thrivent Investment Management in Middlefield, OH, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes positions at Bankers Life & Casualty, Bankers Life Advisory Services, and entrepreneurial experience in contracting and painting. He also works as a 1099 insurance agent for Bankers Life and Casualty Company, writing various insurance products including Medicare Supplement and annuities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Thomas Markell is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Cetera since 2025 and previously spent nine years at Lighthouse Advisers, LLC, where he served as Vice President and Financial Adviser. Cetera Investment Advisers LLC is an SEC-registered firm that operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Kim Hellerman Hersman is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Commonwealth Financial Network, HB Wealth Advisors LLC, and Concourse Financial Group Securities. She is also the owner of Harbor Financial Advisors, LLC, a private entity engaged in securities, advisory, and insurance services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm provides a multi-manager investment platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary program options across multiple custodial relationships.

Laurence Santagata is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 63 designation and has previously worked with Avantax Insurance Agency, LLC, and Avantax Advisory Services. Outside of his advisory role, he is involved in accounting and income tax preparation through Santagata Fini LLC and serves as treasurer for the Rivers Edge Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Jared Brill is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. He has worked at several financial institutions, including JPMorgan Chase Bank and Huntington National Bank. Outside of finance, he has been a baseball umpire since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Eric Kaleal is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 14 years of industry experience. He previously worked at Lighthouse Advisers, LLC and LPL Financial, among other firms. Kaleal serves as president of Mission4Maureen, a nonprofit providing financial aid to families affected by brain cancer and brain tumor treatment. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Thomas Dattilo is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Chagrin Falls, OH. He has worked at Ameriprise since 2017 and previously spent eight years with UBS Financial Services Inc. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Darren Ewaska is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 63 designation and has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2004 after previously working at WS Griffith Securities, Inc. Ewaska is also involved in the restaurant business as a co-owner of Aces Grille in North Ridgeville, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a broad advisory platform. The firm offers financial planning, model portfolio programs, and institutional services, supporting its network of over 22,800 advisors with a range of investment strategies and operational tools.

David Bennett is a financial advisor at Merrill with Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Merrill since 1974 and with Bank of America since 2009. Outside of his advisory role, he serves as President of the Board for New Directions for Living and as Co-President of the Board for Western Reserve Community Development Corporation, both nonprofit organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pensions, corporations, and charitable organizations by combining internal and third-party portfolio management with comprehensive trading and custody support.

Jonathan Schneider is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked primarily at Ameriprise and The Huntington National Bank and its affiliated investment companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, combining research, third-party data, and proprietary tools to provide written recommendations and ongoing advice.

David Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management and a key member of the KMME Group located in Pepper Pike and Westlake, Ohio. He has been with Merrill/Bank of America since 2010 and joined the KMM Group as a Financial Advisor in 2017. David serves high-net-worth individuals, families, and business owners, focusing on a personalized, goals-based approach to financial planning and investment management. With over two decades of experience, David provides comprehensive strategies encompassing retirement planning, estate considerations, risk management, and tax-efficient investing. Prior to his current role, he held positions such as Associate Market Executive for Merrill's Northeast Ohio Market—where he led the Financial Advisor Development Program—and Wealth Management Banking Regional Manager covering multiple states. His earlier career includes roles in middle market commercial real estate lending, retail banking, and insurance. David holds a bachelor's degree and a Master of Business Administration from Cleveland State University and maintains a Personal Investment Advisor designation. He has been involved with Trinity Lakewood Community Outreach and focuses his community efforts on addressing food insecurity and low-cost housing. Residing in Avon, Ohio, David lives with his wife Samantha; they have four children, one grandson, and two dogs.

Janet Padula is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Brandon Owen is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, The Middlefield Banking Company, and Citizens Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management services and proprietary research to tailor client investment strategies.

Diana Zappitelli Ridenour is a Series 66-licensed financial advisor with 12 years of experience, currently affiliated with Cetera. Her prior experience includes roles at Avantax Advisory Services and Avantax Insurance Agency, along with operating her own firm, Zappitelli Financial Services, since 2011. Outside of financial advising, she is involved in a family-run business that provides fingerprinting and background check services to the public and businesses in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a nationwide network of independent advisors with access to multiple program structures and investment strategies.

Michelle Vance is a financial advisor with Merrill in Pepper Pike, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill Lynch since 1996. Outside of her advisory role, she serves as the executor of the Estate of Teddy R Vance. 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 strategies for individuals, high-net-worth clients, and various institutions.

Francis Vitale is a financial advisor at Equitable Advisors in Willoughby, Ohio, holding a Series 66 credential with 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors. His other business activities include outside insurance appointments related to term life, universal life, and whole life insurance. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of third-party advisory programs and asset management solutions.

Carla Mahoney Ott is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. Since joining Fidelity in 2015, she has held roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Benefits and Planning Consultant. Her experience encompasses various aspects of financial planning and client relationship management. Carla works closely with clients to understand their goals, values, and financial needs, developing and implementing tailored financial plans. Outside of her professional responsibilities, Carla enjoys cooking and baking, participating in family activities, gardening, and hiking.

James Lamar is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 63 credential and six years of industry experience. He has worked at several firms, including PNC Investments and Embrescia Wealth Management Company. Outside of advisory roles, Lamar serves as an administrative assistant and paraplanner at Carver Financial Services LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm utilizes non-discretionary planning and analytical tools tailored to client goals and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA consulting.

Christine Geissinger is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.