Eric Heilmann is a Series 66 licensed advisor with 24 years of industry experience. He has worked at Equitable Advisors since 2001, following his tenure at Axa Advisors, Llc. He is also a partner in EPIK Wealth Holdings LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party asset managers to deliver customized investment solutions.

Matthew Whitson is a ChFC® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked with several firms including Lincoln Financial Advisors Corporation and MetLife Securities Inc. Whitson is also involved in fixed insurance sales. Osaic Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and advisory platforms. The firm offers a variety of investment and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

John Ruddy III is a financial advisor with Cetera who holds the Series 66 designation and has 24 years of industry experience. He has worked with Cetera and its affiliates since 2013 and also operates a tax and accounting business, WR Taxes, LLC, where he serves as a partner. Additionally, Ruddy has served as a firefighter with the City of Cleveland since 1993. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that combines affiliated model portfolios, third-party managers, and bespoke strategies.

George Hoose is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was affiliated with Heese Inc dba Floor Coverings International of Medina and OEC. Outside of advising, he is involved in managing a long-term rental property through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options and operates under a fiduciary standard.

Dennis Harp is a financial advisor with LPL Financial in Fairview Park, OH, holding a Series 63 designation and over 41 years of industry experience. His previous roles include positions at Edward Jones, METLIFE Securities Inc., and Mass Mutual Investors Services. In addition to his work with LPL Financial, he operates an independent investment advisory business through Stratos Wealth Partners and provides tax preparation and accounting services with 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced advisor tools and a broad scope of financial products.

Shereen Moussa is a financial advisor with J.P. Morgan Securities in North Olmsted, Ohio, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has held multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank since 2015, as well as brief experience with Key Investment Services LLC and KeyBank in 2018. J.P. Morgan Securities LLC provides institutional consulting services to entities such as 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Preston Di Marco is a financial advisor with LPL Financial in Fairview Park, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ashland University, Ohio Investment Partners, and Buckeye Local Schools. Outside of his advisory work, he is active as a wrestling referee for various middle and high schools in Ohio. 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 portfolio programs, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Amanda Paliska is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial and Capital Financial Planners. Her prior experience includes roles at Fidelity Brokerage Services LLC and Triad Advisors. She is also a commissioned notary in North Olmsted, Ohio. 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 financial planning and investment management solutions through a large network of advisers and utilizes various portfolio strategies supported by proprietary research and technology.

Stephen Dowdell is a financial advisor at LPL Financial with 15 years of industry experience. He has held roles at LPL Financial since 2018 and previously worked at SII Investments, Inc. from 2015 to 2018. Outside of advising, Dowdell has engaged in tax preparation services through TA-CHECK FINANCIAL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various investment strategies and technology tools.

Christian Pratt is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked at Ta-Check Financial and LPL Financial since 2020. Prior to his advisory career, Pratt was employed in various roles, including at Cuyahoga County Community College and Strongsville City Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and a diverse set of operational tools.

Matthew Rhode is a Series 66 licensed financial advisor with Edward Jones, based in Brunswick, OH. He has 15 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated investment products.

Dominic Poshedley is a financial advisor with LPL Financial in Strongsville, OH, holding a Series 66 designation and six years of industry experience. He has worked with LPL Financial since 2019 and is also involved with Ta-Check Financial. Prior to that, he held roles at Cleveland State University and Marc Glassman Incorporated. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Max Schmittle is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Edward Jones in 2022, his work history includes positions in the automotive industry and roles at Bowling Green State University and Lorain County Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of advisors and branch offices.

Christopher Soeder is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after eight years with Tremco CPG Inc. Prior to that, he spent time in college and unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Logan Huffman is a financial advisor with J.P. Morgan Securities in Medina, Ohio, holding a Series 66 designation and five years of industry experience. His background includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, as well as four years at Hiram College and eight years at Huffman Plumbing. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy Regan is a Series 66-licensed financial advisor with Thrivent Investment Management in Berea, Ohio, where he has worked for 22 years. He serves on the board of Friends Helping Friends, a charity supporting families in crisis, assisting with fundraising and organizational visibility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering goal-based, holistic planning that addresses a wide range of financial topics without including implementation. The firm’s approach separates planning from managed-account services and emphasizes ongoing plan reviews.

Gerald Koler is a financial advisor with OSAIC, holding the CFP® designation and securities licenses Series 63 and Series 65, with 34 years of industry experience. He has worked with SagePoint Financial, Inc. and Sagepoint Corp RIA since 2009 and 2013, respectively. Koler also serves as a trustee for Padua Franciscan High School, contributing to its governance and strategic planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessment techniques to construct diversified portfolios across various investment types.

Lloyd Wright Jr. is a financial advisor at Edward Jones in Amherst, OH, holding a Series 66 designation with eight years of industry experience. He previously worked at IntelliNet Corporation from 2014 to 2018 before joining Edward Jones in 2018. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

James McAleese is a CFP® professional with 28 years of experience in the financial industry. He currently serves as an advisor at LPL Financial and has prior experience with Next Financial Group Inc. and Cornerstone Consultants, Inc. In addition to his advisory work, he is involved with Cornerstone Consultants, Inc., a business he has operated for over 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives utilizing both discretionary and non-discretionary strategies.

Khory Katz is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience, currently serving clients at Edward Jones in North Olmsted, OH since 2018. Prior to Edward Jones, he held roles at Bowling Green State University and Westfield Insurance, among others. He is also involved as an investment committee member for a local Freemason lodge and has founded a networking organization in Chagrin Falls, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of investment advisory programs with a nationwide network of advisors and branch offices, combining retail advisor reach with affiliated capabilities such as trust services and proprietary mutual funds.