Michael Aquilino is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted use of AI and systematic methodologies.

Sandra Gasser is a ChFC® credentialed financial advisor with Raymond James Financial, based in Medina, OH, bringing 28 years of industry experience. She has worked with Raymond James since 2004 and serves as an officer and treasurer for Rex Gasser Electric, Inc., a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by advanced analytical tools.

Nathan Dorner is a Series 66-licensed financial advisor with 14 years of experience at Thrivent Financial For Lutherans and Thrivent Investment Management. He is based in Berea, Ohio. Outside of his advisory role, Dorner serves as a member of the Staff-Parish Relations Committee at Garfield Memorial United Methodist Church and is a partner in the Trilobite Group, LLP, overseeing management decisions related to a subleased office building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic financial planning without discretionary trading authority. The firm offers one-time or ongoing planning engagements and integrates these plans with a managed-account program through a consolidated billing system called WealthPlan.

Taya Hines is a financial advisor with Equitable Advisors in Independence, Ohio. She holds a Series 66 designation and has one year of experience in the industry. Prior to her current role, Ms. Hines worked at Home Depot and American Greetings. Outside of finance, she is involved in several modeling agencies and participates in event planning activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and endorsed advisory programs.

Mary Leneghan is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. She is currently associated with Wealth Hub LLC, which she owns, and has provided financial services since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.

Robert Mcclain is a financial advisor with Ameriprise in Seven Hills, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise since 2006, including his current tenure starting in 2020, and previously worked at McGro & Associates. Outside of his advisory role, he is involved in business ownership through 2uercus Operations LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Camden Caizzo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to that, he gained experience across several roles, including at Union Home Mortgage Corp and the University of Mount Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of investment advisory services through a large nationwide network of advisors and branch offices.

Joel Mille is a financial advisor with Edward Jones in Broadview Heights, OH, holding CFP® and Series 66 designations and possessing 19 years of industry experience. He has been with Edward Jones since 2006. He is associated with the Mille Family Partnership, which manages stocks, bonds, and mutual funds. 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 and investment strategies, operates a large nationwide network of financial advisors and branches, and provides affiliated capabilities beyond advisory services.

James Kelley IV is a financial advisor at Equitable Advisors in Independence, Ohio, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Door Dash, Elon College, and several other employers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Ronald Smith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 33 years of industry experience. His prior career includes long tenure at Nationwide Insurance and Nationwide Securities, spanning over four decades. In addition to his advisory role, he serves as an independent insurance agent and consultant, including executive roles in consultative insurance and insurance merger specialist firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

John Lostoski is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior work experience at BrightEdge Technologies and Charles Schwab. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and offers a range of third-party advisory models and services.

Kathleen Graham is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with OSAIC since 2024, previously working at Securities America Advisors and Securities America Inc for 12 years. She also holds an insurance life license as a Senior RSSP at Securities America as part of her job duties. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with various advisory platforms, utilizing tools like asset-allocation models and risk-tolerance questionnaires to manage portfolios across multiple asset classes.

Matthew Adkins is a financial advisor at Edward Jones in Brunswick, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for nine years at the family business, Adkins Building Company, in commercial construction. He serves as an elder at Trinity Church PCA and acts as a mentor coordinator for a business networking group in Akron, OH. He also maintains a Professional Engineer's license and occasionally reviews design work for a water service company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

James Mc Crone is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Carpenter & Associates and Highland Consulting Associates, Inc. Outside of finance, he is employed at Panini's Bar and Grill in Willoughby, OH. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separate accounts, and select alternative investments.

Michael Leonakis is a financial advisor with Equitable Advisors in Independence, Ohio, holding the Series 66 designation and bringing 14 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years and briefly at OSAIC prior to joining Equitable Advisors. Outside of advising, he is the managing member of Cleveland Executive Consulting, LLC, a business established for payroll and business expense services. 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. The firm utilizes a network of Investment Adviser Representatives to deliver customized advisory solutions, frequently leveraging third-party asset managers and LPL-sponsored programs.

Kristin Askey is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 22 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2004. In addition to her advisory role, she operates under the DBA Stratus Advisors, contracting with various outside long-term care carriers. Equitable Advisors serves a broad 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’s approach involves assessing client information and risk tolerance to align clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Paul La Banc III is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and previously worked for Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Ronald Barylak is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2016, including Charles Schwab Bank SSB and Charles Schwab and Co., Inc. Prior to Schwab, he worked at Lou Ray Associates and Corrigan Krause. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment advisory services along with brokerage, custody, and cash-sweep solutions.

Bethany Gonzalez is a financial advisor with J.P. Morgan Securities LLC based in Parma, OH, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. Her prior experience includes roles at Northwestern Mutual and John Adams/Adams, Gut, & Associates. She is the owner and registered agent of MindBodySoul&Money, LTD, a holding company with investments in local laundry businesses. 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 when recommending investment strategies.

Nathan Bowman is a Series 66-licensed financial advisor with Equitable Advisors in Independence, Ohio, and has three years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and has held positions at the Cleveland Clinic Foundation and local fire departments. He is also the owner of Archival Arms LLC, a non-investment business. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.