Hannah Magrum is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing 14 years of industry experience. She has been with Thrivent and Thrivent Financial for Lutherans since 2012 and 2013 respectively. Outside of her advisory role, she is involved in several community and nonprofit activities, including serving as head chair of Kids First Medina, a nonprofit board member for Rising Heights, and owner of HKMagrum Consulting, which focuses on disability services planning and advocacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based planning without discretionary trading authority, emphasizing comprehensive recommendations across a range of financial topics.

Frank Culkar III is a financial advisor with Cetera in North Royalton, OH, holding Series 63 and Series 65 registrations and over 26 years of industry experience. His career includes long-term roles at Culkar Stachowicz Financial Services, Inc. and 1ST Global Advisors, Inc., among others. He is also the president of a CPA firm, Culkar, Stachowicz & Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers diversified portfolio management and consulting services through a multi-manager platform, providing a range of program options from model portfolios to bespoke strategies.

William Tuchek is a financial advisor at Edward Jones in Strongsville, OH, with 20 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. Outside of his advisory role, he facilitates a monthly book club and networking group in the Strongsville area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and services, supported by a large nationwide network of advisors and branch offices.

Wayne Gray is a financial advisor at Primerica Advisors with 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. His credentials include the Series 63 designation. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and 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, focusing on client account management rather than institutional or pension plan services.

Scott Vollrath is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and its affiliates for over two decades. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services supported by its integrated platform and a combination of proprietary and third-party investment solutions.

Izac Coleman is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Equitable Advisors and has previously worked at Paloma, Northwestern Mutual, and Glenmede Trust. Outside of financial advising, he has experience working with John Carroll University in various capacities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Richard Schulz is a CFP® professional with five years of industry experience, currently serving as a wealth advisor at LongView Financial Partners and Raymond James Financial. His prior experience includes positions at Northern Trust Company and Mass Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports its clients with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ai Nguyen is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America, H&R Block, and Pruco Securities, LLC. In addition to her advisory career, she operates New Life Language, LLC, an interpretation service. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Anson Graham is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles, including positions at Duma Meats and PureGreen Landscaping. 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 retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

David Heffley is a financial advisor with LPL Enterprise, holding 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1992 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Barbara Semisorow is a financial advisor with LPL Financial, based in Middleburg Heights, OH, with 34 years of industry experience. She has been with Linsco/Private Ledger Corp., a predecessor entity to LPL Financial, for 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Michael Gracie is a financial advisor at Fidelity with Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Triad Advisors, Lineweaver Wealth Advisors, Lincoln Investment Planning, and other financial services firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Elena Mayanja is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor advice. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Gabriel is a financial advisor with Edward Jones in Seven Hills, OH, holding Series 66 and Series 63 designations and one year of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and held various positions in manufacturing and corporate roles, including at nVent Erico and Lubrizol Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Jennifer Lemassena is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Cetera Advisors LLC since 2013 and continued her affiliation with Cetera after 2024. Outside of advising, she also works as an administrative assistant at Legacy Financial Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Luke Vincer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2017 and has prior experience at Wentz Financial Group. Vincer is the CEO of LongView Financial Partners, LLC, a full-service wealth advisory office, and serves on the Board of Trustees at Walsh University, chairing its Investment Committee. 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, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals.

Hannah Daubenmire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Equitable Advisors and its predecessor firms since 2012. Daubenmire serves as a member of the Associate Board at The City Mission, a homeless shelter in Cleveland, Ohio. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on clients’ personal and plan information.

Cole Blagg is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Equitable Advisors, Tony Maloney's, and Carrabba's Italian Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and systematic methodologies across mutual funds, ETFs, and ETPs.

Noel Zickefoose is a financial advisor with Edward Jones in Brunswick, OH. He holds the Series 66 designation and has one year of industry experience. Before joining Edward Jones, he worked at OverDrive, Inc. for nine years and Mobile Hyperbaric Centers for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Robert Kaluza is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2012. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.