Edward Trela is a Series 66-credentialed financial advisor with Edward Jones, with three years of industry experience. Prior to joining Edward Jones, he worked for Alternate Solutions / Summa At Home for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Shapiro is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Ameriprise in 2026, he worked at Cetera and Cetera Wealth Services from 2013 to 2026. Outside of his advisory work, he serves as Secretary of the Finance Action Team for the Lititz Church of the Brethren. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, with services tailored to clients meeting minimum investable asset criteria.

Brian Gehlbach is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2018. Prior to joining Merrill, he worked with The Friendship Foundation from 2016 to 2018. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Gaiser is a Certified Financial Planner® with seven years of experience in the financial services industry. He is currently affiliated with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, where he has worked since 2022. His prior experience includes roles at Baird, Key Investment Services, and KeyBank. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investments.

Jill Braford is a financial advisor with UBS Financial Services holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with UBS since 2006, including her current tenure at UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research, capital markets activities, and affiliated banking and lending programs.

Jaymee Ellis is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at SII Investments, Inc. from 2016 to 2018. Outside of her advisory role, she is involved in tax preparation and accounting through TA-Check Financial Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.

James Tusoch is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to identify important life events and goals, providing guidance and education on various strategies to achieve their financial objectives. His professional experience spans several roles in the financial industry, including Financial Advisor at Merrill Lynch from 2016 to 2020, CEO of Cornerstone Financial Partners from 2014 to 2016, and Business & Investment Banker at JP Morgan Chase from 2011 to 2014. James emphasizes building trust with clients and working collaboratively as a confidant to help navigate changing financial landscapes.

Samuel Capasso is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for over 17 years. In addition to his advisory role, he owns and operates an insurance business focused on the sales and service of life and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Daniel Cotter Jr. is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2008 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Shawn Mccormick is a CFP®-designated financial advisor at Cetera with 22 years of industry experience. He is the owner of Financial Resource Center, where he provides financial services and prepares individual and small business tax filings. Mccormick has held roles at Cetera Advisors LLC and TMABNC, LLC and has entrepreneurial involvement outside finance as a member of a health food grocery business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies under various program structures and custodial relationships.

Julian Rodriguez is a financial advisor with Fidelity Investments holding a Series 66 designation and seven years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, the Federal Reserve Bank of Cleveland, and Key Bank. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary management as well as model portfolios composed of mutual funds, ETFs, and ETPs.

Tyler Fasulo is a Planning Consultant at Fidelity Investments, currently based in the Cleveland West office. He holds the CFP® designation and works closely with clients to assess their financial situations and connect them with appropriate resources to improve their overall financial health. Tyler joined Fidelity Investments in 2020 and has held several roles within the company, including Workplace Planning Consultant, Financial Representative, Relationship Manager, and currently Planning Consultant. His experience within Fidelity has provided him with insight into various aspects of financial planning and client relationship management. Tyler holds a California Insurance License, which supports his work in financial planning and advisory services. Further educational background and personal interests were not provided.

Lauren Odonnell is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory role, she works as a skin care product sales consultant for Arbonne and is a commissioned notary public in Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Michael Bornhorst is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory work, he serves as an Investment Committee member for the Arthritis Foundation. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Justin Trivisonno is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with plans incorporating market modeling techniques but requiring clients to implement and update them.

Philip Mercio is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining RBC in 2022, he worked for U.S. Bancorp Investments, Inc. for 12 years. Outside of his advisory role, he owns and manages a rental condominium in Ellicottville, New York. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Darryl Visocky is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 66 designation and previously worked for THE O.N. Equity Sales Company and Ohio National Life Insurance, each for 22 years. Visocky is also involved with insurance agencies, including Maxim Financial Group LLC and Simpliterm LTD. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Satish Singh is a Certified Financial Planner® with 27 years of industry experience, currently advising at Ameriprise since 2009. He holds Series 63 and Series 65 licenses and is based in Avon, Ohio. Singh has spent over a decade with Ameriprise Financial Services, Inc. before continuing his career with Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research and modeling with personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Julie Kidd is a financial advisor with LPL Enterprise and holds a Series 63 designation. She has 38 years of industry experience, including long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved with Stalla Insurance & Financial Services LLC as a financial planner. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a broad range of brokerage and insurance products via its integrated platform.

Zachary Nero is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 credential and has worked at several firms including American Global Wealth Management and 1st Responder Financial Advisors. Nero is based in Westlake, Ohio. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary portfolio management supported by centralized custody and operational services.