Aaron Veal is a financial advisor with LPL Financial in Parma, OH. He holds the Series 66 designation and has been with LPL Financial since 2022. Outside of advising, he is involved with East of Chicago Barberton and Door Dash. LPL Financial is a registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

David Gardner is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has one year of industry experience. His prior roles include positions at Elevate Financial Professionals and Huntington National Bank. He has also been involved with North Eaton Baptist Church and North Royalton Baptist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Lauri Mackey is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, Mackey worked for Contact at Once! A LivePerson Company from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Walter Goggans Sr. is a financial advisor with Ameriprise who holds a Series 63 designation and has 27 years of industry experience. He has been with Ameriprise and its affiliated entity since 1998. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.

Daniel Welker is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is currently with Edward Jones in Medina, OH, having joined in 2025 after prior roles at Huntington Private Bank, North Point Portfolio Managers Corporation, Raymond James & Associates, and Morgan Stanley. Outside of his advisory work, he manages a rental property in Cleveland, Ohio. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leonard Peffer is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Netherton is a financial advisor with Ameriprise in Medina, Ohio, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns Sustainable Significance LLC, a business focused on organic farming education and the sale of organic produce and gardening supplies. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Randal Lupi is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor firms Axa Advisors and Waddell & Reed. Outside of advising, he is an owner and partner in Student Loan Tech Inc. and serves as a member and vice president of Student Loan Gurus LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of proprietary and third-party advisory models, offering mutual funds, ETFs, separately managed accounts, and select alternatives while providing ERISA fiduciary services to qualified plans.

Kimberly Hudak is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. She has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of her advisory role, Hudak volunteers with the Fire Fighters Memorial Ride, where she presents scholarships to the families of firefighters. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with a range of program options and affiliations.

Jeffrey Miller is a financial advisor with Raymond James & Associates in Elyria, Ohio, holding a Series 66 credential and 19 years of industry experience. He previously worked at PNC Investments LLC for nine years before joining Raymond James in 2023. Outside of his advisory role, he owns and manages two duplexes, residing in one of them. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and proprietary research.

Aubrey Strippy is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at SII Investments, Inc. from 2011 to 2018 before joining LPL Financial. Outside of his advisory role, he is an Ohio Public Notary and has experience as a tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations 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 alongside research from multiple sources.

George Malaska II is a financial advisor with Ameriprise, holding a Series 66 credential and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in the collection and sale of honey through his business, Buckeye Bee Company. Ameriprise serves clients primarily through retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

Dominic Russo is a financial advisor with Thrivent Investment Management in Copley, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2015 and briefly at Allstate Insurance Company in 2018. Outside of his advisory role, he is authoring a book on stretching and strengthening for golfers and is involved in a family business related to restaurant retail sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers planning across various topics, allowing clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Steven Shields is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2025, he worked at Edward Jones from 2018 to 2025 and has experience in other business ventures, including ownership roles in real estate and managing his own business, Shields Strategic Wealth, LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Matthew O'Hara is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Merrill, and First National Bank, as well as work at Kent State University. Previously, he was involved with Colortone Staging and Rentals for four years. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Kateryna Puchowicz is a financial advisor at LPL Enterprise with 12 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE. Outside of her advisory role, she is employed as a sales associate at Home Depot. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Raymond Sussel is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 40 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he serves as a board member of the Stoneridge of Geauga Homeowners Association in Chagrin Falls, OH. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models, including third-party TAMPs and proprietary offerings, and provides ERISA fiduciary services to qualified plans.

Matthew Perrings is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Axa Advisors. He serves as Senior Warden of Lagrange Lodge No. 399 Free and Accepted Masons of Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and registered investment companies.

Alexander Szarka is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and operates Szarka Financial since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary model strategies and access to third-party managers, with investment implementation tailored to client objectives across multiple custody and platform arrangements.

Matthew Nickels is a financial advisor with Edward Jones in North Ridgeville, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at Peoples Bank. Outside of his advisory role, he is involved with My Life Recovery Centers, a business focused on opioid addiction treatment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.