Charles Geiss is a financial advisor with LPL Financial in Strongsville, Ohio, holding a Series 63 designation and over 31 years of industry experience. He previously worked at Cleveland Research Company for 14 years and had a brief tenure at American Income Life. Outside of advisory work, he is involved in tax preparation and non-variable insurance activities through Ta-Check Tax Service and Ta-Check Financial. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Alexander Menassa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Cambridge since 2016 and has a concurrent role with Szarka Financial Management dating back to 2000. Menassa also practices as an attorney and operates an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using both proprietary and third-party strategies tailored to client objectives.

John Lee Jr. is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and KeyBanc Capital Markets Inc. Outside of his advisory work, Lee serves as chairperson of the finance council at St. Raphael Catholic Church and has co-ownership in a corporate event planning business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Edward Vargo is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2013. He has 26 years of industry experience and also serves as CEO of Burning River Advisory Group, an independent insurance agency. Additionally, he owns EnlightenHer LLC, which provides women’s financial education, coaching, and divorce consulting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, through a network of independent financial professionals. The firm offers comprehensive financial planning and investment management services with a variety of implementation options, including proprietary and third-party models tailored to client objectives.

Christopher Hirz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has experience at KeyBank and Thrivent Financial, totaling approximately four years in the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm separates its planning services from portfolio management and offers clients a consolidated billing option through its WealthPlan program.

David Bolgar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked with Cambridge Investment Research Advisors since 2023 and has additional experience at J. Spencer Investments, Inc. and New York Community Bank/Ohio Savings Bank. Outside of advisory work, he is involved as an agent in insurance and human resources through J. Spencer Investments. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management options and both proprietary and third-party investment strategies.

Jeffrey Lucas is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with LPL Financial since 2009. 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 services and investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

Jennifer Kunesh is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. She has worked primarily with Raymond James and its affiliates since 2008, with a two-year tenure at LPL Financial in between. Kunesh is also a commissioned notary. 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance activities through a unique affiliation with a municipal advisor.

Emily Minnich is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2005. Outside of her advisory role, she is a fitness instructor at PSYCLE and serves on the investment committee of St. Joseph Academy. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Brian Pinto is a financial advisor with Ameriprise in Westlake, Ohio, holding a Series 63 designation and with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors and acts as pool manager for the Canterbury Woods HOA and is involved in a business ownership role with Westlake P2 Group, 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 written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Spencer Seaman Jr. is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the Board of Directors for the BGSU Foundation and is slated to become Chair-Elect in 2025, transitioning to Chair in 2027. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a variety of capital markets activities.

Darren Morgan is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cadaret, Grant & Co., Inc., and Investment Advisors International, Inc. He has operated darrenMORGAN Asset Management since 2007 and owns The Backyard Stage, a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Teodore Krawec is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing and KeyBanc Capital Markets Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles, supplemented by in-house research and model manager options.

Adam Hahn is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 17 years of industry experience. He has been associated with various branches of Fidelity since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of investment solutions such as discretionary portfolio management and fund advisory, with a distinctive focus on systematic methodologies and oversight in its multi-manager and model portfolio offerings.

Joshua Lorek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 29 years of industry experience. His prior roles include positions with Cetera Advisor Networks and Cetera Wealth Services. Outside of his advisory work, he is involved in managing commercial real estate activities in the Fairview Park, Ohio area. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies and advisor support tools.

Christopher Edelman is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. He has previously worked at Ameriprise Financial Services, Raymond James Financial Services, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, portfolio management, and retirement advice services. The firm supports its network of over 22,800 advisors with proprietary research, third-party subadvisors, and technology tools while offering both discretionary and non-discretionary investment strategies.

Aileen Tippy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing for nine years before joining her current firm. Outside of her advisory role, she serves as a power of attorney for her mother and is connected to a telecommunications equipment business owned by her spouse. Wells Fargo Advisors Financial Network is a large firm serving individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Mark Zickefoose is a financial advisor at Edward Jones in Amherst, OH, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones, he worked at The J.M. Smucker Co. and Fleet Feet Cleveland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and a proprietary money market fund.

George Poleondakis is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients to help them manage and grow their wealth. The information provided does not include specific details about his experience, areas of expertise, education, credentials, or personal interests.

Brian Kljun is a CFP®-certified financial advisor with Edward Jones in Strongsville, OH, and has 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.