Robert Petersen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory services, Petersen is licensed to sell life, health, and long-term care insurance, provides tax preparation services, and is a notary public. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research to provide discretionary and non-discretionary management.

Matthew Darcy is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He currently operates Tyler-Stone Wealth Management, LLC, an independent registered investment advisory firm, and previously worked with Cetera Advisor Networks. Outside of his advisory work, he owns an ice cream business, CP’s Cooler, and serves as a notary in Cuyahoga County, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs, utilizing proprietary and third-party research and technologies to support diversified investment strategies.

Robert Justice is a financial advisor with LPL Financial in Mentor, Ohio. He holds the Series 63 designation and has 32 years of industry experience, including 25 years at LPL Financial. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and technology.

William Snyder is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Merrill and Bank of America since 2021, as well as various positions at John Carroll University and other firms. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Hope is a financial advisor with Ameriprise in Chardon, Ohio, holding a Series 66 designation and 22 years of industry experience. She previously worked at Masters Consulting Group and LPL Financial. She also operates River Hills Consulting, an LLC established to manage her Ameriprise practice. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, combining research and modeling to deliver tailored, tax-efficient withdrawal strategies primarily for those approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Nickel is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at PNC Bank from 2014 to 2017. He holds the Series 66 designation and is based in Mentor, Ohio. 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.

Edward Boehmer is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 40 years of experience in financial services. His expertise encompasses wealth management, estate planning, cash management, lending strategies, stock option planning, and retirement plans. Before joining Merrill in 2002, Edward served as Chief Financial Officer and Vice President for several middle-market companies and began his career at Ernst & Young in Cleveland, Ohio. He has led business acquisitions, raised both debt and equity capital, and developed executive compensation and retirement plans. Edward is recognized on the Forbes "Best-in-State Wealth Advisors" list for seven consecutive years (2019–2025) and as a member of The Boehmer Group, named to the 2025 Forbes "Best-in-State Wealth Management Teams" list. He holds multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a Certified Public Accountant (inactive) and a graduate of Baldwin Wallace University. Committed to community involvement, Edward has served on the board of New Avenues to Independence and the Board of Advisors for Refrigeration Sales Corporation and has supported fundraising efforts for Old Trail School. He resides in Cleveland, Ohio, and Scottsdale, Arizona with his wife and is a parent of two grown sons who are also his business partners. Outside of work, Edward enjoys biking, snowboarding, hiking, golfing, traveling, and spending time with family and friends.

James Negrelli is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with ZCA Designs LLC, a jewelry design business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Michael Creadon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been practicing since 1987 and joined Merrill in 1999. Working alongside Registered Senior Wealth Management Client Associate Beth Michel, the Creadon Group brings a combined 60 years of experience in addressing client financial needs. Michael and his team take a personalized approach that integrates knowledge, experience, and understanding of clients' goals, families, interests, and passions. Their service model focuses on helping individuals, families, and businesses preserve and grow wealth consistent with their risk tolerance, generate investment income to support lifestyle spending, protect against inflation, and transfer estate value efficiently while minimizing tax impact. Michael holds a Bachelor's degree from Baldwin Wallace College and a High School Diploma from Lake Catholic High School. He also holds the Personal Investment Advisor (PIA) designation. He serves on the Board of Directors of the Karen P. Nakon Breast Cancer Foundation. Michael resides in Perry Township, Ohio, with his wife Teri and their daughter Kylie Erin. He is an avid bicyclist and angler.

Teresa Clark Chamberlain is a financial advisor with Primerica Advisors and holds 21 years of industry experience. She has been associated with Primerica Financial Services since 2004 and with PFS Investments, Inc. since 2007. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based strategies managed by third-party asset managers.

Sara O'Neil is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James since 2016. O'Neil is also associated with Carver Financial Services, LLC as a registered associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support diverse client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Laurie Wolowicz is a financial advisor at Merrill with 28 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she serves as a power of attorney for a family member. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Martin Snyder is an investment advisor representative at Darcy Brix Investment Representative, Inc. He holds a Series 65 designation and has 11 years of experience in the financial industry. He is also the CEO of Main Sequence Technology, a company that develops software and database solutions for personnel recruitment. Darcy Brix operates as a solicitor, connecting individuals, small businesses, and other entities with unaffiliated registered investment advisers. The firm focuses on referrals related to employment recruiters and retirement asset transfers, without managing client accounts or providing portfolio management services.

William Kubicek is an investment representative at Darcy Brix Investment Representative, Inc. He holds a Series 65 credential and has 11 years of industry experience. In addition to his advisory role, he is the vice president of marketing at Main Sequence Technology, a company that develops software and database solutions for personnel recruitment. Darcy Brix acts as a solicitor connecting individuals, small companies, trusts, and qualified retirement plans with unaffiliated registered investment advisers. The firm does not manage client accounts but facilitates introductions and provides information about third-party advisory services.

Kurt Liedtke is a financial advisor at Citadel Investment Advisory Inc with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citadel Investment Advisory since 1996. Citadel Investment Advisory Inc provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $235 million for about 117 clients. The firm employs structured processes for portfolio management, including documented investment strategies, account reviews, and trade oversight.

Kenneth Dery is a CFA® charterholder and the sole advisor at Kenneth A. Dery & Associates, where he has provided advisory services since 1994, totaling 26 years of industry experience. He is based in Willoughby, Ohio, and has maintained his own firm throughout his career. Kenneth A. Dery & Associates offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $35 million in assets, operates a wrap-fee program, and distinguishes itself by serving as a qualified custodian and publicly presenting historical performance data.