Daniel Di Blasi is a financial advisor with Edward Jones in Chardon, Ohio, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at AXA Advisors LLC, Equitable Advisors, and Lincoln Financial. Outside of finance, he owns and operates Dan DiBlasi Photography, providing general photographic services including portraits and event photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Robert Zappitelli is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with Cetera in Concord, Ohio. His career includes long-term roles at Avantax Investment Services and advisory positions at Valcon Inc. and multiple family-related businesses, including e-commerce and real estate ventures. He serves on the boards of the Harvey Alumni Association, Harvey Endowment Fund, and Lake Erie College. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including access to third-party managers and model portfolios, managing over $256 billion in assets.

Robert Sason is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has prior experience with Avantax Advisory Services and Crowe Horwath LLP. Outside of his advisory role, he is involved in accounting and tax preparation through Zappitelli Financial Services LLP, operates an e-commerce business selling goods on Amazon, and holds a silent ownership stake in a MedSpa business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of investment programs and portfolio management options, supported by a large network of advisors and over $256 billion in assets under management.

Beth Anne Schneider is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 66 designation and 11 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2015 and is the owner and treasurer of Johnnycake Financial Services, Inc. Additionally, Schneider serves on the finance and investment committee of St. Anselm Parish, where she assists with financial oversight and scholarship accounting. 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 institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Todd Morgan is a financial advisor with J.P. Morgan Securities in Madison, Ohio, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. Outside of finance, Morgan was involved with Playmaker Hockey School for 35 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kiara Clark is a financial professional with Cetera who holds a Series 66 designation and has three years of industry experience. She has been affiliated with Cetera and related entities since 2020 and has prior experience in various roles at companies including Curtiss-Wright and Ross Dress for Less. Clark serves as secretary for the Ohio Academic Decathlon, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser that provides portfolio management, financial planning, and retirement services to a broad client base including individuals, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering access to affiliated and third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

Jennifer Lindsey is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 and Series 63 licenses and has worked previously at J.P. Morgan Securities LLC and Bank of America/Merrill Lynch. Outside of advisory roles, she has been involved with entrepreneurial activities including JandJ10 LLC and Revolution Dog. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and offers a broad network of financial advisors alongside affiliated mutual funds, a trust company, and securities-based lending options.

Karen Suttman is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2008, accumulating 18 years of industry experience. She serves on the board of the Harriet Tubman Movement, a nonprofit focused on helping sex trafficking victims find safe homes and rehabilitation. Additionally, she is a board member of Seven Brothers Distilling Company, a locally owned artisan distillery in Cleveland, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses that cover a broad range of financial planning topics. The firm allows clients to combine planning with managed-account services through its WealthPlan offering while maintaining separate planning engagements.

Mark Baniewicz is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cetera. He previously worked at Avantax Advisory Services and is also involved with Zappitelli Financial Services, where he provides tax management and accounting services. Outside of his advisory work, he manages Baniewicz Enterprises LLC, which includes property management activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform and a suite of program options, managing over $256 billion in assets.

Patrick Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes multiple terms at LPL Financial totaling 12 years and 16 years at Westminster Financial Securities, Inc. He is also a public notary in the state of Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with support from advanced research tools and a broad network of over 22,800 advisors.

John Bowler is a financial advisor at Edward Jones in Ashtabula, OH, holding a Series 66 designation with six years of industry experience. He previously worked at Oak Advisors, LLC and spent five years at Kent State University. Outside of his advisory duties, Bowler serves as a basketball coach at Buckeye Local Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than 23,700 financial advisors nationwide and reported approximately $1.01 trillion in assets under management.

Jeffrey Burch is a CFP® professional with five years of industry experience, currently advising through Cetera. He owns Burch Investments, a private financial services firm that provides comprehensive wealth management and financial planning for individuals, families, and business owners. In addition to his advisory roles, he is involved in personal accounting and tax preparation through Zappitelli Financial Services and serves as a Lead Auditor for the Department of Defense Office of Inspector General. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors.

Jillian Zabrosky is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Allison Adkins is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2019. Her prior experience includes roles at JPMorgan Securities and Instacart. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.

Frank Cunnane is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Masters Consulting Group and LPL Financial. Outside of advising, he is the owner of The Physics to Economics Corporation, holds a patent for a power-generating hydroconveyor, and is the author of two books, "The Source of Wealth" and "The Physics to Economics Model (PEM)." Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Jack Schumacher is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as experience outside finance working in the food service industry. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap fee programs.

Christine Weidig is a Series 66-licensed advisor at J.P. Morgan Securities with 21 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.

Jarrod Tackett is a Series 66-credentialed advisor with J.P. Morgan Securities, based in Chardon, Ohio, with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Kevin Cavanagh is a financial advisor with Edward Jones in Concord Township, OH, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and also operates Kevin Cavanagh LLC, a copyediting business where he mentors students, including those at Pepperdine University, on their dissertations. Prior to his advisory career, he was employed at Cuyahoga County and Case Western Reserve University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, all under a fiduciary standard.

Michael Malchesky is a financial professional at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at AllState Insurance Company and Travelers Insurance. Outside of his advisory role, he works as a premium auditor at Travelers Insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management approaches, third-party money managers, and customizable strategies across discretionary and non-discretionary program structures.