Daniel Harris is a financial advisor with LPL Financial in Vermillion, OH, holding Series 63 and Series 66 designations and 10 years of industry experience. Prior to joining LPL Financial, he held roles at Northwest Investment Services, KeyBank, Citizens Bank, and Allstate Insurance Co. Outside of advising, he is a general partner and business owner of PHD Tactical. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management supported by in-house and third-party research, along with a range of technology-enhanced investment solutions.

Sylvia Anderson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she spent eight years working with the Lorain City School District. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Joshua Marvin is a financial advisor with LPL Financial in Elyria, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Northwest Bank, Fifth Third Bank, and Citizens Bank. Outside of his advisory work, he is involved with Waste Wise LLC, a home-based business he owns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, third-party research, and advanced portfolio management services.

Dustin Kuhlman is a financial advisor at Edward Jones in Norwalk, Ohio, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent three years at XPO Logistics. 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 under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.

Ryan Reffner is a financial advisor at Edward Jones in Huron, Ohio, holding a Series 63 credential with 21 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of accounts, managing approximately $1.01 trillion in assets. The firm offers a variety of advisory programs and services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Davis is a CFP® professional with 18 years of industry experience and has been with Edward Jones since 2007. He is based in Norwalk, Ohio. Outside of his advisory role, he is a partner in a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Stclair Jr. is a financial advisor with Cambridge Investment Research Advisors, holding 35 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously was with Nationwide Securities and Nationwide Financial from 2010 to 2018. Outside of advisory services, he is also a Medicare insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary model strategies and access to third-party managers, delivered across multiple custody and platform arrangements.

Michelle Glass is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2022 and has owned Glass Financial Advisors since 2016. Prior to that, she was with VOYA Financial Advisors from 2014 to 2022. Glass serves on the boards of the Cleveland Fisher House and Community Resource Services, both nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary account management.

Andrea Lepley is a financial advisor at Edward Jones in Norwalk, Ohio, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Emily Hipp is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Commonwealth Financial Network and Gryphon Financial Partners. She also operates Hipp & Associates, focusing on insurance, benefits, and human resources advisory services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementation options.

Max Schmittle is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Edward Jones in 2022, his work history includes positions in the automotive industry and roles at Bowling Green State University and Lorain County Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of advisors and branch offices.

Lloyd Wright Jr. is a financial advisor at Edward Jones in Amherst, OH, holding a Series 66 designation with eight years of industry experience. He previously worked at IntelliNet Corporation from 2014 to 2018 before joining Edward Jones in 2018. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

James Bingham is a financial advisor with Ameriprise in Amherst, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he is involved in media through Cluck Media, LLC, which focuses on golf lifestyle and architecture. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jacob Butler is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Prior to joining Fidelity in 2022, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2020 to 2022, and at Northwestern Mutual Investment Services from 2017 to 2020. He has also been affiliated with educational institutions including Purdue University Global and Tiffin University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.

Thomas Chaplin is a financial advisor at Edward Jones in Vermilion, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and provides additional services including tax-efficient strategies, overlay services, and a fiduciary standard advisory approach.

Lisa Kopco is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She previously worked at Key Investment Services LLC and KeyBank NA, with tenures spanning from 2007 to 2022. She is also a member of REK Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Mohammad Khalil is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked in various roles at PNC Wealth Management, PNC Bank, and his own firm, MK Khalil LLC. He also has experience at Best Buy earlier in his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Robert Donofrio is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 12 years with AXA Advisors, LLC. His outside activities include involvement with AXA Equitable in non-variable insurance and a minor investment-related real estate rental activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Paul Hoffman is a financial advisor at Edward Jones with 10 years of industry experience. He served in the United States Air Force from 2013 to 2019 before joining Edward Jones in 2019. Hoffman is also an officer in the Ohio Air National Guard, where he manages a medical clinic. Additionally, he serves as trustee of the Hurt Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.