Susan Paolo is a financial advisor with Raymond James & Associates, holding the Series 66 designation and possessing 19 years of industry experience. She previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating a total of 11 years at those firms before joining Raymond James in 2023. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting supported by a range of portfolio management styles and affiliated research.

Craig Voorhees is a CFP® professional with 15 years of industry experience, currently advising at Equitable Advisors since 2011. He previously worked with AxA Advisors for nine years. Outside of his advisory role, Voorhees is a partner and sales coach at CoverLink Insurance and serves as Treasurer for the Berkshire Recreation Association in Burton, Ohio. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Isaiah Wilhelm is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the retail and service sectors, including positions at Total Asphalt, Giant Food, Walmart, and Liberty University/90.9 The Light FM. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Shaun Soukenik is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Farmers National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, institutional, and retirement plan clients. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform with various program options and custodial relationships.

Piero Colecchia is a CFP® and ChFC® with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Allyn Mc Naughton is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Shero is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank and BDO, LLP. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mark Knight is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Anthony Fisher is a financial advisor with Thrivent Investment Management in Middlefield, OH, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes positions at Bankers Life & Casualty, Bankers Life Advisory Services, and entrepreneurial experience in contracting and painting. He also works as a 1099 insurance agent for Bankers Life and Casualty Company, writing various insurance products including Medicare Supplement and annuities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Darren Ewaska is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 63 designation and has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2004 after previously working at WS Griffith Securities, Inc. Ewaska is also involved in the restaurant business as a co-owner of Aces Grille in North Ridgeville, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a broad advisory platform. The firm offers financial planning, model portfolio programs, and institutional services, supporting its network of over 22,800 advisors with a range of investment strategies and operational tools.

Charles Ricciardi is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Elizabeth Rowles is a financial advisor with Edward Jones in Aurora, OH, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, she worked at Kent State University and the Streetsboro City School District, and she was self-employed for seven years. Rowles also earns royalties from publishing books through Amazon KDP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of households and organizations. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

Michael McMahon is a financial advisor with LPL Financial in Warren, Ohio, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2019, he worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group for 13 years, and at HBKS Wealth Advisors for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice primarily through investment adviser representatives utilizing a range of customized and model-based investment strategies.

Justin Petty is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. His work history includes roles at Thrivent Financial since 2020, as well as prior positions at Energy Harbor, Performance Bicycle, and FirstEnergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm combines holistic, goal-based analyses with managed-account program options while maintaining planning and management as separate services.

Kathleen Futey is a financial advisor with LPL Financial in Aurora, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Morgan Stanley in various capacities from 2003 to 2010 before joining LPL Financial in 2010. Outside of her advisory work, she is a partner in Sonkin Cellars, a wine-making business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a large network of advisors with diversified investment strategies and a variety of financial and operational tools.

Julie Sabransky is a financial advisor at Raymond James & Associates with 32 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. She holds Series 63 and Series 66 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on varied portfolio management styles and affiliated research.

Justin Yates is a financial advisor with Edward Jones in Chagrin Falls, OH, holding a Series 63 designation and 23 years of industry experience, all with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both 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 through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

Jillian Zabrosky is a financial advisor with J.P. Morgan Securities in Chardon, Ohio, holding a Series 66 designation and four years of industry experience. Her work history includes roles at JPMorgan Chase Bank and CPGT LLC. Prior to her current positions, she worked at Brother's Lounge for two years. 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 applies an ESG eligibility framework when recommending strategies.

Ryan Kleve is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He previously worked at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory work, Kleve serves as an inside linebackers coach for the West Geauga High School football team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.