Jonathan Barna is a CFP® with four years of industry experience, currently an advisor at LPL Financial. His prior experience includes roles at MAI Capital Management, Equitable Advisors LLC, and KeyBank. Outside of his advisory work, he is involved with Vault Financial Group, LLC, a business related to his activities at LPL Financial. LPL Financial is an SEC-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 services, and portfolio management options supported by research and technology.

Ryan Kleve is a financial advisor with LPL Financial in Chesterland, Ohio, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Foresters Financial Services and Foresters Advisory Services LLC. Outside of his advisory work, he serves as an inside linebackers coach for the West Geauga High School football team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Brian P. Brennan is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 18 years before joining Baird in 2021. Brennan serves on the investment sub-committee for Magnificat High School, reviewing outside investment managers quarterly. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies supported by ongoing manager selection and internal research.

Thomas Johnson is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of advising, he is involved with Urbana Holding, a family holding company that purchases Ohio State football tickets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model outcomes but clients are responsible for implementing and updating their plans.

Andrea Lewis is a financial advisor with UBS Financial Services in Mentor, Ohio, holding a Series 66 designation and 27 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and capital market assumptions to tailor client plans.

Kenneth Greaney is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with JPMorgan Chase Bank and Key Private Bank prior to his current role. Outside of finance, he is an owner and partner of Cleveland Public Theatre, where he contributes to membership awareness and serves on the finance committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.

Albert Pompeo is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2021. Prior to his current role, he worked at Cinemark from 2017 to 2020. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, employing a range of investment strategies including traditional and non-traditional approaches tailored to client goals and risk tolerances.

Matthew Bruner is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he is an owner and landlord of a rental property in Hilton Head Island, SC. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and offers municipal advisory and public finance services alongside its investment and trust capabilities.

James Hojnacki is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. He previously worked at Emigrant Bank and Cleveland Private Trust Company and spent eight years at Dollar Bank FSB. Outside of his advisory role, he is a passive investor in several businesses, including medical device companies, a senior living facility, a blockchain technology startup, an energy platform company, and a food equipment startup. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Kimberley Vitello is a financial advisor with Primerica Advisors in Willoughby, Ohio, holding a Series 63 designation and 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of her advisory role, she serves as president of K&R Vitello & Associates, Inc., an investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Sheridan Patrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with J.P. Morgan Securities LLC since 2006 and at JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Cain is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2001 and holds Series 63 and Series 65 designations. Based in Cleveland, OH, Cain works within the firm's Private Wealth Management practice. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joseph Lowe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. His work history includes positions at Merrill, PNC Investments, and Carver Financial Services. He is also associated with Carver Financial Services LLC in a non-owner employee capacity. 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 and profit-sharing plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Anthony Pochiro is a financial advisor with Raymond James Financial in Willoughby, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James Financial since 2009 and also owns AMP Financial Group, a DBA used for marketing and expense purposes. Pochiro serves as a board member of the Painesville, OH Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports a wide advisor network with advisory programs and institutional consulting.

Anthony Mercuri is a financial advisor with LPL Financial in Parma, OH, holding a Series 66 designation and 32 years of industry experience. He previously worked at SII Investments, Inc. for 11 years and has operated Ta Check Financial Ltd. since 2002. Outside of his advisory work, he serves as a football coach at Holy Name High School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and accommodates various client needs through model portfolios, third-party managers, and customized arrangements.

Dominic Wright is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at JPMorgan Chase Bank since 2011 and serves as a college football official for the NCAA. 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 a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patrick Mcdonough is a financial advisor with Cetera, holding a Series 63 designation and over 38 years of industry experience. His career includes long-term roles at Blue Line Financial Cleveland and Cetera Wealth Services, alongside self-employment since 1979. He is also involved as an investment advisor and branch manager at Firefighters Community Credit Union and provides tax and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and services supported by a large network of independent advisors.

Gregory Berlin is a CFP® professional with 26 years of experience in the financial industry. He has worked at Cetera since 2025 and previously spent 18 years with B. Riley Wealth Management and 3 years with B. Riley Wealth Advisors. Outside of his advisory role, he teaches violin and viola and serves as treasurer for the Broadway School of Music, in addition to leading health and wellness webinars through Balancing Life Issues. Cetera is an SEC-registered adviser with a large nationwide network serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies and program structures.

Sebastien Glinzler is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 66 credentials and with eight years of industry experience. His prior roles include positions at Huntington National Bank and Prudential Insurance Company of America. Outside of finance, he is an owner and partner of Choolah Holdings LLC, a fast-casual Indian BBQ restaurant chain. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

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.