Andrew Mcdonnell is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with several firms including Velocity Advisors LLC and American United Life. Outside of his advisory roles, Mcdonnell is active as an outreach coordinator for the Lorain County GOP and serves as a Blue and Gold Officer for the United States Naval Academy/Ohio National Guard. He is also the owner of Akron City FC-Lorain, a local soccer club. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management programs and access to third-party managers, supporting both discretionary and non-discretionary investment strategies.

Dominic Giovannazzo is a financial advisor with Raymond James Financial in Westlake, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been associated with Creative Wealth Associates, Inc. since 2013, alongside his role at Raymond James Financial Services Advisors Inc. Prior to this, he worked at National Planning Corporation and Equitable Advisors. Giovannazzo also served with the Bay Village Parks & Recreation Department from 2012 to 2018. 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, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and investment consulting supported by analytical tools and supports a broad network of advisors and affiliated firms.

Robin Johnson is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and operates Robin Johnson CPA LLC, providing tax preparation and accounting services. Prior to joining LPL Financial in 2021, he worked at Cetera Advisor Networks from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cheryl Janik is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 27 years of industry experience. She has worked at LPL Financial since 2012 and previously held roles at Sequoia Wealth Management and Advantage Investment Management. Janik serves as a board member for the North College Commons Condominium Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its extensive network of investment adviser representatives.

Michael Schafer is a financial advisor with Raymond James Financial in Westlake, Ohio, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He previously managed M&S Financial Services Dba Great Lakes, CPA's for 10 years and has worked with Raymond James Financial since 2009. Schafer serves as an officer and treasurer for a local condominium association. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and supports its advisors with analytical tools and a variety of advisory programs.

Paul Martin is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera and its affiliates since 2013. In addition to his advisory role, Martin maintains a legal practice focused on trust, estate planning, and income tax, and serves on the board of the nonprofit Cleveland Velodrome. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a broad range of portfolio management options and financial planning services.

Jason Bennett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors. He serves as the treasurer of the Rocky River Soccer Organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs, including third-party asset managers and LPL-sponsored solutions, emphasizing client-specific risk assessment and tailored investment models.

Alexander Solove is a financial advisor with Equitable Advisors in Lakewood, Ohio, holding Series 63 and Series 65 certifications and 13 years of industry experience. He has worked with Equitable Advisors since 2013, including time under its former name, AxA Advisors. Outside of his advisory role, Solove works as a consultant with StudentLoan Tech Inc. and serves as a development associate with Jerome Solove Development Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to provide advisory solutions covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Clarise Vennitti is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, TD Ameritrade, and Scottrade over her career. Outside of finance, she is a certified CrossFit Level 1 Trainer and coaches athletes at a CrossFit gym. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Patrick Healy is a financial advisor with Wells Fargo Clearing in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC from 1999 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad platform.

Austin Marciniak is a CFP® with two years of industry experience, currently associated with Charles Schwab in Westlake, OH. His prior work includes roles at Fifth Third Bank, First Watch, The J.M. Smucker Company, and the University of Akron. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios alongside alternative investment options.

Michael Hartnett is a Vice President and Financial Consultant at Fidelity Investments. He partners with individuals and families to develop and implement comprehensive wealth plans tailored to their financial goals. He focuses on building trusting partnerships to help clients feel comfortable and confident with their plans. Michael has been with Fidelity Investments since 2020, serving first as a Financial Consultant and currently as a Vice President, Financial Consultant. Prior to that, he worked as a Senior Associate at Paragon Advisors, Inc. from 2012 to 2020.

Thomas Shaw is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2013. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Barry Rice Jr. is a financial advisor with Edward Jones in Westlake, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Frank Dilalla is a financial advisor with Raymond James & Associates in Westlake, OH, holding Series 63 and Series 65 credentials with 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley from 2003 to 2017. Raymond James & Associates 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Rising is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Ohio Investment Partners. Outside of his advisory work, he operates a pet sitting business through Rover. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steve Lull is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1996, also working with Bank of America since 2022. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Cygan is a financial advisor at OSAIC with 35 years of industry experience. His prior work includes roles at SagePoint Financial, Inc. and MML Investors Services. He serves as a board member of the Cleveland Dyslexia Center, a nonprofit providing free one-on-one tutoring for children with dyslexia. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with access to various investment strategies and third-party money managers.

Ankit Patel is an Investment Consultant currently working at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding clients' financial situations to collaboratively develop financial plans aimed at achieving their goals. Prior to his current role, Ankit served as a Financial Advisor at Key Investment Services from 2019 to 2023. His professional experience centers on investment consulting and financial advising, helping clients manage and plan their financial futures.

John Lipaj is a financial advisor with Raymond James Financial in Westlake, Ohio, holding Series 63 and Series 66 designations and over 34 years of industry experience. His career includes roles at True North Wealth Management and multiple consulting and advisory positions since 2019. Lipaj is currently involved with E&M Consulting, Strategic Retirement Solutions, and CKE Financial Services as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large network of advisors.