Jason Du Bois is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. The firm provides full-service wealth management to more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. Edward Jones is notable for its extensive advisor and branch network, as well as its affiliated mutual funds and trust services.

Kevin Mace is a CFP® and ChFC® with 11 years of industry experience. He is currently with Thrivent Investment Management and has prior experience at Ameriprise, The Huntington Investment Company, and Prudential. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on topics such as retirement, tax, estate, and business continuation without managing client portfolios directly.

Timothy Edgington is a financial advisor with Edward Jones, holding a Series 63 designation and bringing 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Leonard Kichler is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2007 and also has a long-standing affiliation with Mcdonald Investments Inc. Outside of his advisory work, he serves on the board of directors for InMotion, a charity offering wellness programs for people with Parkinson's disease. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Jonathan Matta is a financial advisor with Charles Schwab in Chagrin Falls, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Strategas, Ameriprise Financial Services, Massachusetts Mutual Life Insurance Company, and Janus Management Holdings Corp. Matta has been with Charles Schwab since 2024. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by an integrated operational structure and multi-asset model portfolios.

Mark Zumack is a financial advisor with LPL Financial based in Solon, OH, holding 40 years of industry experience. He previously worked at Metlife Securities Inc. and Metropolitan Life Insurance Company for 37 years, followed by roles at Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Zumack is also involved in Regal Financial, LLC, where he engages in life, health, and property and casualty insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, with resources supporting various investment strategies and institutional platforms.

Michael Ruchalski is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Meghan Bradish is a financial advisor with UBS Financial Services in Hudson, Ohio, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Colin Bell is a financial advisor with Thrivent Investment Management in Stow, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Robert Hirsh is a financial advisor with OSAIC who holds a Series 63 designation and has 41 years of industry experience. He worked at Lincoln Financial Advisors for 22 years prior to joining OSAIC in 2025. In addition to his advisory role, he is involved with Cleveland Financial Group, providing financial planning and products to clients. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Benjamin Bulchik is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Numerator LLC. Bulchik has also been involved with HFS Wealth Advisors, a business he has worked with in an advisory capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management services through a large network of investment adviser representatives.

George Williams is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2015. Prior to that, his work history includes positions at Eliza Bryant Housing and Robert Half. He is also involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-driven strategies primarily managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Thomas Minnick is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Ameriprise, Blackstone Wealth Management, and Legacy Investment Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, incorporating strategic and tactical asset allocations, third-party asset management, and institutional platforms supported by advanced operational tools.

Diana Meller is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Diana earned her Bachelor's Degree from the University of Phoenix. Her role focuses on providing financial planning and investment advisory services to clients.

Nathan Thomas is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He is the owner of Marathon Financial Services and serves on the board of Achieve Adoption as treasurer. Thomas is also a co-author of a book and is involved with the Kent State Community Board as a volunteer and board member. 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 a diverse clientele including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of program structures and investment options.

Sukhwinder Singh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, as well as PNC Bank from 2016 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling and centralized due diligence with an ESG eligibility framework when recommending investment strategies.

Andrew Petros is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including PK Financial, Thrivent Investment Management, and Brightline LLC. He also has experience in finance-related roles at Ohio University and DHL Supply Chain. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, utilizing asset-allocation tools, risk assessments, and automated rebalancing across a range of investment products.

Jon Jenkins is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Chagrin Falls, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Arnita Hollis is a financial advisor with Primerica Advisors in Cleveland Heights, OH, holding a Series 63 designation and 24 years of industry experience. She has been with Primerica Advisors since 2001 and has been affiliated with Primerica Financial Services since 1986. Outside of her advisory role, she is involved with Hollis Financial Group, LLC, which she formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail rather than institutional clients.

Norman Mays is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 1997. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.