Lucas Colantoni is a financial professional with four years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. His prior roles include positions at Fidelity Investments, Charles Schwab & Co., and Dakota Wealth, LLC. He is also involved with Wealth Health LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Keith Wood is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at MassMutual, Stifel Independent Advisors, Westminster Financial Securities, Voya Financial Advisors, Mutual of Omaha Investor Services, and T3 Performance. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Loren Bates is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his current role, Bates was involved with DLC Creative LLC and worked at Macy’s. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jennifer Danko is a financial advisor with LPL Financial in Parma Heights, OH, holding a Series 63 designation and 29 years of industry experience. She has worked at LPL Financial since 2010 and previously spent nine years at Amfin Investment Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, with services provided primarily by investment adviser representatives using a range of investment strategies and technology tools.

Alfonso Messina is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience assisting individuals and families in achieving financial security and growth. He specializes in areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. Alfonso holds a Bachelor's Degree from Fordham University and has earned the Personal Investment Advisor (PIA) designation. He is fluent in both Italian and English. He emphasizes clarity and follow-through in financial conversations, aiming to make complex financial concepts accessible and meaningful for his clients. Outside of his professional role, Alfonso enjoys cooking, gardening, golfing, and soccer.

Bryan Buhoveckey is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has prior experience in the mortgage industry, including positions at Cross Country Mortgage Corp, Guaranteed Rate, and Fairway Independent Mortgage Corp. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Bolas is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, New England Securities, and Ameriprise. He serves on the investment committee of the Cleveland Yachting Club, a private club in Rocky River, Ohio. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. Advisors deliver tailored recommendations using Wells Fargo research and tools, with implementation options through brokerage or advisory programs.

Michael Shea is a CFP® with 16 years of experience in financial advising. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Shea also manages Shea Financial Services, LLC, where he provides financial planning and investment advice. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a broad network of financial advisers and multiple platforms.

John Mundell is a financial advisor with LPL Financial in Fairview Park, OH, holding 27 years of industry experience. Prior to joining LPL Financial in 2025, he was with Cetera and Cetera Wealth Services for over a decade. Mundell is also involved with Mundell Financial Group, Inc., an insurance agency he operates alongside his advisory role. 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, and institutional platforms, supported by various investment strategies and technology tools.

Kathleen Berne is a CFP®-certified financial advisor with 12 years of industry experience, currently with Raymond James & Associates. Her prior experience includes roles at Fidelity Investments and multiple periods as a homemaker. Raymond James & Associates is a large, dual-registered 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 services.

Timothy Hayes is a financial advisor with RBC Capital Markets in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Aerin Sirow is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL in 2023, Aerin has worked at Northwest Bank since 2020 in roles including licensed relationship manager and notary. Outside of finance, Aerin serves as a scorer for a local sportsplex and a motorcycle club. 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 including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by a broad network of investment adviser representatives.

Marlene Muscovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at SII Investments, Inc. and operates TA-Check Financial Ltd, an independent registered investment advisory firm. In addition to her advisory work, she is a licensed notary public and offers tax preparation services through TA-Check Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Kirill Volokhov is a financial advisor with LPL Enterprise holding a Series 63 designation and 12 years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles at Prudential Insurance Company of America and Pruco Securities, LLC from 2013 onward. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Dianne Szabo is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and PNC Wealth Management. Outside of her advisory work, she serves as an ordained minister in Austin, Texas, performing marriage services. RBC Wealth Management serves a diverse clientele that includes individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Michael James is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2017. Prior to that, he spent eight years with Manis Realtors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mario Quintero Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 40 years of industry experience. He owns and operates TDM Financial LLC and is associated with Carmel Quintero Fin Svcs, both support companies related to his advisory work. Mario is based in Westlake, Ohio. 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 entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work, along with specialized advisory programs.

Luke Vulku is a financial advisor with Ameriprise in Westlake, Ohio, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes roles at Hyland and Ameriprise Financial, as well as positions outside finance at Ohio State University and Westlake City Schools. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized, non-discretionary recommendations delivered through a centralized consulting team.

Calvin Holt is a Planning Consultant who develops engagement strategies tailored to support clients' unique planning needs. He has been working as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. Outside of his professional responsibilities, Calvin enjoys golf, hiking, and skiing.

Robert Brooks is a financial advisor with Edward Jones in Avon Lake, OH, holding a Series 63 designation and 30 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory work, he is owner of Brooks Property Holdings LLC, which is involved in managing an office build-out for his Edward Jones location. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.