Benjamin Simerly is a financial advisor with Cambridge Investment Research Advisors in Concord, OH, holding a Series 66 designation and six years of industry experience. He has been involved with multiple affiliated entities since 2019, including Lakehouse Family Wealth and Cleveland Clinic Family Wealth. Outside of his advisory role, he owns Grandview Ventures LLC, which provides information technology services, and is active in photography. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

Robert Zappitelli II is a financial advisor at Cetera with Series 63 and Series 66 licenses and four years of industry experience. He has worked at Avantax Advisory Services and Avantax Insurance Services prior to joining Cetera in 2025. Outside of his advisory work, he operates Zappitelli Financial Services, where he provides accounting and tax preparation, and he is also a certified Remote Online Notary for the State of Ohio. Cetera Investment Advisers LLC serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated money managers.

Jarad Regano is a financial advisor at Cetera with 26 years of industry experience. He holds the CFP® and Series 63 designations. Regano has been affiliated with Cetera Advisors LLC since 2013 and owns Regano Financial Services, Inc., a financial services firm he founded in 1999. He is also licensed as a fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement various investment strategies under discretionary and non-discretionary authorities.

Jeffrey Nagle is a financial advisor with J.P. Morgan Securities in Painesville, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan Securities since 2016 and served in the United States Marines from 2012 to 2016. Outside of his advisory role, he serves as secretary of the board for Nagle Logistics Group, a family-owned trucking and logistics holding company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated entities.

Steven Golenberke is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has been employed since 2019. His prior experience includes roles at Huntington Bank, Brobst Maintenance Inc, GMJ Consulting LLC, and Swiss Oaks Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Gerald Giangola is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 28 years and has been involved with Giangola Insurance Agency since 1977. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 management, supported by a network of over 22,800 advisors.

Matthew Greenway is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jaymes Pew is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Westfield Bank and Ohio State University. Pew is based in Ashtabula, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Jennifer Hope is a financial advisor with Ameriprise in Chardon, Ohio, holding a Series 66 designation and 22 years of industry experience. She previously worked at Masters Consulting Group and LPL Financial. She also operates River Hills Consulting, an LLC established to manage her Ameriprise practice. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, combining research and modeling to deliver tailored, tax-efficient withdrawal strategies primarily for those approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.