Clint Gault is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and operates Wealth Health LLC, a tax and wealth advisory firm. In addition, he is president of the French Creek Foundation, a nonprofit organization. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various program structures and investment strategies.

Dalyn Herrmann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Cetera in 2026, Herrmann worked at Morgan Stanley and The Vanguard Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Brian Forneris is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at Marcum Wealth, INTELLICENTS INVESTMENT SOLUTIONS, First National Trust, and Stancorp Investment Advisers. Outside of advisory work, he is a partner in a residential real estate rental business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting with a range of portfolio management styles and is notable for its municipal advisory services and affiliate ecosystem.

Mark Krasienko is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Key Corp, Huntington National Bank, and Lowe’s. Outside of finance, he owns and operates a home improvement and repair business. 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 its offerings.

Jennifer Musille is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PNC Wealth Management and Elios Financial Group. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Robert Janik is a financial advisor with Thrivent Investment Management in Lorain, Ohio. He holds a Series 66 credential and has two years of industry experience. Prior to his current role, Janik worked at UPS and Doordash and spent over a decade at Panera Bread. Outside of his advisory work, he teaches pickleball clinics at Lorain County Community College for retirees and working individuals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping planning and portfolio management separate.

Tom Stapel is a financial advisor with Cambridge Investment Research Advisors who has 41 years of industry experience. He previously worked at Cetera Advisor Networks LLC for nine years before joining Cambridge in 2023. Cambridge Investment Research Advisors serves a diverse client base that includes individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Kathleen Graham is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with OSAIC since 2024, previously working at Securities America Advisors and Securities America Inc for 12 years. She also holds an insurance life license as a Senior RSSP at Securities America as part of her job duties. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with various advisory platforms, utilizing tools like asset-allocation models and risk-tolerance questionnaires to manage portfolios across multiple asset classes.

Dawn Dempsey Smerke is a financial advisor with Cetera who holds a Series 63 designation and has 38 years of industry experience. She has owned and operated Dempsey Financial Services LLC since 1996, providing investment and retirement strategies for individuals, businesses, and nonprofits. Dawn is also involved in selling fixed insurance products, including health, life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Gary Mendelow is a financial advisor with LPL Financial and holds a Series 66 designation. He has 23 years of industry experience and has previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory work, he is a co-owner of MENDYFERGU LLC and the owner of K AND G PARTS PLUS, both non-investment related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Gadomski is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. His prior work includes roles at Hazel Iris Boutique and PNC Funds Distributor, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Tara Jones is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Intralot for eleven years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Kaluza is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2012. 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.

Ronald Skowronsky is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 designation and has been affiliated with Cetera Advisors LLC since 2013. In addition to his advisory role, he is involved in tax preparation through FRC TAX, LLC and American Tax Service, reflecting his engagement in related financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and custodial relationships.

Peter Novak is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2005, previously affiliated with Axa Advisors. Novak serves as a board member of Air Technical Industries. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage channels to meet client needs.

Lauren D Itto is a financial advisor at Edward Jones in Avon, Ohio, holding Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2026, she worked five years with the Ohio Bureau of Criminal Investigation and five years with the Ohio State Highway Patrol. She also has experience working at Eagle Springs Golf Course. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Brown is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with Equitable Advisors since 2010. Prior to the firm’s current branding, he was with Axa Advisors, LLC from 2010 to 2020. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jeffery Walker is a financial advisor with Thrivent Investment Management in Vermillion, OH, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2012. 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 analyses and planning on a range of topics without managing client portfolios directly, focusing instead on planning and managed-account services delivered separately.

Andrew Mcdonnell is a financial professional with 22 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including Velocity Advisors, American United Life, and OneAmerica Securities. Outside of his advisory role, Mcdonnell is involved as an outreach coordinator for the Lorain County GOP, serves as a Blue and Gold Officer for the United States Naval Academy and Ohio National Guard recruiting efforts, and owns Akron City FC-Lorain, a local soccer club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

Cheryl Janik is a financial advisor with LPL Financial in Sheffield Village, OH, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Sequoia Wealth Management, LLC, and Advantage Investment Management LLC, in addition to her tenure at LPL Financial since 2012. Janik serves as a board member of the North College Commons Condominium Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research, third-party subadvisors, and TAMP sponsors.