Robert Bove is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes multiple tenures at Stratos Wealth Partners and LPL Financial, as well as roles at Strategic Investment Solutions, Purshe Kaplan Sterling Investments, Pension Portfolio Management, LLC, and Waterstone Financial Group, Inc. Outside of advisory roles, he has a business entity for tax and investment purposes and involvement in real estate activities. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of financial planning and portfolio management services through an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers.

Zachary Stillman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at PNC Bank, PNC Investments, Cetera Advisor Networks, and Vantage Financial Group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients maintain final decision-making authority.

Michael Sunderman is a financial advisor with Edward Jones who holds a Series 63 designation and has 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as a trustee for the Patricia Lindley Performing Arts Center, is a part owner in a grain farming operation, and holds board and finance committee positions in local community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Dillon Barry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has worked at Mass Mutual Investors Services since 2023, as well as MassMutual Life Insurance Co/The Voss Group since 2021. His prior work includes roles at Miami University and Bay Village High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools, with implementation of recommendations requiring separate brokerage or insurance arrangements.

Mark Green Jr. is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank, N.A. alongside his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Anita Adams is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Her prior roles include positions at Lincoln Investment Planning LLC, Legend Advisory LLC, The Huntington Investment Company, FirstMerit Bank, and Banc One Securities Corporation. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Heidi Dresbach is a financial advisor at Charles Schwab with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms including LPL Financial LLC and Prudential, as well as operating Dresbach and Associates, LLC for 17 years. She returned to Charles Schwab in 2026 after previously working there from 2010 to 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm utilizes a client relationship model that blends non-discretionary advice with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Mark Zickefoose is a financial advisor at Edward Jones in Amherst, OH, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones, he worked at The J.M. Smucker Co. and Fleet Feet Cleveland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and a proprietary money market fund.

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.

Gregory Patrick is a financial advisor with Primerica Advisors in Wakeman, Ohio, holding 14 years of industry experience. He has worked at PFS Investments, Inc. since 2012 and has been associated with Primerica Financial Services since 2011. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products, as well as mortgage loan products. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies supported by external asset managers and provides trade execution and custody services through established third parties.

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 worked previously at Morgan Stanley, Equitable Advisors, and Securities America. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party managers to construct portfolios across a range of securities and investment types.

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 Series 66-credentialed financial advisor with 23 years of industry experience. He is currently with LPL Financial, where he has worked since 2022. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, Investment Centers of America, Inc., Invest Financial Corporation, and PRUCO Securities, LLC. Outside of his advisory work, Mendelow co-owns two businesses unrelated to investments. 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, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

John Estes is a financial advisor at Ameriprise in Avon Lake, Ohio, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at The Huntington Investment Company, First Merit Bank, LPL Financial, and Morgan Stanley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning centered on dependable income sources and tax-aware withdrawal strategies.