Aerin Sirow is a financial advisor at LPL Financial with two years of industry experience. She holds Series 66 and Series 63 licenses and has a background that includes roles at Northwest Bank, Target, and other local businesses. Outside of her advisory work, she is involved as a scorer for the Amherst Meadowlarks Motorcycle Club and Ram Jam Sportsplex. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Marlene Muscovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked with LPL Financial since 2018 and previously spent nine years at SII Investments, Inc. She also operates TA-Check Financial Ltd, an independent investment advisory firm, and is a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and research from LPL Research.

Kirill Volokhov is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 63 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and integrated financial products through its affiliated broker-dealer and insurance entities.

Dianne Szabo is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as an ordained minister performing marriage services and works as a hostess at a local restaurant. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment 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, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he is owner of Brooks Property Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Anthony Pallotta is a CFP® professional with 34 years of experience in the financial services industry. He is currently affiliated with Cetera and has a background that includes holding ownership and registered representative roles at GPS Financial Group LLC since 2006. Outside of advisory work, Pallotta is also a licensed insurance agent offering fixed life, disability, annuities, and long-term care products, and owns a CPA firm providing tax preparation services for securities clients. Additionally, he serves as a trustee for a revocable living trust. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, institutional, corporate, and charitable clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, including access to affiliated and unaffiliated money managers.

W Cox is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 36 years of experience to his role. Since joining Merrill in 1986, he has focused on helping individuals and families build and manage wealth for retirement, developing customized strategies to achieve clients’ goals while managing risk. His approach includes regular portfolio reviews to address client needs and adapt to changing market and life circumstances. W Cox holds both a bachelor's degree and a master's degree from Case Western Reserve University and is a Personal Investment Advisor (PIA). He grew up in Chagrin Falls, lived in Shaker Heights for many years, and currently resides in Bratenahl with his wife. They have two grown daughters and one granddaughter. Outside of his professional work, W Cox has interests in baseball, biking, music, reading, running, scuba diving, skiing, spending time with family, traveling, and watching movies.

Timothy Weber is a financial advisor with Morgan Stanley in Westlake, Ohio, holding a Series 66 designation and having 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Matthew Ridler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial since 2018 and previously at SII Investments, Inc. for 11 years. Outside of his advisory role, Ridler is involved in several business ventures, including leadership positions in staffing and accounting firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Abfall II is a Certified Financial Planner® (CFP®) with 28 years of industry experience, currently serving at Edward Jones since 2000. He holds a Series 66 license and works out of Avon, Ohio. 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 operates a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Makis Beach is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Miami University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser providing services to individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting with a focus on non-discretionary client-driven implementation and draws on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

William Fecht is a financial advisor with Thrivent Investment Management in Westlake, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and its investment management division 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 goal-based, holistic financial analyses and combines planning with managed-account programs under the WealthPlan billing option, while keeping planning and asset management services separate.

Gregory Chaplin is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Prior to his advisory role, he has been involved in healthcare as the owner of a physical therapy practice, though he did not provide patient treatments. He also works as president of an LLC established for commercial property investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 with a nationwide network of financial advisors and branch offices.

Raymond Glinka III is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service geared toward individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Koler is a CFP® with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 17 years. He is a board member of the St. Ambrose Endowment Foundation, where he advises on the management and direction of the endowment funds. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, various managed account options, and access to third-party money managers, employing asset-allocation tools and automated portfolio rebalancing.

Michael Vavruska is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has worked at Ameriprise Financial Services, Impact, Provident Trust Group, and KForce Technology. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.