Dean Leonakis is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 27 years. Outside of his advisory role, he is an independent agent involved in outside fixed insurance sales. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Erik Daugenti is a financial advisor with Equitable Advisors in Independence, OH. He holds Series 63 and Series 65 licenses and has recently begun his career in the industry. His prior experience includes roles at Lakeside Financial Partners and Mr. Landscape, as well as educational positions while attending John Carroll University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a range of sponsored programs and endorsed investment platforms.

Jason Seifert is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Key Bank. LPL Financial is a national 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches along with model portfolios and third-party research.

Charles Geiss is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 14 years with Cleveland Research Company. He is also involved in TA-Check Tax Service as a tax preparer and offers non-variable insurance services through Ta-Check Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Clarisse Tur is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2012 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation along with the Personal Investment Advisor (PIA) credential. Clarisse offers a disciplined, four-step wealth management process tailored to individual client needs, combining time-tested investment principles with flexibility to respond to changing economic conditions. She works with a team of specialists to help families, individuals, and business owners develop long-term financial strategies that address risk management, liquidity creation, education and retirement funding, and wealth transfer. Clarisse's expertise encompasses education planning, family wealth management, legacy planning, liquidity management, and socially responsible investing, among other areas. She applies a holistic approach rooted in scientific rigor, drawn from her academic background which includes a Ph.D. in Nuclear Physics from the University of South Carolina, an Executive MBA from Cleveland State University, and a Bachelor of Science from the University of Paris. Before entering wealth management, she held roles in technical marketing and research science, producing numerous scientific publications. Fluent in English, French, Turkish, and German, Clarisse embraces Merrill’s tradition of community involvement. Her personal interests include biking, drawing and sketching, golfing, hiking, painting, reading, swimming, and traveling. She works closely with clients to develop personalized financial strategies that align with their long-term goals.

Jeffrey Lewis is a Series 66 licensed financial advisor with 17 years of industry experience. He has worked at Edward Jones since 2009, with a six-year tenure at Bank of America/Merrill Lynch in between. He is currently based in Cuyahoga Falls, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Daniel Cotter is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors. Outside of his advisory role, he serves on the boards of the Notre Dame Club of Cleveland and the Community West Foundation. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Keith Deimling is a financial advisor with Cetera in Medina, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC for 22 years. Outside of advisory services, he assists clients with health insurance, Medicare supplements, group long-term care insurance, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Marc Miller is the Vice President and Executive Planning Consultant at Fidelity Investments. In his current role, he partners with clients to support them through their critical financial decisions by leveraging a financial planning process that is comfortable, flexible, and understandable. Marc has been with Fidelity Investments since 2011, holding various positions including Vice President, Financial Consultant from 2017 to 2025, Financial Consultant from 2012 to 2017, and Investment Representative from 2011 to 2012. Prior to joining Fidelity, he held roles at Ameriprise Financial from 2002 to 2010 and at Key Bank from 2010 to 2011. He holds a California Insurance License.

Michael Quiring is a financial advisor with Equitable Advisors in Independence, OH. He holds the Series 66 designation and has six years of industry experience, including time at Boyerts Greenhouse and Baldwin Wallace University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing 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, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Christopher Hirz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has experience at KeyBank and Thrivent Financial, totaling approximately four years in the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm separates its planning services from portfolio management and offers clients a consolidated billing option through its WealthPlan program.

Frances Lantery is a financial advisor with Primerica Advisors, holding a Series 63 designation and 26 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2000, following a 39-year tenure at University Hospitals of Cleveland. Lantery also engages in sales of loan products and home-related services referrals through affiliated companies. 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 operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and utilizing third-party asset managers and custodians.

David Bolgar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked with Cambridge Investment Research Advisors since 2023 and has additional experience at J. Spencer Investments, Inc. and New York Community Bank/Ohio Savings Bank. Outside of advisory work, he is involved as an agent in insurance and human resources through J. Spencer Investments. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management options and both proprietary and third-party investment strategies.

Caleb Francis is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2021. Prior to his current role, he has experience in education and retail sectors. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers across traditional and non-traditional investment strategies.

Brian Brown is a financial advisor at OSAIC with 33 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he offers and services fixed insurance products including annuities, disability insurance, HSAs, long-term care, and traditional life insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and provides access to multiple third-party money managers and managed account solutions.

Jennifer Kunesh is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. Her career includes multiple tenures at Raymond James & Associates and LPL Financial. She is also a commissioned notary in Medina, Ohio. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Jeffrey Thorne is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Hudson Financial Group LLC. He is based in Cuyahoga Falls, Ohio. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Ryan Pavicic is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and affiliated firms since 2012. Outside of advisory work, he owns and operates a tax preparation business focused on personal and small business returns. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporations, and institutional accounts, offering a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.

Holly Rounds is a financial advisor at Charles Schwab with 26 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2000, including her current role with Schwab Retirement Plan Services, Inc. since 2014. Outside of her advisory work, she is involved in managing rental property. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory, brokerage, and custody services through its Schwab Wealth Advisory program. The firm combines non-discretionary client guidance with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on alternative investments.

Lisa Inestroza is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has held roles at Raymond James Financial Services, Momentum Wealth Partners, and previously worked in real estate with Howard Hanna. Outside of advising, she is also active as a real estate agent. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.