David Jones is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Vantage Financial Group, Inc. In addition to his advisory work, Jones acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management and model-based solutions.

Daniel Cotter Jr. is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2008 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Shawn Mccormick is a CFP®-designated financial advisor at Cetera with 22 years of industry experience. He is the owner of Financial Resource Center, where he provides financial services and prepares individual and small business tax filings. Mccormick has held roles at Cetera Advisors LLC and TMABNC, LLC and has entrepreneurial involvement outside finance as a member of a health food grocery business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies under various program structures and custodial relationships.

Julian Rodriguez is a financial advisor with Fidelity Investments holding a Series 66 designation and seven years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, the Federal Reserve Bank of Cleveland, and Key Bank. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary management as well as model portfolios composed of mutual funds, ETFs, and ETPs.

Tyler Fasulo is a Planning Consultant at Fidelity Investments, currently based in the Cleveland West office. He holds the CFP® designation and works closely with clients to assess their financial situations and connect them with appropriate resources to improve their overall financial health. Tyler joined Fidelity Investments in 2020 and has held several roles within the company, including Workplace Planning Consultant, Financial Representative, Relationship Manager, and currently Planning Consultant. His experience within Fidelity has provided him with insight into various aspects of financial planning and client relationship management. Tyler holds a California Insurance License, which supports his work in financial planning and advisory services. Further educational background and personal interests were not provided.

Lauren Odonnell is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory role, she works as a skin care product sales consultant for Arbonne and is a commissioned notary public in Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Michael Lombardo is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 49 years of industry experience. He has been with Premier Benefit Planning Co. and General American Life Insurance Co. since 1981. Outside of his advisory work, he owns a company that sells and installs artificial turf primarily for indoor soccer facilities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party management platforms to construct portfolios across multiple asset classes.

Michael Bornhorst is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory work, he serves as an Investment Committee member for the Arthritis Foundation. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

David Koler is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Vitamix. Koler serves as an Endowment Board Member for Padua Franciscan High School, where he assists with analyzing the management of the school's funds. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, retirement plan consulting, and model portfolios, utilizing asset-allocation tools and automated rebalancing to construct diversified investment strategies.

Justin Trivisonno is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with plans incorporating market modeling techniques but requiring clients to implement and update them.

Philip Mercio is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining RBC in 2022, he worked for U.S. Bancorp Investments, Inc. for 12 years. Outside of his advisory role, he owns and manages a rental condominium in Ellicottville, New York. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Darryl Visocky is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 66 designation and previously worked for THE O.N. Equity Sales Company and Ohio National Life Insurance, each for 22 years. Visocky is also involved with insurance agencies, including Maxim Financial Group LLC and Simpliterm LTD. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. 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.

Satish Singh is a Certified Financial Planner® with 27 years of industry experience, currently advising at Ameriprise since 2009. He holds Series 63 and Series 65 licenses and is based in Avon, Ohio. Singh has spent over a decade with Ameriprise Financial Services, Inc. before continuing his career with Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research and modeling with personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Julie Kidd is a financial advisor with LPL Enterprise and holds a Series 63 designation. She has 38 years of industry experience, including long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved with Stalla Insurance & Financial Services LLC as a financial planner. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a broad range of brokerage and insurance products via its integrated platform.

Zachary Nero is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 credential and has worked at several firms including American Global Wealth Management and 1st Responder Financial Advisors. Nero is based in Westlake, Ohio. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary portfolio management supported by centralized custody and operational services.

Amy Leamon is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has been with UBS since 2020. Prior to her advisory role, she spent twelve years at the Lake Erie Nature & Science Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Nicholas Alexander is a Series 66-registered financial advisor with UBS Financial Services, where he has worked since 2004, bringing 24 years of industry experience. He serves on the board of directors for the MetroHealth Foundation and is the treasurer of the Northern Ohio Italian American Foundation, which promotes Italian American culture in northern Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Steven Rini is a financial advisor with Morgan Stanley in Westlake, Ohio, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of his advisory work, he serves on the fundraising committee for the West Side Catholic Center and holds board and trustee positions in several family and healthcare-related investment entities. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm’s approach includes structured planning tools and portfolio modeling, offering a range of investment and financial solutions.

Matthew Grady is a financial advisor with Charles Schwab in Westlake, OH, holding a Series 66 designation and with 14 years of industry experience. He has worked at Charles Schwab since 2011 and at Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated operational structure.

Ronald Jurczynski is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. He has worked at Strata Financial Group, LLC since 2003 and was previously associated with Royal Alliance Associates, Inc. and Harrington Asset Management, Inc. He is also an insurance agent specializing in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with access to model portfolios, research, and various management strategies.