Connor Dionisopoulos is an Investment Consultant at Fidelity Investments, where he provides financial planning and guidance tailored to clients' needs, including point-in-time transactions and ongoing advisory relationships. He leverages Fidelity's resources to address key financial topics important to his clients. Connor began his career at Fidelity Investments in 2022, progressing through roles such as Financial Representative, Relationship Manager, and Planning Consultant before his current position. Prior to joining Fidelity, he worked as a Retirement Planning Services Associate at Charles Schwab from 2020 to 2021. Outside of his professional role, Connor is a dedicated Cleveland Browns fan, enjoys fitness, football, golf, music, and reading, and is a pet owner as well as an uncle.

Joseph Caruso Jr. is a financial advisor with RBC Capital Markets in Westlake, OH. He holds the Series 63 and Series 65 designations and has 52 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Harold Colston II is a financial advisor with Equitable Advisors in Independence, Ohio, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Best Buy from 2019 to 2021 and was a student for nine years before that. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Charles Erbs is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms, including Blue Technologies and Infinium Wall Systems. Prior to his advisory career, he held positions in multiple industries such as hospitality and retail. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Helaina Behm is a financial advisor at LPL Enterprise LLC with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2025, her work history includes roles at Gilbane Building Company, Bowling Green State University, and the Behm Family Funeral Home. She is involved with Grifols Plasma/Biolife and maintains part-time employment in food service and funeral home operations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Coleen Paradissis is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 66 and Series 63 designations and has been with JPMorgan Securities LLC since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Dean Leonakis is a financial advisor with Equitable Advisors, holding a Series 63 designation and 44 years of industry experience. He previously worked at Lincoln Financial Advisors for 27 years before joining Equitable Advisors and OSAIC in 2025. Outside of his advisory role, he is an independent agent engaged in outside fixed insurance sales. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Erik Daugenti is a financial advisor with Equitable Advisors in Independence, OH. He holds Series 63 and Series 65 licenses and has been in the industry since 2026. His prior experience includes roles at Lakeside Financial Partners and various positions outside the financial sector. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes tailored advice and utilizes a range of third-party advisory models and solutions for its clients.

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.

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.

Richard Gerbracht is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and research from both in-house and third-party sources, with options for discretionary and non-discretionary management.

Cindy Kennedy currently serves as a Financial Consultant at Fidelity Investments, a role she has held since 2021. She brings to this position over 25 years of experience in the financial services industry, encompassing a variety of roles that have equipped her with a broad and versatile background. Throughout her career, Cindy has held positions including Entrepreneur and Consultant at You Say Kennedy, LLC; Regional Sales Consultant at T. Rowe Price; Regional Director at Principal Global Investors; Communications Consultant at Schwab Retirement Services; Benefit & Planning Counselor and Regional Education Trainer at Principal Financial Group; and Employee Benefit Specialist at National City Bank. This diverse experience has enabled her to assist clients at all stages of life in developing comprehensive financial plans. Cindy emphasizes alignment with her values of compassion and integrity, which guided her decision to join Fidelity. Her professional journey reflects a commitment to supporting clients with financial strategies designed to meet current needs while remaining flexible for future developments.

Mark Hawthorne is a financial advisor with Robert Baird & Co. in Cleveland, OH, holding a Series 63 designation and 37 years of industry experience. He has been with Robert Baird & Co. since 1994. Robert Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a wide range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management techniques, and ongoing investment 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.

Alexander Menassa is a financial advisor with Cambridge Investment Research Advisors with 26 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and has been self-employed and active with Szarka Financial Management since 1996. In addition to financial advising, he is also a licensed attorney and an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

John Lee Jr. is a financial advisor with Wells Fargo Advisors in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he serves as chairperson of the finance council at St. Raphael Catholic Church and is a part-owner of an event planning and corporate sponsorship business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients able to implement strategies through various brokerage or advisory programs.

Michael Quiring is a Series 66 licensed financial advisor with Equitable Advisors in Independence, Ohio, and has six years of industry experience. His professional background includes work at Equitable Advisors since 2020, along with roles at Boyerts Greenhouse and Baldwin Wallace University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory platforms and provides ERISA fiduciary services to qualified plans.

Edward Vargo is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2013. He has 26 years of industry experience and also serves as CEO of Burning River Advisory Group, an independent insurance agency. Additionally, he owns EnlightenHer LLC, which provides women’s financial education, coaching, and divorce consulting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, through a network of independent financial professionals. The firm offers comprehensive financial planning and investment management services with a variety of implementation options, including proprietary and third-party models tailored to client objectives.

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.