Harold Colston II is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors since 2021. Prior to his advisory role, he was employed at Best Buy from 2019 to 2021. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing both third-party advisory platforms and proprietary offerings.

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 with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise, she held positions at Gilbane Building Company and has experience working in various roles including at Bowling Green State University and Behm Family Funeral Home. Outside of her advisory role, she is involved with Grifols Plasma/Biolife and maintains employment at BGSU Dining and the family funeral home. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation through portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating insurance product sales and affiliated trust custody services.

Coleen Paradissis is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2015, following earlier roles at Citizens Securities, Inc., The Huntington Investment Company, and Key Investment Services LLC. 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 in its recommendations.

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 at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Key Bank, UBS Financial Services, Fifth Third Securities, and Natcity Investments. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Gerbracht is a Series 66-licensed financial advisor with LPL Financial, based in Bay Village, Ohio. He has 19 years of industry experience, including five years at Edward Jones before joining LPL Financial in 2012. 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 offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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 in Strongsville, Ohio, holding a Series 63 designation and over 31 years of industry experience. He previously worked at Cleveland Research Company for 14 years and had a brief tenure at American Income Life. Outside of advisory work, he is involved in tax preparation and non-variable insurance activities through Ta-Check Tax Service and Ta-Check Financial. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Alexander Menassa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Cambridge since 2016 and has a concurrent role with Szarka Financial Management dating back to 2000. Menassa also practices as an attorney and operates an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using both proprietary and third-party strategies tailored to client objectives.

John Lee Jr. is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and KeyBanc Capital Markets Inc. Outside of his advisory work, Lee serves as chairperson of the finance council at St. Raphael Catholic Church and has co-ownership in a corporate event planning business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

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.

Jeffrey Lucas is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with LPL Financial since 2009. 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 services and investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

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.