Dillon Barry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has worked at Mass Mutual Investors Services since 2023, as well as MassMutual Life Insurance Co/The Voss Group since 2021. His prior work includes roles at Miami University and Bay Village High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools, with implementation of recommendations requiring separate brokerage or insurance arrangements.

James Corrigan is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity and related firms, as well as a one-year tenure at DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Paul Sabataitis is a financial advisor with Cetera in North Olmsted, OH, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Truist Investment Services and UBS Financial Services. Outside of his financial career, he serves as a part-time firefighter with the Village of Gates Mills Fire Department. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Scott Tinter is a financial advisor with Primerica Advisors in Strongsville, OH, holding a Series 63 designation and 22 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved with AK Management Group, LLC, where he acts as a lender focused on real estate investing activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts, primarily under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Anita Adams is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Her prior roles include positions at Lincoln Investment Planning LLC, Legend Advisory LLC, The Huntington Investment Company, FirstMerit Bank, and Banc One Securities Corporation. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 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.