William Jirousek is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company, Cco Investment Services Corp, Key Investment Services LLC, and Merrill. He is based in Lakewood, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chad Dworznik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He previously worked at PNC Investments and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines extensive research and analytics with diversified investment strategies and offers a range of financial products through its bank and insurance affiliates.

John Wirtz is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. His career includes roles at LPL Financial and The Huntington Investment Company, as well as over a decade at Firstmerit Bank, N.A. Outside of his advisory work, he serves as an assistant coach at St. Ignatius High School in Cleveland, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions and supports its advisors with technology-driven tools and a broad platform of financial services.

Olivia Brahler Gutlove is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Key Bank and Lord Abbett. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Mohammad Khalil is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked previously at PNC Wealth Management LLC and PNC Bank, N.A. Khalil also operates MK Khalil LLC as a sole proprietor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers non-discretionary advisory services through a select group of Wealth Advisors.

Chunying Lin is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 63 designation and 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 2009. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Gabriel Jackson is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Merrill Lynch, PFS Investments Inc., and PNC Investments. Outside of his advisory duties, he is engaged in tutoring through Varsity Tutors and works as a Medicare sales agent, among other part-time activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by third-party asset managers. The firm provides advisory services primarily through its network of financial advisors and supports trade execution and custody with BNY Mellon Advisors and Pershing.

Brian Olah is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cadaret, Grant & Co., Inc., Brian Olah Asset Management, Inc., and Brownstone Financial Group, Inc. He is also involved with Halo Wealth Management, LLC, providing tax preparation and accounting services. 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, with advice delivered through a large network of investment adviser representatives.

John Middleton Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Middleton officiates and coaches youth basketball and lacrosse in Westlake, Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nick Miranda is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at LionBridge Technologies and University Hospitals. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Charles Brausch is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior work includes roles at UBS and Giant Eagle. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

William Cupach is a financial advisor with Ameriprise in Avon Lake, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns Edsmark Consulting, a consulting business. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sean Criswell is a financial advisor with Ameriprise, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliate entities since 2007. Outside of his advisory role, he works as a server and bartender at Fratellos Italian Restaurant in Avon Lake, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Bradley Bartel is a Series 66-licensed financial advisor with UBS Financial Services and has 20 years of industry experience. He has worked at UBS since 2011. Outside of his advisory role, he is involved in real estate through sole proprietorships managing rental properties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and diverse capital markets services.

John Grech is a financial advisor with Edward Jones in Middleburg Heights, Ohio. He holds a Series 66 designation and has 17 years of industry experience, including 18 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Robert Donofrio is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He worked at AXA Advisors, LLC from 2007 to 2019 before joining LPL Financial in 2019. 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 and access to third-party asset management, supported by various operational and research tools.

Andrew Lukcso Jr. is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He previously worked for The Huntington Investment Company for 16 years before joining Wells Fargo Clearing in 2023. He holds Series 63 and Series 65 licenses and serves on the finance committee of Lakewood Catholic Academy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kathlene Crisp is a financial advisor with Raymond James & Associates in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She worked at Merrill Lynch for 14 years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Connor Kissling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2026. He has previously worked with Wells Fargo Advisors and has experience in educational roles at Cleveland State University and John Carroll University. Kissling also has entrepreneurial experience from his involvement with Lake Road Market (Araca Foods). Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jonathan Wilterdink is a Series 66-credentialed financial advisor with 10 years of experience at Thrivent Investment Management and Thrivent Financial. He serves on the boards of the East Ohio United Methodist Church Foundation and the Lake County YMCA, where he chairs the mission advancement team. Additionally, he co-owns Trilobite Group LLP, an entity that manages office leasing and tenant relations. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations without discretionary trading authority. The firm allows clients to combine planning with managed accounts via a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.