Daniel Piero is a CFP® with seven years of industry experience, currently serving at Osaic Advisory Services, LLC. He has worked at several firms, including Private Client Services and Beacon Financial Group. Outside of advising, he has experience with the Pro Football Hall of Fame and The Roman Guy. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a mix of proprietary and third-party platforms for portfolio management.

Ryan Dimeolo is a financial advisor with Equitable Advisors in Chardon, OH, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors LLC, since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on matching clients to suitable investment models based on their personal and plan information.

Richard Pollock Jr. is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2013. He has 24 years of industry experience. Pollock serves as president of Sarjac, Inc. and Sarjac Financial, and he is also president and a board member of the Union Club of Cleveland. Additionally, he volunteers with the Chagrin Hunter Jumper Classic and owns a bed and breakfast in Chagrin Falls, Ohio. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management and model-based solutions.

Matthew Kissell is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and related entities since 2025. Kissell also owns Kissell Financial, LLC, which provides tax preparation, accounting, and bookkeeping services, and serves on the board of the Garrettsville Baseball Association Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Jill Haueter is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 19 years of industry experience, including a decade at Cantella & Co., Inc. and four years at Cambridge. She is also the owner of Bridlepath Financial, a business based in Chagrin Falls, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and model-based solutions.

Tristan Cullis is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank and PNC Investments before joining UBS in 2017. He serves on the board of Hopewell, a mental health rehabilitation center in Geauga County, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Kenneth Jones is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Financial in 2025, he worked for Cetera and Cetera Advisors LLC from 2013 to 2025. Outside of his advisory role, he is involved with Kenneth W. Jones Financial Advisors, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by proprietary and third-party research and technology solutions.

Michelle Bissler is a financial advisor with LPL Financial, holding a Series 66 credential and having 13 years of industry experience. She has been with LPL Financial since 2010. In addition to her advisory role, she operates a separate tax preparation and accounting business under her CPA designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Brian Schlotter is a financial advisor with LPL Financial in Aurora, OH, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Cetera and Payroll Advisors, and he has been associated with Rossi, Schlotter & Co. since 1988. Schlotter is also involved in tax preparation and accounting through Walter & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Jennifer Pazicni is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at LPL Financial LLC and The Middlefield Banking Company. She also serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Potosky is a Senior Financial Advisor and Vice President with The Wadsworth Potosky Purcell Group at Merrill Lynch Wealth Management, based in Chagrin Falls, Ohio. He works closely with clients to develop customized wealth management strategies that align with their individual life goals and financial objectives. Mark's approach involves a disciplined process that utilizes the extensive resources of Merrill and Bank of America platforms to address the comprehensive needs of his clients' financial lives. Mark has been involved in the banking and financial services industry since 1989 and joined Merrill Lynch in April 2015. He holds a Bachelor of Science in Business Administration with majors in Finance and Insurance from Bowling Green State University. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification, among others. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. A lifelong resident of Northeast Ohio, Mark is engaged in his local community through involvement with Kirtland Football and membership in the Holy Name Society. Outside of his professional work, he enjoys coaching sports and spending time with his wife and children. His personal interests include baseball, basketball, football, golfing, tennis, and watching movies.

William Perkins IV is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2024, following 14 years at Securities America Advisors, Inc. and other roles dating back to 2005. In addition to his advisory work, he is involved in fixed insurance sales through a separate business. OSAIC serves a diverse client base including individual investors, corporations, and nonprofit organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk tolerance assessments, and managed account solutions across a broad range of investment products.

Susan Paolo is a financial advisor with Raymond James & Associates, holding the Series 66 designation and possessing 19 years of industry experience. She previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating a total of 11 years at those firms before joining Raymond James in 2023. Raymond James & Associates, Inc. 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 non-discretionary financial planning and consulting supported by a range of portfolio management styles and affiliated research.

Craig Voorhees is a CFP® professional with 15 years of industry experience, currently advising at Equitable Advisors since 2011. He previously worked with AxA Advisors for nine years. Outside of his advisory role, Voorhees is a partner and sales coach at CoverLink Insurance and serves as Treasurer for the Berkshire Recreation Association in Burton, Ohio. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Shaun Soukenik is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Farmers National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, institutional, and retirement plan clients. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform with various program options and custodial relationships.

Curtis Paul is a financial advisor with Ameriprise in Chagrin Falls, OH, holding a Series 63 designation and 42 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 35 years and held roles at B. Riley Wealth Advisors and B.Riley Wealth Management. Outside of his advisory work, he serves on the Board of Directors for the Oberlin Rotary Club and participates in Rotary District 6600 activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Bradley Wadsworth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2004 and specializes in working with individuals, families, and businesses to build, manage, preserve, and transition wealth through tailored financial strategies that address each client's specific needs and goals. He holds a Bachelor's Degree in Economics from Ohio Wesleyan University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His experience equips him to provide insights that help clients navigate varied and unpredictable investment environments. Outside of his professional work, Bradley is an active member of the Berkshire Booster Club. He spends time with his family and friends and is an avid sports fan who coaches youth sports.

Ryan Cunningham is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. Prior to joining LPL Financial in 2020, he worked at The O.N. Equity Sales Company for 10 years and has been affiliated with Ohio National Financial Services since 2010. He is also involved in tax preparation and accounting services through Cunningham Tax and Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a variety of investment strategies.

Mark Telerico is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1997, he has provided guidance to individuals, families, and institutions in navigating complex financial decisions, with a focus on retirement planning, income management, family wealth strategies, and institutional consulting. Mark works closely with clients to deliver tailored investment and asset management strategies, including services for defined benefit plans, foundations, and endowments, emphasizing trust, transparency, and consistent communication. Mark earned a Bachelor's Degree from Miami University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Over his career, he has advised clients through varying market cycles and life transitions, advocating a long-term perspective and disciplined planning approach. Outside of his professional role, Mark is involved with several organizations such as the Canadian Professional Golf Tour, Northern Ohio Golf Association, and The Turn. He participates in community activities through Our Lady of Perpetual Help Church and the United States Golf Association, and enjoys golfing, music, photography, skiing, and spending time with his family.

Piero Colecchia is a CFP® and ChFC® with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.