Jason Bennett is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2016, previously associated with Axa Advisors, LLC. He serves as treasurer of the Rocky River Soccer Organization. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, and access to third-party asset management programs through a dual-registered advisory and brokerage model.

Steven Schmittle is a financial advisor with Edward Jones in Oberlin, Ohio, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracy Troxel is a Chartered Financial Consultant (ChFC®) and holds a Series 66 license with 15 years of experience in the financial services industry. She has worked at LPL Financial since 2020 and previously held positions at Western Southern Life, W&S Brokerage Services, and Croghan Colonial Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various investment strategies.

Joseph Melenick is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors LLC, Citizens Securities, Inc., and LPL Financial. He is also involved in the sale of fixed insurance through JBC Companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Celenea Brewer is a financial advisor at LPL Financial with 23 years of industry experience and holds a Series 63 designation. She previously worked at Lincoln Investment and Legend Equities Corporation. Brewer is also involved with G & C Financial Services, where she acts as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. 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 various sources.

James Smola is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 32 years of industry experience. He has been affiliated with Cetera and its related entities since 2012 and is a part owner and registered representative of GPS Financial Group, LLC. Additionally, he serves as a liaison for the Community Foundation of Lorain County, connecting the foundation with donors. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary strategies, and manages over $256 billion in assets.

Jeffrey Miller is a financial advisor with Raymond James & Associates in Elyria, Ohio, holding a Series 66 credential and 19 years of industry experience. He previously worked at PNC Investments LLC for nine years before joining Raymond James in 2023. Outside of his advisory role, he owns and manages two duplexes, residing in one of them. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and proprietary research.

Jason Leppla is a financial advisor with Cetera, holding a Series 63 designation and 11 years of industry experience. He has been with Cetera Advisors LLC since 2015 and joined Cetera in 2024. Outside of his advisory role, Leppla owns and operates AMERICAN TAX SERVICE, providing tax preparation and wealth management services, and serves as president of the T3 Sports Foundation board, focusing on fundraising activities. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mitchell Romeo is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at RCM Equities, Harrington Asset Management, OSAIC, and Strata Financial Group, where he continues his involvement alongside his LPL role. He also operates as an insurance agent specializing in non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary portfolio management.

Kimberly Plzak is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she co-owns a small micro flower farm called Bloom of Avon, which sells flowers to florists and retail customers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Matthew Perrings is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Axa Advisors. He serves as Senior Warden of Lagrange Lodge No. 399 Free and Accepted Masons of Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and registered investment companies.

James Szado is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with multiple firms, including Cetera Advisor Networks, Third Federal Savings and Loan, and Freedom Mortgage. In addition to his advisory role, Szado serves as an investment assistant at GPS Financial Group LLC, where he supports client reviews and maintenance. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual clients of varying net worth, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions through a multi-manager platform that includes both affiliated and third-party managers.

Matthew Nickels is a financial advisor with Edward Jones in North Ridgeville, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at Peoples Bank. Outside of his advisory role, he is involved with My Life Recovery Centers, a business focused on opioid addiction treatment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lucas Colantoni is a financial professional with four years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. His prior roles include positions at Fidelity Investments, Charles Schwab & Co., and Dakota Wealth, LLC. He is also involved with Wealth Health LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Aerin Sirow is a financial advisor at LPL Financial with two years of industry experience. She holds Series 66 and Series 63 licenses and has a background that includes roles at Northwest Bank, Target, and other local businesses. Outside of her advisory work, she is involved as a scorer for the Amherst Meadowlarks Motorcycle Club and Ram Jam Sportsplex. LPL Financial is an 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 and financial planning services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Terry Caudill is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he serves as the Recreation Director for the City of Vermilion, overseeing local baseball, football, and basketball programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Pallotta is a CFP® professional with 34 years of experience in the financial services industry. He is currently affiliated with Cetera and has a background that includes holding ownership and registered representative roles at GPS Financial Group LLC since 2006. Outside of advisory work, Pallotta is also a licensed insurance agent offering fixed life, disability, annuities, and long-term care products, and owns a CPA firm providing tax preparation services for securities clients. Additionally, he serves as a trustee for a revocable living trust. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, institutional, corporate, and charitable clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, including access to affiliated and unaffiliated money managers.

Michael Abfall II is a Certified Financial Planner® (CFP®) with 28 years of industry experience, currently serving at Edward Jones since 2000. He holds a Series 66 license and works out of Avon, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Robert Budny Jr. is an Executive Planning Consultant at Fidelity Investments, where he partners with executives to develop wealth plans centered on their goals and aspirations. He has been with Fidelity Investments since 2011, holding various roles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, Benefits and Planning Consultant, and currently as Executive Planning Consultant. His professional journey includes experience at Wells Fargo Advisors as a Branch Liaison from 2019 to 2021. Robert holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial planning services. His career reflects a broad range of expertise in financial consulting and planning.

Nicholas Vaglia is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mellon Investments Corp., Mellon Capital Management, and BNY Mellon. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory programs and offering both discretionary and non-discretionary management options.