Christopher Leben is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only employee pilot. The firm’s investment approach uses approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Derek Sullivan is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history including Fifth Third Bank, ROCKET Mortgage, and Progressive. Outside of his advisory role, he is a co-owner of a vending machine business and also engages in online craft sales as a mentor. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of portfolio management programs via the Passageway Managed Account Platform. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with over 900 advisors.

Jason Stockmaster is a financial advisor with Eagle Strategies (NY Life) in Mentor, Ohio, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He operates the Stockmaster Financial Group, where he sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, Stockmaster volunteers managing vacation rental operations and owns a livestock and crop farm overseeing production and sales. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis.

Linda Mackov is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 33 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive written recommendations on various planning topics without including implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Justin Fritts is a financial advisor with Raymond James Financial, holding a Series 66 designation and currently based in Mentor, Ohio. He has prior experience at Paycom and Stryker before joining Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports its services through a large advisor network and specialized programs.

Hunter Schmeltzer is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Carver Financial Services, Northcoast Research Partners, Charles Schwab & Co., and Kent State University. He is currently associated with Carver Financial Services LLC as a registered associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and models to support client goals and offers a range of advisory programs and institutional consulting services.

David Branham is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Mass Mutual Investors Services, Equitable Advisors, and Western & Southern Life. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Kelley Wachhaus is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Kelley worked for 18 years in the Cleveland Heights/University Heights School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

James Reitz is a financial advisor with Primerica Advisors in Mentor, Ohio, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His work history includes roles at Jaro Transportation, Ohio Tax Lady, and MK Hardwoods. He is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

H Rocker is a Series 66 licensed financial advisor with Edward Jones in Madison, OH, and has five years of industry experience. Prior to joining Edward Jones in 2020, Rocker worked at Promotional Capital LLC from 2016 to 2020. Outside of his advisory role, he manages administrative activities as a team manager for the BU09 Gray Travel Soccer Team with the Shaker Youth Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

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.

Terri Pekarcik is a financial advisor with OSAIC based in Willoughby, Ohio, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at Royal Alliance Associates, Sii, and UBS Financial Services. Outside of advisory work, she is a licensed real estate agent assisting clients with buying and selling homes. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and multiple platform arrangements.

Alexander Waldron is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 66 credential and two years of industry experience. His background includes roles at Raymond James Financial Services, Carver Financial Services, and prior work outside finance at Auntie Anne's and Westwood Country Club. He also serves as an administrative paraplanner with Carver Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kevin Cloward is a financial advisor with Primerica Advisors in Willoughby, OH, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior work includes roles at Protiviti and Green Dot Corp. He has been with Primerica Advisors since 2023. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Les Frate is a financial advisor with Equitable Advisors in Mentor, Ohio, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years and Wells Fargo Clearing for one year. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Robert Lord III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Thrivent in 2020, he worked at Kennard Financial Services and was self-employed. Outside of finance, he serves as a volleyball official, officiating matches at various educational levels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Benjamin Keiper is a financial advisor with J.P. Morgan Securities in Mentor, Ohio. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes positions at Pruco Securities, LLC, Prudential Insurance Company of America, and Northwestern Mutual Life Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Stephen Mrozek is a Series 66-licensed financial advisor with Edward Jones in Willoughby Hills, OH, and has 14 years of industry experience. He has worked with Edward Jones since 2011. Outside of his advisory role, he operates a consulting business assisting small to mid-sized companies with administration, personnel, and operations. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Gabrielle White is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at The Huntington Investment Company, Huntington National Bank, and JP Morgan Chase. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service designed for clients approaching or in retirement. The firm provides written Recommendation Reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Michael Moore is a financial advisor at J.P. Morgan Securities with 22 years of industry experience and holds the Series 66 designation. His prior roles include positions at KeyBanc Capital Markets, PRUCO Securities, The Huntington Investment Company, and Inlife LLC. Outside of finance, he works part-time in a non-financial capacity as an account manager and sales representative for Ultimate Steel LLC, a steel products manufacturer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of wealth advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a model-driven investment process.