Michael Houser is a Series 66-registered financial advisor with Thrivent Investment Management, based in Westlake, OH. He joined Thrivent in 2026 and has previously worked in a variety of roles, including positions at Catawba Island Club and Bankers Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across topics such as retirement, tax, estate, and business continuation. The firm offers these services through a network of advisors, combining planning with managed-account programs under consolidated billing options while keeping planning and management separate.

Serina Lopez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior roles include operating Serina Lopez Agency LLC and working at National General Insurance. Outside of her advisory work, she is a co-owner of SEAL Enterprise LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charities. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Eric Heilmann is a Series 66 licensed advisor with 24 years of industry experience. He has worked at Equitable Advisors since 2001, following his tenure at Axa Advisors, Llc. He is also a partner in EPIK Wealth Holdings LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party asset managers to deliver customized investment solutions.

John Ruddy III is a financial advisor with Cetera who holds the Series 66 designation and has 24 years of industry experience. He has worked with Cetera and its affiliates since 2013 and also operates a tax and accounting business, WR Taxes, LLC, where he serves as a partner. Additionally, Ruddy has served as a firefighter with the City of Cleveland since 1993. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that combines affiliated model portfolios, third-party managers, and bespoke strategies.

John Dailey Jr. is a financial advisor with Cetera, holding Series 65 and Series 63 designations and 12 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously was self-employed and associated with Citizens Securities and Citizens Bank. Outside of advisory work, he conducts in-store surveys and audit management for Infomax Shelf Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to multiple program platforms with discretionary and non-discretionary options.

Dennis Harp is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. His prior firms include Edward Jones and METLIFE Securities Inc. Outside of his advisory role, he operates TA-Check Financial, Ltd, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Shereen Moussa is a financial advisor with J.P. Morgan Securities in North Olmsted, Ohio, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has held multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank since 2015, as well as brief experience with Key Investment Services LLC and KeyBank in 2018. J.P. Morgan Securities LLC provides institutional consulting services to entities such as 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. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Preston Di Marco is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include work at Ohio Investment Partners and Ashland University. Outside of his advisory work, he serves as a wrestling referee for middle and high schools in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

Karl Kniely is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He integrates insights from Merrill with banking and lending solutions from Bank of America to provide flexible wealth management approaches responsive to changing market conditions. Karl holds a Bachelor's Degree from Cleveland State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He also participates in community organizations through volunteer work, reflecting Merrill’s tradition of engagement in the communities it serves.

Michael Daso is a financial advisor with Equitable Advisors in Lakewood, OH, holding a Series 66 designation and 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, for over two decades. Outside of advising, Daso serves as a board member for the Beck Center for the Arts and acts as a consultant for office management at Neighborhood Pediatrics LLC, in addition to his role as treasurer for Lakewood Congregational Church. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models delivered through third-party sponsors and credentialed representatives, with a focus on ERISA fiduciary services and a broad range of investment options.

Francis Lann is a financial advisor with LPL Financial in Lakewood, OH, holding the Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2024, he spent 11 years with Money Concepts Capital Corp. He is involved in seminar activities through Benefit Planning Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Helene D'andrea is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Brian Sullivan is a financial advisor with RBC Capital Markets based in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His previous roles include positions at UBS Financial Services Inc. and City National Bank. Outside of his advisory work, he owns and manages a part-time rental property in Hilton Head Island, SC. RBC Wealth Management serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing a combination of in-house and third-party managers along with various portfolio management options.

Samuel Martello is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63 designation and has worked previously at UBS Financial Services from 2006 to 2020 and at City National Bank since 2020. Martello engages with the community as a guest speaker on finance for Physician Assistant students at Baldwin Wallace University and serves as Co-Chair of the Alzheimer's Association Cleveland Chapter's A Celebration of Hope annual event. RBC Wealth Management, a division of RBC Capital Markets, provides investment advisory, financial planning, custody, and brokerage services to individual, institutional, corporate, and charitable clients. The firm employs tailored portfolio strategies and offers access to a range of in-house and third-party investment managers and specialized program structures.

Lauren Kearney is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo’s research and planning tools.

Rachel Campana is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Rachel's approach to financial planning emphasizes integrity and compassion, aiming to understand each client's unique story and provide support through various life stages. Her team focuses on delivering dependable leadership to help clients achieve clarity and confidence in their financial decisions. Outside of her professional role, Rachel enjoys cooking and baking, fitness, reading, and volunteering.

Michael Norman is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Edward Jones. Outside of his advisory role, he owns Avon Party Tent Rental. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management and model-based solutions tailored to client needs.

Adrienne Gaves is a financial advisor with RBC Capital Markets in Westlake, OH, holding a Series 66 designation and nine years of industry experience. She previously worked at UBS Financial Services and Synergy Consulting Group before joining RBC Capital Markets in 2020. 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 tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Daniel Trotter is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Rocket Mortgage, Inc. for thirteen years. 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 and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Matthew Howard is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he is a partner in Three Jack LLC, a company involved in owning and operating a boat. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.