Caden Garrido is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Sauced Barbeque and Spirits and Lifetime Financial Growth, and was involved with Ohio State University Student Union during his studies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and a range of managed programs and third-party asset managers to deliver tailored advice and implementation services.

Thomas Arbeznik is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets before joining Baird in 2018. He is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and customized investment strategies tailored to client goals and risk tolerances.

Joseph Manocchio is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Edward Jones, he held positions at Fratarcangeli Wealth Management and Kisling, Nestico & Redick, as well as periods of unemployment and full-time study. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard.

James Chippi is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 39 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Maxwell Miotke is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Nitor Partners. He also provides administrative support at Vantage Financial Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Jennifer Bower is a financial advisor with LPL Financial in Independence, OH, holding a Series 66 designation and 11 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2012 to 2023 before joining LPL Financial in 2023. Outside of her advisory role, she is associated with Invman, LLC, a business entity for tax and investment purposes. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Jordan Guzman is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining UBS in 2021, he worked at Fidelity Investments and Dollar Bank, among other firms. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

James Jump is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in a solar energy business where he assists with navigating tax incentives and sales strategies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and managed portfolios that may include a variety of investment vehicles.

Richard Sofka is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with Raymond James & Associates and previously worked at Bank of America and Merrill for 14 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Joseph Cariello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and previously held positions at Credit Agricole Corporate & Investment Bank and Credit Agricole Securities (USA). 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 manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Marijan Pavicic is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2019. Prior to his career in finance, he spent 19 years involved with Five Points Dentistry/Merit Dental. Pavicic is also active as a life coach through Complete U, LLC, a non-investment-related business based in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports various investment strategies and platforms, combining extensive financial activities with oversight of substantial discretionary assets.

Owen Mcbride is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of an LLC that oversees a small rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Craig Leone is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, leveraging structured financial planning tools and services without offering individual security recommendations within its standalone planning programs.

Kevin Buzek is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc. and Securities America in various roles from 2006 to 2022. Outside of his advisory work, he is involved with the American Legion, assisting with event setup and breakdown. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing planning advice focused on income stability and tax-aware withdrawal strategies, with a selective enrollment process that includes a range of managed account options.

Michael Roethler is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Laura Weiner Smith is a financial advisor with Ameriprise in Lorain, Ohio, holding a Series 63 designation and 20 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported advice primarily for assets managed within Ameriprise.

Brian Kurtz is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Steven Furjanic is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following 11 years at SII Investments, Inc. Outside of advisory work, Furjanic has served as a scoreboard operator for Cleveland State University since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by proprietary research and technology tools.

William Tuchek is a financial advisor at Edward Jones in Strongsville, OH, with 20 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. Outside of his advisory role, he facilitates a monthly book club and networking group in the Strongsville area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and services, supported by a large nationwide network of advisors and branch offices.

Erica Brown is a Financial Consultant who collaborates with clients to develop holistic, all-weather financial plans tailored to their specific goals, investment preferences, and risk tolerance. She applies her expertise to create customized strategies that address individual financial needs. Her professional experience includes roles as a Planning Consultant at Fidelity Investments from 2021 to 2025 and as a Registered Client Associate at Wells Fargo Advisors from 2018 to 2021. These positions have contributed to her knowledge and skills in financial planning and client service.