David Bolgar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked with Cambridge Investment Research Advisors since 2023 and has additional experience at J. Spencer Investments, Inc. and New York Community Bank/Ohio Savings Bank. Outside of advisory work, he is involved as an agent in insurance and human resources through J. Spencer Investments. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management options and both proprietary and third-party investment strategies.

Jeffrey Lucas is a financial advisor with LPL Financial in Rocky River, OH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with LPL Financial since 2009. 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 of representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing discretionary and non-discretionary management, model portfolios, and research support.

Jennifer Kunesh is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. Her career includes multiple tenures at Raymond James & Associates and LPL Financial. She is also a commissioned notary in Medina, Ohio. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Ryan Pavicic is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and affiliated firms since 2012. Outside of advisory work, he owns and operates a tax preparation business focused on personal and small business returns. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporations, and institutional accounts, offering a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.

Holly Rounds is a financial advisor at Charles Schwab with 26 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2000, including her current role with Schwab Retirement Plan Services, Inc. since 2014. Outside of her advisory work, she is involved in managing rental property. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory, brokerage, and custody services through its Schwab Wealth Advisory program. The firm combines non-discretionary client guidance with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on alternative investments.

Emily Minnich is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2005. Outside of her advisory role, she is a fitness instructor at PSYCLE and serves on the investment committee of St. Joseph Academy. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Brian Pinto is a financial advisor with Ameriprise in North Olmsted, OH, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Pinto serves on the Board of Directors for Canterbury Woods HOA as Pool Manager and is a member of Westlake P2 Group, LLC. Ameriprise offers retirement-income planning services targeting individuals near or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Spencer Seaman Jr. is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with UBS since 2009. Seaman serves on the Board of Directors for the BGSU Foundation and is slated to assume the Chair role beginning in 2027. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Darren Morgan is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cadaret, Grant & Co., Inc. from 2007 to 2025. He is also the owner of The Backyard Stage, an unrelated business venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Teodore Krawec is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior experience includes ten years with Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Adam Hahn is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2008 and currently serves at Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methodologies. The firm also provides advisory services to registered investment companies and employs oversight controls to manage potential conflicts of interest.

Joshua Lorek is a financial advisor with LPL Financial, holding a Series 66 designation and having 29 years of industry experience. He has worked at LPL Financial since 2018 when he began through Ohio Investment Partners, with prior experience at Cetera Advisor Networks. Outside of his advisory role, he is involved in several investment-related business entities in Fairview Park, Ohio. 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 broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Christopher Edelman is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Raymond James Financial Services. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and technologies.

Robert Mastrangelo is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2013. He also serves the City of Highland Heights and participates as a poll worker in local elections. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Aileen Tippy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 63 designation and has worked with various Wells Fargo entities since 2009. Outside of her advisory role, she serves as power of attorney for her mother and is connected to a telecommunications equipment business owned by her spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and divorce planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Kenneth Hight is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles in education with Columbus City Schools and the Educational Service Center of Central Ohio. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that relies on LPL-sponsored programs and endorsed TAMPs.

Brian Kljun is a CFP®-certified financial advisor with Edward Jones in Strongsville, OH, and has 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million 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 under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Johnson is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Raymond James in 2017. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using proprietary research and planning tools, with a focus that includes public finance and municipal services.

Brett Gigliotti is a Series 66 licensed advisor with Fidelity in Westlake, Ohio, bringing 15 years of industry experience. He has been affiliated with Fidelity Investments since 2010 and currently provides one-on-one coaching through Magis Consulting LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Grant Visocky is a financial advisor with LPL Financial who holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at The O.N. Equity Sales Company for five years. Outside of his advisory role, he is involved with Simpliterm LTD, an online term insurance agency. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management and supports investment strategies with research from LPL and third-party subadvisors.