Ronald Dziedziak is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Kyle Blinkhorn is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 65 and Series 63 licenses and eight years of industry experience. He has previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Flagship Capital Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

John Becker is a financial advisor with Ameriprise in Avon Lake, Ohio, holding a Series 63 designation and 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, Becker is involved in several business ventures including co-ownership of retail operations and a tax preparation firm, and he serves on the investment committee for the Deaconess Foundation. He also provides pro bono financial planning services to a disabled military veteran through a program sponsored by the Financial Planning Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized team producing detailed Recommendation Reports supported by proprietary research and third-party data, with implementation managed by the client or their advisor within a defined investment framework.

Dean Ducato is a Senior Financial Advisor with Merrill Lynch Wealth Management. He draws on his background in Accounting to develop financial strategies for individuals, families, and companies, addressing various aspects including assets, liabilities, estate planning, trust planning, corporate financial services, and business sales. Dean works closely with a team of professionals whose collective experience in the financial services industry exceeds 100 years, providing clients with a comprehensive and collaborative approach to wealth management. Dean's areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Cleveland State University. His professional affiliations include the Cleveland State Marketing Association, Italian American Club, and Tau Kappa Epsilon. Outside of his professional work, Dean is involved in community efforts such as the Hunger Task Force. His personal interests include adventure sports, biking, boating, fishing, gardening, golfing, scuba diving, skiing, and traveling.

Matthew Clemens is a CFP® professional with 20 years of industry experience. He is currently with RBC Capital Markets and City National Bank since 2022, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. Outside of his advisory work, he is a partner in family and commercial real estate ventures. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.

Taylor Wolf is a financial advisor with UBS Financial Services in Westlake, OH, holding Series 63 and Series 66 licenses and having seven years of industry experience. Prior to joining UBS in 2019, he worked in the entertainment and financial sectors, including positions at the Agency for the Performing Arts, Anschutz Entertainment Group, and The Vanguard Group. Outside of his advisory role, he also drives for Postmates, a food delivery service. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolios to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Lisa Kopco is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She previously worked at Key Investment Services LLC and KeyBank NA, with tenures spanning from 2007 to 2022. She is also a member of REK Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Ryan Myers is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is based in Strongsville, Ohio. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregg Timura is a CFP® professional with 31 years of industry experience, currently affiliated with Raymond James & Associates since 2023. Prior to this, he spent 14 years at Ameriprise Financial Services, Inc. He serves as a committee member on the Zoning Board of Appeals for Brunswick Hills Township in Ohio. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and firm research.

Michael Nieberding is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He collaborates with clients to create, implement, and monitor financial plans by understanding and educating them on both their financial and personal goals. Michael has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, High Net Worth Representative, Regional Relationship Manager, Investment Consultant, and Financial Consultant. This experience has provided him with a comprehensive understanding of financial consulting and client relationship management.

Tiffany Hackney is a CFP® and holds a Series 66 license, currently affiliated with LPL Enterprise. She has five years of experience in the financial services industry, with prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

George Michalke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Key Investment Services LLC for 13 years. He serves as a representative on the board of directors for the Cleveland Barons Hockey Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm acts as an ERISA fiduciary and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

Rebecca Murphy is a financial advisor at OSAIC with 35 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior experience includes nearly two decades at Mass Mutual and MML Investors Services, followed by three years at SagePoint Financial. Outside of her advisory role, she is owner and certified divorce financial analyst at Facilitated Divorce Solutions, LLC. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a range of tools and third-party resources to construct customized portfolios that incorporate various asset types, managing accounts on discretionary or non-discretionary bases.

Chad Dworznik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He previously worked at PNC Investments and Merrill. 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 combines extensive research and analytics with diversified investment strategies and offers a range of financial products through its bank and insurance affiliates.

John Wirtz is a financial advisor with LPL Financial in Avon Lake, OH, holding a Series 63 designation and 24 years of industry experience. His career includes prior roles at The Huntington Investment Company and FirstMerit Bank, N.A. He serves as an assistant coach at St. Ignatius High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research and technologies.

Olivia Brahler is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at KeyBank and Lord Abbett. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Mohammad Khalil is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked in various roles at PNC Wealth Management, PNC Bank, and his own firm, MK Khalil LLC. He also has experience at Best Buy earlier in his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Chunying Lin is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 63 designation and 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 2009. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Gabriel Jackson is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Merrill Lynch, PFS Investments Inc., and PNC Investments. Outside of his advisory duties, he is engaged in tutoring through Varsity Tutors and works as a Medicare sales agent, among other part-time activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by third-party asset managers. The firm provides advisory services primarily through its network of financial advisors and supports trade execution and custody with BNY Mellon Advisors and Pershing.

Brian Olah is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. His prior roles include long tenures at Cadaret, Grant & Co., Inc., and Brownstone Financial Group, Inc., as well as managing his own firm, Brian Olah Asset Management, Inc. Outside of advising, he is involved with Halo Wealth Management, LLC, focusing on tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and retirement consulting, offering both discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.