James Corrigan is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity and related firms, as well as a one-year tenure at DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jesse Vitu is a Financial Consultant at Fidelity Investments, where he provides clients with a comprehensive financial planning experience that focuses on their personal and financial objectives. Since joining Fidelity Investments in 2022, he has held several roles including Investment Consultant, Planning Consultant, and Relationship Manager, gaining diverse experience within the financial services industry. Prior to his tenure at Fidelity, Jesse worked as a Wealth Management Associate at Wealth Impact Advisors and began his career as a Financial Advisor's Assistant at Bridgewater Financial Group. Throughout his career, he has developed expertise in holistic financial planning and investment consulting, supporting clients in achieving their financial goals. Outside of his professional work, Jesse enjoys activities such as board games, comedy, family activities, playing musical instruments, movies, and outdoor adventures.

Todd Rohrer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 35 years of industry experience. His prior roles include positions at Valic Financial Advisors, Peak Brokerage Services, Blackridge Asset Management, and Prudential. He is also an independent insurance agent for various companies through HFS Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals with a range of discretionary and non-discretionary investment solutions.

Jennifer George is a financial advisor at LPL Financial in Pepper Pike, OH, holding the Series 66 designation. She joined the firm in 2025 and has prior experience in education and library services. 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 through a large network of investment adviser representatives, utilizing various portfolio management strategies and technology tools.

Darrin Plys is a financial advisor with Ameriprise in Parma, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a separate business entity formed for property management. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Paul Gromofsky is a financial advisor with Cambridge Investment Research Advisors in Richfield, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Cambridge, he worked at Sotera Health Company and Sherwin Williams Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals who utilize various portfolio management and platform solutions.

Harold Colston II is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors since 2021. Prior to his advisory role, he was employed at Best Buy from 2019 to 2021. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing both third-party advisory platforms and proprietary offerings.

Charles Erbs is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms, including Blue Technologies and Infinium Wall Systems. Prior to his advisory career, he held positions in multiple industries such as hospitality and retail. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Helaina Behm is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise, she held positions at Gilbane Building Company and has experience working in various roles including at Bowling Green State University and Behm Family Funeral Home. Outside of her advisory role, she is involved with Grifols Plasma/Biolife and maintains employment at BGSU Dining and the family funeral home. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation through portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating insurance product sales and affiliated trust custody services.

Alexandra Paul is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2012, progressing through positions including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she worked as a Financial Service Representative at MetLife Securities from 2011 to 2012. Throughout her career, Alexandra has focused on guiding clients through financial planning by understanding their unique aspirations and developing tailored financial strategies. She is committed to helping clients plan for a secure future and supports them in pursuing their financial goals with confidence.

Dean Leonakis is a financial advisor with Equitable Advisors, holding a Series 63 designation and 44 years of industry experience. He previously worked at Lincoln Financial Advisors for 27 years before joining Equitable Advisors and OSAIC in 2025. Outside of his advisory role, he is an independent agent engaged in outside fixed insurance sales. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Michael Murray is a financial advisor with Charles Schwab in Orange Village, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions, using multi-asset model portfolios and alternative investments, supported by a centralized and integrated operational structure.

Erik Daugenti is a financial advisor with Equitable Advisors in Independence, OH. He holds Series 63 and Series 65 licenses and has been in the industry since 2026. His prior experience includes roles at Lakeside Financial Partners and various positions outside the financial sector. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes tailored advice and utilizes a range of third-party advisory models and solutions for its clients.

Mildred Babb Perkins is a CFP® professional with 27 years of industry experience, currently working at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is involved with Wealth Journey Advisors, LLC, a financial practice she owns. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and fees negotiated based on complexity.

Mark Hawthorne is a financial advisor with Robert Baird & Co. in Cleveland, OH, holding a Series 63 designation and 37 years of industry experience. He has been with Robert Baird & Co. since 1994. Robert Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a wide range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management techniques, and ongoing investment research.

Thomas Udelson is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

John Egan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Raymond James. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and consulting services, drawing on multiple portfolio management styles and affiliated research, and provides specialized municipal advisory and employer consulting programs.

Daniel Cotter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior firms include Rehmann Wealth, Waterstone Financial Group, and WS Griffith Securities. Outside of his advisory work, he serves as a board member for the Notre Dame Club of Cleveland and the Community West Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes assessing client risk tolerance and utilizing a range of advisory models, delivered primarily through third-party asset managers and firm-sponsored programs.

Michael Quiring is a Series 66 licensed financial advisor with Equitable Advisors in Independence, Ohio, and has six years of industry experience. His professional background includes work at Equitable Advisors since 2020, along with roles at Boyerts Greenhouse and Baldwin Wallace University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory platforms and provides ERISA fiduciary services to qualified plans.

Kelli Benedejcic is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James and Associates, KeyBank, and Edward Jones Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and structured discovery conversations.